Client Onboarding & Banking Solutions Specialist

First Horizon Corp.; Raleigh (NC); Presencial; USD 42.000 - 56.000; Jornada completa

Descripción de la vacante

First Horizon Corp. in Raleigh, NC is seeking a detail-oriented professional to open new accounts, collect and review KYC data, and maintain client records.

You will support relationship teams with deposit and loan operations, respond to client inquiries, and identify cross-selling opportunities aligned with client needs. The role focuses on documentation, adherence to compliance requirements, and collaboration across operations teams to ensure accurate recordkeeping and smooth banking services

Responsabilidades

• Open new accounts with complete, accurate client documentation.
• Collect and review KYC, due diligence, and beneficial ownership data.
• Image and index deposit and client documents for proper recordkeeping.
• Maintain accounts by adding/removing signers and updating client records.
• Answer client inquiries on products, services; research accounts; process fraud claims.
• Identify cross-selling opportunities and recommend relevant bank products.
• Resolve documentation exceptions for loans, collateral, and deposits.
• Provide loan support by collecting payments and fees; assist with line-of-credit advances.
• Collaborate with Loan Ops, Treasury Management, and Deposit Ops for ongoing monitoring.
• Perform other duties as assigned.

Descripción del empleo

First Horizon Corp. in Raleigh, NC is seeking a detail-oriented professional to open new accounts, collect and review KYC data, and maintain client records.

You will support relationship teams with deposit and loan operations, respond to client inquiries, and identify cross-selling opportunities aligned with client needs. The role focuses on documentation, adherence to compliance requirements, and collaboration across operations teams to ensure accurate recordkeeping and smooth banking services