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Extraco Banks jobs - 93 jobs

  • Business Intelligence Administrator

    Extraco Banks, N.A 3.8company rating

    Extraco Banks, N.A job in Waco, TX

    The Business Intelligence Administrator - CDP is responsible for managing the bank's Customer Data Platform (CDP) system, ensuring it supports the bank's sales, marketing, and reporting goals. This includes configuration, maintenance, troubleshooting, and optimization of the systems to improve customer interactions and operational efficiency. The Business Intelligence Administrator will also have some responsibility over developing reports, visualizations, and insights to support business decisions across departments. Key Responsibilities CDP System Administration Manage day-to-day operations of the platform, ensuring stability and performance. Configure and customize the platform to meet the bank's business needs, including workflows, dashboards, reports, and user roles. Perform regular system updates, patches, and backups. Participate in discovery meetings to understand user requirements and translate them into technical solutions. Data Management and Integrity Ensure the accuracy, security, and integrity of customer data within the platform. Enforce data governance policies, including de-duplication and data cleansing. Manage data imports and exports as needed for reporting and integrations. Integration and Automation Collaborate with IT and third-party vendors to integrate the platform with other bank systems (e.g., core banking, marketing tools, and analytics platforms). Design and implement automation workflows to streamline processes like lead tracking, customer onboarding, and service requests. Analytics and Reporting Design and deliver recurring and ad hoc reports from CDP for business units such as Lending, Retail Banking, Finance, and Compliance. Write and optimize SQL queries to retrieve data from core systems and data warehouses. Document reporting logic and assumptions for audit and repeatability. Compliance and Risk Management Ensure the platforms comply with banking regulations and data privacy laws. Collaborate with compliance and IT teams to conduct regular audits and risk assessments. Implement access controls and monitor for unauthorized activity. Qualifications Bachelor's degree in information systems, finance, statistics, or related field. 1-3 years of experience in a reporting or analyst role (financial institution experience preferred). Proficiency with SQL and Microsoft Excel; exposure to Power BI, Tableau, or equivalent tools. Strong attention to detail and ability to manage multiple tasks simultaneously. Strong communication skills and a willingness to learn the banking domain.
    $67k-104k yearly est. 60d+ ago
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  • Private Banking Associate

    Extraco Banks, N.A 3.8company rating

    Extraco Banks, N.A job in Temple, TX

    Private Banking is responsible for developing, managing, and retaining full personal relationships with high income/high net worth Private Banking Clients. The Private Banking Associate is responsible for managing a smaller select portfolio of high-net-worth clients while primarily supporting Private Bankers in servicing a larger deposit portfolio. This role focuses on ensuring excellent client service, deepening relationships, and partnering with internal Wealth & Trust teams and Raymond James advisors to provide comprehensive financial solutions. The Private Banking Associate plays a key role in relationship management, servicing deposit accounts, and client advocacy. Essential Duties and Responsibilities: Work closely with up to three Private Bankers to structure, onboard, and service deposit and lending solutions that align with client goals. Service deposit relationships and a portfolio of clients by planning, delivering, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team creates an extraordinary experience. Accurately process customer service requests including but limited to new account opening, updating accounts and assistance with alternative delivery channels i.e. online banking, debit cards and mobile banking. Assist Private Bankers in pricing strategies and retention efforts to exceed customer expectations. Establish and maintain strong relationships with existing Private Banking clients, serving as their primary point of contact for all banking needs. Identify and develop new relationships of potential Private Banking Clients both internal and external to the bank. Collaborate with other departments within the bank to ensure that clients receive excellent service and that the bank's goals are achieved. Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. Coordinate commercial, consumer and other loan requests through established processes. Develop detailed knowledge of products and services offered by Extraco Corporation including commercial loans, consumer loans, depository accounts, consulting, etc. Maintain accurate and up-to-date records of client interactions, sales activities, and performance metrics. Participate in community events to promote the bank and build relationships with potential clients. Keep up to date with industry trends and regulations to ensure compliance. Will work on projects with limited complexity in a support and advisory role. Performance Measurements: Functions and banking services are effectively performed and completed in accordance with established Extraco policies, procedures and legal and regulatory requirements. Documents and reports are completed accurately, efficiently and in a timely fashion. Good working relationships and partnerships exist with Extraco personnel, management, customers, and vendors. Adheres to prescribed KPI goals including but not limited to new business acquisition, product, deposit, loan growth, Client satisfaction, and Client retention. Qualifications: Education/Certification: Bachelor's degree in Business, Finance, or related field preferred Experience: 1-3 years of banking or financial services experience required Prior experience in client service or operations roles preferred Experience working with high-net-worth clients a plus Proven track record of accuracy and attention to detail Skills/Abilities: Strong relationship management and team building skills; views team concept as critical to model. Effective oral and written communication skills. Good communication and public relations skills. Ability to cooperate with and assist others both externally and internally. Good organizational and time management skills with ability to handle multiple tasks under tight time frames. Goal-oriented and driven to achieve individual and team objectives. Attention to detail and accuracy. Understanding of banking regulations and compliance requirements. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to accept instruction, prioritize and follow through on work assignments. Ability to write reports, business correspondence and procedural manuals. Ability to calculate figures such as interest, ratios, loan growth, and percentages. Ability to operate modern office equipment and software. Working Conditions/Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to stand; sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The Private Banking Associate will work in an office environment but may also need to travel to meet with clients as needed. The noise level in the work environment is usually moderate.
    $71k-110k yearly est. 60d+ ago
  • Deposit Operations Specialist

