Commercial Client Specialist
1 week ago
Summary:
The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients.
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
No supervisory responsibilities
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
High school diploma or equivalent and 2-4 years of experience or equivalent combination of education and experience.
Computer and Office Equipment Skills
Microsoft Office suite
Certificates, Licenses, Registration (Ex: CPA, Series 6 or 7 licenses etc)
None required
About UsFirst 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
Follow UsFacebook
X formerly Twitter
YouTube
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.
-
Client Service Specialist
7 days ago
Charlotte, NC, United States Relation Insurance Inc Full timeWHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future...
-
Commercial Loan Servicing Specialist
5 days ago
Charlotte, NC, United States Artech Full timeJob Title: Commercial Loan Servicing SpecialistLocation: Charlotte, NCIntroduction Join a dynamic team in a role that bridges operations management with wholesale and syndicated lending. This position offers a unique opportunity to work within the Member Services and Loan Trading teams, where you will play a key role in processing trades, managing...
-
Commercial Loan Servicing Specialist
1 week ago
Charlotte, NC, United States Artech Full timeJob Title: Commercial Loan Servicing SpecialistLocation: Charlotte, NCIntroduction Join a dynamic team in a role that bridges operations management with wholesale and syndicated lending. This position offers a unique opportunity to work within the Member Services and Loan Trading teams, where you will play a key role in processing trades, managing...
-
Commercial Loan Servicing Specialist
7 days ago
Charlotte, NC, United States Artech Full timeJob Title: Commercial Loan Servicing SpecialistLocation: Charlotte, NCIntroduction Join a dynamic team in a role that bridges operations management with wholesale and syndicated lending. This position offers a unique opportunity to work within the Member Services and Loan Trading teams, where you will play a key role in processing trades, managing...
-
Sr. Commercial Process Specialist
4 days ago
Charlotte, NC, United States Corning Incorporated Full timeSr. Commercial Process Specialist Date: Nov 11, 2025 Location: Charlotte, NC, US, 28216 Company: Corning Requisition Number: 71440 **The company built on breakthroughs. ** **Join us. ** Corning is one of the world’s leading innovators in glass, ceramic, and materials science. From the depths of the ocean to the farthest reaches of space, our...
-
TM Client Support Specialist
1 week ago
Charlotte, NC, United States South State Full timeThe SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team...
-
TM Client Support Specialist
3 days ago
Charlotte, NC, United States South State Full timeThe SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team...
-
Commercial - Sr. Client Partner (Payments)
1 week ago
Charlotte, NC, United States Endava Full timeCompany Description Technology is our how. And people are our why. For over two decades, we have been harnessing technology to drive meaningful change. By combining world-class engineering, industry expertise and a people-centric mindset, we consult and partner with leading brands from various industries to create dynamic platforms and intelligent digital...
-
Charlotte, NC, United States CorVel Full timeCorVel is seeking a Senior Commercial General Liability Claims Specialist to join our growing team. In this role, you will manage mid to complex General Liability claims - including bodily injury and property damage - with a focus on achieving optimal outcomes for both CorVel and our clients. This includes handling litigated files within company best...
-
Charlotte, NC, United States CorVel Full timeCorVel is seeking a Senior Commercial General Liability Claims Specialist to join our growing team. In this role, you will manage mid to complex General Liability claims - including bodily injury and property damage - with a focus on achieving optimal outcomes for both CorVel and our clients. This includes handling litigated files within company best...
