Private Client Specialist

MidFirst Bank; Oklahoma City (OK); On-site; USD 35,000 - 65,000; Full time

Job summary

An established industry player is seeking a dedicated individual to join their Private Banking team. This role involves providing exceptional customer service, managing account openings, and handling deposit and loan maintenance tasks. You will be responsible for responding to client inquiries and ensuring their needs are met with precision and care. The ideal candidate will possess strong analytical skills, a proactive mindset, and a commitment to excellence. If you thrive in a dynamic environment and enjoy helping clients achieve their financial goals, this opportunity is perfect for you.

Qualifications

• Minimum of 1 year of retail banking experience required.
• Strong analytical and problem-solving skills are essential.

Responsibilities

• Manage account opening process and respond to customer inquiries.
• Process deposit and loan wire requests, ensuring client satisfaction.

Skills

Client-service skills

Analytical skills

Problem-solving skills

Organizational skills

Communication skills

Teamwork

Attention to detail

Strong work ethic

Education

Retail Banking Experience

Tools

Banking Software

Job description

This position will support the Private Banking group. Responsibilities will include loan and deposit related tasks, responding to customer inquiries and concerns, and providing high quality customer service and support. Responsibilities will include, but not be limited to, the following:

• Reviewing and completing requests, responses in a timely manner, staying organized, being proactive, and meeting all client expectations.
• Managing the account opening process, online banking setup, clearing deposit account exceptions, ordering all requested items, client follow-up as needed, and ensuring new account deposits are received. Pro-actively recommend additional products and services as needed.
• Deposit and loan maintenance such as address updates, auto pay changes, and account titling changes.
• Responding to inquiries, questions, and research related to deposit and loan accounts. This includes but not limited to statements, holds, advances, and fees.
• Processing all deposit and loan wire and transfer requests.
• Managing the post loan closing process, online banking setup, loan research, utilizing resources for loan cases as needed, and ensuring all client needs are met and exceeded.

Position Requirements:

• Minimum of one year of prior retail banking experience
• General knowledge of bank services and products
• Excellent client-service skills, including oral and written communication
• Entrepreneurial, ownership-oriented mindset
• Careful attention to detail and strong organizational skills
• Ability to work effectively as a team member and with customers
• Strong analytical and problem-solving skills and the ability to derive innovative solutions
• Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers
• Strong work ethic and high integrity
• Strong computer skills
• Friendly, outgoing, assertive, confident, and enthusiastic personality

Qualifications

Experience

Required

1-2 years:

1-2 years:

Retail Banking