Client Support Specialist, Private Banking

Job Details

Job Location:

Middle Tennessee - Brentwood, TN 37027

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. 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).

Responsible for supporting Client Advisors in onboarding new clients, as well as providing exceptional service to existing Oakworth Capital Bank clients.

• 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.

• 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.