Client Support Specialist, Private Banking

## Description

Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in **Nashville, 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 (**G*olden 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.

**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 contact [[email hidden]](mailto:[email hidden]) and we will be glad to assist.

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