Commercial Banking Client Specialist
First Horizon Corp.
Location: Onsite at the location listed in the job posting. Summary Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. Essential Duties and Responsibilities Provide Commercial Lending Support to Commercial Relationship Managers Review and Fund Loans Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records. Obtains credit information and ensures sufficient loan collateral. Calculates loan items and charges such as interest and payments. Assists lending officers in activities such as disbursement of funds and extension of new loans. Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies. Prepares loan documents, notices, and periodic loan reports. 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 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 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 depositoperations to ensure satisfactory on-going monitoring ofdepository/Treasury Management accounts/servicesto clients Process wire requests for clients. Assist other AAs and other departments with administrative support when needed Performs all other duties as assigned Qualifications High school diploma or GED and 2-4 years of experience or equivalent combination of education and experience #J-18808-Ljbffr First Horizon Corp.
- ...posting Summary Supports the clients and sales staff by performing... .... Responsibilities Provide Commercial Lending Support to Commercial... ...’ operational needs and bank products/services to meet these... ...years experience in a Client Specialist position 5+ years customer service...Commercial
- ...job description: Provide dedicated client information management onboarding coordination... ...and administrative support to Corporate Banking bankers and client teams under limited... ...financial services corporate banking commercial banking client onboarding client service...CommercialFull timePart timeWork at officeShift workDay shift
- ...Client Advisor In The Institutional Advisor Channel J.P. Morgan... ...support, and product specialists, are dedicated to the support... ...Investment Advisors, Private Banks, Trust Companies, and Multi-Family... ...and small business banking, commercial banking, financial transaction...Commercial
- Ameris Bank is a purpose-driven financial partner serving communities across the Southeast and beyond. The Commercial Banking Specialist supports commercial activities, maintains records, and handles... ...to both existing and prospective clients in a fast-paced banking...Commercial
- ...As aRelationship ExecutiveinEmerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.You willwork... ...focus on business relationships Understanding of Commercial Banking products and services Methodical approach...CommercialLocal areaFlexible hours
- ...customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships...CommercialWork at office
- ...level job description:Provide consultation to the bank on Treasury Management ImplementationsSupport... ...and adaptability to business by providing [US Commercial Banking] expertise to Backbase customers and internallySupport client on the configuration and process/workflow of...Commercial
- Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of... ...Ameris Bank teammate. Job Summary The Commercial Banking Specialist is responsible for performing administrative... ...procedures, and serves as a client contact. Performs other projects and duties...CommercialTemporary workWork experience placementBank staffWork at officeFlexible hours
- ...AWM), Goldman Sachs empowers clients worldwide to reach their... ...planning, investment management, banking, and tailored lending... ...wealth strategy.Our lenders and specialists provide bespoke solutions secured... ...securities, alternatives, commercial and residential real estate,...CommercialWorldwide
- ...ll own a named account list with some of the country's largest banks and credit unions. These institutions know who we are as Greenlight... .... You'll have BDR support, direct access to our Chief Commercial Officer and SVP of Partnerships, and product leadership in the...CommercialLocal areaDay shift
- ...Job Description Job Description Join Capital One Bank, a leading financial institution dedicated to innovation and customer... ...financial products and services to consumers, small businesses, and commercial clients primarily in the United States, Canada, and the United...CommercialWork at office
- Connect Staffing, Inc. in Atlanta is seeking a Client Relationship Associate to join its commercial banking team in Buckhead. You’ll cultivate relationships with business owners and professional partners to foster client trust and long-term growth. Working with an experienced...Commercial
- Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of... ...an Ameris Bank teammate.Job SummaryThe Commercial Banking Specialist is responsible for performing... ...collections procedures, and serves as a client contact. Performs other projects and duties...CommercialFull timeTemporary workBank staffWork at office
- ...toprovidestrategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial BankerinEmerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.You willwork both...CommercialLocal areaFlexible hours
