Banking Client Support Specialist

Oakworth Capital Bank; Charlotte (NC); On-site; USD 42,000 - 54,000; Full time

Job summary

Oakworth Capital Bank in Charlotte, NC is seeking a full-time Banking Client Support Specialist to lead our client lobby experience and deliver exceptional service to guests and clients.

The role focuses on onboarding new relationships, processing routine banking requests, and providing support to Client Advisors while maintaining security standards and professional discretion in all interactions.

Qualifications

• Bachelor’s degree or equivalent preferred.
• 1–3+ years of relevant banking experience preferred.
• Experience in bank branch operations preferred.
• Knowledge of security and cash control procedures.
• Understanding of general banking laws, regulations and procedures.
• Proficiency in CRM or similar client relationship platforms.

Responsibilities

• Onboard new relationships and provide exceptional client service.
• Support Client Advisors with sales, processing, and administrative tasks.
• Handle daily client interactions via phone, letters, and email; monitor for fraud.
• Assist with deposits, transfers, and routine banking transactions.
• Maintain lobby organization and welcome on-site visitors.

Skills

Team player

Organizational skills

Discretion

Tech literacy

Security procedures

Bank regulations

Education

Bachelor’s degree or equivalent preferred

Tools

Microsoft Dynamics

CRM systems

Microsoft Office

Job description

Oakworth Capital Bank is expanding to Charlotte, NC and has an excellent opportunity for someone to join our team! We are looking for a fulltime Banking Client Support 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).

Summary:

The Banking Client Support Specialist would provide an exceptional client experience when guests visit or call Oakworth Capital Bank. This role does not have sales or quota goals, but is asked to focus on the client experience. This role will lead our client lobby experience and is responsible for a variety of tasks including those listed below:

Key Roles/Responsibilities:

• Successfully onboard 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 monitor fraud.

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.
• Work with Client Advisors to welcome onboarding of new clients, as well as obtain necessary information for new or additional client accounts as needed.
• 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).
• Review daily, any NSF’s for supported Client Advisors.
• Work 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.
• 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:

• Bachelor’s degree or equivalent preferred
• 1-3+ years of relevant banking experience is preferred
• Proven success in previous bank branch operations role is preferred
• Knowledge of security and cash control procedures
• Understanding of general banking laws, regulations, and procedures
• Proficiency in a core system and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform is preferred
• Proficiency in Microsoft Office suite is required
• Team focused (collaborative, works well with others, supports team goals)
• Organizational skills
• Ability to utilize technology resources
• High level of professionalism with confidential and sensitive information

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 https://www.oakworth.com/.