PRO CRE Client Specialist Senior

First Horizon Bank; Houston (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

First Horizon Bank is seeking a Sr. Client Specialist in Houston to deliver exceptional service and seamless account operations across client portfolios. You will manage client requests, support documentation, and collaborate with relationship teams to drive growth while ensuring accuracy and compliance.

The role emphasizes relationship management, operational precision, and mentoring junior staff. Onsite work and strong knowledge of banking processes are required.

Qualifications

• High school diploma or equivalent and 5+ years of experience or equivalent combination of education and experience.

Responsibilities

• Open new accounts and ensure complete, accurate documentation is obtained from clients.
• Collect and review entity due diligence, KYC, and beneficial ownership information.
• Image and index all deposit and client documentation for recordkeeping.
• Perform account maintenance and update client records.
• Respond to client inquiries regarding bank products and policies; conduct account research.
• Proactively identify cross-selling opportunities and recommend products.
• Demonstrate knowledge of banking systems and controls to protect the bank and clients.
• Research and resolve documentation exceptions; assist with loan, collateral, and deposit issues.
• Provide loan support to relationship teams and process payments/fees.
• Understand loan documentation processes and attorney-prepared docs.
• Collaborate with Loan Ops, Treasury Management and Deposit Operations for ongoing services.
• Assist in generating reports from banking systems and compile data for reporting needs.
• Prepare bank materials to support relationship management and client engagement.
• Serve as a subject matter expert and mentor for other Client Specialists.
• Lead Client Specialist training sessions for the market.
• Provide day-to-day guidance on complex client needs and procedures.
• Model service excellence, accuracy, and adherence to risk standards.

Skills

Client service

Relationship management

Cross-selling

Documentation accuracy

KYC compliance

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Job Description

Location

Onsite at location listed in posting.

Summary

The Client Specialist (CS) Sr. role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The CS Sr. acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients.

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
• Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients
• 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
• Serves as a subject matter expert and peer mentor for other Client Specialists
• Leads Client Specialist training sessions for the market
• Provides day-to-day guidance on complex client needs, systems, and procedures
• Models service excellence, operational accuracy, and adherence to risk and compliance standards
• Perform other duties and responsibilities as assigned

Supervisory Responsibilities

No supervisory responsibilities

Qualifications

High school diploma or equivalent and 5+ years of experience or equivalent combination of education and experience.

Computer and Office Equipment

Microsoft Office suite

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 at www.FirstHorizon.com.

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

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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 notice from the Department of Labor.