About this role
Private Banking Client Advisor at OakworthTalent. Location: Brentwood, Tennessee, United States. Role: Building client relationships, Providing personalized banking solutions, Collaborating with internal teams Requirements: Bachelor’s degree or equivalent required; 5+ years of lending experience preferred; proficiency in Microsoft Office and CRM platforms. Category: Finance and Accounting Seniority: Senior Level Tools: Core Banking System, Client Relationship Management (CRM), Microsoft Office Commitment: Full Time Workplace: Onsite Languages: English