Banking Client Support Specialist (Charlotte, NC)

Oakworth Capital Bank is expanding to Charlotte, NC and has an excellent opportunity for someone to join our team!  We are looking for a fulltime Banking Client Support Specialist that will play a vital role in supporting our current & future clients.   An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (Golden Rule, Character, Innovative Spirit, Professionalism, Work Ethic).
 

Summary:
The Banking Client Support Specialist would provide an exceptional client experience when guests visit or call Oakworth Capital Bank.  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:  
 

Key Roles/Responsibilities:

• Successfully onboard new relationships.
• Provide exceptional service to clients and associates.
• Provide sales, processing, operational and administrative support to Client Advisors.
• Manage daily client interaction/requests (phone, letters, and email).
• Work with Client Advisors and other departments to monitor fraud.

Responsibility Details:

• 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.
• Work with Client Advisors to welcome onboarding of new clients, as well as obtain necessary information for new or additional client accounts as needed. 

• Providing excellent client service with the ability to stay positive in interactions with clients and fellow associates. 
  • 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.

• Processing account transactions effectively:
  • Process deposits, withdrawals, and other banking transactions, verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit.
  • Examine checks deposited and determine proper funds availability based upon regulation requirements and complete hold notices.
  • Process savings withdrawals; cash checks (verify endorsement, receive proper identification and ensure validity).

• Review daily, any NSF’s for supported Client Advisors.
• Work with Client Advisors to clear document exceptions as needed.
• Work with other departments as needed to monitor for irregular account activity, safety of client assets, client servicing needs, etc.

• Keeping the lobby and reception area in a neat and organized appearance for our guests.
• Building great rapport with Oakworth clients.
• Being a strong team player that works collaboratively with the Oakworth team to successfully support the daily functions and strategic deliverable. 

• Work in various online systems.

Qualifications and Skills:

• Bachelor’s degree or equivalent preferred
• 1-3 years of relevant banking experience is preferred
• Proven success in previous bank branch operations role is preferred
• Knowledge of security and cash control procedures
• Understanding of general banking laws, regulations, and procedures
• Proficiency in a core system and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform is preferred
• Proficiency in Microsoft Office suite is required
• Excellent Communication Skills – verbal, written, listening
• Team focused (collaborative, works well with others, supports team goals)
• Acute attention to detail
• Organizational skills
• Ability to utilize technology resources
• High level of professionalism with confidential and sensitive information

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 & ranking #2 in 2024 and 2025.  To learn more about our story and what makes Oakworth unique, visit https://www.oakworth.com/.

If you are interested in this excellent opportunity, please send your resume to brooke.kline@oakworth.com.  

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Proposed Equal Employment Opportunity

Oakworth is committed to a policy of equal employment opportunity for all associates and applicants in accordance with applicable federal, state, and local law.

Accommodations for Applicants

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 talent@oakworth.com and we will be glad to assist.