Senior Client Specialist
Part-time
First Horizon Bank
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
- Assist in ordering appraisals and other loan due diligence as needed
- 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
- Data extraction and reporting: Extract, clean, and transform data from various sources, ensuring data accuracy and integrity. Generate regular reports, presenting data findings to leaders in a clear and concise manner.
- Experience with data visualization tools and systems (e.g., Power BI, Excel, Salesforce, nCino, and PowerPoint).
Requirements
- High school diploma or GED and 2-4 years of experience or equivalent combination of education and experience
- Proficiency with 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 .
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
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
Vacancy posted 29 days ago
Similar jobs that could be interesting for youBased on the Senior Client Specialist in Tampa, FL vacancy
- ...Senior Client Billing Specialist We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success. This position can be based in our global operations center in Tampa, FL, or at the Firm's Dallas office...SeniorTemporary workWork experience placementWork at office
- ...located at the Firm's global operations center in Tampa or in the Dallas office. General Description We are seeking a Senior Client Accounts Specialist to join our team. This is an exciting opportunity to work in a dynamic and fast-paced environment and contribute to the...SeniorTemporary workWork experience placementWork at office
- Help protect clients and the firm by strengthening investor due diligence for alternative funds. In this senior individual contributor role, you’ll take ownership of complex onboarding and refresh activities, partner across teams to resolve issues, and strengthen controls...SeniorWork at office
- MetLife’s Group Benefits team is hiring a Client Service Consultant to drive client outcomes by managing requests, leading projects, and offering consultative plan-design options. You will coordinate with clients, brokers, and internal teams to deliver trusted solutions...Senior
- A leading technology company in Tampa is hiring a Director of Sales Development to build and manage a world-class team. This role requires strong leadership skills to drive hiring and coaching strategies, ensuring high pipeline generation. The ideal candidate will have ...Senior
- ...insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate... ...and data input for expert witness exhibits.Litigation Seniors contribute to activities at the senior level including interfacing...Senior
- ...Edward Jones is seeking a Senior Branch Office Administrator (Sr. BOA) in Florida to support financial advisors and client accounts, ensuring a seamless client experience. You will handle communications, scheduling, and coordinated support while contributing to branch...SeniorWork at office
Edward Jones
Tampa, FL3 days ago - Tampa General Healthcare in Tampa, FL is seeking a Patient Accounts Specialist to perform hospital billing and collections for assigned accounts, ensuring accurate claim submission and timely follow-up. The role involves analyzing payer requirements, communicating with...Senior
- ...apply today!Who We WantOur explosive growth is your opportunity to join our high-energy Carrier Capacity team. We’re looking to hire a Senior Carrier Account Representative with previous third-party logistics experience who is ready to put their expertise to work at the...SeniorFull timeWork experience placementCasual workWork at officeLocal areaRelocationRelocation packageDay shift
- Federal Senior Principal Engineer, Solutions Architecture - SOCOM(Onsite role - 5 days per week - prefer local candidates)(Active/Current TS/SCI Clearance Required)(Scif - no Bluetooth devices)Required location: Tampa, FloridaDell Technologies offers one of the largest...SeniorLocal area
$18 - $32 per hour
...Senior Customer Service Representative This position is National Remote. You'll enjoy the flexibility to telecommute from anywhere... ...individual's time zone in which he / she resides as it is based upon client need and the time zone in which the client operates. It may be...SeniorHourly payMinimum wageFull timeWork experience placementWork at officeLocal areaRemote workMonday to FridayShift workUnitedHealthcare At Home
Tampa, FL1 hour ago- Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility for servicing a portfolio of large corporate or financial institution clients. As a Client Service Account Manager...SeniorFlexible hours
- ...Senior Client Success Associate Help protect clients and the firm by strengthening investor due diligence for alternative funds. In this senior individual contributor role, you'll take ownership of complex onboarding and refresh activities, partner across teams to resolve...SeniorWork at office
- ...Sr. Client Service Specialist- Surety ~202605702 ~Hartford, Connecticut, United States ~Philadelphia, Pennsylvania, United States ~Phoenix... ...~Full time View favourites Description The Senior Surety Client Manager supports Producers and Account Executives...SeniorFull timeTemporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
WTW
Tampa, FL1 day ago - ...Patient Accounts Specialist Senior Under the direction of the Director or Manager, Patient Accounts, performs functions involved in the billing and collection of hospital receivables, customer service duties, the processing and reconciliation of various charge-entry...SeniorFull timeRemote workMonday to FridayShift work
