Private Banking Client Support Specialist

TransPecos Banks, SSB; San Antonio (TX); Remote; USD 50,000 - 75,000; Full time

Job summary

TransPecos Banks, SSB is seeking a Private Banking Client Support Specialist to provide high-touch service to private banking clients. This role involves operational support, coordinating complex requests, and ensuring compliance. The ideal candidate will be fluent in Mandarin and possess strong interpersonal skills, with at least 2-4 years of experience in banking.

Qualifications

• Fluency in Mandarin is essential.
• 2-4 years experience in banking with a client service focus required.
• Ability to manage multiple requests in a fast-paced environment.

Responsibilities

• Deliver high-touch service to clients and coordinate banking requests.
• Assist with account maintenance and back-office functions.
• Proactively resolve client issues and maintain detailed records.

Skills

Fluent in Mandarin

Strong interpersonal skills

Highly organized

Strong accuracy in documentation

Education

Bachelor's Degree in Business, Finance, or Accounting

Tools

Microsoft Office Suite

Job description

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Job Description

Job Title: Private Banking Client Support Specialist

Summary

The Private Banking Client Support Specialist delivers high-touch service to private banking clients, ensuring smooth operational execution and day-to-day support. This role collaborates with internal teams and external partners to facilitate transactions, resolve issues, and coordinate complex banking requests. In addition to direct client service, the specialist handles essential back-office functions with a focus on accuracy, confidentiality, and efficiency.

This position is eligible for remote work.

Wage Type: Salaried

Essential Duties & Responsibilities

To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Deliver personalized, high-touch service to private banking clients, addressing daily banking needs with professionalism and discretion.
• Coordinate with internal teams and external partners to support client requests and ensure seamless service delivery.
• Assist with account maintenance, wire transfers, documentation, and other routine and complex banking operations.
• Support back-office functions related to private banking, ensuring accuracy, timeliness, and compliance with internal policies and regulatory requirements.
• Proactively identify and resolve client issues, escalating as needed to maintain a high standard of client satisfaction.
• Maintain detailed records and documentation to support audits, compliance checks, and internal reporting.
• Collaborate with relationship managers and bankers to support the overall client experience and long-term relationship goals.
• Help onboard new clients by gathering supporting documentation, verification, and operational setup processes.
• Monitor account activity to identify service opportunities or potential concerns and respond appropriately.
• Carries out responsibilities in a manner consistent with our values and operating principles, in accordance with policy and applicable laws, and with a commitment to commitment to continuous improvement and process excellence.
• Oversees internal mailbox for customer/client requests, ensuring timely responses and coordination with relevant departments.
• Carries out responsibilities in a manner consistent with our values and operating principles, in accordance with policy and applicable laws, and with a commitment to commitment to continuous improvement and process excellence.
• Any other duties as assigned.
  
  

Organizational Structure

Reports to: Contact Center Manager

Supervises: none

Qualifications

Education:

• Bachelor's Degree (Business, Finance, or Accounting preferred)
  
  

Required Knowledge/Skills

• Fluent in Mandarin (advanced reading, writing, and speaking)
• Minimum of 2-4 years of experience in retail, commercial, or private banking with a focus on client service or operations.
• Strong interpersonal and communication skills with a proven ability to handle high-net-worth clients with discretion, professionalism, and care.
• Highly organized with strong accuracy in handling financial documentation, transactions, and data entry.
• Ability to troubleshoot client or operational issues independently and escalate when appropriate.
• Comfortable working across departments and with third-party partners to ensure timely and smooth service delivery.
• Able to manage shifting priorities, multiple requests, and time-sensitive tasks in a fast-paced environment.
• Maintains the highest standards of client confidentiality and ethical conduct.
  
  

Desired Experiences

• Familiarity with banking operations, including account maintenance, wire transfers, documentation processing, and back-office workflows.
• Understanding of relevant banking regulations, KYC/AML requirements, and confidentiality best practices.
• Proficient in banking systems, CRM tools, Microsoft Office Suite (especially Excel and Outlook), and secure communication platforms.
  
  

Talents

• Strong positivity.
• Mission driven, competitive, goal oriented, and motivated to develop themselves and others.
• Energetic, resourceful, and appropriate work intensity to get the work done
• Strong people acumen and relationship skills; Naturally pre-disposed to quickly establish positive personal and professional relationships.
  
  

Other

• Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
• Must be able to lift to 20 pounds.
  
  

TransPecos Banks will not accept unsolicited resumes from any source other than the candidate. We will consider any candidate for whom an Agency submits an unsolicited resume, to have been referred to us by the Agency free of any charges or fees, other than those agencies we engage on a specific search. TransPecos Banks will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking

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