Client Specialist

Posted Yesterday
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Raleigh, NC, USA
In-Office
Entry level
Financial Services
The Role
Opens and maintains client accounts, verifies KYC and beneficial ownership documentation, manages records, handles client inquiries and fraud claims, identifies cross-selling opportunities, resolves documentation and loan exceptions, supports payments and credit line advances, and coordinates with lending, treasury, and deposit operations teams.
Summary Generated by Built In

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

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 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

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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.

First Horizon Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First Horizon Bank and has not been reviewed or approved by First Horizon Bank.

  • Retirement Support — Retirement offerings include a 401(k) plan with company matching contributions up to 6% of pre-tax income, alongside FSA/HSA options and a defined benefit pension plan. Stock purchase and equity programs (including options and RSUs) also add to longer-term wealth-building opportunities for eligible employees.
  • Parental & Family Support — Parental leave is available for childbirth, adoption, foster parenting, or surrogacy, and adoption reimbursement is included in the package. These family-building benefits broaden support beyond traditional maternity/paternity leave structures.
  • Wellbeing & Lifestyle Benefits — Wellbeing support includes an internal wellness program, an employee assistance program, and access to a digital wellness platform. Group life insurance and disability coverage (including no-cost options) strengthen financial protection and day-to-day support.

First Horizon Bank Insights

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The Company
HQ: Memphis, TN
6,494 Employees
Year Founded: 1864

What We Do

When we opened our doors in 1864 on North Court Street in Memphis, we had a simple mission: to provide the best service to our customers, one opportunity at a time. In the 150 years that followed, our communities transformed and expanded. We’ve seen our business and banking in general grow and adapt to the changing needs of customers through the years. But one thing that will always remain constant is our commitment to financial integrity and to helping our customers take good care of their money.

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