Senior Client Specialist: Banking & Relationship Growth

First-Horizon-Bank; Houston (TX); On-site; USD 52,000 - 74,000; Full time

Job summary

First-Horizon-Bank in Houston seeks a Senior Client Specialist to support the line of business by delivering exceptional service and precise operational support to associates and clients. You will manage client requests, facilitate account operations, and ensure documentation and transactions are accurate and complete.

The CS Sr. serves as a liaison between clients, associates and internal partners to enable growth, with emphasis on relationship management and meeting the needs of teams and

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, 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 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.
• Collaborate with Loan Operations, Treasury Management and DepositOperations 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

Skills

Client relationship management

Customer service

Banking systems knowledge

Documentation accuracy

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

First-Horizon-Bank in Houston seeks a Senior Client Specialist to support the line of business by delivering exceptional service and precise operational support to associates and clients. You will manage client requests, facilitate account operations, and ensure documentation and transactions are accurate and complete.

The CS Sr. serves as a liaison between clients, associates and internal partners to enable growth, with emphasis on relationship management and meeting the needs of teams and