Wealth Specialist: Client Onboarding & Banking Operations

Gateway; Bartlesville, Northern (OK, KY); Hybrid; USD 45,000 - 75,000; Full time

Job summary

Gateway First Bank is seeking a Wealth Specialist to support client advisors and bank offices by handling client communications, processing transactions, and opening new accounts. The role emphasizes accurate documentation, reporting, and compliance with banking regulations.

Responsibilities include handling high-volume client interactions, opening accounts, maintaining CRM records, and preparing reports for advisory teams while adhering to BSA/AML and privacy rules.

Qualifications

• Thorough knowledge of banking laws and regulations.
• Excellent customer service and communication skills.
• Ability to organize and prioritize in high-volume environment.
• Ability to work independently and collaboratively while maintaining confidentiality.

Responsibilities

• Handles a high volume of client interactions by phone, in person, and via mailings.
• Opens new client accounts and researches client information using internal databases.
• Maintains client documentation and prepares letters, forms and reports for servicing and prospecting.
• Maintains records using CRM software and assists with training/education as needed.
• Ensures compliance with banking laws and regulations (BSA/AML, OFAC, privacy).

Skills

Banking laws and regulations

Customer service

Communication (verbal & written)

Organizational skills

Independence & teamwork

Education

High School diploma or degree in business/finance

Tools

CRM software

Job description

Gateway First Bank is seeking a Wealth Specialist to support client advisors and bank offices by handling client communications, processing transactions, and opening new accounts. The role emphasizes accurate documentation, reporting, and compliance with banking regulations.

Responsibilities include handling high-volume client interactions, opening accounts, maintaining CRM records, and preparing reports for advisory teams while adhering to BSA/AML and privacy rules.