Private Client Specialist

SmartBank • Tallahassee, FL

7d

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• Partner closely with an assigned group of Private Bankers to support client relationships and drive operational excellence.
• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree