Senior Private Client Specialist
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Overview
Job Description
Location: On site in Palm Beach Island, FL, North Palm Beach, FL or Jupiter, FL
Summary
Provide assistance to the Private Banking Relationship Managers.
Responsibilities:
- Review and Fund Loans
- Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
- Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency.
- 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 private wealth client overdrafts
- Approve and process private wealth clients' withdrawals on lines of credit
- 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 with supervision
- Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents
- Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
- 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
- Performs all other duties as assigned
Requirements:
- High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience
- Working knowledge of MS Office Suite
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at www.FirstHorizon.com.
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
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Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.