About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $104,650.00 - $211,600.00 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to be involved in both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $15MM and over.
Essential Functions
Reach out to assigned customers and targeted prospects with the objective to acquire new business
Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention
Coordinate with product partners to cross-sell a full range of products and services
Critically review and analyze portfolio to reduce risk and enhance profitability
Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk
Facilitate the resolution of customer problems, engaging product experts as needed
Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace
Ensure compliance with all bank policies, procedures, regulations, and laws
Manage a portfolio of commercial relationships with some or all of the following characteristics:
Average loan portfolio O/S of $100MM to $150MM
Average deposit portfolio of $50MM to $100MM
Annual contribution of $750M to $1.5MM
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Strong knowledge of full range of commercial products, credit policies, procedures and terminology
Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Strong time management skills, with ability to appropriately prioritize calling activities and strategies
Goal oriented with well-developed sales skills
Strong strategic, analytical, and problem-solving skills
Ability to mentor and provide leadership to junior roles
Experienced at structuring complex credit requests
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Basic proficiency with Microsoft Word, Excel and Outlook
Education & Experience
Bachelor's degree in Business Administration, or equivalent combination of education and experience required
5+ years of commercial banking experience required
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.
**Level of role is determined by knowledge, experience, skills, abilities, and education
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Relationship Manager II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $104,650 to $211,600 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 3503 NW 63rd Street, Oklahoma City, Oklahoma 73116
Time Type:
Full time
$66k-94k yearly est. Auto-Apply 60d+ ago
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Relationship Banker
Bank of America 4.7
Oklahoma City, OK job
Oklahoma City, Oklahoma
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$22k-26k yearly est. 5d ago
Lending Assistant (Full Time) - Edmond, OKC
Prosperity Bank 4.4
Edmond, OK job
External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application.
Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP.
Prosperity Bank is an Equal Opportunity Employer.
POSITION PURPOSE
Responsible for providing clerical support for commercial lending activities. Types, prepares, and files a variety of documents. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to customers.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Assumes responsibility for the effective performance of assigned clerical, and account processing functions.
Makes transfers for businesses.
Processes loan payments and tracks insurance on business loans.
Monitors disbursements on construction and development loans.
Types a variety of documents, records, and reports.
Maintains, organizes, and updates business files.
Makes address changes as needed.
Opens, sorts, and distributes mail.
Monitors needs of New Accounts and provides back up as necessary
Assumes responsibility for establishing and maintaining effective business relations with customers.
Assists with questions and problems courteously and promptly.
Obtains and conveys information as needed.
Maintains the Bank's professional reputation.
Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.
Assists, supports, and replaces Commercial Lending personnel as needed.
Obtains and conveys information as needed.
Attends and participates in meetings as required.
Assumes responsibility for related duties as required or assigned.
Assists in preparing loan documents.
Ensures that work area is clean, secure, and well maintained.
Completes special projects as assigned.
PERFORMANCE MEASUREMENTS
Document preparation is accurate, neat, and timely.
Files are current and well organized.
Miscellaneous clerical functions are efficiently and effectively completed.
Professional working relations exist with customers.
Assistance is provided as needed.
Questions are answered courteously and promptly.
Good working relations and communications exist with Bank personnel and with management.
Assistance and support are provided as needed.
Management is appropriately informed.
QUALIFICATIONS
Education/Certification:
High school graduate or equivalent.
Required Knowledge:
Familiarity with business loan programs and service requirements.
Familiarity with general loan documentation helpful.
Experience Required:
Prior experience helpful, particularly in a financial environment.
Skills/Abilities:
Accurate and attentive to detail.
Well organized.
Strong typing abilities.
Ability to assist others.
Able to use computer, adding machine, copy machine, and basic business equipment.
Hours: Monday - Friday 8:00 AM - 5:00 PM.
40 hours per week.
$27k-35k yearly est. Auto-Apply 60d+ ago
Mortgage Loan Officer (Full Time) - OK Expressway
Prosperity Bank 4.4
Oklahoma City, OK job
*A pre-employment credit check will be performed on all qualified applicants.* External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application.
Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP.
Prosperity Bank is an Equal Opportunity Employer.
POSITION PURPOSE
Responsible for receiving, reviewing, and evaluating consumer mortgage loan requests following a Fair Lending process. Discusses mortgage related facts with applicants concerning the ability to repay; explains bank credit policies; and to obtain financial documentation to underwrite the loan request.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Assumes responsibility for the effective and professional completion of assigned loan functions.
Interviews, takes applications, and processes preliminary documentation on loan requests. Discusses loan alternatives, credit criteria, interest rates, and loan documentation in such a manner as to elicit positive responses from customers.
Analyzes and evaluates loan requests and prepares written submission for consideration by approving authority. Identifies problems or potential problems with credit information and coordinates with the necessary party to resolve the problems.
Completes lending functions in accordance with established Bank policies and legal requirements.
2. Assumes responsibility for establishing and maintaining effective and professional business relations with customers and trade professionals.
