Private Client Services Representative - On-site Only

Security National; Dallas, Northern (TX, KY); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Security National Bank in Dallas, TX seeks a Private Client Services Representative on-site to support the Private Client Services team by handling transactional work, service requests, and client-initiated activity with accuracy and timeliness. The role covers deposit and loan transactions, fiduciary activities, account openings, and coordination with relationship managers.

Strong client service, organizational skills, and discretion are essential to maintain confidentiality and high-quality

Qualifications

• Minimum of a high school diploma or equivalent required.
• Minimum of 2 years of banking center experience that required client service deposit account servicing or transaction processing experience required.
• Prior trust administration/operations, investments or paralegal experience strongly preferred.

Responsibilities

• Execute and facilitate client service requests for the Private Client Services team.
• Move client-authorized requests between clients, relationship managers, and internal teams.
• Initiate and process transactions for deposit and loan accounts.
• Facilitate fiduciary-related transactions under fiduciary team guidance.
• Collect and route documentation to validate authority and instructions.
• Provide factual, non-advisory updates on transaction status and requirements.
• Assist with opening new private client accounts with documentation gathering.
• Coordinate private banking loans documentation and due diligence for handoffs.
• Provide in-branch support for walk-in client service needs.
• Perform teller transactions and cash handling.

Skills

Client service

Organizational skills

Written and verbal communication

Confidentiality

Private client experience

PC & Office software

Attention to detail

Education

High school diploma

Tools

Word processing software

Spreadsheet software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Private Client Services Representative - On-site Only

Regular Full-Time TX - Park Cities, Dallas, TX, US

5 days ago Requisition ID: 1607

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets: Iowa, Nebraska and Texas.

As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus.

JOB SUMMARY

This position is responsible for providing operational and service support for the Private Client Services team. This role supports client service delivery by executing transactional work, facilitating service requests, and ensuring client-authorized activity is processed accurately, timely, and in full.

ESSENTIAL FUNCTIONS

Private Client Services Support & Execution (40%)

• Executes and facilitates client service requests in support of Private Client Services team members.
• Supports and facilitates movement of client-authorized requests between clients, relationship managers, and internal operational teams.
• Initiates and processes transactions for deposit and loan accounts.
• Facilitates fiduciary-related transactions in accordance with documented authority and established Private Client Services processes under the guidance of fiduciary team members.
• Collects, reviews, and routes documentation to validate authority, ownership, and account instructions.
• Provides factual, non-advisory updates on transaction status, timelines, and requirements.
• Provides account opening assistance with documentation gathering, form processing, and submission of new private client accounts.
• Partners with internal teams and clients to help facilitate private banking loans, including documentation gathering and additional due diligence as appropriate to ensure smooth handoffs between Wealth Management, Private Client Services, and Private Bank Lending.

Transaction Processing & Account Servicing (25%)

• Opens and maintains FDIC-insured deposit accounts, including checking, savings, money market, and certificates of deposit.
• Executes routine and complex client-authorized account servicing activities, including deposits, withdrawals, transfers, ACH, and wire initiation.
• Responds to client inquiries related to transaction status, processing timelines, and service requests using factual, non-advisory information only.
• Supports safe deposit box opening and maintenance.
• Ensures all transactions are completed in accordance with client authorization, documented authority, and bank policy.
• Facilitates client-authorized service requests, including movement of funds between managed accounts, deposit accounts, and approved third parties.
• Coordinates documentation and processing for fiduciary, trust, and managed account activity in accordance with governing documents and internal procedures.
• Provides factual, non-advisory information to clients that does not include any recommendations, opinions, or investment-related commentary; routes advisory-related inquiries to appropriate Private Client Services relationship managers
• Provides in-branch support for walk-in client service needs as required.
• Performs teller transactions, including deposits, withdrawals, and check cashing.
• Performs cash handling and transaction processing in accordance with bank policy and dual control requirements.

Control, Compliance & Risk Management (10%)

• Ensures all activities are supported by appropriate documentation and verified authority.
• Adheres to all bank policies, procedures, and regulatory requirements.
• Supports dual control requirements, oversight processes, and audit standards for applicable transactions.

Performs other duties as required and assigned.

KNOWLEDGE, SKILLS AND ABILITIES

• Working knowledge of trust accounting operations, policies and procedures including dual control safeguards.
• Working knowledge of various types of trusts including personal trusts, retirement plans and charitable foundations. Working knowledge of trust and retirement plan principals, laws and regulations to include relevant state specific codes and acts, IRS provisions and ERISA and their applications to daily account administration of personal trusts, agencies, retirement plans and charitable foundations.
• Working knowledge of trust accounting to include 1041and 1099 tax return production.
• Extremely strong client service skills
• Working knowledge of banking center operations and transaction processing
• Ability to execute account servicing and operational requests with accuracy and attention to detail
• Strong organizational skills with the ability to manage multiple requests
• Strong written and verbal communication skills
• Ability to provide clear, factual information while maintaining a high level of client service
• Ability to maintain confidentiality of customer and bank information
• Experience with service in a private client environment
• Ability to operate a PC, and to use word processing and spreadsheet software.
• Ability to complete required company training by assigned due date.
• Ability to maintain regular and reliable attendance.

EDUCATION*

• Minimum of a High school diploma or equivalent required.

EXPERIENCE*

• Minimum of 2 years of banking center experience that required client service deposit account servicing or transaction processing experience required.
• Prior trust administration/operations, investments or paralegal experience strongly preferred.

*Equivalent education and experience will be considered

AFFIRMATIVE ACTION
Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.