Senior Client Specialist - Banking Relationships & Operations

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

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.