Answers questions and resolves requests.
Meets with applicants whose loans are denied and explains reasons and alternatives.
Maintains and projects the Bank's professional reputation.
3. Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.
Assists Mortgage Processor personnel and provides support as needed.
Keeps management informed of area activities and of any significant problems.
Completes required reports and records.
4. Assumes responsibility for related duties as required or assigned.
Stays informed regarding changes in lending standards and related legal requirements.
Completes special projects as assigned.
Ensures that work area is clean, secure, and well maintained.
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.
QUALIFICATIONS
Education/Certification: High school graduate, advance degree
Required Knowledge: Knowledge of Bank consumer mortgage lending policies, and procedures. Understanding of financial analysis and determination of credit
worthiness.
NMLS certified.
Experience Required: 3 to 5 years of consumer and consumer mortgage lending experience.
Skills/Abilities: Excellent communication and public relations skills.
Financial analytical skills.
Solid interviewing skills.
Able to use related computer applications and business machines.
Hours: Monday - Friday 8:00 am to 5:00 pm
$34k-48k yearly est. 2d ago
Security Engineer II
Trustmark 4.6
Oklahoma City, OK job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
We are seeking a highly skilled Cyber Security Engineer to join our team and play a pivotal role in safeguarding our organization's digital assets. The ideal candidate will possess a deep understanding of cybersecurity principles, a strong technical background, and a passion for protecting sensitive information.
You will be responsible for engineering, implementing and monitoring security measures for the protection of Trustmark's computer systems, networks and information. The role helps identify and define system security requirements as well as develop detailed cyber security designs.
**Responsibilities:**
+ Design, implement, and maintain security architectures, systems, and solutions to protect critical infrastructure and data.
+ Conduct vulnerability assessments and penetration testing to identify and mitigate risks.
+ Develop and implement security policies, standards, and procedures.
+ Monitor security systems and respond to incidents promptly and effectively.
+ Stay up-to-date with the latest cybersecurity threats and trends.
+ Collaborate with cross-functional teams to ensure security is integrated into all aspects of the business.
+ Provide technical guidance and support to internal stakeholders.
**Qualifications:**
+ Bachelor's degree in Computer Science, Information Technology, or a related field or
+ 3-5 Years of network engineering or cyber engineering experience
+ Strong understanding of cybersecurity frameworks and standards (e.g., NIST, ISO 27001).
+ Proficiency in network security, systems security, application security, and data security.
+ Hands-on experience with security tools and technologies (e.g., firewalls, intrusion detection systems, encryption, SIEM).
+ Excellent problem-solving and analytical skills.
+ Strong communication and interpersonal skills.
+ Ability to work independently and as part of a team.
**Preferred Qualifications:**
+ Certifications such as CISSP, CISA, or CEH.
+ Experience with cloud security (e.g., AWS, Azure, GCP).
+ Knowledge of scripting and programming languages (e.g., Python, PowerShell).
Brand: Trustmark
Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.
**For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$73k-94k yearly est. 60d+ ago
Teller (Full Time) - OKC, I-240
Prosperity Bank 4.4
Oklahoma City, OK job
External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP.
Prosperity Bank is an Equal Opportunity Employer.
POSITION PURPOSE
Perform numerous functions including processing deposits, withdrawals, posting to general ledger accounts, cashing negotiable items, processing loan payments, savings bonds, and cashier's checks while promoting the bank's products and services and providing excellent customer service.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
* Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
* Represents the bank in a courteous and professional manner.
* Receives and processes deposits.
* Receives and processes loan payments.
* Cashes checks and other negotiable instruments for clients.
* Examines documents for endorsements and negotiability.
* Processes transfers between accounts.
* Sells traveler's checks, official checks, and money orders.
* Processes credit card cash advances.
* Verifies and balances cash daily.
* Detects and resolves discrepancies promptly.
* Offers other Bank products to meet customer needs and strengthen the relationship.
* Has no more than one proof error within a 30-day period.
* Follow Teller procedures consistently and adheres to compliance requirements.
* Other duties as assigned.
* Assumes responsibility for establishing and maintaining effective, professional business relations with clients.
* Ensures that client requests and inquiries are promptly resolved.
* Operates online teller terminal.
* Maintains privacy of customer information.
* Ensures that the Bank's quality reputation is maintained and projected.
* Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
* Assists area personnel as required.
* Assists with training or orientation as needed.
* Keeps supervisor informed of area activities and of any problems or concerns.
* Completes required reports and records accurately and promptly.
* Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
* Assumes responsibility for related duties as required or assigned.
* Performs night drop functions as assigned.
* Performs related clerical duties as assigned.
* Ensures that work areas are clean, secure, and well maintained.
* Cross sells Bank products and services.
PERFORMANCE MEASUREMENTS
* Teller functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
* Cash is balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained.
* Good business relations exist with clients. Client problems and inquiries are courteously and promptly resolved.
* Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Tellers and staff as needed. Supervisors are appropriately informed of area activities.