$105k - $130k
As a Senior Associate in CFO Advisory Services, you will play a critical role in delivering accounting advisory engagements to state... ...governments, higher education institutions and not-for-profits clients. You will support clients in navigating complex financial reporting...SeniorFull timeWork experience placementLocal area- Do you speak Spanish and enjoy servicing a large portfolio if clients? If so, come join our team!As a Latin America Payments Client Service Account Manager, you will serve Latin America clients on their cash management necessities. Between these clients are important Latin...SeniorFlexible hours
$85k
Join to apply for the Senior Client Billing Specialist role at Vaco by Highspring 2 days ago Be among the first 25 applicants Join to apply for the Senior Client Billing Specialist role at Vaco by Highspring Get AI-powered advice on this job and more exclusive features...SeniorFull timeWork at officeRemote work- ...Description Job Description: Title: Senior Account Associate - Commercial Lines Work Mode: Remote: Eastern and Central... ...~ Policy Management: Track policy expirations for existing clients, ensuring renewals are processed accurately and on time....SeniorContract workFor contractorsRemote work
Insurance Office of America
Tampa, FL3 days ago $100k - $120k
...supporting customers when they need us most. The Opportunity The Sr. Client Services Consultant II is responsible for managing the end-to-... ...challenges. This is an exciting opportunity to partner with senior client stakeholders, lead cross-functional efforts, and help shape...SeniorContract workTemporary workWork at officeLocal area- ...statements and data input for expert witness exhibits. Litigation Seniors contribute to activities at the senior level including... ...principles in performance of forensic accounting. Participate in client assignments from beginning to end. Create forensic and economics...Senior
- ...DigitalCM is seeking a Senior Federal / DoD ProposalWriter to join on-site in Tampa, FL. The role focuses on translating complex technical capabilities into clear, compliant federal proposals, not general marketing copy. You will lead RFP preparation, coordinate with...Senior
DigitalCM, LLC
Tampa, FL1 day ago $70.72k - $106.08k
...New To Bank Lead Trainer The New to Bank Lead Trainer is a senior individual contributor role responsible for supporting the delivery and ongoing development of client training within Citi Commercial Bank (CCB). The role provides advanced training expertise for New...SeniorFull time- ...technical oversight of multidisciplinary engineering and specialty subcontractor teams. Coordinate with EPA, state regulatory agencies, clients, and project stakeholders. Review and approve engineering deliverables, work plans, technical specifications, and construction...SeniorFull timeFor subcontractor
Action
Tampa, FLa month ago $230k - $295k
...building user experiences that deliver on our customers’ needs by leveraging an innovative infrastructure for money.Collaborating with senior product leadership and other product managers to align roadmaps and conceive projects that support product iterations.Interacting...SeniorFlexible hours- ...skills Company Brief: Incorporated over 70 years ago, our client is one of the largest G&Ts in the country, providing essential... ...counties. Electric Transmission Planning Engineer – Senior / Engineer / Associate - 2363m Visit our website for more details...SeniorTemporary workVisa sponsorship
MRINetwork Jobs
Tampa, FLmore than 2 months ago - Amgen Tampa Bay area is hiring a Specialty Representative/Senior Specialist to connect with medical professionals, promote innovative medicines, and navigate payer environments. You will implement marketing strategies and drive territory sales while maintaining strong customer...Senior
- A senior living organization in Tampa is looking for a Leasing Counselor to join their dynamic team. The role involves exceeding sales standards, conducting community tours, and developing referral relationships. Candidates should possess experience in senior living, strong...Senior
- Amgen is seeking a Specialty Representative or Senior Specialty Representative in the Tampa, FL area. You will be the clinical knowledge link to medical professionals and navigate the payer environment while promoting Amgen products. The role involves implementing marketing...SeniorRemote jobFlexible hours
- Amgen Inc. in the United States is seeking a Specialty Representative/Senior Specialty Representative to serve medical professionals with clinical product knowledge and to promote Amgen medicines within a defined Tampa, FL territory. The role emphasizes driving branded...SeniorRemote jobContract work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Specialist. Be the first to apply!
Related searches
- automotive customer service representative Tampa, FL
- immediate hire customer service representative Tampa, FL
- customer service attendant Tampa, FL
- td bank customer service representative Tampa, FL
- inbound customer service representatives Tampa, FL
- senior customer support representative Tampa, FL
- airport customer experience specialist Tampa, FL
- customer support associate Tampa, FL
- customer service officer Tampa, FL
- remote customer care specialist Tampa, FL