Bank of the Ozarks jobs in Frisco, TX - 81 jobs

Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* . Job Purpose & Scope As Associate, Data Engineering you will be responsible for developing and maintaining data solutions which support Bank Data Strategy. In this role, you will act as a problem-solver who can understand business requirements while developing and maintaining data models, ETL or ELT processes, and reporting solutions. As a member of a Data Engineering Team, you will perform a variety of tasks to develop and maintain data solutions. You will demonstrate exceptional customer service, solutioning, planning, teamwork, and organization skills. You will work independently, yet collaboratively, to fulfill assigned objectives. Essential Job Functions + Assist in the development and maintenance of data model-based solutions as specified by engineering standards. + Perform testing of data solutions to ensure developed product meets business requirements. + Resolve bugs and data issues as identified by product, project management, or governance functions. + Provide work estimates while communicating with Data Engineering Management when assignments deviate from initial estimates. + Adhere to data development standards. + Work in a coordinated manner with the Data Engineering team and management. + Support the design, development, and production of data applications. + Apply knowledge of data modeling, ELT/ETL methodologies, and database architecture in work processes and deliverables. + Demonstrate an understanding of OZK enterprise data architecture, data platforms, and data operations. + Work with Data Assurance and Deployment team to ensure smooth and well-documented releases. + Actively engage in and learn the business processes of the supported lines of business. + Support change control and version management. + Keep apprised of technological innovation and constantly improve through training. + Enthusiastically embrace, support, and model the Bank's values and mission. + Ensure compliance with internal/external regulatory policies, procedures, and Knowledge, Skills & Abilities + Knowledge of data development skills sets to create and maintain data solutions. + Ability to maintain focus for sustained time periods to deliver on individual or multiple assigned tasks. + Ability to perform in challenging environments. + Ability to troubleshoot issues on standard, sensitive, and/or complex accounts. + Ability to communicate effectively both verbally and in writing and interact with all levels of employees. + Ability to work independently under general supervision. + Skill in using computer and Microsoft Office, including Word, Excel, and Outlook. Basic Qualifications + Bachelor's degree in a job-related field, or commensurate work experience, required. + 3+ years of experience in database development, data warehouse development, and/or data science experience, required. + 3+ years of experience in reporting technologies such as Power BI, SSRS, Tableau or similar platform, preferred. + Experience in Jira, Azure Devops, or similar development management environment, preferred. + Experience with Snowflake Cloud Data Platform, preferred. + Data development certification, such as Snow Pro Certification or Microsoft SQL Server certification, preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. #LI-KC1 EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

Special Assets Officer I Location: Grapevine, TX At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e., bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Responsible for managing a portfolio of Classified Assets within established bank policies and procedures to minimize losses and maximize recoveries on loans, repossessed assets and Other Real Estate Owned. Applying those collection efforts in a fair and ethical manner, consistent with applicable regulation and law is critical to the bank and minimizes the inherent risks. The Special Assets Officer I generally works with small to mid-size loans with low to medium complexity. Responsibilities include, but are not limited to: Responsible for identifying and minimizing potential losses and maximizing recoveries on assigned loan portfolios, through collection activities, developing/negotiating/execution of workout action plans including proposing loan restructures, managing negotiations and legal actions, evaluating bank collateral and documentation, and recommending alternative solutions as well as judgment/foreclosure litigation, asset liquidation and bankruptcy. Make recommendations for additional approval where necessary. Determine and report the appropriate risk classification and recommended reserve for problem loans where applicable. Review delinquency, maturity and unpaid tax reports and follow up with borrowers and loan officers as necessary. Responsible for assigned monthly and quarterly reports such as Delinquent Mortgage Loan Reports, Bankruptcy Reports, and Problem Loan Reports, as applicable. Maintain client contact records. Review for loss mitigation alternatives if collection cannot be resolved in short order. Prepare loss mitigation documents in compliance with applicable guidelines. Monitor and manage accounts in bankruptcy, engage bank attorney when necessary, and oversee preparation of bankruptcy proof of claims when prompted by the courts. Prepare documents for repossessions and legal actions against debtors. Engage bank attorney to foreclose or repossess collateral, when necessary, execute required documents, coordinate foreclosure or repossession process, review and maintain legal records. Maintain bank-owned property according to bank policy, review and execute sale documents, and participate in the closing of the asset. Recover past due balances, judgments or in the