Oakworth Capital Bank · 10 hours ago
Client Experience Specialist
Birmingham, AL
Full-time
Onsite
New Grad, Entry Level
0+ years expOakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Birmingham, AL. The Client Experience Specialist will play a vital role in supporting our current and future clients by providing exceptional service and managing various client transactions effectively.
BankingFinancial ServicesVenture CapitalWealth Management
Hiring Manager
Brooke Kline
Responsibilities
Provide exceptional service to clients and associates
Welcome visitors and properly guide them
Provide callers with appropriate information
Process transactions timely and accurately
Serve as first line of defense against fraud
Client service focus with the ability to stay positive in interactions with clients and team members
Answer questions about organization and provide callers with address, directions, and other information
Welcome on-site visitors, determine nature of business, and announce visitors to appropriate personnel
Process deposits, withdrawals, and other banking transactions, verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit
Examine checks deposited and determine proper funds availability based upon regulation requirements and complete hold notices
Process savings withdrawals; cash checks (verify endorsement, receive proper identification and ensure validity)
Refers clients to the proper department for issues that cannot be resolved in the lobby
Qualification
Required
High school diploma or general education degree (GED); or six to twelve months related experience and/or training; including cash handling or equivalent combination of education and experience
Knowledge of security and cash control procedures
Understanding of general banking laws, regulations, and procedures
Excellent verbal and written communication skills
Proficiency in Microsoft Office suite is required
Company
Oakworth Capital Bank
Oakworth Capital Bank is an investment management company focused on providing custom banking and wealth management solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$35.69M2022-08-19Debt Financing· $35M
2021-03-01Undisclosed· $0.47M
2016-01-27Undisclosed· $0.21M
Leadership Team
Scott Reed
Chief Executive Officer
Recent News
2025-11-20
Company data provided by crunchbase