Private Client Services Specialist

Security National Bank; Town of Texas (WI); On-site; USD 52,000 - 75,000; Full time

Job summary

Security National Bank in Dallas, TX is seeking a Private Client Services Representative to provide operational and service support for the Private Client Services team. You will execute transactional work, facilitate service requests, and ensure client-authorized activity is processed accurately, timely, and in full.

This on-site role supports relationship managers and internal teams, handling deposits, account servicing, and fiduciary transactions with a focus on accuracy and client service

Qualifications

• Minimum 2 years of banking center experience with client service, deposit account servicing or transaction processing.
• Experience with trust administration/operations, investments or paralegal work is preferred.
• Ability to maintain confidentiality and provide factual, non-advisory information.

Responsibilities

• Executes client service requests and supports Private Client Services team members.
• Facilitates movement of client-authorized requests between clients, relationship managers, and internal teams.
• Opens and maintains deposit accounts and performs routine account servicing activities.
• Performs fiduciary-related transactions and ensures proper documentation and authority.

Skills

Client service

Trust accounting

Banking operations

Attention to detail

Communication

Education

High school diploma or equivalent

Job description

Security National Bank in Dallas, TX is seeking a Private Client Services Representative to provide operational and service support for the Private Client Services team. You will execute transactional work, facilitate service requests, and ensure client-authorized activity is processed accurately, timely, and in full.

This on-site role supports relationship managers and internal teams, handling deposits, account servicing, and fiduciary transactions with a focus on accuracy and client service