SmartBank
The Private Client Specialist supports the Private Banking team by delivering personalized, high-touch service to clients and assisting Private Bankers with relationship management and operational tasks. This role involves handling banking requests, processing loan applications, and ensuring compliance with regulatory requirements. The position requires a relationship-focused professional who thrives in a fast-paced environment and excels at building client trust.
SmartBank delivers exceptional banking solutions like checking, savings, investing, and planning to help meet your goals. It's our mission to serve you.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for SmartBank.
SmartBank didn’t post a salary, so this is our estimate from similar listings.