    Kleberg Bank 3.9company rating

    Corpus Christi, TX job

    Apply Description Kleberg Bank, N.A. believes that the customer's experience is our Brand. Each individual at Kleberg Bank, N.A. is committed to providing “Excellent” customer service. Therefore, we are seeking a Deposit Operations Specialist with unrivaled integrity, solid work ethic and a passion for service. The Deposit Operations Specialist will be responsible for all customer service, account maintenance and item processing duties while reaching established goals. Master the Kleberg Bank delivery process and product knowledge to develop customer relationships by performing the following essential duties. Essential Duties Maintain a basic knowledge of all Kleberg Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. Maintain the integrity of the core system and input system changes when requested. Identify, research, and resolve transaction discrepancies. Compliance with laws, regulations, policy, procedures, and the Team Handbook. Continually meets customer service expectations by offering excellent service to both external and internal customer requests. Follow proper procedures accurately and efficiently for all customer-servicing activities performed. Reviewing and researching evidence/documents to analyze the overall fact pattern of claim into a professional report with recommendations. Work with appropriate support teams to ensure customer receives a timely credit for all qualifying disputes. Maintain ATM dispute and chargeback inventory to ensure all cases are accounted for and processed timely. Maintain the confidentiality of the Bank's customers. Work with the Risk Management and BSA teams in developing business rules to monitor, identify and remediate fraudulent trends quickly. Provide continuous analytical support with various types of ongoing fraud investigations. Documentation is critical so logging conversations, e-mails and other communications is imperative. Review established fraud detection system-generated alerts and reports to identify fraudulent activity related to ACH, wire, check fraud, online banking, account opening, and other operational areas as needed. Review account activity to prevent, detect and investigate any signs of external and/or internal fraud. Process and scan account documents making sure the documents are complete and in compliance with bank procedures. Participate in all meetings, bank functions and customer appreciation/community involvement functions as requested/assigned by supervisor. Deliver strong community visibility. Perform other duties as assigned. Assist in tracking and maintaining exceptions for Deposit Operations Initiate and verification of customer and institution wire transfers, including investigations, both domestic and international wires. Start of Day process, end of day, and daily balancing Risk management review including transaction activity, large item review, posting accuracy, image archive and retrieval, and document management. Item processing, Check 21 processing, Image archive, ACH/AFT processing for deposit accounts, and customer service. Education/Experience: High School diploma or equivalent, and 1 year related experience or equivalent and/or training in banking or related industry. Must be competent and knowledgeable in branch operations policies and procedures Preferred Education: College degree and 5-7 years management in Banking or related industry. Work related experience should consist of an in-depth background in a financial institution in administration, compliance, security, center operations management, bank operations, and bank supervision. Knowledge, Skills and Abilities: Effective interpersonal relationships with management and team members Ability to perform tasks quickly and accurately Basic Mathematical Skills A thorough understanding and application of all policies, procedures and regulations pertaining to the work of a Deposit Operations Specialist Ability to operate in a team environment to accomplish shared goals Ability to effectively manage time as related to daily tasks Ability to solve practical problems and interpret a variety of instructions furnished in written, oral or schedule form Ability to prioritize multiple demands in a high pressure environment while maintaining professional demeanor Acquire proficiency of the system and electronic communications. Other Duties: Duties, responsibilities and activities may change at any time with or without notice. AAP/EEO Statement: Kleberg Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status of protected veteran, among other things or status as a qualified individual with a disability.
    $45k-77k yearly est. 34d ago
  • Senior Investment Manager

