Private Client Specialist

## Private Client Specialist Apply:
Montgomery:
Birmingham:
Mobile:
Columbus:
Fairhope:
Full time:
Posted 3 Days Ago:
JR100160

Looking to join a Great Place to Work Employer and become a valued member of our growing team? At Smart Bank, 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 Successful The 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.## 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 Smart Bank?
** 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## ##
** Apply Today
** If 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 Smart Bank and help us create  WOW  experiences for every client, every day.