Senior Client Specialist
Job Location:
Dallas, TX - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
- 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
- Demonstrate comprehensive knowledge of banking systems internal processes tools and resources available to associates and controls designed to protect the bank and our clients
- 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
- 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
- Collaborate with Loan Operations Treasury Management and Deposit Operations to ensure ongoing satisfactory monitoring of lending depository and Treasury Management services for clients
- Assist in generating reports from banking systems and platforms accurately compiling relevant data in alignment with line of business and reporting needs if requested
- 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
- Perform other duties and responsibilities as assigned
- High school diploma or GED and 5 years of experience or equivalent combination of education and experience
About Us
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 nations best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at .
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
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Required Experience:
Senior IC
About Company
First Horizon offers a variety of financial services nationwide. See how we serve our customers through personal, small business, commercial banking, and more.
