Client Specialist II
First Horizon Bank
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Benefits offered by this job
Job summary
First Horizon Bank in Bentonville, AR is seeking a detail-oriented banking professional to open new accounts, complete documentation, and support client onboarding across teams.
You will review KYC, perform account maintenance, respond to inquiries, and assist with loan support and cross-selling while ensuring compliance and accurate records. This role emphasizes accuracy, client service, and cross-team collaboration.
Qualifications
- High school diploma or equivalent; 2-4 years of relevant experience.
- Exposure to banking processes and documentation.
Responsibilities
- Open new accounts with complete, accurate documentation.
- Collect and review entity due diligence and KYC information.
- Image and index deposit and client documentation for recordkeeping.
- Perform account maintenance and update client records.
- Respond to client inquiries regarding bank products and policies.
- Identify cross-selling opportunities and recommend bank products.
- Provide loan support to relationship teams and process payments.
- Collaborate across departments to monitor lending and depository services.
- Prepare bank materials and reports as needed.
- Provide executive support tasks as needed.
Skills
Education
Tools
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
- Assist with the preparation of bank materials, such as presentations, reports, client communications, or product information packets to support relationship management and client engagement strategies, if requested
- Provide Market Executive Support to the Market President, including invoice processing, market event coordination, scheduling, and other executive support responsibilities as needed
- Perform other duties and responsibilities as assigned
- 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
- Assist with the preparation of bank materials, such as presentations, reports, client communications, or product information packets to support relationship management and client engagement strategies, if requested
- Provide Market Executive Support to the Market President, including invoice processing, market event coordination, scheduling, and other executive support responsibilities as needed
- Perform other duties and responsibilities as assigned
No supervisory responsibilities
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.
Microsoft Office suite
None required
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.
- 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
- X formerly Twitter
- YouTube
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.
- 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
- X formerly Twitter
- YouTube
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.
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