Senior Client Specialist

Posted Yesterday
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Tampa, FL, USA
In-Office
Senior level
Financial Services
The Role
Supports commercial relationship managers and bank clients with lending, deposit account, loan documentation, overdraft, credit line, collateral, compliance, and account servicing activities. Coordinates with internal teams and external professionals to resolve client needs and support loan closings. Extracts and transforms data, maintains reporting accuracy, and presents findings using tools such as Power BI and Excel.
Summary Generated by Built In

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 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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Skills Required

  • High school diploma or GED
  • 2-4 years of experience, or equivalent combination of education and experience
  • Proficiency with Microsoft Office Suite

First Horizon Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First Horizon Bank and has not been reviewed or approved by First Horizon Bank.

  • Retirement Support Retirement offerings include a 401(k) plan with company matching contributions up to 6% of pre-tax income, alongside FSA/HSA options and a defined benefit pension plan. Stock purchase and equity programs (including options and RSUs) also add to longer-term wealth-building opportunities for eligible employees.
  • Parental & Family Support Parental leave is available for childbirth, adoption, foster parenting, or surrogacy, and adoption reimbursement is included in the package. These family-building benefits broaden support beyond traditional maternity/paternity leave structures.
  • Wellbeing & Lifestyle Benefits Wellbeing support includes an internal wellness program, an employee assistance program, and access to a digital wellness platform. Group life insurance and disability coverage (including no-cost options) strengthen financial protection and day-to-day support.

First Horizon Bank Insights

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The Company
HQ: Memphis, TN
6,494 Employees
Year Founded: 1864

What We Do

When we opened our doors in 1864 on North Court Street in Memphis, we had a simple mission: to provide the best service to our customers, one opportunity at a time. In the 150 years that followed, our communities transformed and expanded. We’ve seen our business and banking in general grow and adapt to the changing needs of customers through the years. But one thing that will always remain constant is our commitment to financial integrity and to helping our customers take good care of their money.

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