Client Support Specialist, Private Banking

OakworthTalent; Brentwood (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

Oakworth Capital Bank in Brentwood, TN is seeking a full-time Private Banking Client Support Specialist to assist Client Advisors with onboarding and ongoing client service. The role emphasizes confidentiality, accuracy, and timely handling of client requests via phone, mail, and email.

The ideal candidate holds a four-year degree with 2–4 years of related experience and strong interpersonal skills to support clients and associates across departments.

Qualifications

• Four-year college degree and two to four years related experience preferred.
• Professional client service experience preferred.
• Demonstrates confidentiality with sensitive information.
• Ability to manage priorities and handle workflow with minimal guidance.
• Strong interpersonal and written/verbal communication skills.

Responsibilities

• Support onboarding of new relationships and ongoing client servicing.
• Provide sales, processing, operational and administrative support to Client Advisors.
• Handle daily client interactions via phone, letters and email.
• Collaborate with other departments to monitor for fraud and assist clients when fraud occurs.
• Review NSFs and clear document exceptions as needed.

Skills

Professionalism

Client service

Communication

Attention to detail

Time management

Education

Bachelor's degree

Job description

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 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 (Golden 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 [e-mail] and we will be glad to assist.