alternative, negotiate recovery with the appropriate approval. Assist with routine audits. Completed required training associated with job function. All other duties as assigned. Qualifications Education/Experience: Bachelor's degree or equivalent of two to four years related experience and/or training; or equivalent combination of education and experience. Skills: Good communication skills, both verbal and written, are preferred. Ability to meet tight deadlines, work independently, problem solve, set and achieve priorities and goals. Analytical skills sufficient to conduct analysis of problem loans and make recommendations and/or act upon the workout plan. High level interpersonal skills to interact with customers, other departments, and bank attorneys in a professional manner. High working knowledge of both internal policies and procedures and the laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment. Thorough understanding of loans and loan systems. Strong computer skills and proficient knowledge of word processing and spreadsheet functions. First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123 Pay Range: $61,300 - $76,600 per year Apply for this Position

Job DescriptionDescription: At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A is looking for an energetic, highly motivated individual to fill the full-time position of Loan Operations Director. Description: The Loan Operations Director position is responsible for overall loan operations including processing, closing, funding and servicing of commercial and consumer loans. This position is responsible for leading, inspiring, training and managing the loan operations staff to drive operational excellence and efficiency to ensure the department meets service level agreements and organizational goals, while also meeting compliance and regulatory requirements. Responsibilities: Provide strategic and operational direction to managers and staff to develop, implement and maintain loan operations processes and procedures. Manage procedures, policies, risks and practices to comply with strategic direction and regulatory requirements. Provide management reports associated with loan servicing such as volumes processed, deadlines, error ratios, etc. Lead and develop a strong team that can handle a diverse workload due to the wide range of loan products serviced. Establish and monitor efficiency standards for all loan operations functions and staff to ensure efficient, timely and accurate processing and servicing of loans. Assist with regulatory exams and loan audits. Manage the implementation of changes in regulatory, legal and credit policy impacting loan operations. Resolve complex and sensitive loan operations servicing issues. Interview and hire Loan Operations management and staff; determine work priorities; schedule work assignments; train and evaluate work performance and provide ongoing recognition, mentoring, coaching and counseling. Develop and maintain a working understanding of products and services offered by the Bank and in the marketplace. Education / Experience Preferred: Bachelor's Degree or equivalent work experience. 10+ years of previous loan operations experience with preference for various types of loans, loan processes and procedure, laws and regulations; or an equivalent combination of training and experience. Broad knowledge of lending operations processes, procedures, applications and methods. Experience and ability to manage multiple geographic areas and/or groups. Excellent leadership and people development skills. Must be able to multi-task with frequent interruptions and be comfortable in a fast-paced, changing environment with the ability manage multiple projects to meet deadlines. Must possess excellent interpersonal, leadership, communication, and management skills. Must possess proficiency with systems and ability to understand system functions and business side set-up. Sales Force/nCino experience a plus. Must be able to work flexible hours. Some travel between department locations required. Pay is dependent on knowledge, skills, abilities, experience, and location. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy . Requirements:

It's about caring for the generations ahead. Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Private Banking Officer II, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals. What you'll do: Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets) Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review Monitor and manage client's existing credit relationships by reviewing current loan portfolio on a regular basis Identify and recommend products and services best suited to meet clients' needs Develop and maintain excellent working relationship with credit underwriting team Participate in community and professional activities in order to enhance Frost's image and expand personal network of business contacts Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients Provide leadership within the private banking team, while remaining a team player Accept special project assignments in support of the private banking group What you'll need: Bachelor's degree or equivalent work experience 5+ years of experience in financial industry Working knowledge of financial analysis relating to personal financial statements and personal income tax returns NMLS license; the ability to transfer license to Frost or obtain license within 60 days Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups Ability to perform with limited supervision Experience in managing a portfolio of affluent and high net worth clients Demonstrated capacity to sell products and services within the financial services industry Proven record of success in cultivating new relationships Outstanding interpersonal, calling, sales, and negotiation skills Excellent verbal, written, communication, organizational, and customer service skills Proficient in Microsoft computer applications Additional Preferred Skills: Series 7, 63, & Group 1 Insurance license (or attainment within 6 months). Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist designation Completion of formal credit training Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost. #LI-DW1

