Banking Client Support Specialist (Charlotte, NC)

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    "description": "<p><span style=\"font-family:Calibri,sans-serif\">Oakworth Capital Bank is expanding to <strong>Charlotte, NC</strong> and has an excellent opportunity for someone to join our team!&nbsp; <span dir=\"ltr\" lang=\"EN\">We are looking for a <u>fulltime</u><strong> Banking Client Support Specialist </strong>that will play a vital role in supporting our current &amp; future clients.&nbsp;&nbsp; An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (<strong>G<em>olden Rule, Character, Innovative Spirit, Professionalism, Work Ethic</em></strong>).</span></span><br />\n&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>Summary: </strong><br />\nThe Banking Client Support Specialist would provide an exceptional client experience when guests visit or call Oakworth Capital Bank.&nbsp; This role does not have sales or quota goals, but is asked to focus on the client experience. This role will lead our client lobby experience and is responsible for a variety of tasks including those listed below:&nbsp;&nbsp;</span><br />\n&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>Key Roles/Responsibilities: </strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><a name=\"_Hlk221605283\"></a><a name=\"_Hlk53572505\">Successfully onboard new relationships.</a></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Provide exceptional service to clients and associates. </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Provide sales, processing, operational and administrative support to Client Advisors.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Manage daily client interaction/requests (phone, letters, and email).</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Work with Client Advisors and other departments to monitor fraud. </span></li>\n</ul>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>Responsibility Details: </strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">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. </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Work with Client Advisors to welcome onboarding of new clients, as well as obtain necessary information for new or additional client accounts as needed.&nbsp; </span></li>\n</ul>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Providing excellent client service with the ability to stay positive in interactions with clients and fellow associates.&nbsp; </span>\n\n\t<ul style=\"list-style-type:circle\">\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Welcome on-site visitors as well as answer calls and emails, determine nature of business, and refer to the appropriate associate if the need cannot be resolved in the lobby. </span></li>\n\t</ul>\n\t</li>\n</ul>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Processing account transactions effectively:</span>\n\n\t<ul style=\"list-style-type:circle\">\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Process deposits, withdrawals, and other banking transactions, verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit.</span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Examine checks deposited and determine proper funds availability based upon regulation requirements and complete hold notices.</span></li>\n\t\t<li><span style=\"font-family:Calibri,sans-serif\">Process savings withdrawals; cash checks (verify endorsement, receive proper identification and ensure validity). </span></li>\n\t</ul>\n\t</li>\n</ul>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><a name=\"_Hlk51685469\">Review daily, any NSF&rsquo;s for supported Client Advisors.</a></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Work with Client Advisors to clear document exceptions as needed.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Work with other departments as needed to monitor for irregular account activity, safety of client assets, client servicing needs, etc.</span></li>\n</ul>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Keeping the lobby and reception area in a neat and organized appearance for our guests.</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\"><a name=\"_Hlk51685329\">Building great rapport with Oakworth clients.</a></span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Being a strong team player that works collaboratively with the Oakworth team to successfully support the daily functions and strategic deliverable.&nbsp; </span></li>\n</ul>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Work in various online systems. </span></li>\n</ul>\n\n<p style=\"margin-left:48px\">&nbsp;</p>\n\n<p><br />\n<span style=\"font-family:Calibri,sans-serif\"><strong>Qualifications and Skills:</strong></span></p>\n\n<ul>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Bachelor&rsquo;s degree or equivalent preferred</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">1-3+ years of relevant banking experience is preferred </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Proven success in previous bank branch operations role is preferred </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Knowledge of security and cash control procedures </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Understanding of general banking laws, regulations, and procedures </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Proficiency in a core system and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform is preferred</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Proficiency in Microsoft Office suite is required</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Excellent Communication Skills &ndash; verbal, written, listening</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Team focused (collaborative, works well with others, supports team goals)</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Acute attention to detail</span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Organizational skills </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">Ability to utilize technology resources </span></li>\n\t<li><span style=\"font-family:Calibri,sans-serif\">High level of professionalism with confidential and sensitive information</span></li>\n</ul>\n\n<p><span style=\"font-family:Calibri,sans-serif\">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 &amp; ranking #2 in 2024 and 2025.&nbsp; To learn more about our story and what makes Oakworth unique, visit https://www.oakworth.com/.</span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\">If you are interested in this excellent opportunity, please send your resume to [email protected].&nbsp;&nbsp; </span></p>\n\n<p>#LI-DNI</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>Proposed Equal Employment Opportunity</strong></span></p>\n\n<p><span style=\"font-family:Calibri,sans-serif\">Oakworth is committed to a policy of equal employment opportunity for all associates and applicants in accordance with applicable federal, state, and local law.</span></p>\n\n<p>&nbsp;</p>\n\n<p><span style=\"font-family:Calibri,sans-serif\"><strong>Accommodations for Applicants</strong></span></p>\n\n<p><span style=\"font-family:Calibri,sans-serif\">Accommodations are available upon request for applicants who may need support during the hiring process. If you would like to request an accommodation, please contact <a href=\"mailto:[email protected]\">[email protected]</a> and we will be glad to assist.</span></p>\n",
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