Private Client Specialist

MidFirst Bank
United States, Oklahoma, Oklahoma City
Feb 24, 2025
Description This position will support the Private Banking group. Responsibilities will include loan and deposit related tasks, responding to customer inquiries and concerns, and providing high quality customer service and support. Responsibilities will include, but not be limited to, the following: Reviewing and completing requests, responses in a timely manner, staying organized, being proactive, and meeting all client expectations. Managing the account opening process, online banking setup, clearing deposit account exceptions, ordering all requested items, client follow-up as needed, and ensure new account deposits are received. Pro-actively recommend additional products and services as needed. Deposit and loan maintenance such as address updates, auto pay changes, and account titling changes. Responding to inquiries, questions, and research related to deposit and loan accounts. This includes but not limited to statements, holds, advances, and fees. Processing all deposit and loan wire and transfer requests. Managing the post loan closing process, online banking setup, loan research, utilizing resources for loan cases as needed, and ensuring all client needs are met and exceeded. Position Requirements: - Minimum of one year of prior retail banking experience - General knowledge of bank services and products - Excellent client-service skills, including oral and written communication - Entrepreneurial, ownership-oriented mindset - Careful attention to detail and strong organizational skills - Ability to work effectively as a team member and with customers - Strong analytical and problem-solving skills and the ability to derive innovative solutions - Ability to establish credibility quickly with customers; demonstrate confidence in dealing with his/her peers - Strong work ethic and high integrity - Strong computer skills - Friendly, outgoing, assertive, confident, and enthusiastic personality Qualifications Experience 1 - 2 years: Retail Banking (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)