* Required reports and records are accurate, complete, and timely.
* Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services.
* The Bank's professional reputation is maintained and conveyed.
QUALIFICATIONS
Education/Certification:
High school graduate or equivalent.
Required Knowledge:
Understanding of Bank operations preferred.
Experience Required:
At least one year of related experience/cash handling required.
Previous Teller experience preferred.
Skills/Abilities:
Good communication skills.
Professional appearance, dress, and attitude.
Good math skills.
Good typing skills.
Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone.
Hours: Monday - Friday: 9:15AM - 6:15PM. Saturday 8:45AM - 12:00PM (rotating).
40 hours per week.
$27k-30k yearly est. 32d ago
Executive Sales Consultant
Trustmark 4.6
Oklahoma City, OK job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**Overview of Role**
Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned territory, defined by geographic area. Responds to customer inquiries and offers guidance on appropriate products. Executes sales strategy, identifies new opportunities/leads, and generates sales reports.
**Key Accountabilities**
+ Career-level position highly skilled at sales techniques and demonstrates strong understanding of company products and industry.
+ Utilizes knowledge of industry/clients to recommend updates to product offerings.
+ Sales completed with little to no supervision.
+ Maintains an established network of contacts.
+ Demonstrates strong ability to identify and cultivate sales from new and/or existing clients.
+ Completes complex sales.
+ Utilizes developing knowledge of product and industry to evaluate and recommend best solutions for customer.
+ Typically has established base of accounts and stable revenue responsibility.
**Minimum Requirements**
+ Bachelor's Degree with 4- 6 years of relevant sales experience OR High School Diploma or GED with 6 - 8 years relevant sales experience.
+ Active life and health license preferred or mustcomplete within 90 days of hire with company support required.
+ Must be able to model consultative sales skills to less experienced staff.
+ Capable of presenting to executive audience; appropriately assertive.
+ Knowledgeable in self-funded benefit plan designs for small - mid size businesses.
+ Demonstrated history of sales success
Brand: Trustmark
We offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
**For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$88k-115k yearly est. 60d+ ago
Implementation Manager
Trustmark 4.6
Oklahoma City, OK job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Trustmark is seeking a dedicated **Implementation Manager** to join our team.
Orchestrates and oversees the entire implementation process for new cases and re-enrollments.
Key Accountabilities
+ Develops and manages case implementation project plans for each new and re-enrolled case. Coordinates with external and internal partners including enrollment firms and Payroll Deduction Specialists to ensure all necessary steps are completed in a timely and accurate fashion.
+ Conducts product and technology platform enrollment training for key agencies, brokers, and producers. Participates in VIP and Finalist Meetings.
+ Demonstrates a solid knowledge of Trustmark's products, services and technology platforms. Displays a base understanding of interdependencies/relationships with other internal partners.
+ Establishes self to producers, clients and enrollment partners as Trustmark's single point of contact for all case set-up and enrollment activities.
Minimum Requirements
+ Minimum of three year's insurance industry knowledge and/or experience in operations or account management.
+ Four year degree or equivalent.
+ Ability to travel up to 40% within assigned territory.
+ Strong project management skills.
+ Presenting and training experience.
+ Possesses excellent interpersonal and communications skills both verbal and written, good presence, strong team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavouring to fully understand customer needs.
+ Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$69,776.00 - $100,788.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$69.8k-100.8k yearly 38d ago
Case Underwriter II
Trustmark 4.6
Oklahoma City, OK job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Trustmark is looking for a Case Underwriter to join the organization.
Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes.
**Key Accountabilities**
+ Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. All cases are reviewed with manager or higher level underwriter until proficiency is achieved. At full proficiency, underwriting authority is a maximum of 5,000 life case or $500,000 of annualized premium.
+ Reviews enrollment and participation trends in assigned territory and makes recommendations to optimize opportunity for sales while minimizing risk.
+ Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases.
+ Continually asks questions to grow and better understand our products and procedures. Develops and grows relationship with Implementation Managers to gain their confidence in decisions.
+ Understands non-standard broker arrangements and enrollment company strengths and weaknesses.
+ Identifies elements of a successful enrollment and makes recommendations that will create value.
+ Works with reinsurer on cases that require facultative review.
**Minimum Requirements**
+ Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$61,412.00 - $88,706.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$61.4k-88.7k yearly 60d+ ago
Contact Center Customer Experience Specialist - 24hour Banking
U.S. Bank 4.6
Oklahoma City, OK job
Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
Provides a high level of customer service by responding to telephone or email inquiries, requests, and problems. Researches and resolves problems and errors which may include those related to fraud support and internet operations. Will obtain a thorough knowledge of products, services, rates, terms, fees, applicable regulations, systems and procedures. Acts as a liaison between customers and various U.S. Bank departments to resolve more complex customer or technology issues.
Pay - $20/hourly
We are hiring for the **March** Class!
Training starts **March 16th, 2026**
**Shifts:**
Schedules currently available between 9:00 AM and 12:00 AM CT.
