Client Specialist

First Horizon Corp.; Mobile (AL); Presencial; USD 42.000 - 68.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical with wellness incentives

Dental

Vision

HSA with company match

Maternity leave

Parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Descripción de la vacante

First Horizon Corp. is hiring on-site for a banking specialist role in Mobile, AL. You will open new accounts, collect thorough client documentation, and ensure compliance with KYC and ownership requirements.

You will also process account maintenance, respond to client inquiries, and support loan operations while coordinating with related teams to ensure seamless service delivery.

Formación

• Experience in client onboarding and documentation review.
• Familiarity with KYC, due diligence and banking processes.
• Understanding of compliance controls and risk awareness.

Responsabilidades

• Open new accounts and collect complete documentation.
• Review KYC and ownership information for compliance.
• Image and index deposit and client documents for records.
• Perform account maintenance including signer changes.
• Handle client inquiries on products, services, and policies.
• Resolve escalations for high-touch clients end-to-end.
• Identify cross-selling opportunities aligned with client needs.
• Know banking systems, processes, tools, and controls.
• Coordinate across teams to monitor lending and treasury services.
• Provide loan support including payments and credit line advances.

Conocimientos

Customer service

Attention to detail

KYC knowledge

Fraud awareness

Educación

High School Equivalent

Descripción del empleo

Location: On site at the location listed in the job posting.

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
• Perform other duties and responsibilities as assigned

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 atwww.FirstHorizon.com (https://urldefense.com/v3/__https:/www.firsthorizon.com/__;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6_kmPxl66_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .

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 (https://www.facebook.com/FirstHorizonBank)

X formerly Twitter (https://twitter.com/FirstHorizonBnk)

LinkedIn (http://www.linkedin.com/company/first-horizon-bank)

Instagram (https://www.instagram.com/first_horizon/)

YouTube (https://www.youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q)

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 (https://www.eeoc.gov/poster) notice from the Department of Labor.

Job Identification: 1734

Job Category: Banking

Job Schedule: Full time

Degree Level: High School Equivalent