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First Horizon Bank · 1 day ago

Private Client Specialist

Miami Beach, Florida, United States

Full-time

Onsite

Senior Level

5+ years exp

First Horizon Bank is a leading regional financial services company, dedicated to helping clients unlock their full potential. The Private Client Specialist will assist Private Banking Relationship Managers by managing client portfolios, processing transactions, and ensuring satisfactory service delivery to clients.

BankingFinanceFinancial ServicesRisk Management

H1B Sponsor Likely

Responsibilities

Review and Fund Loans

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 private wealth client overdrafts

Approve and process private wealth clients' withdrawals on lines of credit

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 deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients

Open new accounts and ensure all required documentation is obtained from the client

Process wire requests for clients

Assist other AAs and other departments with administrative support when needed

Performs all other duties as assigned

Qualification

MS Office SuiteLoan documentationClient relationship managementBank products knowledgeAdministrative support

Required

High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience

Working knowledge of MS Office Suite

Benefits

Medical with wellness incentives, dental, and vision

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Company

First Horizon Bank

Glassdoor3.6

First Horizon Bank provides personal, business, and corporate banking, and private client services, to families and businesses.

Founded in 1864

Raleigh, North Carolina, USA

5001-10000 employees

https://www.firsthorizon.com/pmc

H1B Sponsorship

First Horizon Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (36)

2024 (31)

2023 (15)

2022 (17)

2021 (19)

2020 (16)