First Tennessee Bank Client Specialist – Mortgage Warehouse Lending in Germantown, Tennessee
Description Supports the clients of the Mortgage Warehouse Lending Group. Responsible for onboarding and ongoing maintenance of Treasury Management products and services, and for referring clients with other service needs to the appropriate FTB business line.
Duties and Responsibilities
Processes and administers the account opening process and related documentation. Works closely with clients, the Treasury Management Sales Officer (TMSO), the Treasury Management Sales Analyst (TMSA), the Warehouse Lending Relationship Managers, and Warehouse Lending Portfolio Managers. Supports treasury-related aspects of the relationship including set-up of new products, follow up with clients and Relationship Managers, and implementation and follow up with treasury management maintenance requests.
Sales Related Activities. Develops in-depth knowledge of Treasury Management products and services. Assist in cross selling products of other departments and refers customers to appropriate person. Service customers via telephone and counsel on best treasury management products to meet banking needs.
Customer Service/Administration. Assists with client inquiries about bank products, services, accounts and policies; promotes cross-selling opportunities; researches and corrects account discrepancies. Works closely with the Treasury Management Sales Analyst (TMSA) and Treasury Management Sales Officer (TMSO) on treasury products, services and solutions, and inquiries and sales opportunities. Responds to questions and requests involving account and loan balances, account activity, stop payments, internal funds transfers and wire transfers.
Other duties as assigned.
Requirements Education and Experience
Bachelor’s degree required or equivalent combination of education and experience
0 to 2 years of commercial and treasury products and services experience; 2 to 4 years preferred
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
Requisition Number: 18-0768
Post Date: 4/17/2018
Title: Client Specialist – Mortgage Warehouse Lending
Part Time?: No