Private Banking Client Experience Specialist
OakworthTalent
Oakworth Capital Bank in Brentwood, TN is seeking a full-time Private Banking Client Support Specialist to assist Client Advisors with onboarding and ongoing client service. The role emphasizes confidentiality, accuracy, and timely handling of client requests via phone, mail, and email. The ideal candidate holds a four-year degree with 2–4 years of related experience and strong interpersonal skills to support clients and associates across departments. #J-18808-Ljbffr OakworthTalent
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Private Banking Client Experience Specialist in Brentwood, TN vacancy
- ...Brentwood, TN 37027 Oakworth Capital Bank is growing and has an excellent... ...TN! We are looking for a full-time Private Banking Client Support Specialist who will play a vital role in supporting... ...and two to four years related experience and/or training preferred; or equivalent...Private clientFull timeLocal area
- ...trusted advisor who engages clients in meaningful, consultative conversations... ...promoting and selling the bank’s products and services. This... ...limited to mortgage, wealth, private client, and business banking.... ...services as needed. Client Experience Responsible for supporting...Private clientTemporary workWork at office
First Horizon Bank
Brentwood, TN5 days ago $250k
Private Banker II Job Locations US-TN-Nashville | US-IL-... ...Overview Old National Bank has been serving clients and communities since 1834... ...diverse backgrounds and experiences, and building inclusion... ...engaging product partners/specialist in client meetings and product...Private clientFull timeWork experience placementOld National Bank
Nashville, TN5 days ago- ...trusted advisor who engages clients in meaningful, consultative conversations... ...promoting and selling the bank's products and services. This... ...limited to mortgage, wealth, private client, and business banking.... ...).Deliver excellent client experiences consistently and promptly...Private clientTemporary workWork at office
First Horizon
Franklin, TN2 days ago - Who We Are Thread Bank is a digital-first financial technology... ...platforms provide secure banking experiences. We also partner with other... ...for a Customer Experience Specialist with experience in inbound support... ...customer deposit and loan clients, embedded clients’ end users,...SuggestedFull timeWork at officeMonday to Friday
- SmartBank is seeking a Customer Service Teller in Tennessee to greet clients, answer questions, and guide them to the right branch personnel. The role requires accurate cash handling, familiarity with bank products, and strong customer service skills. The position...
- ...focus on a best-in-class end-user experience across our unified platforms.What We... ...Accounts Payable, Accounts Receivable, Banking & Settlement, Procurement,... ...investment services to institutional clients, retail investors, and private-wealth clients in major markets around...Private clientFull time
- Job Description:At Bank of America, we are guided by a common purpose to help make financial... ...Growth and delivering for our clients, teammates, communities and shareholders... ...education, or a wide range of work and life experiences. These journeys foster resilience,...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...customers require investment solutions beyond a bank\'s traditional capabilities. Through... ...delivers financial planning services to client base utilizing resources provided by... ...team members to deliver consistent client experiences and identify opportunities for enhanced service...Temporary workWork at officeLocal areaFlexible hours
Wilson Bank & Trust
Brentwood, TN4 days ago - First Horizon Bank is seeking a Relationship Banker to engage clients in consultative conversations, understand their financial goals, and promote a range of... ...and business banking partners, and delivering excellent client experiences. #J-18808-Ljbffr First Horizon Bank
- At Bank of America, we are guided by a common purpose to help make financial lives better... ...Growth and delivering for our clients, teammates, communities and shareholders... ...education, or a wide range of work and life experiences. These journeys foster resilience, leadership...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...high-net-worth individuals and private foundations maximize the... ...organization works alongside clients to develop strategic initiatives... ...across multiple systems Oversee banking activity and reconciliations... ...of progressive accounting experience Strong understanding of GAAP...
- Job Description:At Bank of America, we are guided... ...and delivering for our clients, teammates,... ...range of work and life experiences. These journeys foster... ...services to public and private healthcare companies with... ...relationships with Product Specialists in Credit, Treasury Management...Full timeInternshipWork at officeFlexible hoursDay shift
- ...management firm serving high net-worth clients in the sports and entertainment industry... ...have been outsourced (payroll, systems, banking).Recruit, lead, manage, assess and help... ...and arrange for debt and equity financing.Experience in capital raises and deal structure. Specific...Work at office
- Southern Bank of Tennessee in Clinton, TN is seeking a Teller/CSR to handle deposits, withdrawals, and everyday banking interactions with a focus on excellent customer service. The position requires a high school diploma, strong math and verbal communication skills, integrity...
