Private Client Specialist

SmartBank; Montgomery (AL); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) with company match

Paid time off & holidays

Job summary

SmartBank is seeking a Private Client Specialist to support the Private Banking team and deliver high-touch service to clients. You will help with banking requests, product support, and account servicing while coordinating with Retail and Operations to open and maintain accounts.

The role emphasizes relationship-building, attention to detail, and the ability to manage multiple priorities in a fast-paced environment, with strong communication and discretion.

Qualifications

• Two or more years of banking, lending, client service, or related experience.
• College degree preferred.
• Strong proficiency with Microsoft Office applications (Word, Excel, Outlook).

Responsibilities

• Serve as a primary support resource for Private Bankers and their clients.
• Deliver outstanding service by assisting clients with banking requests, product support, and account servicing needs.
• Coordinate with retail and operational teams to facilitate account openings and ongoing account maintenance.
• Assist with loan application processing, renewals, modifications, and supporting documentation.
• Monitor portfolio activity and assist with regulatory and compliance requirements.

Skills

Client service

Relationship building

Attention to detail

MS Office

Education

Bachelor's degree preferred

Job description

Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence.As a Private Client Specialist , you will play a critical role in supporting our Private Banking team and helping deliver the personalized, high-touch service our clients have come to expect.This position is ideal for a relationship-focused professional who enjoys balancing client service, operations, and administrative excellence. You'll serve as a trusted resource to both clients and Private Bankers, helping ensure every interaction is seamless, responsive, and memorable.If you thrive in a fast-paced environment, enjoy building relationships, and take pride in creating exceptional experiences behind the scenes, we'd love to hear from you.What You'll DoAs a Private Client Specialist, you will partner closely with an assigned group of Private Bankers to support client relationships and drive operational excellence.Key responsibilities include:Serve as a primary support resource for Private Bankers and their clients.Deliver outstanding service by assisting clients with banking requests, product support, and account servicing needs.Act as a point of contact for clients when their Private Banker is unavailable.Assist with loan application processing, renewals, modifications, and supporting documentation.Coordinate with retail and operational teams to facilitate account openings and ongoing account maintenance.Review loan and deposit documentation for accuracy and completeness.Collect and verify required client information to support regulatory and compliance requirements.Support Treasury Management, eBanking, and other service requests.Assist clients with online and mobile banking platforms.Monitor portfolio activity through reporting, exception management, document collection, and credit monitoring support.Maintain department records, invoicing, and team resources.Participate in community outreach and networking efforts that support relationship growth and business development.Ensure compliance with all banking regulations, policies, and procedures.What Makes You SuccessfulThe ideal candidate is highly organized, client-focused, and able to manage multiple priorities while maintaining a high degree of accuracy and professionalism.You will excel in this role if you:Enjoy creating exceptional client experiences.Are proactive, resourceful, and solutions-oriented.Thrive in a collaborative, team-focused environment.Have strong attention to detail and follow-through.Can effectively manage competing priorities and deadlines.Communicate confidently and professionally with clients, colleagues, and leadership.Handle sensitive and confidential information with discretion and integrity.Adapt well to change and embrace continuous learning.QualificationsCollege degree preferred.Two or more years of banking, lending, client service, or related experience.Strong proficiency with Microsoft Office applications, including Word, Excel, and Outlook.Excellent verbal and written communication skills.Strong organizational and time-management abilities.Working knowledge of banking products, services, and lending processes preferred.Why Join SmartBank?We believe in taking care of our people so they can take care of our clients.Benefits & Perks Include:Competitive base salary + performance incentivesComprehensive health, dental, and vision insurance401(k) with company matchPaid time off, holidays, and volunteer timeCareer growth and leadership development opportunitiesA values-driven, people-first cultureOpportunities to make a meaningful impact in your local communityApply TodayIf you're passionate about helping people, enjoy solving problems, and want to be part of a team committed to delivering exceptional client experiences, we encourage you to apply. Join SmartBank and help us create \"WOW\" experiences for every client, every day.