Client Experience Specialist

Oakworth Capital Bank is expanding and has an excellent opportunity for someone to join our team in Birmingham, AL
! We are looking for a full-time Client Experience Specialist that will play a vital role in supporting our current & future clients. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (
Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic
).

Our Core Purpose at Oakworth Capital Bank is “Helping People Succeed”. At Oakworth, we assist our clients in managing their financial services by providing them a level of client service that exceeds their expectations.

This position is focused on providing an exceptional client experience when guests visit Oakworth Capital Bank. The Client Experience Specialist is responsible for a variety of tasks including providing excellent client service, processing account transactions effectively, helping resolve client concerns or issues in a timely fashion, following proper procedures to minimize errors and reduce fraud, and keeping the lobby and reception area in a neat and organized appearance for our guests.

Client Experience Specialists are expected to always balance their cash drawers, build great rapport with Oakworth clients, and be strong team players who take pride in performing well and enjoy helping others.

• Provide exceptional service to clients and associates.
• Welcome visitors and properly guide them.
• Provide callers with appropriate information.
• Process transactions timely and accurately.
• Serve as first line of defense against fraud.

• Client service focus with the ability to stay positive in interactions with clients and team members.
• Answer questions about organization and provide callers with address, directions, and other information.
• Welcome on-site visitors, determine nature of business, and announce visitors to appropriate personnel.
• Process deposits, withdrawals, and other banking transactions, verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit.
• Examine checks deposited and determine proper funds availability based upon regulation requirements and complete hold notices.
• Process savings withdrawals; cash checks (verify endorsement, receive proper identification and ensure validity).
• Refers clients to the proper department for issues that cannot be resolved in the lobby.

• High school diploma or general education degree (GED); or six to twelve months related experience and/or training; including cash handling or equivalent combination of education and experience.
• Knowledge of security and cash control procedures
• Understanding of general banking laws, regulations, and procedures
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office suite is required

Oakworth has been recognized as a Best Bank to Work For by American Banker Magazine for the last nine years, with six of those holding the top spot & ranking #2 in 2024 and 2025. To learn more about our story and what makes Oakworth unique, visit

If you are interested in this excellent opportunity, please send your resume to