Account Analysis Specialist

Account Analysis Associate

The Account Analysis Associate supports our Treasury Management team by onboarding client accounts into the Analyzed system and setting up billing plans for a variety of Treasury Management products. This associate is responsible for ensuring accurate and timely billing setup, resolving client billing issues, and recreating Account Analysis statements when necessary. The role requires adherence to internal policies, procedures, and regulatory guidelines, including proper documentation and meticulous recordkeeping. This associate responds to inquiries related to Account Analysis activities from internal partners, applying sound decision-making skills and thorough follow-through. The ideal candidate offers exceptional customer service to both internal and external clients, demonstrates strong critical thinking and problem-solving abilities, and is able to maintain composure and professionalism in high-pressure situations.

Location : Memphis, TN

Hours : Monday through Friday, 7AM to 4PM or 8AM to 5PM

Essential Duties & Responsibilities :

• Service / support to internal business partners through email, phone calls and SharePoint maintenance requests.
• Setup new customers using Hogan screens.
• Maintenance on existing customers profiles.
• Process refunds requested by Bank officers and Sales team.
• Reanalyze statements with corrections and release to print and archive.
• Reconcile department general ledger.
• Quality check behind other associates to ensure no customers are impacted.
• Providing updates and changes to instructions via On-line system.
• Other duties include maintaining reports, keeping accurate records for reconciling and tracking purposes, and meeting quality goals and standards established by management.
• Maintain good relationships with clients and team members.

Requirements :

About Us :

First 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.

Benefit Highlights :