It's about giving people a sense of security. Do you like helping others understand the tools of today? A passionate salesperson with an affinity for helping others and building relationships? Do you have a background in insurance sales and the ability to drive new business? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Producer, you'll screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs. This is a sales-oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through Frost Insurance Agency. You'll use your skills, outgoing personality, and competitive nature to stay up to date on the latest trends and products to best serve our customers and meet goals. What you'll do: Prospect new business from existing clients, program business channels, and identify target groups and leads given by Frost producers and bankers Contact prospects for the purpose of providing a quote and making sales appointments Service assigned accounts while contacting potential new customers Survey prospects to determine insurance needs Inspect current insurance policies, risk management plans, property, products, and records Work with others within the agency to complete company submissions and selection of potential markets Screen leads to determine if SBIU or PIC criteria is met and if a Frost Insurance Agency market exists to satisfy the need Collect detailed risk and underwriting information, including census data, survey data, and loss history Develop and deliver formal insurance proposals, including information concerning coverage, limits, deductibles, and other pertinent details Conduct client and prospect appointments to discuss proposals and renewals, explaining all details while communicating a desire to conduct business What you'll need: Bachelor's degree or 2+ years of sales experience Texas General Lines Agents License: Property and Casualty (P&C) or Life, Accident, Health, and HMO License, as appropriate, or attainment within 90 days Excellent written and verbal communication skills Strong organizational skills Proficiency in Microsoft applications Additional Preferred Skills: Proven ability to pursue and close sales Knowledge of the insurance industry Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about taking your time when time needs to be took. Do others describe you as dependable and hardworking? Do you have a knack for paying attention to all the small details? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Lockbox Clerk with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Lockbox Clerk with Frost, you are our quality control. In this role, you will be responsible for performing general clerical duties to record and maintain customer accounts. Using your analytical skills and observant mindset you will include encode items, balance deposit tickets to items and perform standard quality control checks. You enjoy assisting customers and want to ensure timely and accurate responses to all customer inquires and correspondence. What you'll do: Process and prepare items for distribution to Image Item Processing or Transit Department Maintain records of documents processed and compile reports according to standard operating procedures Assist with customer inquiries regarding lockbox operations Ensure deadlines are met by having all correspondence mail and work to the receipt area and log for pickup Retrieve all end-of-day reports from system and file accordingly Always take action with Integrity, Caring and Excellence to achieve all-win outcomes What you'll need: Shift availability: Saturday and Sunday, 6:30am - 3:30pm Ability to work in a fast-paced environment Accurate and detail oriented Data entry skills Multi-task oriented Time management skills Proficient in Microsoft computer applications Additional Preferred Skills: Lockbox experience Check processing experience Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about names, not numbers. Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Relationship Manager II, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers' relationships with the bank. Our relationship managers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Reach and maintain your target portfolio size within a specified time frame Call prospects who are potentially profitable to the bank Always maintain the best interest of both the bank and customers in all matters Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests Closely monitor the assigned loan portfolio for any deterioration in repayment ability Advise, teach, and train associate relationship managers on how to best serve our customers What you'll need: 3+ years of lending experience Ability to communicate with all levels of personnel Excellent written and verbal communication skills Proficient in Microsoft applications Additional Preferred Skills: Bachelor's degree Completion of 6+ hours of accounting coursework Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost. #LI-HB1

Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* . Job Purpose & Scope Responsible for placing, tracking, and delivering appraisal orders through the Collateral Management System (CMS) and Real Estate Information Management System (RIMS). Essential Job Functions + Manages and prioritizes an appraisal order pipeline. + Verifies appraisal order information in CMS or RIMS and engages appraisers for assignment. + Facilitates communication between the vendor and loan production staff throughout the appraisal engagement period. + Serves as the primary point of contact in charge of answering questions on active requests. + Communicates with appraisers for status updates to ensure appraisal reports are delivered on time. + Escalates file issues as needed. + Completes weekly vendor invoicing and assists with the administration of the approved appraiser panel. + Ensures satisfactory ongoing monitoring and coordination of appraisal vendor status. + Collects and archives vendor compliance documentation. + Completes special projects as assigned by the Process Manager. + Tracks, communicates, and escalates process risks and issues. + Generates CMS and RIMS reports. + Maintains good punctuality and attendance to work. + Follows Bank policy, procedures and guidelines. + Performs other responsibilities as assigned. Knowledge, Skills & Abilities + Knowledge of real estate software platforms such as RIMS and CMS. + Ability to communicate effectively both verbally and in writing. + Ability to demonstrate initiative to accomplish work objectives. + Ability to work effectively and demonstrate flexibility in a continually changing environment. + Ability to demonstrate effective organization, critical thinking, analytical and problem-solving skills. + Ability to manage multiple tasks with exacting deadlines in a fast-paced environment. + Ability to work without close supervision. + Ability to demonstrate effective customer service skills. + Ability to maintain confidentiality. + Ability to work extended hours. + Ability to work effectively in a team environment. + Ability to maintain attention to detail. + Ability to demonstrate effective time management skills. + Ability to proactively recognize potential problems and respond accordingly. + Ability to identify and resolve problems in a timely manner. + Skill in using computer and including Microsoft Office including Outlook, Word, Excel, PowerPoint, and Visio. Basic Qualifications + High school diploma or equivalent, required. + Minimum of six (6) months of work experience with MS Office suite of products, preferred. + Experience with CMS or RIMS, preferred. Job Expectations Operate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Financial Advisor Assistant role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor Assistant, you provide support to financial advisors and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization and you take this as an opportunity to build long lasting relationships with all individuals in the organization. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience Participate in daily workflow of account administration to ensure that schedules are met and all questions are answered Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Demonstrated customer service skills Excellent written and verbal communication skills Proficiency in Microsoft computer applications Additional Preferred Skills: Have an active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about helping team members achieve big goals. Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you know for your ability to adapt in everchanging fast paced environments? If so, then the Relationship Administrative Specialist role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services. Who you are: As our Relationship Administrative Specialist, you will be responsible for performing administrative duties for a Loan Officer or Officers requiring knowledge of the bank's policies, practices, and organization. You enjoy assisting Loan Officer (s) with project and implementation of policies within the department; preparing special reports, gathering, and summarizing data; acting as liaison between Officers or manager and other members of department. You pride yourself in providing top quality service during every interaction with internal and external customers. What you'll do: Collaborate with commercial lending teams to support portfolio management and business development activities Prepare documents to assist in loan approval, modification, and coordinate loan closing processes Compile various administration reports such as Past Dues, Significant Balances, and Risk Grades to facilitate the continual monitoring of loans Monitor progress on LAMS, credit, and collateral exceptions on a weekly basis Facilitate customer requests for stop payments Coordinate the opening of Depository Accounts with personal banking staff Facilitate wire transfer transactions at the direction of a Relationship Manager and/or a Business Banker Update and maintain Sales Force records for clients and prospects as requested by commercial lending team Monitor non-sufficient funds activity to resolve any issues while communicating with the customer Remain knowledgeable of bank policies & procedures to ensure an accurate completion of deliverables Exercise discretion to assist existing and prospective customers while maintaining confidentiality Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: 3+ years of experience in banking or 2+ year of experience as an Administrative Assistant or in loan administration. Willingness to work as a valued member of a functional team Proven understanding of commercial lending processes Exceptional organizational and multi-tasking skills Demonstrated ability to represent Frost in a professional manner Excellent written and verbal communication skills Strong business communication skills, including the ability to write and speak professionally Strong analytical and problem solving skills Proficient in Microsoft computer applications Additional Preferred Skills: Loan documentation experience Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Lending Strategy Learning and Growth