- ...security and consumer trust. We use open banking to power real-time payments and instant... ...to payments, and why. Negotiate commercial terms with customers aligned to business... ...businesses. Skilled in presenting to clients face to face and online. Proven ability...CommercialWork at officeRemote workWork from homeFlexible hours
- Huntington National Bank is seeking a Treasury Management Service Specialist I to support onboarding, maintenance, and day-to-day service for Business Banking and Commercial clients. The role focuses on standard implementations, client adoption, and resolving routing issues...Commercial
- American Notary USA is seeking a Wholesale Banking Loan Closer who can work remotely from Jacksonville, FL or Atlanta, GA. The role... ...coordinates and prepares loan documentation for complex high-dollar commercial transactions, ensuring accuracy and adherence to loan approval...CommercialRemote job
- ...Senior Enterprise Account Executive, Agentic Banking Atlanta, Georgia, United States... ...onboarding with technical teams and lead the commercial path into production. Grow what... ...integration dependencies and recognize where specialist validation is required. Comfortable...Commercial
- Wholesale Banking Loan Closer (Remote in Jacksonville, FL or Atlanta, GA) Banking Loan Closer coordinates, prepares loan documentation and reviews complex high dollar commercial loan transactions..., ensuring accuracy and meeting requirements of loan approval, policy, regulations...CommercialRemote job
$300k
...About the Company Headquartered in Mobile, Alabama, our client is a privately held commercial general contractor with more than 30 years of success... ...accounting, and financial performance analysis. Direct banking relationships, bonding capacity, insurance programs,...CommercialFor contractorsWork at office- Huntington Bank is seeking a Treasury Management Service Specialist I to support onboarding, maintenance, and day-to-day service for Business Banking and Commercial clients. You will collaborate with Relationship Managers and cross-functional teams to ensure accurate implementations...CommercialRemote job
- ...seeking a Wholesale Credit Delivery Associate/Analyst to support credit analysis, risk assessment, and structuring for Commercial Banking, CRE, and Wealth clients. You will work with a senior Credit Delivery leader on assigned projects and mentor junior teammates. The role...Commercial
$70.35k - $205.8k
...strategy is to be the reinvention partner of choice for our clients and lead in the safe, widespread adoption of AI, and to be the... .... You Are:The candidate will be a Consultant within the Commercial Banking Consulting practice with a focus on Business and Technology...CommercialLive inWork at officeLocal area- East West Bank is seeking a Relationship Officer to expand its business banking footprint, manage existing clients, and cultivate new relationships across C&I, CRE, mortgages, SBA and treasury services. You will work with internal partners to meet client needs and drive...Commercial
- Regions Bank in Houston, Texas is seeking a Commercial Relationship Specialist to provide administrative support to Relationship Managers across Commercial Banking,... ...maturities and renewals, onboard Treasury Management clients, and ensure data integrity in OneView, RGA and...Commercial
- East West Bank in Atlanta is seeking a Relationship Officer who will build and maintain client relationships, drive commercial lending, and expand the bank's presence across the US and Asia. You will work with internal partners to tailor financial solutions, manage deposits...CommercialFull time
- ...underwriting, and coordinating the closing of routine consumer and commercial loans. Examines, evaluates, and authorizes or recommends... ...of customer loan applications. Also promotes business for the Bank by developing new commercial and consumer business growth...CommercialWork at officeLocal area
- ...Banking & Financial Services Litigation Associate Attorney Interested in more sophisticated... ...services litigation and complex commercial disputes? Aligned Talent Acquisition is... ...major financial institutions and corporate clients Greater responsibility and...CommercialImmediate start
- ...Commercial Banking Relationship ManagerIdentify, solicit, develop, manage, service, retain and grow long-term profitable commercial relationships for clients with $5MM to $75MM in annual sales. Offer a full range of loan, deposit, and fee-based services to existing and...CommercialWork at office
- Truist invites you to join its Wholesale Client Coverage & Credit Summer Intern program, a 10-week experience designed to build practical foundations in commercial banking, credit analysis, risk assessment, portfolio management, and relationship building. You will begin...CommercialSummer internship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Commercial Banking Client Specialist. Be the first to apply!
- territory sales representative Atlanta, GA
- group sales representative Atlanta, GA
- automotive sales representative Atlanta, GA
- internet sales representative Atlanta, GA
- direct sales representative Atlanta, GA
- sales representative Atlanta, GA
- verizon sales consultant Atlanta, GA
- online sales consultant Atlanta, GA
- truck sales representative Atlanta, GA
- chemical sales representative Atlanta, GA



