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Client Specialist II
Job in
Bentonville, Benton County, Arkansas, 72712, USA
Listed on 2026-08-22
Listing for:
First Horizon Bank
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Banking Operations, Loan Servicing
Job Description & How to Apply Below
- 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
- Handles escalations, high-touch or higher-complexity clients, and can independently resolve issues end-to-end
- 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
- Manages more complex servicing needs, coordinates across teams, and navigates nuanced client situations
- 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
- Provide Market Executive Support to the Market President, including invoice processing, market event coordination, scheduling, and other executive support responsibilities as needed
- Perform other duties and responsibilities as assigned
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
- Handles escalations, high-touch or higher-complexity clients, and can independently resolve issues end-to-end
- 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
- Manages more complex servicing needs, coordinates across teams, and navigates nuanced client situations
- 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…
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