Find & Apply For Customer Service Representative Jobs in Lafayette, Louisiana

Client Specialist First Horizon Bank - 3.4 Lafayette, LA Job Details Full-time 20 hours ago Qualifications KYC Opening bank accounts Customer records maintenance Record keeping Contract documentation review Managing customer accounts Loan payment processing Internal controls Financial services customer support Loan compliance checks Account maintenance Financial transaction processing Client inquiry handling Regulatory due diligence experience Promoting bank products Client file management Research Mid-level Financial fraud detection Financial issue resolution Managing client accounts Anti-Money Laundering (AML) compliance (compliance procedures implemented) Customer relationship management Compliance documentation Needs-based selling Relationship management Customer support for financial loans Handling account queries Suggestive selling Legal due diligence experience 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