Banking Specialist

Watermark Bank; Oklahoma City (OK); On-site; USD 35,000 - 52,000; Full time

Job summary

Watermark Bank is seeking a Banking Specialist for a full-time, on-site position in Oklahoma City, OK. This role is client-facing and integral to delivering a seamless banking experience.

Responsibilities include deposits/withdrawals processing, loan payments, wire transfers, and maintaining product knowledge. You will open, close, and manage client accounts with regulatory compliance and accuracy, while supporting relationship managers to meet client needs.

Qualifications

• Minimum of one year of banking experience.

Responsibilities

• Client Service: Serve as the first point of contact for clients, addressing inquiries, resolving issues, and providing information about banking products and services
• Transaction Processing: Accurately process deposits, withdrawals, loan payments, wire transfers, and other financial transactions
• Product Knowledge: Maintain a strong understanding of Watermark's full range of products and services
• Account Management: Open, close, and maintain client accounts while ensuring accuracy, regulatory compliance, and attention to detail
• Relationship Support: Collaborate with relationship managers and treasury officers to support client needs and deliver a consistently high level of service

Job description

Company Description

Watermark Bank is a locally owned, FDIC-insured boutique bank dedicated to providing concierge-level service and tailored financial solutions. The bank focuses on supporting business owners, entrepreneurs, and families who are committed to building strong communities in Oklahoma. Founded by experienced bankers and local business leaders, Watermark combines innovative technology with highly personalized service. It offers the sophistication and security of larger institutions while maintaining a boutique, client-centered approach.

Role Description

The Banking Specialist is a full-time, on-site role based in Oklahoma City, OK. A key client-facing role, and an integral member of our team, the Banking Specialist plays a vital role in delivering a seamless and personalized banking experience.

Key Responsibilities

• Client Service: Serve as the first point of contact for clients, addressing inquiries, resolving issues, and providing information about banking products and services
• Transaction Processing: Accurately process deposits, withdrawals, loan payments, wire transfers, and other financial transactions
• Product Knowledge: Maintain a strong understanding of Watermark's full range of products and services
• Account Management: Open, close, and maintain client accounts while ensuring accuracy, regulatory compliance, and attention to detail
• Relationship Support: Collaborate with relationship managers and treasury officers to support client needs and deliver a consistently high level of service

Qualifications

• Minimum of one year of banking experience