**Basic Qualifications**
+ High school diploma or equivalent
+ Typically, at least 18 months of customer service or related experience
**Preferred Skills/Experience**
+ Effective problem-solving and negotiation skills
+ Ability to navigate multiple computer systems, applications, and utilize search tools to find information
+ Proven time management skills and ability to multitask
+ Experience interacting positively with unsatisfied customers
+ Good communication skills including speaking clearly, articulately and accurately while using a pleasant tone and common conversational courtesies
+ Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
This is a **remote position** with preference for candidates residing near the following hubs:
+ Cincinnati, OH
+ Milwaukee, WI
+ Fargo, ND
+ Knoxville, TN
+ Twin Cities, MN
+ St. Louis, MO
+ Owensboro, KY
+ Atlanta, GA
+ Charlotte, NC
+ Oshkosh, WI
+ Dallas, TX
+ Phoenix/Tempe, AZ
+ Portland, OR
**Location expectations**
This role is designated as U.S. home-based remote.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here (************************************************* .
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$20-20 hourly 7d ago
Market Financial Center Manager - Oklahoma Market
Bank of America 4.7
Oklahoma City, OK job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**
Job Description:
This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.
Responsibilities:
Operates as a back up financial center leader within a market
Manages client traffic, engaging and appropriately routing clients, and fostering client retention
Manages business results through formalized management routines and coaching
Creates a world class client experience environment
Manages market-level initiative prescribed by market leaders
Drives operational excellence
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
People Manager & Coach: Knows and develops team members through coaching and feedback.
Financial Steward: Manages expenses and demonstrates an owner's mindset.
Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
Required Qualifications:
1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability
Proven record of balancing risk and making sound decisions while achieving business goals
Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service
Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Proficiency in computer skills and professional programs (for example, Microsoft Office)
Must be able to work weekends and/or extended hours and travel to any financial center within the defined market
Desired Qualifications:
1+ years of management experience including hiring, coaching and developing direct reports
Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality
Bachelor's Degree in related field
Bilingual (fluent verbal and written)
Skills:
Coaching
Customer Service Management
Customer and Client Focus
Performance Management
Talent Development
Business Operations Management
Recruiting
Result Orientation
Risk Management
Sales Performance Management
Inclusive Leadership
Leadership Development
Prioritization
Problem Solving
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Wealth Management
Work with a team of experienced Merrill employees to learn key aspects of wealth management, including investment and banking products and solutions, relationship building, digital capabilities and client interaction. Interns play a critical role in assisting with client service opportunities, client engagement, acquisition efforts, and relationship management.
Training and Development
Your training and development are our top priority. Our team will support you with dedicated programs, including formal web-based and in-person training, on the job support, educational speaker events, professional development opportunities and mentorship throughout the summer internship program.
As a summer intern your key tasks and responsibilities may include, but are not limited to:
Supports day-to-day Advisor team activities including client onboarding, account maintenance, and the digital experience
Identifies, deepens, and maintains relationships by providing excellent service with a client first mindset
Ensures timeliness, accuracy, and completeness with client and business partner requests while communicating outputs to the aligned team
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect clients, and manage risk
Build your network through the collaboration with core banking and investment partners to prepare for a future career
Required Qualifications:
Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms
Preferred Qualifications:
Possesses industry knowledge and an understanding of investment products
Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Demonstrates professional verbal and written communication skills
Strong technical application skills, including proficiency with Microsoft Word, Excel, and PowerPoint
Bilingual Spanish (written and spoken) preferred in some locations (e.g. New York and Miami)
3.2 minimum GPA
Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC.
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Travel: On needs basis
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
$61k-83k yearly est. 7d ago
Regional Sales Director Arkansas and Tulsa
Trustmark 4.6
Oklahoma City, OK job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
We are looking for a Regional Sales Director for Arkansas and Tulsa.
Increases new business sales through establishing strong, consultative partnerships with major worksite and voluntary benefit distributors to include brokers, agents, financial planners, consultants, and employees within Trustmark. Customers typically include hospitals, medical centers, manufacturing, public entities, services, warehousing, and wholesale trade who want to offer their stable workforce a comprehensive benefit solution. Activities will include learning and staying informed on health care trends, market intelligence and product information for all product solutions within voluntary benefits; establishing, updating and managing target account lists and pipeline management; following a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new and expand existing accounts; managing both external and internal stakeholders throughout the sales process and contributing to sales planning, forecasting and product development.
**Key Accountabilities**
+ Achieve annual new business sales, net growth & reenrollment objectives as assigned:
+ Demonstrate the value proposition to distribution partners.
+ Direct and manage the acquisition process by establishing priorities with sales support team and serving as a liaison between producers and customers to maximize sales efforts.
+ Proactively develop and maintain an effective relationship with Sales Implementation, Key Account Managers, Case Underwriting & Marketing.
+ Prospecting:
+ Generate new business opportunities by leveraging existing relationships, prospecting new relationships, conducting market analysis and cold calling channel distributors.
+ Partner with marketing and product development in developing programs to educate the network channel on Trustmark value proposition to create demand in the marketplace.
+ Partner with distribution channel to identify new sales opportunities, influence the RFP design, and develop solutions that will secure new business.
+ Reporting & Analytics
+ Monitor and report on competition to evaluate Trustmark's position in the marketplace.
+ Actively utilize Salesforce.com for activity reporting, forecasting, business requests, workflow management, travel bookings and expense reporting.
+ Provide monthly reports of pipeline, forecasts and metrics using Salesforce automation tool.
+ Other duties as needed/assigned.
**Minimum Requirements**
+ 5 years of Voluntary product sales or equivalent work experience
+ Consultative sales experience required.
+ Experience generating and analyzing reports to enhance sales or customer experience.
+ Excellent oral & written communication skills; persistent and patient in endeavoring to fully understand customer/producer needs and offer valuable information and solutions.
+ Ability to work independently, make good decisions consistent with divisional objectives and in a timely manner, and handle conflict with minimal oversight.
+ Exceptional organizational skills, adept at handling multiple tasks simultaneously, committed to follow through and completing assignments in a timely & professional manner.
+ Interpersonal effectiveness with proven ability to establish/maintain mutually respectful relationships with managers, peers, support staff, agents/brokers and customers; handle conflict, resolve complex issues, negotiate, achieve consensus and promote team spirit.
+ Capable of operating the complete MS Office Suite
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$92,359.68 - $133,409.90 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
$92.4k-133.4k yearly 17d ago
Healthcare Credit Analyst (Multiple Levels)
U.S. Bank 4.6
Oklahoma City, OK job
Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
The successful candidate should have prior experience in originating or monitoring a commercial loan portfolio consisting of borrowers in healthcare related industries - including spreading, financial analysis, etc.
Responsible for approving the extension of credit and/or making recommendations to the person(s) making the final lending decisions on new, renewal and extension loans to approve or deny the extension of credit. Prior to making the credit decision or advising the person(s) making the final credit decision, the Credit Analyst conducts a complete credit analysis including gathering, analyzing, and interpreting all types of credit information on existing and prospective customers. Reviews customer accounts and portfolios to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the company. May use technological tools, including computer software, to assist in the credit analysis process by helping evaluate a particular credit or a portfolio. The Credit Analyst will use such tools to compare and evaluate possible courses of action and will make recommendations and/or decisions after various possibilities are considered.
This active posting is for a Healthcare Credit Analyst role: Healthcare Credit Analyst 4, Healthcare Credit Analyst 5, Healthcare Credit Analyst 6. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.
**Healthcare Credit Analyst 4**
**Basic Qualifications**
- Bachelor's degree, or equivalent underwriting experience
- Typically one or more years of underwriting experience
**Preferred Skills/Experience**
- Underwriting experience focused on credit analysis and analytical skills working with complex healthcare credits
- Thorough knowledge of credit analysis, credit administration, credit policy and procedures, and risk analysis
- Background in economics, accounting, and/or finance
- Excellent verbal and written communication skills
- Proficient computer navigation skills using a variety of software packages including EXCEL and nCino
**Healthcare Credit Analyst 5**
**Basic Qualifications**
- Bachelor's degree, or equivalent underwriting experience
- Typically three or more years of underwriting experience
**Preferred Skills/Experience**
- Strong underwriting, credit analysis and analytical skills working with complex healthcare credits
- In-depth knowledge of credit analysis, credit administration, credit policy and procedures, and risk analysis
- Background in economics, accounting, and/or finance
- Strong verbal and written communication skills
- Proficient computer navigation skills using a variety of software packages - including nCino
- Advanced background in MS Office suite of products and skillset with MS Excel
**Healthcare Credit Analyst 6**
**Basic Qualifications**
- Bachelor's degree, or equivalent underwriting experience
- Typically five or more years of underwriting experience
**Preferred Skills/Experience**
- Three or more years of advanced underwriting credit analysis and analytical skills working specifically with complex healthcare credits
- In-depth knowledge of credit analysis, credit administration, credit policy and procedures, and risk analysis
- Background in economics, accounting, and/or finance
- Strong verbal and written communication skills
- Proficient computer navigation skills using a variety of software packages - including nCino and Credit Lens
- Advanced background in MS Office suite of products and skillset with MS Excel
This role is posted remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week.
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here (************************************************* .
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$86.4k-101.6k yearly 60d+ ago
Relationship Banker
Bank of America Corporation 4.7
Oklahoma City, OK job
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$22k-26k yearly est. 6d ago
Wealth Management Summer Analyst Program - Merrill Advisor Development 2027
Bank of America Corporation 4.7
Oklahoma City, OK job
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Wealth Management
Work with a team of experienced Merrill employees to learn key aspects of wealth management, including investment and banking products and solutions, relationship building, digital capabilities and client interaction. Interns play a critical role in assisting with client service opportunities, client engagement, acquisition efforts, and relationship management.
