Client Associate

SmartBank•Tuscaloosa, AL

2d•Onsite

About The Position

SmartBank is a Great Place to Work Employer, inviting individuals to join a culture built on excellence. Headquartered in Knoxville, Tennessee, SmartBank operates as a subsidiary of SmartFinancial, Inc. (NYSE: SMBK), a financial holding company with assets exceeding $5 billion. The bank delivers high-touch banking solutions to commercial businesses and consumers across the Southeast. SmartBank is committed to creating ‘WOW’ experiences for both clients and team members, a people-first culture that has earned national recognition, including placement on FORTUNE’s 2025 Top 100 Best Workplaces list and Great Place To Work® certification. Guided by decades of collective banking experience, SmartBank’s leadership has embedded “Smart” business practices throughout the organization, focusing on rigorous credit underwriting, holistic relationship management, and attracting and retaining top-tier talent, growing into a respected, high-performing financial institution.

Requirements

High School diploma required.
Excellent customer service skills.
Ability to apply knowledge and sound judgment in decision-making using established guidelines.
Proficient level of computer competency including Microsoft Windows (Word, Excel, Outlook).
Strong math skills.
Strong written and oral communication skills.
Detail oriented and ability to function in a team environment.
Demonstrates ability to maintain a positive attitude.
High level of integrity.
Able to maintain regular and predictable attendance.
Willing to accept new ideas and methods and be agreeable to change.

Nice To Haves

Bachelor’s degree in related field of study preferred.
Series 7, 66 Securities license desired but not required.
Typing and ten-key proficient preferred.

Responsibilities

Upholds SmartBank Core Values and Core Purpose.
Adheres to and embraces the SmartBank Way by Acting Smart, Looking Smart and Being Smart.
Coordinates daily activities of investment group ensuring that client needs are met.
Acts as primary contact of incoming calls.
Assists with processing of deposits and distributions from client accounts.
Assists with preparation of client presentation materials.
Assists with account opening and maintenance of account files/documents.
Works with Financial Advisor(s) to resolves account related administrative and operational deficiencies.
Works with Financial Advisor(s) to prepare outgoing marketing and other client correspondence.
Assist Financial Advisor(s) with any pending alerts or other corporate actions.
Complies with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
Performs other duties as assigned.