Private Client Specialist
SmartBank
- # Private Client SpecialistApply: Montgomery: Birmingham: Mobile: Columbus: Fairhope: Full time: Posted 3 Days Ago: JR100160Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, 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 SuccessfulThe 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 SmartBank?**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 SmartBank and help us create \"WOW\" experiences for every client, every day.
- J-18808-Ljbffr SmartBank
Vacancy posted 2 days ago
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