About this role
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.
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.