High-Touch Client Solutions 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

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.