The campus internship program is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
Developing a book of business in order to meet and exceed established performance hurdles
Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning
Organizing and managing resources (time, people, budget) to run a productive practice
Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
Completing mandated training, assessments, performance goals and continuing education requirements
Training and Development
Your training and development are our top priority. Our team will support you with dedicated programs, including formal web-based and in-person training, on the job support, educational speaker events, professional development opportunities and mentorship throughout the summer internship program.
As a summer intern your key tasks and responsibilities may include, but are not limited to:
Client Service including client onboarding, account servicing, digital engagement
Strategic projects focused on the client experience including Relationship Management, Operations and delivering the enterprise
Grow your business knowledge by using a defined consultative approach with clients and projects to systematically identify client and business leader needs to recommend appropriate solutions
Build your network through the collaboration with core banking and investment partners to prepare for a future career as a Merrill Financial Advisor
We'll help you:
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success.
Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
Collaborate with core banking and investment partners.
Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028
Displays confidence working as a self-starter in a sales role
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Seeking a detail oriented, highly motivated individual who enjoys multi-tasking within a dynamic environment
Superior relationship and interpersonal skills
The candidate should respond well to evolving job duties and expectations
Sets and accomplishes goals, achieving whatever you put your mind to
Communicates clearly and confidently
Works well with others and collaborates productively
Thorough and will incorporate relevant regulatory due diligence into daily requirements and long-term strategies for clients
Client service oriented- professional, courteous
Preferred Qualifications:
Learns and adapts to new technology or applications
Executes multiple tasks simultaneously
Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships
3.2 minimum GPA
Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC.
This job will be open and accepting applications for a minimum of seven days from the date it was posted.
Travel: On needs basis
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
$36k-57k yearly est. 7d ago
Senior Director Partner Executive, Embedded Payment Partnerships
U.S. Bank 4.6
Oklahoma City, OK job
Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.
**Job Description**
We are hiring a Senior Director, Partner Executive to expand our embedded payments partnerships and cultivate new technology alliances. Our Technology Partnerships team establishes and deepens strategic relationships with leading Technology Platforms, ISVs, and the Developer community. These alliances advance Elavon's strategy of seamlessly integrating payment acceptance into the broader ecosystem, meeting the evolving omni/multi-channel needs of our merchants today and into the future. This is a pivotal moment to join a dynamic, growing team as we unify diverse solution offerings under the 'One Bank' vision-directly accelerating revenue growth for Elavon and our strategic partners by unlocking new embedded payment opportunities and enabling innovative commerce experiences. A strong grasp of the technical landscape-including payment rails, networks, and software platforms-is a significant asset in this role. The ability to navigate and connect the dots between technology providers, integration frameworks, and the broader payments ecosystem will empower you to unlock new partnership opportunities and deliver innovative solutions.
**Key Responsibilities**
+ Source, onboard, and scale Tier-1 embedded payment partnerships while maximizing value across existing relationships.
+ Identifyand engage new partners in core industry verticals; develop executive-level relationships across product, commercial, and technical stakeholders.
+ Build andmaintaina robust pipeline of high-potential prospects and drive progression from evaluation to commercial agreement and go-to-market launch.
+ Manage the entire sales lifecycle-frominitialprospecting through contract execution, go live, and beyond.
+ Collaborate with cross-functional teams to lead solution workshops, develop financial analyses, and refine embedded payments strategy.
**Required Skills & Competencies**
+ Requires up to 10% travel
+ Commercial Acumen: Proven ability to structure deals and drive revenue through partnerships.
+ Technical Understanding: Deep knowledge of payment technologies, APIs, and integration processes is an asset. Candidates shoulddemonstratehands-on experience with technical solutioning, API documentation, andintegrationworkflows. Familiaritywith ERP, eCommerce, and SaaS platforms (SAP, Oracle, Microsoft, Google, Shopify, Adobe) is a plus.
+ Relationship Management: Strong interpersonal skills to manage complex, multi-stakeholder relationships.
+ Strategic Thinking: Ability to develop and execute multi-year partnership strategies and drive growth.
+ Agility & Innovation: Comfortable operating in fast-paced, evolving environments.
+ Experience: 10+ years in business development, partnerships, payments, or financial services (or equivalent).
+ Education: Bachelor's degree in a related field preferred.
+ Data & Tools:Demonstratedexpertisein customer relationship management, data analysis, artificial intelligence applications, and Microsoft Office software-including Salesforce, Excel, SQL, and related platforms.
+ Domain Expertise: Experience with embedded finance or payment solutions is highly desirable.
+ Communication & Negotiation: Excellent executive communication and negotiation skills.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Typically eight to 10 years of relevant experience
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here (************************************************* .
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
$111.6k-131.3k yearly 7d ago
Floater Teller (Full Time) - OKC, Northwest
Prosperity Bank 4.4
Oklahoma City, OK job
External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application.
Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP.
Prosperity Bank is an Equal Opportunity Employer.
