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Client Specialist

First Horizon Bank

LaFayette, LAFull-timeSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
LaFayette, LA
Schedule
Full-time
Work Authorization
Not specified

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Job overview

The Client Specialist opens new accounts, ensures accurate client documentation, and conducts due diligence including KYC and beneficial ownership verification. They maintain accounts, respond to client inquiries, identify cross‑selling opportunities, support loan operations, and collaborate with Treasury and Deposit teams while adhering to compliance and recordkeeping standards.

Skills & qualifications

RequiredNice to have

Skills

Banking SystemsKYC ComplianceCross‑SellingLoan DocumentationTreasury ManagementDeposit OperationsAccount MaintenanceClient Inquiry Handling

Full job description

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

  • 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

  • Perform other duties and responsibilities as assigned

Job Identification: 1454

Job Category: Banking

Job Schedule: Full time

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