    Bok Financial Corp 4.6company rating

    Fort Worth, TX job

    Location: Austin -AUS, Houston -HOUS, Fort Worth -FTWT, San Antonio -SANAN, Grapevine -GRPV, McKinney -MCKI, Woodlands -WDLND Areas of Interest: Investment Management Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. . Bonus Type Formula Based Summary You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound financial advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as an Investment Manager. You'll be positioned for a great career! Job Description The Investment Manager III manages difficult or complex investment portfolios for a mix of larger fiduciary accounts and investment agency relationships with broad investment strategy authority within established investment policy guidelines. This position is expected to play a key role in the development and closing of new business opportunities and to be viewed as a source of new account growth. Team Culture We are a collaborative, conscientious, and goal-oriented team. Everyone is equal and treated as such. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities. We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial's generous contributions to local organizations and the numerous ways we give back. You'll be front and center representing the bank and our brand in the market you serve. How You'll Spend Your Time * You'll communicate with new and existing clients and administrators regarding their accounts, securities markets, and economic conditions. * You'll prepare presentations for your client and prospect meetings. * You'll provide support for security transactions, analyze portfolios, provide research reports, work on special projects, prepare reports for senior investment managers, and keep us compliant. * You'll keep up-to-date on trends in portfolio management and capital markets. * You'll consult with clients to develop investment objectives and review accounts and assets regularly and manage their investment return. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or related field of study and 6-8 years of directly related experience in investments or 12-14 years equivalent combination of education and experience. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions. Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us. * Empowered employees * Award-winning culture * Community commitment BOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits. About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between. Facts: * Operations focused in an eight-state footprint * 5,000 team members * $49.7 billion in assets * $114.6 billion in assets under management and administration * $8 million donated to local nonprofits in 2024 * 59,000+ volunteer hours by our employees in 2024
    $93k-117k yearly est. Easy Apply 27d ago
  • Peak Time Relationship Banker - Georgetown

    Extraco Banks, N.A 3.8company rating

    Extraco Banks, N.A job in Georgetown, TX

    Job Description: Part Time Relationship Banker Location: Georgetown Description: As a Part Time Relationship Banker, you will hold a key position within our bank, responsible for establishing and nurturing customer relationships, opening and managing accounts, and driving business growth through referrals to various sales departments. This role is pivotal in delivering exceptional customer service and expanding the bank's client base.In this role, you will be the face of the bank, responsible for fostering strong customer relationships, meeting their financial needs, and driving business growth through referrals. Your ability to understand and respond to customer requirements will contribute to the bank's success and reputation within the community. Responsibilities that we would like for you to be excited about: Develop and maintain strong, trusting relationships with customers. Safely and accurately handle cash, coins, and negotiable instruments, following established cash-handling procedures, while simultaneously accurately processing a wide range of banking or teller transactions including deposits and withdrawals, adhering to established procedures and regulatory guidelines. Open and service various types of checking and savings accounts, utilizing tools and resources to document all services completed on our customers' accounts. Hold conversations with customers to understand their current and future financial needs to identify opportunities to make product recommendations. Provide exceptional service through our SWARM Banking approach, which involves greeting customers by name and greeting them as they walk into our lobbies. Help build the business by contributing toward monthly sales and service metrics. Refer customers to specialized departments such as mortgage, wealth management and insurance. Onboard our new customers through our follow-up routines to ensure the customer's successful use of our products. Utilize technology to educate customers on our full range of digital banking including but not limited to virtual tellers, our mobile app and safe online banking habits. Be a point of contact for customers facing technical issues/difficulties with our digital banking tools. Other Duties as assigned What we would expect you to bring to the team: Banking knowledge: Familiarity with banking operations, procedures and financial products. Understands banking regulations and compliance requirements. Adaptability: Adapt in fast paced environment with constant interruptions. Detail Oriented: Focus and pay close attention to details. Emotional Intelligence: Show empathy and appreciation for others. Excellent Communication: Listen first and demonstrate strong verbal and written skills. Exceptional Customer Service: Address inquiries, resolve issues and assist customers by going the extra mile. Initiative: Be motivated to succeed in this role and attain goals due to own enthusiasm and interest. Interpersonal Skills: Demonstrate teamwork and motivate others around you. Stress Management: Focus on what you can control and seek out help when needed. Positive Attitude: Keep a positive attitude and communicate openly with your manager. Experience and Basic Qualifications: High School diploma required 4 year degree strongly preferred 3 years of cash handling experience strongly preferred 2 years retail banking experience strongly preferred 3-5 years of customer service or sales experience required Qualifications that would be a plus: Experience in opening accounts for Small Business customers Work Hours: Hours will vary depending on location assigned. Consistent weekend availability on Saturdays during the hours of 8:30am - 1:00pm. Extraco's Investment in You: Consumer Banking Training Academy that will provide you with the tools and knowledge to be successful. Complete career path opportunities for your growth. Ability to take your progress in your own hands with sophisticated software to document your personal development. Partnerships throughout our branch network that can assist in your success. Regular 1on1 meetings and coaching sessions with your leadership team. Active approach to identify ways to improve the employee experience alongside the customer experience. Annual Retail Awards and Recognition Event to celebrate employee successes. Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco provides reasonable accommodation for persons with disability.
    $29k-35k yearly est. 26d ago
  • Compliance and Risk Officer

