Private Client Services Specialist

Security National Bank; Dallas (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Security National Bank is seeking a Private Client Services Representative for an on-site role in Park Cities, Dallas, TX. The position supports the Private Client Services team by processing transactions, handling service requests, and ensuring client-authorized activity is accurate and timely.

The role emphasizes fiduciary and account servicing duties, with responsibilities including deposits, transfers, and coordinating with relationship managers.

Qualifications

• Minimum of a High school diploma or equivalent required.
• Minimum of 2 years of banking center experience that involved client service or transaction processing.
• Experience with trust administration/operations is strongly preferred.

Responsibilities

• Executes and facilitates client service requests for Private Client Services team.
• Opens, processes, and documents deposits, loans, transfers, ACH and wire transactions.
• Facilitates fiduciary-related transactions under fiduciary team guidance.
• Provides factual status updates on transactions and service requests.
• Provides in-branch support for walk-in client service needs and teller transactions.

Skills

Client service

Attention to detail

Communication

Confidentiality

Education

High school diploma

Job description

Security National Bank is seeking a Private Client Services Representative for an on-site role in Park Cities, Dallas, TX. The position supports the Private Client Services team by processing transactions, handling service requests, and ensuring client-authorized activity is accurate and timely.

The role emphasizes fiduciary and account servicing duties, with responsibilities including deposits, transfers, and coordinating with relationship managers.