Client Specialist ll

First Horizon Corp.; Jacksonville, Northern (FL, KY); Hybrid; USD 42,000 - 54,000; Full time

Job summary

First Horizon Corp. in Jacksonville, FL seeks an operations professional to open new accounts, collect KYC data, and maintain client records. You will respond to client inquiries, assist with account maintenance, and support loan and depository services while following bank controls.

The role requires a high school diploma or equivalent and 2–4 years of related experience, with proficiency in Microsoft Office and strong attention to detail. This is a full-time on-site position.

Qualifications

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

Responsibilities

• Open new accounts and obtain complete, accurate client documentation.
• Review KYC and beneficial ownership information to meet compliance.
• Image and index deposit and client documents for recordkeeping.
• Perform account maintenance and update client records.
• Answer client inquiries about bank products, services, and policies.
• Handle escalations and resolve issues end-to-end for complex clients.
• Identify cross-selling opportunities aligned with client needs.
• Demonstrate knowledge of banking systems and internal controls.
• Support lending/depository services and loan documentation processes.
• Assist Market President with administrative duties and reporting as needed.

Skills

attention to detail

customer service

Education

High school diploma or equivalent

Tools

Microsoft Office

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
• 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 DepositOperations to ensure ongoing, satisfactory monitoring oflending, depository and Treasury Management servicesfor 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