Private Banking Client Experience Specialist

SmartBank; Montgomery (AL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

Health, dental, and vision insurance

401(k) with company match

Paid time off, holidays, and volunteer

Career growth opportunities

Values-driven, people-first culture

Community impact opportunities

Job summary

SmartBank in Montgomery, AL is seeking a Private Client Specialist to support the Private Banking team with high-touch, personalized service and efficient account operations. You will partner with Private Bankers to manage client relationships, assist with banking requests, loan processing, account openings, and documentation while ensuring regulatory compliance and accuracy.

This role rewards organized, proactive professionals who thrive in a collaborative environment and seek growth through

Qualifications

• College degree preferred.
• Two or more years of banking, lending, client service, or related experience.
• Strong proficiency with Word, Excel, and Outlook.
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.

Responsibilities

• Support Private Bankers and clients as a primary resource.
• Assist with banking requests, product support, and account servicing.
• Serve as contact for clients when their Private Banker is unavailable.
• Process loan applications, renewals, modifications, and required docs.
• Coordinate with retail and operations for account openings.
• Review loan and deposit documents for accuracy.
• Verify client information to support regulatory requirements.
• Support Treasury Management, eBanking, and other service requests.
• Assist clients with online and mobile banking platforms.
• Monitor portfolio activity, documentation, and credit monitoring support.
• Maintain department records, invoicing, and team resources.
• Participate in community outreach and business development.
• Ensure compliance with banking regulations and procedures.

Skills

Client service

Relationship building

Organization

Communication skills

Education

College degree preferred

Tools

Microsoft Office

Excel

Outlook

Job description

SmartBank in Montgomery, AL is seeking a Private Client Specialist to support the Private Banking team with high-touch, personalized service and efficient account operations. You will partner with Private Bankers to manage client relationships, assist with banking requests, loan processing, account openings, and documentation while ensuring regulatory compliance and accuracy.

This role rewards organized, proactive professionals who thrive in a collaborative environment and seek growth through