Client Specialist II

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

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• Open new accounts and ensure complete, accurate documentation is obtained from clients
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• Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements
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• Image and index all deposit and client documentation to ensure proper recordkeeping
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• Perform account maintenance, including adding/removing signers and updating client records
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• Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims
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• Handles escalations, high-touch or higher-complexity clients, and can independently resolve issues end-to-end
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• Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients’ operational needs
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• Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients 
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• Manages more complex servicing needs, coordinates across teams, and navigates nuanced client situations
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• Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues
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• Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit
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• 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 
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• Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients
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• Assist in generating reports from banking systems and platforms, accurately compiling relevant data in alignment with line of business and reporting needs, if requested
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• 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
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• Provide Market Executive Support to the Market President, including invoice processing, market event coordination, scheduling, and other executive support responsibilities as needed 
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• Perform other duties and responsibilities as assigned
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SUPERVISORY RESPONSIBILITIES

No supervisory responsibilities

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

High school diploma or equivalent and 2-4 years of experience or equivalent combination of education and experience. 

COMPUTER AND OFFICE EQUIPMENT SKILLS

Microsoft Office suite

CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)

None required

About Us
\n 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  

Benefit Highlights
\n • Medical with wellness incentives, dental, and vision
\n • HSA with company match
\n • Maternity and parental leave
\n • Tuition reimbursement
\n • Mentor program
\n • 401(k) with 6% match
\n • More -- FirstHorizon.com/First -Horizon-National- Corporation/Careers/Our -Benefits

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