Client Specialist

First Horizon Bank; Raleigh (NC); On-site; USD 42,000 - 56,000; Full time

Job summary

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

Responsibilities

• 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.

Job description

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
• Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs
• 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
• 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