Private Banking Specialist

Job Details:

Job Location:

Battlefield - Springfield, MO 65807, Position Type:
Full Time, Job Category:
Banking, At Oak Star, strong relationships are at the heart of everything we do—including how we work together. Since 2005, we’ve grown from a single location in Springfield, Missouri, into a trusted, multi-state financial institution serving communities across Missouri, Kansas, and Colorado. As an SBA Preferred Lender and a recognized leader in small business banking, our work supports local economies and meaningful growth—giving our team members the opportunity to make real, visible impact through their roles.

Working at Oak Star means joining a fast-paced, collaborative, and supportive team guided by our SERVE values—stewardship, empathy, responsiveness, vision, and empowerment. We’re committed to service excellence, giving back to our communities, and fostering a workplace where team members are supported. Current comprehensive benefits include health, dental, vision, life, and disability insurances, as well as 401(k), 401(k) match, paid time off, and paid holidays.

The Private Banking Specialist provides high-level administrative and client service support to Private Bankers and Wealth Advisors. This role assists in managing client relationships, coordinating account services, preparing documentation, and ensuring a seamless experience for high-net-worth clients. The position requires professionalism, discretion, attention to detail, and the ability to work collaboratively across departments to deliver exceptional service.

• Serve as a key point of contact for private banking clients, providing responsive, courteous, and professional service.
• Assist with client inquiries, account maintenance, problem resolution, and follow-up.
• Coordinate client meetings, prepare materials, and ensure timely completion of action items.
• Maintain a thorough understanding of client accounts and preferences to provide personalized support.
• Gather and verify required documentation for new accounts, credit requests, and wire transfers.
• Ensure all client records and files are maintained in compliance with bank policies and regulatory standards.
• Track and follow up on pending transactions, documents, and client requests.
• Prepare reports, client summaries, and data for portfolio and relationship reviews.
• Coordinate with internal departments (loan operations, deposit operations, compliance, and trust) to ensure smooth service delivery.
• Assist in onboarding new clients and facilitate transitions between departments when needed.
• Adhere to all internal controls, policies, and procedures including KYC, BSA/AML, and privacy regulations.
• Maintain strict confidentiality of client and bank information.
• Identify and elevate any unusual account activity or potential risks.
• Support department initiatives, events, and client communications.
• Participate in internal training and stay current on product offerings, policies, and compliance updates.

The Private Banking Specialist performs duties specific to the position and other functions and duties as assigned.

• Ensure compliance with all bank policies and procedures, as well as all applicable state and federal banking regulations.
• Ensure the confidentiality and security of customer information, bank information, proprietary information, and sensitive information.
• Treat people with respect, keep commitments, inspire the trust of others, work ethically and with integrity, uphold the bank’s values, and accept responsibility for one’s own actions.
• Demonstrate knowledge of and adherence to EEO policy, show respect and sensitivity for cultural differences, educate others on the value of diversity, promote a working environment free of…