Client Specialist
First Horizon Bank
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
Vacancy posted 19 hours ago
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