Fred Goad, Partner at Relevance Ventures and Oakworth Client, shares his overall satisfaction related to his relationship with us - everything from commercial banking to our weekly Common Cents and the Trading Perspectives Podcast. Our hard working associates make every effort to ensure that every client begin and end the day feeling the same way Mr. Goad does. How can we serve you today? Read more customer testimonials at https://lnkd.in/gQGPmBD2.
Oakworth Capital Bank
Financial Services
Birmingham, Alabama 7,346 followers
People. Service. Easy.
About us
In addition to our many, many years of experience, our founders all had something in common: we felt as if we had seen banking change -- for the worse. We shared the conviction that what we do could be done better by returning to some of the age-old practices that had been lost, and also by offering a new, more streamlined set of services. We believed banking could simply be done smarter. The essential practice of building a deeply bonded relationship between financial advisor and client - a relationship that was common a century or so ago - has been lost. Banks have evolved to a point at which they spend much of their money and time on less important things - not the things we at Oakworth believe to be so vital. So we have re-thought banking - from the way transactions are handled, to how deeply we know our clients, to the technology we employ to serve them. Oakworth Capital Bank -- Redefining Financial Services Member FDIC. Equal Housing Lender.
- Website
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http://www.oakworth.com
External link for Oakworth Capital Bank
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Birmingham, Alabama
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Commercial Banking, Wealth Management, Private Banking, Fiduciary & Trust Services, and Advisory Services
Locations
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Primary
850 Shades Creek Parkway
Birmingham, Alabama 35209, US
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1 St. Louis Street
Suite 3200
Mobile, Alabama 36602, US
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5511 Virginia Way
Suite 110
Brentwood, TN 37027, US
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6000 Fairview Rd
Suite 125
Charlotte, North Carolina 28210, US
Employees at Oakworth Capital Bank
Updates
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"Instead of asking why don’t American investor pay greater attention to what’s happening in the wider world, a better question might be: why would they? The United States is where the revenue and profits are in the global economy." Read more from Chief Economist, John Norris, as he dives deeper into the topic of why we are all disengaged from what is going on in the world: https://lnkd.in/gAf3NhGT
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Syrian rebels ended a 5-decade dynasty last weekend and the U.S. stock market barely noticed. Do American investors simply not care about the rest of the world? Will the long-standing reign of the "strongman" of the Middle East ever change? In this week’s Trading Perspectives, Samuel Clement and John Norris discuss the recent Syrian Revolution, and why Americans ignored it almost as soon as it happened. Listen along here: https://lnkd.in/dHJrhcqS
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🏆 We are thrilled to announce that Oakworth has been recognized as one of the 2024 Best Workplaces in Money Management by Financial Planning. This prestigious recognition highlights our commitment to fostering an exceptional work environment, driven by our core values and the dedication of our incredible team. “We are honored to be included among the top firms recognized by Financial Planning,” said Scott Reed, chairman and CEO of Oakworth. “At Oakworth, we believe that a thriving team directly translates to exceptional client experiences. This acknowledgement underscores our dedication to both our associates and the communities we serve.” This accolade reflects not only our focus on leadership, culture, and employee engagement but also our continuous efforts to provide outstanding benefits and a supportive workplace for all associates. Read more here: https://lnkd.in/gZy4k23y Thank you to our associates for their unwavering commitment and contributions that make Oakworth a remarkable place to work. We are proud to share this honor and look forward to continuing our journey of excellence together! #BestWorkplaces #OakworthCapitalBank #FinancialPlanning
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At the heart of our mission is a steadfast commitment to Helping People Succeed, which extends beyond our clients to our incredible team. For eight consecutive years, we’ve been recognized by American Banker Magazine as one of the Best Banks to Work For. This accolade reflects our dedication to fostering an environment where collaboration and teamwork thrive. Together, we work diligently to ensure that our clients receive the highest level of service. Our Associate Managing Director group meets regularly to discuss what is working well and identify areas for improvement. This group also helps lead strategic projects within the company and are champions of continuous improvement. At Oakworth, we believe that when we work together, we can achieve extraordinary results for those we serve. How can we help YOU succeed?
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The disconnect between job surveys reveals that the job market is softer than it seems. Read more below from Chief Economist John Norris as he uses a "Field of Dreams" approach to break down the Employment Situation Report.
Ray Kinsella Reads the Employment Situation Report | Oakworth Capital Bank
https://oakworth.com
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Oakworth helps install best practices for fraud prevention. As a business owner, it’s crucial to ensure that your banking partner has experience in dealing with payments fraud and will be able to expertly assist when the need arises. An effective treasury management system can prove invaluable in reinforcing a company’s anti-fraud procedures. Learn more from Trent Green, Managing Director, Deposit & Treasury Management at Oakworth. Get more fraud prevention tips at https://lnkd.in/gEBxafJF.
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Each quarter we welcome all of our newly hired associates to Birmingham for Oakworth University. During this two-day onboarding event, these associates receive an in-depth exposure to our culture, our history, our vision, and our business approach. It also allows the group to engage with our founders and deepen relationships with our leadership team, our advisors, and associates. It has been so much fun to watch each "class" grow and we look forward to each new session. Learn more about Our Culture here: https://lnkd.in/gDEWzWct Pictured here: Emily Jensen, April Knoblett, Chase Hastey, Scott Robinson, Tamara Saunders, TJ Rock, Breanna Katz, Melissa Taylor
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At Oakworth, we pride ourselves on having an exceptional team dedicated to providing outstanding service. In a response to the question, 'What do you like about our products and services?', one recent anonymous review highlighted: “The people! Lee Banks, David McGrath, and Scott Heggeman are some of the most talented banking, trust, and investment professionals in the Mobile area. Excellent customer service.” Way to go, South Alabama team! We are grateful for such positive feedback and remain committed to maintaining our high standards of transparency and excellence. Thank you for trusting us as your financial partner! Learn more about our team and services: https://lnkd.in/g8cZ7Twz #Transparency #ClientFeedback #TeamExcellenc