Client Specialist

First Horizon Bank

Raleigh, NC, United States9h ago

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Key details

Location: Raleigh, NC, United States
Work style: Onsite
Job type: Full-time
Function: Operations & Strategy
Focus area: other
Posted: 9h ago

Skills

account openingcross-sellingdue diligencefixed incomekycrecord keeping

About the role

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

· 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 Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients

· Perform other duties and responsibilities as assigned

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

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.