Private Banking Client Support & Onboarding Specialist

Oakworth Capital Bank; Nashville (TN); On-site; USD 42,000 - 62,000; Full time

Job summary

Oakworth Capital Bank in Nashville, TN is seeking a full-time Private Banking Client Support Specialist to assist Client Advisors in onboarding new clients and deliver exceptional service to existing Oakworth Capital Bank clients.

The role provides sales, processing, operational and administrative support, handling daily client interactions by phone, mail and email, and collaborating with other departments to monitor for irregular activity and safeguard client assets.

Qualifications

• Four-year college degree and 2–4 years related experience preferred; or equivalent combination of education and experience.
• Experience in professional client service preferred.
• Demonstrates a high level of professionalism with confidential and sensitive information.
• Strong written and verbal communication and interpersonal skills.

Responsibilities

• Onboard new client relationships and support onboarding.
• Provide service to clients and associates.
• Support Client Advisors with sales, processing, operations, and administrative tasks.
• Handle daily client interactions via phone, letters, and email.
• Monitor for irregular activity and assist with fraud investigations.

Skills

Client service

Communication

Professionalism

Time management

Interpersonal skills

Education

Four-year college degree

Job description

Oakworth Capital Bank in Nashville, TN is seeking a full-time Private Banking Client Support Specialist to assist Client Advisors in onboarding new clients and deliver exceptional service to existing Oakworth Capital Bank clients.

The role provides sales, processing, operational and administrative support, handling daily client interactions by phone, mail and email, and collaborating with other departments to monitor for irregular activity and safeguard client assets.