oracle
Senior Client Specialist
First Horizon Bank
Orlando, USA
Full-time
Senior · 2+ years experience
Onsite
Discovered Today
Power BISalesforcenCino
Free
Job Fit Check
Base Career helps you apply smarter for this job.
?%
Ready to ScanKey skills for this role
Power BISalesforcenCino
Role Overview
Supports Bank clients and sales staff by performing moderately complex daily clerical functions, to maintain the office and document processing. Provide assistance to Commercial Relationship Managers in the department.
Key Skills for This Role
Power BISalesforcenCino
Full Job Posting
Location
- On site at location listed in job posting
Summary
Supports Bank clients and sales staff by performing moderately complex daily clerical functions, to maintain the office and document processing. Provide assistance to Commercial Relationship Managers in the department.
Responsibilities
- Provide Commercial Lending Support to Commercial Relationship Managers, often serving as a primary point of contact for clients’ operational needs
- Assist with maintaining Relationship Managers’ portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
- Learn to identify clients’ operational needs and bank products/services to meet these needs
- Open and maintain commercial depository accounts and related documentation in accordance with policy, including Beneficial Ownership, OFAC and other requirements
- Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, Treasury Management, and other bank services
- Research and coordinate responses to client needs, with other departments within the bank, as needed
- Process payment and fees of commercial client overdrafts
- Process commercial client draws and paydowns on lines of credit
- Complete routine servicing of depository accounts
- Communicate with clients, attorneys, insurance companies, title companies, and various other professionals to assist with loan and deposit account management
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at First Horizon Bank
Head of Product Forecasting, Product Risk, and Product Performance
Memphis, USA
SeniorFull-time
Discovered TodayView →
Head of Product Forecasting, Product Risk, and Product Performance
Memphis, USA
Discovered TodayFull-time
Fraud Protection Analyst
Metairie, USA
Discovered TodayFull-time
Banking Center Manager II
Advance, USA
Discovered TodayFull-time
Score Underwriter
Memphis, USA
Discovered YesterdayFull-time
Banking Center Operations Coordinator
Jupiter, USA
Discovered YesterdayFull-time
Teller
Miami Lakes, USA
Discovered YesterdayFull-time
Teller
Onancock, USA
Discovered YesterdayPart-time
Universal Banker
Cary, USA
Discovered 2 days agoFull-time