Senior Client Success & Operations Lead

First Horizon Corp.; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

First Horizon Corp. is seeking a Client Specialist Sr. to support banking relationships and provide exceptional service and operational support to associates and clients. The role manages client requests, facilitates account operations, and ensures accurate documentation and transactions.

You will serve as a liaison among clients, teams, and internal partners, drive growth through cross-selling, and ensure compliance with KYC, documentation, and risk controls while mentoring others.

Qualifications

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

Responsibilities

• Open new accounts with complete, accurate client documentation
• Collect and review entity due diligence, KYC, and beneficial ownership for compliance
• Image and index deposit and client docs for recordkeeping
• Perform account maintenance: add/remove signers and update records
• Respond to client inquiries on bank products, accounts, and policies
• Identify cross-sell opportunities aligning with clients’ operations
• Demonstrate knowledge of banking systems and controls to protect clients and bank
• Resolve documentation exceptions and assist with past dues
• Provide loan support: collect payments, fees, and process advances
• Understand loan docs and differentiate internal documents
• Collaborate with Loan Ops, Treasury, and Deposit Operations for monitoring
• Generate reports from banking systems and compile data for reporting
• Prepare bank materials to support relationship management and engagement
• Serve as SME 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/compliance
• Perform other duties as assigned

Job description

First Horizon Corp. is seeking a Client Specialist Sr. to support banking relationships and provide exceptional service and operational support to associates and clients. The role manages client requests, facilitates account operations, and ensures accurate documentation and transactions.

You will serve as a liaison among clients, teams, and internal partners, drive growth through cross-selling, and ensure compliance with KYC, documentation, and risk controls while mentoring others.