POSITION PURPOSE
Responsible for performing a broad variety of financial services as needed at multiple locations including teller functions, (deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances), Customer Service functions (opening and closing accounts, renewing certificate accounts, and assisting customers with bookkeeping and checking account problems, answer customer questions regarding Bank services provided and performs a variety of account maintenance), and Customer Advocate functions (courteously and promptly resolves customer questions or problems, assists customers with all telephone inquiries regarding bank accounts and bank services, completes appropriate documentation to complete customer transactions).
Cross sells services as required. Responsible for providing excellent customer service and maintaining strong professional relationships.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Assumes responsibility for the effective and professional performance of financial service functions.
Presents and explains Bank services and products to clients and assists in meeting their financial needs including the following: opening, closing and maintaining all checking, savings, time deposits, IRA's, safe deposit boxes and savings bonds
Answers questions and solves problems for clients by listening to problems, collecting data, securing answers.
Assists clients with disputes involving Bank online, Master Money, ATM services or deposit accounts.
Tele-consulting
Meets goals set on scorecard
Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
Represents the Bank in a courteous and professional manner.
Receives deposits in person or by mail.
Receives loan payments in person or by mail. Properly computes interest.
Processes cash advances, travelers' checks, cashiers' checks, money orders, government bonds, and similar transactions.
Disburses cash or check withdrawals in person, by telephone, or by mail.
Processes transfers.
Opens and closes computer terminal accounts daily. Processes assigned cash and transactions and balances at end of day.
Receives and processes payroll deduction starts, stops, and increases.
Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly.
Has no more than one proof error within a 30-day period
Follows Teller procedures consistently
Assumes responsibility for the effective and professional performance of financial service functions in the Call Center. (Lubbock Division only)
Assists customer with all inquiries involving checking, savings, certificates of deposit, IRA, loan, business, and trust accounts.
Performs file maintenance and account changes as needed.
Assist customers with Bank on Call, Bank online, and Debit/Tillie card services.
Performs research needed to resolve customer account issues.
Maintains files for each customer assisted.
Researches and resolves problems with customer accounts.
Meets goals set on scorecard
Other duties include working with wire transfers, interest rate inquiries, safe deposit boxes, error resolution, deceased customers, lost or stolen account related items or information and forged or fraudulent activity, and teller services
Assumes responsibility for establishing and maintaining effective, professional business relations with customers.
Ensures that customers' requests and questions are promptly resolved.
Operates online teller terminal. Provides in person, by telephone, or by mail, information that customers may authorize concerning their account status.
Receives and processes new customer accounts and changes to existing accounts.
Receives and processes changes of name, addresses, and other account information as needed.
Maintains privacy of customer account information.
Ensures that the Bank's quality reputation is maintained and projected.
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
Assists area personnel as required.
Keeps supervisor informed of area activities and significant problems.
Completes required reports and records accurately and promptly.
Attends meetings and training classes that may be held on weekday, evenings, and/or Saturdays
Assumes responsibility for related duties as required or assigned.
Actively and professionally cross sells Bank services.
Performs related clerical duties as needed.
Ensures that work area is clean, secure, and well maintained.
Performs research and NSF duties as needed.
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.
SUPERVISORY RESPONSIBILITIES
This role has no supervisory responsibilities.
__________________________________________________________________________________________
PERFORMANCE MEASUREMENTS
Teller functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
Cash is balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained.
Good business relations exist with clients. Client problems and inquiries are courteously and promptly resolved.
Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Tellers and staff as needed. Supervisors are appropriately informed of area activities.
Required reports and records are accurate, complete, and timely.
Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services.
The Bank's professional reputation is maintained and conveyed.
QUALIFICATIONS
Education/Certification: High school graduate or equivalent.
Required Knowledge: Understanding of Bank operations preferred.
PROFICIENCIES: Mentor Program
All required training and webinars in 90-day plan
GS3 Program
Precision
Integrated Teller - Advanced functions (split, cash advance, CC, etc.)
CTR/MIL understanding
IVIEW
Product Knowledge
SCO
ATM Balancing
WITS/Wires - min. domestic
Risk Management Skill
Dual Control
Experience Required: At least one year of related experience/cash handling required.
Previous Teller experience preferred.
Skills/Abilities: Good communication skills.
Professional appearance, dress, and attitude.
Good math skills.
Good typing skills.
Ability to operate related computer applications and business equipment including
adding machine, typewriter, copy machine, coin, and money counting machines,
and telephone.
TRAVEL REQUIREMENTS: Regular travel to branch locations within the division (includes out of town travel)
Dependable transportation
Overnight or multiple night stays in some out-of-town locations.
Any mileage driven outside a 25-mile radius of associates home or designated base location will qualify for reimbursement in accordance with the Banks Mileage Allowance Policy.
Monday - Friday: Flexible. Saturday: Rotating.
40 hours
$22k-24k yearly est. 11d ago
Mortgage Loan Officer (Full Time) - OK Expressway
Prosperity Bank 4.4
Oklahoma City, OK job
* A pre-employment credit check will be performed on all qualified applicants.* External Applicants: Please apply through Prosperity Bank's Career Center at ****************************************** Applying through any other source may prevent Prosperity from receiving your application.
Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP.
Prosperity Bank is an Equal Opportunity Employer.
POSITION PURPOSE
Responsible for receiving, reviewing, and evaluating consumer mortgage loan requests following a Fair Lending process. Discusses mortgage related facts with applicants concerning the ability to repay; explains bank credit policies; and to obtain financial documentation to underwrite the loan request.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
* Assumes responsibility for the effective and professional completion of assigned loan functions.
* Interviews, takes applications, and processes preliminary documentation on loan requests. Discusses loan alternatives, credit criteria, interest rates, and loan documentation in such a manner as to elicit positive responses from customers.
* Analyzes and evaluates loan requests and prepares written submission for consideration by approving authority. Identifies problems or potential problems with credit information and coordinates with the necessary party to resolve the problems.
* Completes lending functions in accordance with established Bank policies and legal requirements.
2. Assumes responsibility for establishing and maintaining effective and professional business relations with customers and trade professionals.
* Answers questions and resolves requests.
* Meets with applicants whose loans are denied and explains reasons and alternatives.
* Maintains and projects the Bank's professional reputation.
3. Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.
* Assists Mortgage Processor personnel and provides support as needed.
* Keeps management informed of area activities and of any significant problems.
* Completes required reports and records.
4. Assumes responsibility for related duties as required or assigned.
* Stays informed regarding changes in lending standards and related legal requirements.
* Completes special projects as assigned.
* Ensures that work area is clean, secure, and well maintained.
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.
QUALIFICATIONS
Education/Certification: High school graduate, advance degree
Required Knowledge: Knowledge of Bank consumer mortgage lending policies, and procedures. Understanding of financial analysis and determination of credit
worthiness.
NMLS certified.
Experience Required: 3 to 5 years of consumer and consumer mortgage lending experience.
Skills/Abilities: Excellent communication and public relations skills.
Financial analytical skills.
Solid interviewing skills.
Able to use related computer applications and business machines.
Hours: Monday - Friday 8:00 am to 5:00 pm
$34k-48k yearly est. 37d ago
Regional Sales Director LA
Trustmark 4.6
Oklahoma City, OK job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
We are looking for a Regional Sales Director for the LA area.
Increases new business sales through establishing strong, consultative partnerships with major worksite and voluntary benefit distributors to include brokers, agents, financial planners, consultants, and employees within Trustmark. Customers typically include hospitals, medical centers, manufacturing, public entities, services, warehousing, and wholesale trade who want to offer their stable workforce a comprehensive benefit solution. Activities will include learning and staying informed on health care trends, market intelligence and product information for all product solutions within voluntary benefits; establishing, updating and managing target account lists and pipeline management; following a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new and expand existing accounts; managing both external and internal stakeholders throughout the sales process and contributing to sales planning, forecasting and product development.
**Key Accountabilities**
+ Achieve annual new business sales, net growth & reenrollment objectives as assigned:
+ Demonstrate the value proposition to distribution partners.
+ Direct and manage the acquisition process by establishing priorities with sales support team and serving as a liaison between producers and customers to maximize sales efforts.
+ Proactively develop and maintain an effective relationship with Sales Implementation, Key Account Managers, Case Underwriting & Marketing.
+ Prospecting:
+ Generate new business opportunities by leveraging existing relationships, prospecting new relationships, conducting market analysis and cold calling channel distributors.
+ Partner with marketing and product development in developing programs to educate the network channel on Trustmark value proposition to create demand in the marketplace.
+ Partner with distribution channel to identify new sales opportunities, influence the RFP design, and develop solutions that will secure new business.
+ Reporting & Analytics
+ Monitor and report on competition to evaluate Trustmark's position in the marketplace.
+ Actively utilize Salesforce.com for activity reporting, forecasting, business requests, workflow management, travel bookings and expense reporting.
+ Provide monthly reports of pipeline, forecasts and metrics using Salesforce automation tool.
+ Other duties as needed/assigned.
**Minimum Requirements**
+ 5 years of Voluntary product sales or equivalent work experience
+ Consultative sales experience required.
+ Experience generating and analyzing reports to enhance sales or customer experience.
+ Excellent oral & written communication skills; persistent and patient in endeavoring to fully understand customer/producer needs and offer valuable information and solutions.
+ Ability to work independently, make good decisions consistent with divisional objectives and in a timely manner, and handle conflict with minimal oversight.
+ Exceptional organizational skills, adept at handling multiple tasks simultaneously, committed to follow through and completing assignments in a timely & professional manner.
+ Interpersonal effectiveness with proven ability to establish/maintain mutually respectful relationships with managers, peers, support staff, agents/brokers and customers; handle conflict, resolve complex issues, negotiate, achieve consensus and promote team spirit.
+ Capable of operating the complete MS Office Suite
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$92,359.68 - $133,409.90 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.