Private Banking Client Support 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 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.

Oakworth has been recognized as a Best Bank to Work For by American Banker Magazine for the last nine years, with six of those holding the top spot & ranking #2 in 2024 and 2025. To learn more about our story and what makes Oakworth unique, visit https://www.oakworth.com/.