Private Banking Client Support Specialist

Oakworth Capital Bank is growing and has an excellent opportunity for someone to join our team in Nashville, TN
! We are looking for a full-time Private Banking Client Support Specialist who 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
).

Responsible for supporting Client Advisors in onboarding new clients, as well as providing exceptional service to existing Oakworth Capital Bank clients.

• Successfully assist in onboarding new relationships
• Provide exceptional service to clients and associates
• Provide sales, processing, operational and administrative support to Client Advisors
• Manage daily client interaction/requests (phone, letters, and email)
• Work with Client Advisors and other departments to assist in monitoring fraud and assist clients when fraud occurs

• Serve as a first line of contact for existing clients assisting with general account or servicing requests including funds transfers, wire requests, account inquiries, payments, etc.
• Collaborate with Client Advisors to support the onboarding of new clients, as well as obtain the necessary information for new or additional client accounts as needed.
• Review daily, any NSFs for supported Client Advisors.
• Partner with Client Advisors to clear document exceptions as needed.
  
  Work with other departments as needed to monitor for irregular account activity, safety of client assets, client servicing needs, etc.

• Four-year college degree and two to four years related experience and/or training preferred; or equivalent combination of education and experience preferred.
• Previous experience in professional client service is preferred.
• Demonstrates a high level of professionalism with confidential and sensitive information.
• Ability to manage priorities and workflow with minimal guidance.
• Have excellent interpersonal skills, as well as written and verbal communication skills.

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