Client Experience Banker – Lobby & Onboarding

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 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.