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Capital Bank Commercial Client Specialist
First Horizon National Corporation
Coral Gables, FL, United States
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Description
Summary:
Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. Serves as Administrative Assistant to the Market President, coordinating office functions, travel, calendars and other related responsibilities.
Duties and Responsibilities
• Primary Administrative Assistant to the Market President, ensuring smooth office operations, and coordinating a variety of clerical functions for travel, calendars, meetings, invoice payment and other related activities.
• 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. Maintains credit files. 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. Prepares loan documents, notices, and periodic loan reports.
• Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies.
• Other duties as assigned.
Requirements
Education and/or Work Requirements
High School Diploma/GED required for consideration.
Accurate typing, spelling and grammar skills. Proficient with applicable computer software. Good written and oral communication skills. Good organizational and customer service skills. General banking/operations experience. Excellent consultative sales and cross-selling skills.
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