Client Specialist

First Horizon Bank; Jackson (TN); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical with wellness incentives, eye-

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

More -- FirstHorizon.com/First-Horizon

Job summary

First Horizon Bank in Jackson, TN is seeking a detail‑oriented banking professional to open new accounts, obtain complete documentation, and respond to client inquiries. You will support KYC/compliance, maintain accurate records, and handle account maintenance and documentation review.

The role requires cross‑selling bank products, collaborating with Loan Operations and Deposits teams, and resolving complex servicing issues end‑to‑end.

Qualifications

• High school diploma or equivalent and 2-4 years of experience or equivalent combination of education and experience.

Responsibilities

• Open new accounts and obtain complete, accurate documentation.
• 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.
• Handles escalations, high‑touch or higher‑complexity clients, and can 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 our clients.
• Manages more complex servicing needs, coordinates across teams, and navigates 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, collection of payments and fees, processing advances on lines of credit.
• Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of 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.
• Pay invoices and assist with administrative duties to the Market President.
• Perform other duties and responsibilities as assigned

Skills

Customer service

Attention to detail

Communication skills

Problem solving

Education

High school diploma or equivalent

Tools

Microsoft Office suite

Job description

Job Description

• 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


• Handles escalations, high-touch or higher-complexity clients, and can 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 our clients


• Manages more complex servicing needs, coordinates across teams, and navigates 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, collection of payments and fees, processing advances on lines of credit


• Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of 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


• Pay invoices and assist with administrative duties to the Market President


• Perform other duties and responsibilities as assigned

ESSENTIAL DUTIES AND 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


• Handles escalations, high‑touch or higher‑complexity clients, and can 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 our clients


• Manages more complex servicing needs, coordinates across teams, and navigates 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, collection of payments and fees, processing advances on lines of credit


• Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of 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


• Pay invoices and assist with administrative duties to the Market President


• Perform other duties and responsibilities as assigned

Supervisory Responsibilities

No supervisory responsibilities

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position.

High school diploma or equivalent and 2-4 years of experience or equivalent combination of education and experience.

Computer And Office Equipment Skills

Microsoft Office suite

CERTIFICATES, LICENSES, REGISTRATIONS

(Ex: CPA, Series 6 or 7 license, etc)

None required

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our 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. More information is available at www.FirstHorizon.com .

Benefit Highlights

• Medical with wellness incentives, dental, and vision


• HSA with company match


• Maternity and parental leave


• Tuition reimbursement


• Mentor program


• 401(k) with 6% match


• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Follow Us

• Facebook


• X formerly Twitter


• LinkedIn


• Instagram


• YouTube

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our 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. More information is available at www.FirstHorizon.com .

Benefit Highlights

• Medical with wellness incentives, dental, and vision


• HSA with company match


• Maternity and parental leave


• Tuition reimbursement


• Mentor program


• 401(k) with 6% match


• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Follow Us

• Facebook


• X formerly Twitter


• LinkedIn


• Instagram


• YouTube

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.