Client Support Specialist, Private Banking
Client Support Specialist, Private Banking
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Salary Not Disclosed
1 Vacancy
Job Description
Job Details
Description
Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Birmingham AL! We are looking for a full-time Private Banking Client Support Specialist who will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualifications listed below and more importantly be able to demonstrate that they live by Oakworth Core Values (Golden Rule Character Innovative Spirit Professionalism Work Ethic).
Summary:
Responsible for supporting Client Advisors in onboarding new clients as well as providing exceptional service to existing Oakworth Capital Bank clients.
Key Roles/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
Responsibility Details:
- 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.
Qualifications and Skills:
- 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.
Oakworth has been recognized as a Best Bank to Work For by American Banker Magazine for the last eight years with six of those holding the top spot & ranking #2 in 2024. To learn more about our story and what makes Oakworth unique visit
If you are interested in this excellent opportunity please send your resume to .
Required Experience:
Unclear Seniority
Employment Type
Unclear
