Private Banking Client Specialist in Germantown, TN at First Horizon National Corporation

Date Posted: 7/23/2020

Job Snapshot

  • Employee Type:
  • Location:
    7640 Poplar Avenue
    Germantown, TN
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

This position supports business and individual clients, as well as leadership sales staff by performing the most complex daily clerical functions to maintain the office and document and system maintenance and processing.

Serves as the primary contact and central information source for customer after the initial sale and plays a key role in maintaining a positive relationship; ensuring customer satisfaction.  Processes and administers client account maintenance.  Answers client questions from phone calls, emails, and other correspondence.  Maintains a working knowledge of all products and delivery systems including but not limited to RMS; ALS; HOGAN; Mainframe and Online E app to ensure appropriate handling of transactions.  Resolves operational issues regarding bank systems. Assumes ownership of job responsibilities.

Clerical functions may include the following for both companies and individuals: transfer of funds between accounts, opening accounts, ordering checks, transferring funds between accounts, researching deposit and loan account issues, initiating template correspondence to client as developed by team, maintaining contact lists, filing of electronic and hardcopy client records, assembly of sales materials for prospect and client sales calls, follow-up on new accounts for debit cards, checks, online banking. Client Specialist will assist with wire transfer and cashier check requests and follow guidelines for administering. “Special Client requests” that may include tasks such as monthly principal reductions to loans will also be the responsibility of the Client Specialist to schedule and expedite. When the team is away from the office, the Client Specialist will handle all phone calls and research requests. Client Specialist will keep team informed of client activity if deemed “out of the normal” course of daily routine by Client Specialist. On a quarterly basis, Client Specialist will assist team with client event to include email of invitation, client response, and attendance expectation. Other duties may be necessary to coordinate events quarterly.

Sales – 10%

Promote cross-selling of additional bank services; assist RM’s in recording customer calls and ordering MOD mailers in RMS; answer client inquiries on Bank products, services, accounts and policies.


   # referrals to RM per month and recorded in RMS

   # MOD mailers ordered

   # Cross-sale assists

 Feedback from RMs supported and LOB Manager

Client Servicing – 35%

Process client transactions and account maintenance for DDA, loan and credit card accounts; research and correct account discrepancies and reported fraudulent transactions; process domestic and international wire transfer requests and maintain accurate wire transfer files; open new deposit accounts.


# new accounts opened

 Minimal wire audit exceptions

 Feedback from RMs supported and LOB Manager

Loan Servicing - 15%

Assist relationship managers in servicing consumer and commercial loans, including gathering financial information, establishing and maintaining relevant files, processing loan advances and payments according to policies and uploading documents in a timely manner to ARX.


 Feedback from RMs supported

 Feedback from LOB Manager

 Feedback from Consumer Loan Specialist(s) and Portfolio Manager(s)

Compliance - 25%

Work daily RIPN, overdraft and past due reports; clear loan exceptions and missing signature card exceptions; make sure all clients are KYC and OFAC compliant; completion of all training by deadline


Minimal exceptions and past dues over 30 days   

Keep KYC and OFAC information current

Feedback from RMs supported and LOB Manager

Teamwork, Embracing First Power Culture and our Blue Chips -15%

 1)Teamwork - Answer phones promptly and courteously; serve as back-up for other team members; willingness to help on projects; other duties as assigned

2) First Power Culture - Be the Best at serving our clients one opportunity at a time; Embrace our values:  Accountability; Adaptability; Integrity; Relationships

3) Blue Chips

  1. Easy to do business with
  2. Provide differentiated customer service experiences
  3. Use Bonefish to drive profitability


Feedback from RMs supported and LOB Manager


4-6 years experience required;  6-8 years experience preferred

High School diploma required for consideration (or equivalent).

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.             

Work Hours: Monday thru Friday from 8am to 5pm


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)