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Oakworth Capital Bank · 5 months ago

Private Banking Client Advisor

Brentwood, TN, USA

Full-time

Onsite

Senior Level

5+ years exp

Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team as a Private Banking Client Advisor. This role is responsible for providing the highest level of client experience through personalized banking solutions, building new client relationships, and maintaining existing ones in a collaborative team environment.

BankingFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

Responsibilities

Ensure execution of the Oakworth Model

Execution of the business development approach

Build book of business

Provide extraordinary client experience

Community Involvement

Strengthen existing client relationships as well as maintain excellent business development skills to identify potential clients that fit the Oakworth relationship model

Analyze client financial statements in order to provide and implement financial recommendations

Work collaboratively with internal teams to enhance the client experience

High level of focus on the generation of new relationships and business to assist in meeting team goals:

Attend Business Development team meetings prepared to contribute

Collaborate with Commercial Banking and Wealth Management teams

Conduct business development calls on prospective and current clients to assist in meeting established team goals

High focus on client service:

Relationship management for existing clients, including ongoing and regular client contact and communication with meaningful substance

Providing a high level of responsiveness returning calls and emails regarding client inquiries

Qualification

Lending experienceCore Banking systemClient Relationship ManagementMicrosoft Office suiteHolistic advisingTechnology utilizationCommunication SkillsTeam focusedOrganizational skills

Required

Bachelor's degree or equivalent required

Proficiency in Microsoft Office suite is required

Excellent Communication Skills – verbal, written, listening

Team focused (collaborative, works well with others, supports team goals)

Holistic approach to advising clients & providing solutions

Drive to source, win, expand relationships

Knowledgeable/Credible within their field (through experience, education, credentials in applicable area)

Organizational skills

Ability to utilize technology resources

Preferred

5+ years of lending experience is preferred

Previous credit background with sound lending practices highly preferred

Proficiency in Horizon or a similar Core Banking system and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform is preferred