Private Banking Client Specialist

Fidelity Bank; Wichita (KS); On-site; USD 60,000 - 90,000; Full time

Job summary

Fidelity Bank in Wichita, KS seeks an experienced Banking Operations Specialist to ensure seamless service for high-net-worth clients. You will support Private Banking Officers, assist with onboarding and account/loan setup, and process a range of transactions with a focus on accuracy and regulatory compliance.

This role requires 2+ years in banking, knowledge of consumer and private banking products, and strong organizational skills.

Qualifications

• 2+ years in banking with knowledge of personal and commercial banking products.
• Experience with KYC documentation and client onboarding processes.
• Strong regulatory knowledge and risk management practices.
• Excellent organizational and multitasking abilities.

Responsibilities

• Serve as primary operational liaison for a portfolio of high-net-worth clients.
• Provide administrative and client support to Private Banking Officers.
• Assist with client onboarding and account/loan setup.
• Process transactions: transfers, wires, deposits, and loan disbursements; ensure compliance.
• Collaborate with Advisors and Banking teams to deliver integrated solutions.
• Support the Director of Private Banking with strategic projects.
• Analyze client service matters and determine servicing strategies.

Skills

Banking ops

KYC docs

Customer service

Regulatory compliance

Attention to detail

Education

Bachelor's degree

Tools

CRM systems

Loan systems

Job description

Job Overview:

This role is key in ensuring a seamless client experience across a range of financial services, including onboarding, loan processing, account maintenance, and compliance support. The ideal candidate will thrive in a fast-paced, client-centric environment and bring a strong understanding of both high-net-worth private banking and retail lending services.

The candidate for this position will be responsible for:

• Serving as the primary operational liaison for a portfolio of high-net-worth clients.
• Providing administrative and client support to Private Banking Officers.
• Assisting with client onboarding, including gathering KYC documentation and account/loan setup.
• Processing financial transactions, including account transfers, wire transfers, loan disbursements, deposits, and investment instructions ensuring accuracy, regulatory compliance, and timely execution during both normal business hours and after-hours operations.
• Collaborating with Advisors, Commercial Banking, Treasury Management, Mortgage and Retail Banking teams to deliver integrated financial solutions and service.
• Support the Director of Private Banking and Consumer Lending with various strategic and operational projects.
• Analyzing and resolving complex client service matters by interpreting bank policies and procedures, recommending appropriate exceptions, solutions, and servicing strategies based on client needs while exercising sound judgment and independent decision-making.

Requirements for the position include:

• 2+ years of experience in banking
• Knowledge of banking products and consumer loan services
• Strong understanding of regulatory requirements and risk management practices.
• Exceptional organizational and multitasking skills
• Professional level written, verbal and attention to detail skills

Preferred qualifications for this position include:

• 2+ years of experience in banking in private banking, wealth management, or consumer lending.
• Bachelor's degree in a related field
• Proficiency in Microsoft Office Suite; experience with CRM and loan/banking systems.

EEO/Veterans/Disabled

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.