Officer The Lending Strategy Learning and Growth Officer plays a key role in equipping team members across lending functions with the knowledge, tools, and support needed to thrive in a changing environment. This role designs and delivers high-impact training, supports end users through change, and communicates clearly and effectively during rollouts of new systems, processes, and lending initiatives. Acting as a bridge between the Learning & Growth team and the lending lines of business, this individual collaborates closely with Lending Leaders, LOB Trainers, and SMEs to ensure learning experiences are practical, engaging, and aligned with lending goals. They are instrumental in helping employees adapt to change, adopt new technology, and build confidence in updated lending practices. Provides general support for lending-focused development programs and internal initiatives as needed. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Deliver foundational learning experiences-including new hire onboarding for lending employees as well as core lending training-that build confidence and consistency across roles. * Design and deliver learning experiences to support lending-specific initiatives (e.g., system enhancements, policy changes, new product rollouts, ongoing foundational training, policy and procedures). * Provide hands-on end-user support during system and process transitions-offering job aids, coaching, and responsive troubleshooting. * Develop and execute clear, audience-specific training plans to support change across lending teams. * Translate technical and procedural updates into easy-to-understand training materials and job aids for end users. * Collaborate with subject matter experts and LOB Trainers to ensure training aligns with current lending practices. * Facilitate feedback loops and pulse checks with frontline team members to assess training effectiveness and support needs. * Help lending leaders cascade key messages and reinforce change by providing talking points, toolkits, and training reinforcement strategies. * Support continuous improvement of the general earning paths specific to lending roles (e.g., Credit Analyst, Mortgage Loan Officer, Community Bank Lender). ADDITIONAL DUTIES AND RESPONSIBILITIES * Adherence to all First United Policies and Procedures * Dresses professionally * Complete all required compliance exams on an annual basis * Performs other duties as assigned EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Education and Work Experience * Bachelor's in a field related to Instructional Design, Training & Development, Educational Technology. * 5 - 7 years of experience in the training and development, curriculum design, corporate training, or related field. Physical Working Conditions This is somewhat sedentary work that requires the following physical activities: * Sitting or standing for long periods, walking, finger dexterity, feeling, repetitive motions, talking hearing, and visual acuity including close vision. * Occasional lifting (up to 10 pounds of computer equipment or paper). * May be required occasionally to stoop or kneel. * Accommodation may be made for some of these physical demands for otherwise qualified individuals who require and request such accommodation. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization All Locations: Plano-Parkwood, Sherman-Taylor Street If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

It's about interactions more than transactions. Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Personal Banker I, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem-solvers who consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello. What you'll do: Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues You stand firm in integrity and want to do what is right for each customer. You are able to use good judgement in every situation, in the moment Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions Manage risk while actively practicing loss prevention Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies Develop relationships with clients. Desire to be their point of contact - they know your name and you know theirs Provide advice and guidance and help people along their financial journey Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Required Availability: Monday-Friday, 7:45am-6:15pm with Rotating Saturdays, 8:45am-1:15pm Exceptional customer service skills Proficiency in Microsoft applications Excellent written and verbal communication skills Additional Preferred Skills: Cash-handling experience College hours Experience in dealing with fraud, protecting customers' money, and build trust so clients feel comfortable and safe Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost. #LI-HB1

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Credit Analyst I SUMMARY This position is responsible for analysis and monitoring the financial condition and credit worthiness of individuals and businesses applying for credit by using historical financial analysis and cash flow projections. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Analyzes all relevant loan data on new, renewal and existing loans, including data provided by credit bureaus, other financial institutions, and First United's files. * Prepares thorough and concise memo's, spread sheets, reports, summaries and opinions for Loan Officers on new, renewal and existing loans within established deadlines. * Effectively manages the bank's exposure to identified risks, and recommends appropriate structure for transaction in accordance with First United's credit policy. * Oversees and manages financial information files to assure current reports, statements, accounts receivable and other information on customer accounts, and notifies Loan Officers of any potential problems in a timely manner. * Establishes, reviews and updates new and existing loan files for the Bank on a regular basis. * Provides technical advice and assistance to Loan Officers. * Performs credit inquiries. ADDITIONAL DUTIES AND RESONSIBILITIES * Effectively communicates with Loan Officers and Bank Management in a clear, accurate, and concise manner. * Generates solutions to problems and suggests alternative solutions when necessary. * Contributes to Bank-wide projects while following specific and detailed instructions in a timely manner. * Typically focuses on memos for relationships ranging from $500,000 to $2,000,000. * Creates and maintains solid working relationship with Loan Officers and other team members. * Ability to adhere to all company policies, core values and procedures. * Genuine interest in learning and working in the banking profession. * Dresses professionally. * Other duties as assigned. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * Bachelor's degree in Finance, Accounting or related field. * Minimum of 1- 4 years banking industry experience. * Six months experience with credit systems. * Knowledge of accounting sufficient to understand and analyze the relationships between the different financial statements, in order to produce a written analysis. Technical/Functional Competencies * Strong financial analytical abilities, with knowledge of financial ratios. * Strong Excel skills. * Good interpersonal, technical, problem solving, and written communication skills needed for preparation of credit memos and analysis of financial statements. * Demonstrates initiative, judgment/discernment and self motivation to work with minimal supervision. * Demonstrates resourcefulness and concern for quality by understanding systems and processes and suggesting changes when necessary to increase overall efficiency. * Demonstrates dependability through good attendance and adherence to time lines and schedules. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations: Frisco-Preston Road If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

It's about being there and building trust. Do you consider yourself to be a self-starter? Are you ready to facilitate all the moving pieces to help deliver a seamless experience? Are you known for your ability to adapt in everchanging fast paced environments? If so, being a Private Real Estate Administrator II with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Private Real Estate Administrator II, it's all about communication, collaboration, and building relationships. You have a keen attention to detail and will utilize it when reviewing legal documents and determining account ownership. You will partner with account administrators to provide assistance so we can best serve our customers. You welcome a challenge and are eager to use your expertise to help others. More than that, this role is about ensuring efficient and effective collaboration and doing it with integrity, caring and excellence in mind. What you'll do: Review legal documents and determine account ownership for initial setup, review TREM files for accuracy Identify assets to be liquidated based on market conditions and trends in the localized area, market the asset either through direct marketing or selecting and working with a local real estate agent/broker to market the property effectively Negotiate purchase agreement/contracts, review and execute sales documents, and make appropriate recommendations to the executive committee Conduct inspections of real estate assets to assess use, condition, environmental/liability hazards, and possible damage on or of the property Estimate asset market value by way of ordering and reviewing real estate appraisals or conducting direct real estate market research including networking with professionals in the local market and conducting sales research Negotiate and evaluate real estate leases on both city and agricultural assets, proper selection and researching of tenants, prepare and/or review of lease documents, monitoring performance of each asset and making appropriate recommendations to the executive committee Maintain a working relationship with and provide assistance to account administrators Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: 3+ years Real Estate management experience Bachelor's degree in related field Excellent verbal and written communication skills Ability to travel Proficient in Microsoft computer applications Additional Preferred Skills: Real Estate Sales or Broker's license Appraisal License Master's degree 5+ years direct real estate management experience Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about being there and building trust. Do you consider yourself to be a self-starter? Are you known for your attention to detail and exceptional organizational skills? Are you ready to facilitate all the moving pieces to help deliver a seamless experience? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, being a Private Account Administrator III with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Private Account Administrator III with Frost, it's all about building relationships. You will be responsible for administering a portfolio of trust accounts and investment agencies, ensuring that each account operates effectively. You know the importance of being there for your customers and fully understanding their needs. