Banking Client Experience Lead | Onboarding & Support

Oakworth Capital Bank

Charlotte (NC)

On-site

USD 42,000 - 65,000

Full time

2 days ago

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Job summary

Oakworth Capital Bank in Charlotte, NC is seeking a Banking Client Support Specialist. This fulltime role focuses on delivering an exceptional client experience, leading the lobby, and supporting Client Advisors with sales, processing, and administrative tasks.

The candidate will handle daily client inquiries and help monitor fraud, ensuring a secure banking environment. The position emphasizes customer service, teamwork, and professional conduct in a banking setting, with no sales quotas and a

Qualifications

Bachelor’s degree or equivalent preferred.
1–3+ years of banking experience preferred.
Proven banking operations experience is a plus.
Knowledge of security and cash control procedures.
Understanding of banking laws, regulations and procedures.
Proficiency with Microsoft Office is required.

Responsibilities

Onboard new relationships and provide exceptional client service.
Support Client Advisors with sales, processing, operational and administrative tasks.
Manage daily client interactions via phone, letters, and email.
Assist in monitoring fraud with Client Advisors and other departments.
Maintain an organized lobby and reception area for guests.