    Texell Credit Union 3.7company rating

    Temple, TX job

    Ready to take charge of regulatory compliance and risk management in a growing credit union? Join us onsite in Temple, Texas and play a key role in expanding and strengthening our compliance and risk team. If you're an up and coming proactive leader who thrives navigating complex regulations and shaping effective risk programs, we want to hear from you! As a Compliance and Risk Officer/Manager, you will: Provide leadership and direction for compliance and risk management programs, working collaboratively across departments and with credit union leadership to guide policies, risk mitigation, and regulatory compliance. Be responsible for the credit unions compliance program and formalizing existing compliance management systems. Monitor changes in laws and regulations, ensuring timely dissemination of information to company leadership and necessary updates to policies and procedures. Manage, coach and mentor a small team of compliance staff who may have some operational duties. We need you to have: At least 5 years of experience in bank or credit union compliance. 2 to 3 years of management experience and bachelor's degree preferred. Awareness of current fraud trends and ability to understand technical controls to mitigate fraud risk. The ideal candidate will possess strong interpersonal skills and the ability to influence and collaborate across teams to foster a proactive culture of compliance and risk awareness. We want you to know: While core responsibilities will include regulatory oversight and risk, the role offers the opportunity to shape and expand duties based on your expertise and organizational priorities. You'll join a growing team committed to continuous improvement of compliance and risk management standards. Texell offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, paid vacation time, and paid sick leave! Texell holds company events such as an annual Awards Banquet, Employee Family Day, Back to School Supplies for your Kids, and more! We participate in sporting events such as the annual Corporate Challenge! Texell serves our members with community volunteer events through a program called Texell Serves.
    $50k-68k yearly est. 2d ago
  • Treasury Client Svcs Professional I

    Bok Financial Corp 4.6company rating

    Fort Worth, TX job

    Areas of Interest: Treasury Services; Commercial Banking Pay Transparency Salary Range: $42,000-$56,000 Application Deadline: 01/23/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Discretionary Summary As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends. We define strategic goals and develop holistic strategies, using a proactive approach to deliver cutting-edge solutions that meet our clients' evolving needs. Job Description The Treasury Client Services Professional I provides technical and operational support to a portfolio of Commercial Banking customers for all DDA and Treasury Management Products and Services; Products and Services help customers set their daily cash position and related investment options; resolves daily customer issues/concerns sometimes engaging various departments in Treasury Services, Operations, Information Technology, and/or Relationship Managers; some products require communications with third party vendors to identify and resolve customer issue; inputs and tracks all customer initiated operating and system problems via Salesforce Case Management. Identifies and refers cross sell opportunities. Team Culture At BOKF, our treasury services culture thrives on integrity, collaboration, and innovation. We create an environment where team members are empowered to share their perspectives and drive success. Our dedication to continuous learning keeps us at the forefront of industry trends, enabling us to deliver exceptional solutions for our clients. Join us to be part of an energetic, supportive, and visionary team where your skills are celebrated, and your career can thrive. How You'll Spend Your Time * You will manage a portfolio of small business and commercial relationships, ensuring proper legal and regulatory documentation for account openings. * You will collaborate with compliance and legal teams to resolve any questionable documentation issues. * You will diagnose and resolve operational and technical issues for DDA and Treasury Management products. * You will provide same-day customer updates on issue status, following the Sundown Rule. * You will partner with Operations, IT, and third-party vendors to troubleshoot and streamline processes. * You will serve as the primary customer contact for system issues, offering proactive support, fraud prevention, and product training. * You will maintain quality control by identifying operational trends and ensuring resolution through Salesforce Case Management. Education & Experience Requirements The required level of knowledge is normally acquired through completion of a Bachelor's Degree and 1-year experience in a bank operations or customer service position or 5 - 7 years' equivalent experience in a bank operations or customer service function. * Excellent interpersonal, verbal, and written communication skills * Basic knowledge of product delivery systems and on-line computer systems * Basic knowledge of Bank operations * Excellent knowledge of customer service etiquette * Basic knowledge of banking and Treasury Management products * Good PC and software application skills (Microsoft Office, Excel; Word) * Thorough understanding of a multitude of software products and the ability to understand new applications with a minimum of prior exposure to the product * Excellent ability to handle multiple requests in a competent and professional manner Working Conditions & Physical Requirements Office BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $42k-56k yearly Easy Apply 12d ago
  • Assistant Loss Mitigation Manager

