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Oakworth Capital Bank · 16 hours ago

Client Support Specialist, Private Banking

Middle Tennessee - Brentwood, TN 37027

Full-time

Onsite

Entry, Mid Level

2+ years exp

Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Brentwood, TN! We are looking for a full-time Private Banking Client Support Specialist who will play a vital role in supporting our current & future clients.

BankingFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

Responsibilities

Successfully assist in onboarding new relationships

Provide exceptional service to clients and associates

Provide sales, processing, operational and administrative support to Client Advisors

Manage daily client interaction/requests (phone, letters, and email)

Work with Client Advisors and other departments to assist in monitoring fraud and assist clients when fraud occurs

Serve as a first line of contact for existing clients assisting with general account or servicing requests including funds transfers, wire requests, account inquiries, payments, etc

Collaborate with Client Advisors to support the onboarding of new clients, as well as obtain the necessary information for new or additional client accounts as needed

Review daily, any NSFs for supported Client Advisors

Partner with Client Advisors to clear document exceptions as needed

Work with other departments as needed to monitor for irregular account activity, safety of client assets, client servicing needs, etc

Qualification

Client service experienceProfessionalismInterpersonal skillsAttention to detailManage prioritiesWritten communicationVerbal communication

Required

Four-year college degree and two to four years related experience and/or training preferred; or equivalent combination of education and experience preferred

Previous experience in professional client service is preferred

Demonstrates a high level of professionalism with confidential and sensitive information

Ability to manage priorities and workflow with minimal guidance

Have excellent interpersonal skills, as well as written and verbal communication skills

Acute attention to detail