6 Client specialist Jobs in Cleveland, TN
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First Horizon National Corporation is Hiring a Client specialist Near Cleveland, TN
On Site : Cleveland, TN
Summary
The incumbent in this position will provide administrative and commercial lending support to
Commercial and Private Banking Relationship Managers and other Bankers within their assigned area.
Responsibilities
- Provide general administrative support to Bankers
- Provide Commercial Lending Support to Commercial Relationship Managers
- Review and Fund Loans
- Independently able to identify clients' operational needs and bank products / services to meet these needs
- Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services
- Authorize payment and fees of commercial client overdrafts
- Approve and process commercial client's withdrawals on lines of credit
- Communicate with clients, attorney's, insurance companies, title companies, and various other professionals
- Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC
- Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients
- Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients
- Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository / Treasury Management accounts / services to clients
- Open new accounts and ensure all required documentation is obtained from the client
- Process wire requests for clients.
- Assist other AAs and other departments with administrative support when needed
- Serve as Team Leader / Manager of other Commercial Relationship Assistants
- Be proficient in all aspects of the role and capable of training
- Performs all other duties as assigned
Requirements
- High school diploma or GED and 3-5 years of experience or equivalent combination of education and experience
- Proficiency with MS Office Suite
Note : As part of the employment process for this position, you will have to meet the requirements of a background credit check.
This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
About Us
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately 7,300 associates and 418 banking centers throughout the southeastern United States.
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
Benefit Highlights
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More FirstHorizon.com / First-Horizon-National-Corporation / Careers / Our-Benefits
Corporate Diversity Commitment :
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve.
We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
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Equal Opportunity Employer / Protected Veterans / Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.
41 CFR 60-1.35(c)PDN-9c421452-c6fe-4c02-9bb2-8fcb9574f081
Last updated : 2024-06-13
Job Summary
Full Time
$50k-60k (estimate)
06/15/2024
06/15/2024
kc.fhhlc.com
Scottsdale, AZ
<25
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The following is the career advancement route for Client specialist positions, which can be used as a reference in future career path planning. As a Client specialist, it can be promoted into senior positions as a Customer Success Associate II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client specialist. You can explore the career advancement for a Client specialist below and select your interested title to get hiring information.
If you are interested in becoming a Client Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Specialist job description and responsibilities
They build and nurture strong personal relationships with clients.
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Perform other administrative duties as required to build business for clients.
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Responds to inbound requests from all channels (phone, portal, e-case) within prescribed service levels.
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Monitors, documents and manages the resolution process in a timely manner while effectively communicating status with the client to maintain a high degree of client satisfaction.
04/03/2022: Binghamton, NY
Assist in the creation and maintenance of user and procedural documentation.
04/02/2022: Laramie, WY
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Specialist jobs
A good client specialist always consistently deliver a high level of service to achieve and maintain high client and broker satisfaction levels and support client and member retention.
04/15/2022: Elkhart, IN
The number one skill you need to excel in customer service is problem-solving.
02/28/2022: Macon, GA
Client Specialist need to show that they are perfectly capable of talking about your product.
03/19/2022: San Diego, CA
Client specialist need a customer focus and should be willing to bear any situation to make sure the customer remains happy with your service.
03/28/2022: Savannah, GA
There are many different skills required to be considered qualified as a Marketing Specialist.
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Step 3: View the best colleges and universities for Client Specialist.
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