$152.37k - $186.23k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we... ..., and balance sheet management for all client relationships within the market. Provides... ...related field- Eight or more years of banking experience- Three or more years of managerial...Full timeTemporary workLocal area- ...age. Acknowledge ( Bank of America employees... ...and Wealth Management Client Associates help clients... ..., ideas and experiences, helping to create a work... ...appropriate internal specialists, and executing highly... ...). Bank of America Private Bank is a division of...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Nashville, TN4 days ago $20 per hour
...you're ready to dive into a fast-paced, client-focused work environment, an internship may... ...wealth manager and the leading universal bank in Switzerland. We also provide... ...s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success...Full timeInternshipWork at officeFlexible hours- ...Advisors and Wealth Management Client Associates help clients... ...of Merrill coupled with the banking convenience of Bank of America... ...unique perspectives, ideas and experiences, helping to create a work... ...to the appropriate internal specialists, and executing highly customized...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Nashville, TN5 days ago - ...have the opportunity to help people experience our Customer Promise -- helping... ...suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact... ...for their needs Partners with Specialists (Private Client Advisors, Mortgage...Private clientImmediate startAfternoon shift
- United Community Bank is seeking a seasoned Wealth Strategist in Brentwood,... ...financial plans for high-net-worth clients while collaborating with Private Bankers and various professionals.... ...over 5 years of financial planning experience, a Bachelor's degree, and a CFP designation...Full time
$60k - $100k
...Clarksville About Us Banks Valuation is a growing appraisal... ...with a diverse range of clients, ensuring a consistent flow of... ...Preferred Qualifications: Experience using field measurement technology... ...for direct lenders, AMCs, private clients, and individual consumers...Private clientFor contractorsRemote workBanks Appraisal Group
Nashville, TN5 days ago$110k - $210k
...Your Career Starts with You.Experience the Transformative Power of... ...of a brilliant team of tax specialists that work to ensure tax reporting... ...well as International and Private Client services. As a Trust and... ...Princeton, NJ; Providence, RI; Red Bank, NJ; Saddle Brook, NJ; San...Private clientFull timeWork at officeLocal areaRemote work- ...our long-term vision is built one client interaction, one decision, and one... ...behind the scenes, helps shape the experience our clients have with our bank: how well we listen, how clearly we... ...Purpose The Commercial Loan Support Specialist, also referred to as the Loan Coordination...Work experience placementWork at officeImmediate startFlexible hours
- ...positioning, liquidity management, and banking activities Develop and maintain rolling... ...for the CFO/SVP of Finance, lenders, and private equity sponsors Requirements 5+ years of... ..., corporate finance, or cash management experience Strong understanding of debt structures,...
$143.91k - $169.3k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we... ..., and balance sheet management for all client relationships within the market. Provides... ...related field Eight or more years of banking experience Three or more years of managerial...Temporary workLocal area$175.3k - $322.9k
...focused on BankingSuite, a managed composable banking platform that helps regional, universal,... ...and transform the digital customer experience. This is a great opportunity to be on... ...differentiated product capabilities into compelling client outcomes. The team also plays a central...Local area- ...liquidity planning, debt administration, banking relationships, and weekly cash flow... ...experienced operating in a fast-paced, private equity-backed healthcare environment. Key... ..., corporate finance, or cash management experience Healthcare, physician practice management...Temporary work
- ...personalized financial plans for high-net-worth clients. The ideal candidate will have at least 5 years of experience and possess a Certified Financial Planner designation... ...team dedicated to client success and community engagement. #J-18808-Ljbffr United Community Banks Inc.Full time
- ...years of age.** Acknowledge ( **Bank of America employees are... ...Growth and delivering for our clients, teammates, communities and shareholders... ...wide range of work and life experiences. These journeys foster... ...Corp."). Bank of America Private Bank is a division of Bank of...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Brentwood, TN3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Banking Client Experience Specialist. Be the first to apply!
Related searches
- inbound call center customer service representative Brentwood, TN
- customer relations specialist Brentwood, TN
- customer service associate Brentwood, TN
- e-commerce customer service representative Brentwood, TN
- customer service representative remote Brentwood, TN
- client service representative Brentwood, TN
- full time customer service associate Brentwood, TN
- customer service expert Brentwood, TN
- client relations specialist Brentwood, TN
- customer service administrator Brentwood, TN