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Client Specialist
Job in
Lafayette, Lafayette Parish, Louisiana, 70595, USA
Listed on 2026-10-04
Listing for:
First-Horizon-Bank
Full Time
position Listed on 2026-10-04
Job specializations:
-
Finance & Banking
Banking Operations, Loan Servicing, Banking & Finance
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
- 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
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