Private Banking Client Advisor
Current
Jul 2024 - Present
AeroLeads people directory · profile
Emily Jensen Email & Phone Number
Private Banking Client Advisor
at
Oakworth Capital Bank
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Private Banking Client Advisor
Location
Greater Birmingham, Alabama Area, United States
Company size
Who is Emily Jensen? Overview
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Quick answer
Emily Jensen is listed as Private Banking Client Advisor at Oakworth Capital Bank, a company with 93 employees, based in Greater Birmingham, Alabama Area, United States. AeroLeads shows a matched LinkedIn profile for Emily Jensen.
Emily Jensen previously worked as Executive Director at Mountain Brook Chamber Of Commerce and Private Client Relationship Manager at First Horizon Bank. Emily Jensen holds Bachelor Of Arts - Ba, English from The University Of Alabama.
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Email format at Oakworth Capital Bank
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Oakworth Capital Bank
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Profile bio
About Emily Jensen
Oakworth is the #1 Best Bank to Work for in 2023. We've maintained this status for over six consecutive years because our culture starts with five shared Core Values that shape the way we help people succeed.At the end of the day, we aim to make people's financial lives easier through a suite of services focused on a shared purpose, values and vision. We're known for delivering a distinctive level of service for our clients - we'd love to share how we do it. Where You've Seen Us: Ranked #1 Best Banks to Work for in 2023, 2022, 2021, 2020, 2019 & 2018 by American BankerINC 5000 - One of America's Fastest Growing Private Companies in 2021, 2020, 2019, 2018, & 2016A+ Health Rating by Depositaccounts.com.https://www.oakworth.com/our-story/our-culture/ Read Our Success Stories: https://www.oakworth.com/our-story/client-reviews/ Listen to Our Podcast "Trading Perspectives": https://www.oakworth.com/category/trading-perspectives-podcast/ Read Our Blog "Common Cents": https://www.oakworth.com/category/common-cents-archive/ How We Do What We Do:https://oakworth.com/our-approach/ Areas of Expertise: Commercial BankingPrivate BankingWealth ManagementAdvisory Services Treasury Services Retirement PlanningFinancial PlanningEstate AdministrationFull Discretionary Trustee Services, Directed Trustee ServicesModified Family Office Services, Custodial Service for Assets, Portfolio Analysis
Current workplace
Emily Jensen's current company
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Oakworth Capital Bank
5 roles · 21 years
Emily Jensen work experience
A career timeline built from the work history available for this profile.
Executive Director
Led an organization with nearly 500 members while managing staff, budgets, marketing, and community relations. Steered the Board of Directors and acted as a liaison between the business sector and government. Actively participated in advocacy efforts at the local and regional level, while monitoring the programs and services of the organization..
Jul 2022 - Jun 2024
Private Client Relationship Manager
Managed 300+ high-net-worth client accounts with $90M in deposits and $40M in loans. Continuously networked with local business leaders and executives to identify new clients and generate new business. Partnered with internal branch and corporate teams to initiate referral clients. Proactively engaged with existing client-base to assess needs, communicate.
2020 - Mar 2022
Private Client Relationship Manager/ Mountain Brook Market Manager
Helped launch two new branch locations in Mountain Brook. Built immediate, productive relationships with C-level executives to execute effective plans. Fully recruited initial staffs, while implementing strategies to increase share in a market saturated with financial institutions. Developed and formed strategic community partnerships. Provided direction.
2011 - 2020
~9 yrs
Manager, Vice-President / Inside Sales Manager / Financial Services Representative
Led branch with account portfolio $130M. Monitored sales and managed 12 staff. Developed relationships with consumer and business client base. Exceeded branch sales goals with motivating leadership-style. Implemented branch strategies used during AmSouth / Regions merger. Assisted in operational functions, such as account maintenance. Licensed as Alabama.
2005 - 2011
~6 yrs
Team & coworkers
Colleagues at Oakworth Capital Bank
Other employees you can reach at oakworthcapital.com. View company contacts for 93 employees →
MG
Mandy Golightly
Colleague at Oakworth Capital Bank
Helena, Alabama, United States, United States
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LB
Lee Banks
Colleague at Oakworth Capital Bank
Mobile, Alabama, United States, United States
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JB
Janet Ball
Colleague at Oakworth Capital Bank
Birmingham, Alabama, United States, United States
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CH
Chris Hayes
Colleague at Oakworth Capital Bank
Pelham, Alabama, United States, United States
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JB
Johanna Blankenship
Colleague at Oakworth Capital Bank
Greater Birmingham, Alabama Area, United States
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MS
Michele Stewart
Colleague at Oakworth Capital Bank
Mobile, Alabama, United States, United States
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BD
Bud Doyle
Colleague at Oakworth Capital Bank
Mobile, Alabama, United States, United States
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JP
Jaye Patterson
Colleague at Oakworth Capital Bank
Mobile Metropolitan Area, United States
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KM
Kate Meriwether
Colleague at Oakworth Capital Bank
Birmingham, Alabama, United States, United States
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KP
Kim Pratt
Colleague at Oakworth Capital Bank
Birmingham, Alabama, United States, United States
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Mandy Golightly
Colleague at Oakworth Capital Bank
Helena, Alabama, United States, United States
View →
LB
Lee Banks
Colleague at Oakworth Capital Bank
Mobile, Alabama, United States, United States
View →
JB
Janet Ball
Colleague at Oakworth Capital Bank
Birmingham, Alabama, United States, United States
View →
CH
Chris Hayes
Colleague at Oakworth Capital Bank
Pelham, Alabama, United States, United States
View →
JB
Johanna Blankenship
Colleague at Oakworth Capital Bank
Greater Birmingham, Alabama Area, United States
View →
MS
Michele Stewart
Colleague at Oakworth Capital Bank
Mobile, Alabama, United States, United States
View →
BD
Bud Doyle
Colleague at Oakworth Capital Bank
Mobile, Alabama, United States, United States
View →
JP
Jaye Patterson
Colleague at Oakworth Capital Bank
Mobile Metropolitan Area, United States
View →
KM
Kate Meriwether
Colleague at Oakworth Capital Bank
Birmingham, Alabama, United States, United States
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KP
Kim Pratt
Colleague at Oakworth Capital Bank
Birmingham, Alabama, United States, United States
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1 education record
Emily Jensen education
FAQ
Frequently asked questions about Emily Jensen
Quick answers generated from the profile data available on this page.
What company does Emily Jensen work for?
Emily Jensen works for Oakworth Capital Bank.
What is Emily Jensen's role at Oakworth Capital Bank?
Emily Jensen is listed as Private Banking Client Advisor at Oakworth Capital Bank.
Where is Emily Jensen based?
Emily Jensen is based in Greater Birmingham, Alabama Area, United States while working with Oakworth Capital Bank.
What companies has Emily Jensen worked for?
Emily Jensen has worked for Oakworth Capital Bank, Mountain Brook Chamber Of Commerce, First Horizon Bank, Iberiabank, and Regions Bank.
Who are Emily Jensen's colleagues at Oakworth Capital Bank?
Emily Jensen's colleagues at Oakworth Capital Bank include Mandy Golightly, Lee Banks, Janet Ball, Chris Hayes, and Johanna Blankenship.
How can I contact Emily Jensen?
You can use AeroLeads to view verified contact signals for Emily Jensen at Oakworth Capital Bank, including work email, phone, and LinkedIn data when available.
What schools did Emily Jensen attend?
Emily Jensen holds Bachelor Of Arts - Ba, English from The University Of Alabama.
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