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Review and administer a portfolio of complex trust accounts in accordance with the governing documents Manage customer relationships by fully understanding their needs and delivering an excellent experience Profile clients and establish goals, objectives, and risk parameters Create, design, and educate on complex estate planning techniques Ensure compliance with all laws, regulations and internal policies Lead and mentor other account administrators, providing guidance, support, and feedback to ensure effective team collaboration and achievement of departmental goals Always take action with Integrity, Caring and Excellence to achieve all-win outcomes What you'll need: Bachelor's degree in a related field 6+ years of trust administration experience, or a Juris Doctorate (JD) from an accredited law school with 3+ years of trust administration experience Demonstrated experience administrating complex fiduciary accounts Excellent written and verbal communication skills Proficient in Microsoft applications Additional Preferred Skills: Proficiency in trust accounting systems CTFA, CFP, or similar professional designation Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost. #LI-DW1

It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, the FIA Insurance Development Associate I role could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As an Insurance Development Associate I with Frost Insurance Agency, it's about creating and fostering long-term relationships. Through interactive training, mentoring from successful members of Frost Insurance Agency, and hands-on learning with customer accounts, you will achieve valuable product knowledge, sales experience, and an understanding of Frost's relationship management process and culture. Our FIA Insurance Development Associates are adaptable, inquisitive and strive to create and build relationships with our customers, that last a lifetime. What you'll do: Build a thorough knowledge of insurance coverage, industry research, and insurance products available through Frost Insurance Agency by participating in practical training Assist producers and account managers in sales, marketing, and maintenance for new and existing insurance accounts Prepare formal insurance proposals which include details of coverage, limits, deductibles and other pertinent information and assist in presenting the proposals to prospective clients Assist in appointments with clients and prospective clients to present insurance proposals and renewals by explaining plan details and establishing long-term business relationships Provide excellent customer service to clients by surveying prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records, and directing client service calls to the appropriate service person Participate in plan renewals by reviewing expiration listings to determine the appropriate action and collecting information to prepare renewal submissions Build a knowledge of insurance coverage, industry research, and coverage analysis; work with others within the Agency to complete company submissions and selection of potential markets Work toward obtaining insurance licenses Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Bachelor's degree in Risk Management and Insurance, Finance, a business-related field or 4+ years of experience in a sales environment with a demonstrated ability to pursue and close deals Texas General Lines Agent License in Property and Casualty (P&C) or Life, Accident, Health, and HMO, as appropriate, or ability to obtain within 90 days of hire. Excellent written and verbal communication skills Proficiency in Microsoft computer applications Expected Start Date: July 2026 Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about being kind because kindness is the best currency. Do you love bringing a smile to someone's face? Do you enjoy helping others whatever way you can? Are you described as someone who is approachable, respectful, and enthusiastic when solving problems? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Teller, you are our director of first impressions. You are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our tellers believe in trust, integrity, and building relationships with our customers, who span generations. They are empathetic problem-solvers that have a genuine care for people and consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello. What you'll do: Provide exceptional customer service and teller services that consistently meet consumer banking performance standards Perform daily credit and debit transactions in compliance with established bank policies and procedures Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions Fill change order requests, wire transfers, and bankcard advances and exchange negotiable instruments Manage risk while actively practicing loss prevention Utilize critical-thinking skills and have a thirst for knowledge, accuracy, and efficiency Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Required Availability: Monday-Friday, 7:45am-6:15pm with Rotating Saturdays, 8:45am-1:15pm Additional Preferred Skills: Excellent written and verbal communication skills Next-level customer service skills Proficiency in Microsoft applications Cash-handling experience Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about supporting people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Commercial Account Manager could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Commercial Account Manager with Frost Insurance Agency, you are our insurance experience champion. In this role, you will be responsible for marketing, servicing, and providing support to Producers and Account Executives. You will use your collaborative mindset, analytical skills, and desire for constant improvement to maintain and expand all assigned accounts and process documentation on new accounts. What you'll do: Assist the Producer in identifying account-rounding and coverage enhancement opportunities Analyze carrier quotes and coverages to determine the best options for the client Review new and renewal policies for accuracy in rating