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Private Client Services Representative - On-site Only at Security National Bank

Location
Dallas, Texas
Type
Full-time
Level
mid
Posted

Description

The Private Client Services Support Specialist provides operational and service support for a private client services team by executing and facilitating client-authorized transactions, account servicing, fiduciary and trust-related processing, account openings, and walk-in banking center support. The role requires accurate transaction processing, strong client service, documentation and compliance controls, and a minimum of two years of banking center experience involving client service, deposit account servicing, or transaction processing.

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