Summary
Under limited supervision, provide overall support to Private Client Relationship Managers and other support staff including, account opening/maintenance, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
Essential Duties and Responsibilities
- Involved in all activities that align with prospective and existing clients.
- Provide assistance to the Bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services.
- Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures.
- Performs account maintenance including money transfer requests, address changes, account representative changes, and various project support.
- Serves as liaison and between relationship team, compliance, and other business lines throughout the Bank.
- Fulfill relationship managers request and resolve service-related issues and inquiries.
- Assist with maintaining Relationship Managers portfolios - clearing loan, collateral, deposit, and credit exceptions; assist with collection of past due payments.
- Authorize payment and fees of private wealth client overdrafts.
- Process private wealth clients' withdrawals on lines of credit.
- Process wire requests for clients.
- 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.
- May attend client meetings, prospect meeting, and client/marketing events.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.
- Process tasks and resolve issues in a timely and accurate manner.
- Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times.
- Maintain a focus on continuous improvement and provides feedback on system enhancements.
- 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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Skills Required
- High school diploma or GED
- 5-7 years of experience, or an equivalent combination of education and experience
- Working knowledge of 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.
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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.
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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.
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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
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.
