Client Solutions Specialist II – Banking & Onboarding

First Horizon Bank

Jackson (TN)

On-site

USD 42,000 - 56,000

Full time

3 days ago
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Benefits offered by this job

Medical with wellness incentives
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match

Job summary

First Horizon Bank is seeking a detail-oriented banking professional in Tennessee to open new accounts, perform KYC reviews, and maintain client records. You will answer client inquiries and assist with fraud claims, while collaborating with loan and Treasury teams to monitor services for clients.

The role emphasizes cross-functional coordination, accurate documentation, and adherence to banking controls to protect clients and the bank.

Qualifications

  • High school diploma or equivalent required.
  • 2-4 years of relevant experience preferred.
  • Strong attention to detail and accuracy in documentation.

Responsibilities

  • Open new accounts and ensure complete, accurate documentation from clients.
  • Collect and review entity due diligence, KYC, and beneficial ownership information.
  • Image and index all deposit and client documentation for recordkeeping.
  • Perform account maintenance including adding/removing signers and updating records.
  • Respond to client inquiries regarding bank products and policies; conduct account research and fraud claims.
  • Provide loan support to relationship teams and process payments and fees.

Education

High school diploma or equivalent
2-4 years of experience

Tools

Microsoft Office suite

Job description

First Horizon Bank is seeking a detail-oriented banking professional in Tennessee to open new accounts, perform KYC reviews, and maintain client records. You will answer client inquiries and assist with fraud claims, while collaborating with loan and Treasury teams to monitor services for clients.

The role emphasizes cross-functional coordination, accurate documentation, and adherence to banking controls to protect clients and the bank.

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