Private Client Specialist

Looking 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 Do

As 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 SmartBank?

We believe in taking care of our people so they can take care of our clients.

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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

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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.