Client Specialist II

Responsibilities

• Open new accounts and ensure complete, accurate documentation is obtained from clients.
• Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements.
• Image and index all deposit and client documentation to ensure proper recordkeeping.
• Perform account maintenance, including adding/removing signers and updating client records.
• Respond to client inquiries regarding bank products, services, account details, and policies; conduct account research, file and process fraud claims.
• Handle escalations, high-touch or higher-complexity clients, and independently resolve issues end-to-end.
• Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients’ operational needs.
• Demonstrate comprehensive knowledge of banking systems, internal processes, tools, and resources available to associates, and controls designed to protect the bank and clients.
• Manage more complex servicing needs, coordinate across teams, and navigate nuanced client situations.
• Research and resolve exceptions in required documentation; loan, collateral, and deposit exceptions; assist with past dues.
• Provide loan support to relationship teams, including collection of payments and fees, and processing advances on lines of credit.
• Demonstrate knowledge of the loan documentation process, including identifying and differentiating internal loan documents and understanding attorney-prepared documentation.
• Collaborate with Loan Operations, Treasury Management, and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository, and Treasury Management services for clients.
• Assist in generating reports from banking systems and platforms, accurately compiling relevant data in alignment with line of business and reporting needs, if requested.
• Assist with the preparation of bank materials, such as presentations, reports, client communications, or product information packets to support relationship management and client engagement strategies, if requested.
• Provide Market Executive Support to the Market President, including invoice processing, market event coordination, scheduling, and other executive support responsibilities as needed.
• Perform other duties and responsibilities as assigned.

Requirements

• High school diploma or equivalent and 2-4 years of experience or equivalent combination of education and experience.
• Proficiency with Microsoft Office suite.

Skills

• Account management and maintenance
• Client relationship management and issue resolution
• Knowledge of banking systems, processes, and compliance requirements
• Loan documentation and support
• Cross-functional collaboration
• Report generation and data compilation
• Executive support and administrative coordination

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

About Us

First Horizon Corporation is a leading regional financial services company dedicated to helping 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.