Client Experience Specialist

OakworthTalent

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profile Job Location:

Mobile, AL - USA

profile Monthly Salary: Not Disclosed
Posted on: 8 hours ago
Vacancies: 1 Vacancy

Job Summary

Description

Oakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Mobile AL! We are looking for a fulltime Client Experience Specialist that 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).

Responsibilities and Duties:
This position is focused on providing an exceptional client experience when guests visit or call Oakworth Capital Bank. The Client Experience Specialist will lead our client lobby experience and is responsible for a variety of tasks including those listed below:

  • Providing excellent client service with the ability to stay positive in interactions with clients and fellow associates.
    • Welcome on-site visitors as well as answer calls and emails determine nature of business and refer to the appropriate associate if the need cannot be resolved in the lobby.
  • Processing account transactions effectively:
    • 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).
  • Following proper procedures to minimize errors and reduce fraud.
  • Keeping the lobby and reception area in a neat and organized appearance for our guests.
  • Building great rapport with Oakworth clients.
  • Being a strong team player that works collaboratively with the Oakworth team to successfully support the daily functions and strategic deliverable.
  • Work in various online systems.

Qualifications and Skills:

  • Associates degree is preferred
  • Four or more years of banking experience is preferred
  • Proven success in previous bank branch operations role is highly preferred
  • 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

Oakworth has been recognized as a Best Bank to Work For by American Banker Magazine for the last nine years with six of those holding the top spot & ranking #2 in 2024 and 2025. To learn more about our story and what makes Oakworth unique visit you are interested in this excellent opportunity please send your resume to

#LI-DNI

Proposed Equal Employment Opportunity

Oakworth is committed to a policy of equal employment opportunity for all associates and applicants in accordance with applicable federal state and local law.

Accommodations for Applicants

Accommodations are available upon request for applicants who may need support during the hiring process. If you would like to request an accommodation please contactand we will be glad to assist.



Required Experience:

IC

DescriptionOakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Mobile AL! We are looking for a fulltime Client Experience Specialist that will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualification...
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Key Skills

  • Customer Service
  • Client Expectations
  • Client Requirements
  • Client Support
  • Action Plans
  • Issue Resolution
  • Account Management
  • Client Relationships
  • Service Delivery
  • Client Service
  • Client Satisfaction
  • Client Management
  • Procedures
  • Service Level Agreements
  • New Clients