Private Banking Client Specialist

First Horizon
Atlanta, GA
Category Customer Service
Job Description
Supports clients and sales staff by performing daily clerical functions to maintain the office and document processing.

Requirements

  • High school diploma or GED and 2-4 years of experience
  • Commercial Lending Support to Commercial Relationship Managers
  • Loan processing and administration
  • Client support and sales promotion
  • Collateral management and loan calculations
  • Disbursement of funds and extension of new loans
  • Account opening and discrepancy research
  • Loan document preparation and report generation
  • Relationship Manager portfolio maintenance

Benefits

  • Medical with wellness incentives
  • Dental
  • Vision
  • HSA with company match
  • Maternity and parental leave
  • Tuition reimbursement
  • Mentor program
  • 401(k) with 6% match
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