and coverage Provide policy service including changes, payments, claims and third-party communications Assist in presenting FIA products to new and existing customers by collaborating in renewal strategies, and preparing proposals Respond to requests to research coverage issues, policy problems, cancellation issues, reinstatement issues, billing problems, claims history and underwriting issues Collect detailed risk and underwriting information, including census data, survey data, and loss history Maintain current knowledge of company underwriting and rating information. Follow agency standard procedures to maintain electronic files and information Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Texas General Lines Agent License (Property & Casualty), or attainment within 90 days 2+ years in the commercial insurance field; or Bachelor's Degree with 1 year insurance related experience; or obtained CISR/TIIA designation in Commercial Lines Ability to retain a Book of Business between $450,000 and $650,000 Organizational skills and the ability to multitask Excellent written and verbal communication skills Proficient in Microsoft computer applications Additional Preferred Skills: Insurance professional designations such as CISR, ACSR, CRM, CIC Bachelor's Degree Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Fraud Specialist I SUMMARY This position is responsible for analyzing alerts to detect irregular or suspicious transactions and prevent losses associated with fraud and financial crimes, taking appropriate action to protect the bank and its customers. This position is responsible for investigating cases of fraud, customer disputes, and assisting with case management including maintaining necessary records and files to ensure efficient and consistent reporting of fraud investigations. Team members interact frequently with customer-facing stakeholders, as well as law enforcement and authorities, and use case management software to track fraud from identification through recovery and resolution. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Researches, analyzes, and investigates customer account behavior daily for potential fraud and suspicious activity from system generated alerts and referrals escalated by other departments; tracks trends and detects unusual activity or behavior; determines if transactions are fraudulent and/or suspicious in nature such as deposit fraud, check fraud, online account takeover, wire fraud, ACH fraud, etc. * Responds to inquiries or refers inquiries to the appropriate person and exhibits the necessary follow through with internal and external customers. The Analyst will need to explain fraud cases and answer questions related to fraud matters and should be clear and professional in their communication. On occasion urgent matters will need to be escalated. The Specialist will need to exercise sound judgement in determining the need to escalate. * Process disputes related to check fraud. * Compiles data and maintains necessary records and files to ensure efficient and consistent reporting of all fraud and suspicious investigations. * Makes recommendations for closing/restricting accounts, placing holds, disabling account access through various channels and performs associated follow-up to ensure the closure of the accounts. * Liaise with internal partners, law enforcement, and other financial institutions to investigate fraud events. * Processes restitution and recoveries. ADDITIONAL DUTIES AND RESPONSIBILITIES * To be familiar with various types of financial transactions and be able to reasonably identify counterfeiting, kiting, check washing, less cash scams and other types of bank fraud. * Comply with the Bank Secrecy Act and all other laws and banking regulations. * Maintain current knowledge of applicable fraud detection software. * Assist customers in a prompt, professional and courteous matter. * Maintain the confidentiality of Bank and customer information. * Serves as subject matter expert for Community Bank staff on fraudulent transactions and emerging fraud risk. * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dress professionally. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * College degree preferred. * Minimum 1-3 years of banking/fraud experience preferred. * ACAMS, CFE, CFCI, CFCS and/or related certification preferred. * Knowledge of federal BSA/AML regulations preferred. * Familiar with bank operations in general. Technical/Functional Competencies * Ability to use standard computer software (MS Outlook, MS Excel) and quickly learn to navigate and operate job-specific software and web-based applications. * Ability to communicate efficiently and effectively on the phone and through email to internal customers and business partners. * Demonstrate ability to work independently with little to no supervision. * Strong work ethic, critical thinking, and problems solving skills with attention to detail. * Consistently perform in a volume driven environment where workload fluctuates, but deadlines stay the same and service levels must be met. * Must possess a high level of initiative and a natural investigative demeanor. * Ability to work independently and in a team environment to achieve department goals and objectives consistent with First United's standards of excellence. * Must be comfortable managing multiple and/or shifting priorities, and produce professional and accurate work product, sometimes under time constraints. * Must possess the desire to increase learning and gain further expertise in fraud and financial crimes. NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned by the supervisor to meet the ongoing needs of the organization. #LI-BR1 All Locations: Sherman-Taylor Street If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.