Private Client Specialist

SmartBank; Town of Texas (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary + performance

Health, dental, and vision insurance

401(k) with company match

Paid time off, holidays, and volunteer

Career growth and leadership dev

People-first culture

Job summary

SmartBank in Wisconsin is seeking a Private Client Specialist to support our Private Banking team and deliver personalized, high-touch service to clients. You will act as a trusted resource to clients and Private Bankers, helping ensure every interaction is seamless.

You will handle banking requests, product support, account servicing, and assist with loan applications, documentation, and onboarding. The role requires relationship focus, strong communication, attention to detail, and the ability

Qualifications

• College degree preferred.
• Two or more years of banking, lending, client service, or related experience.
• Strong proficiency with Microsoft Office applications (Word, Excel, Outlook).
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.
• Working knowledge of banking products, services, and lending processes.

Responsibilities

• Serve as a primary support resource for Private Bankers and their clients.
• Deliver outstanding service by assisting clients with banking requests 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 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, and credit monitoring support.
• Maintain department records, invoicing, and team resources.
• Participate in community outreach and networking efforts that support relationship growth.
• Ensure compliance with all banking regulations, policies, and procedures.

Skills

Relationship management

Customer service

Attention to detail

Communication

Team collaboration

Education

College degree preferred

Tools

Microsoft Office (Word, Excel, Outlook)

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 Do

As a Private Client Specialist, you will partner closely with an assigned group of Private Bankers to support client relationships and drive operational excellence.

• 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 Successful

• 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.

Qualifications

• College 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 incentives
• Comprehensive health, dental, and vision insurance
• 401(k) with company match
• Paid time off, holidays, and volunteer time
• Career growth and leadership development opportunities
• A values-driven, people-first culture
• Opportunities to make a meaningful impact in your local community