    Texell Credit Union 3.7company rating

    Temple, TX job

    Texell, named one of the BEST credit unions to work for in the NATION by the Credit Union Journal, is seeking an Assistant Loss Mitigation Manager to work on-site at our headquarters location in Temple, TX. Texell has been honored with the Excellence in Lending Award from CUNA Mutual Group, the Desjardins Adult Financial Literacy Award from the Texas Credit Union League, the Best Bank/Credit Union by the readers of the Temple Daily Telegram, Best Credit Union by the readers of the Killeen Daily Herald and the Belton Journal and consistently earns the highest five-star, superior rating for financial soundness from Bauer Financial. We're looking for someone who: A minimum of 6-mo. to 2-years of similar or related experience, including time spent in preparatory positions. Has a two-year college degree or completion of a specialized course of study at a business or trade school. Prides themselves on accuracy and attention to detail. Has a teamwork mentality and enjoys a healthy work culture. As an Assistant Loss Mitigation Manager, you will: At least 2 years of Supervisory experience in a financial institution driving collector performance. Responsible for training and motivating staff. Excellent verbal and written communication skills, with the ability to effectively negotiate and resolve outstanding debts. Exceptional negotiation, interpersonal, and communication skills. to handle escalated issues, negotiate payment plans, or other alternatives. Possess strong interpersonal skills, with the ability to coach, mentor and drive teams to exceed goals and promote teamwork. We want you to know that Texell: Values its' employees, members, and communities they serve. Recognizes and rewards hard work via quarterly events such as the Annual Awards Banquet, Employee Family Day, and much more! Proudly participates in Corporate Challenge hosted each Fall with the City of Temple. Is passionate about helping those in need and volunteers for several events each month. Offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, tuition reimbursement, and paid vacation and sick time.
    $27k-34k yearly est. 2d ago
  • GIS Analyst

    Bok Financial Corp 4.6company rating

    Dallas, TX job

    Location: Tulsa -TUL, Oklahoma City -OKC, Dallas -DAL, Albuquerque -ALBQ, Denver -DEN, Houston -HOUS, Phoenix -PHOE, Scottsdale -SCOTT Areas of Interest: Consumer Banking; Business/Technical Analysis; Data; Professional Pay Transparency Salary Range: $80,000 - $100,000 Application Deadline: 01/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Discretionary Summary BOK Financial is a top financial institution that offers a range of sophisticated financial products and services, focusing on personalized client relationships. With over a century of experience, we serve consumers, businesses, and wealth clients across the American Midwest and Southwest. We emphasize long-term relationships, community investment, and talent development, aligning with our brand platform, "We go above. So you can go beyond." Job Description The GIS Analyst will focus on developing, maintaining, and advancing spatial analytics to support BOK Financials' Corporate Real Estate Strategy team. This individual will be responsible for building and maintaining geospatial data assets, designing and executing complex spatial Alteryx workflows, and performing advanced GIS analysis that informs market prioritization, branch distribution modeling, and location strategy. Insights generated by this role will emerge from rigorous case studies, scenario testing, and workflow-driven analysis. The GIS Analyst will also contribute to the development and delivery of analytic mapping applications that enable stakeholders to interact with and explore spatial insights. In addition to core geospatial expertise, the role requires a foundational understanding of predictive analytics methods to support the ongoing evolution of the distribution model toward forecasting market performance, branch profitability, and trade area opportunity with greater confidence. This position is critical to ensuring spatial analytics are accurate, scalable, and aligned with enterprise growth strategies. Team Culture Our culture is rooted in our history, starting in 1910 as a regional capital source for the energy industry and evolving into a dynamic financial institution. Our growth from Tulsa, Oklahoma to a nationwide presence reflects our commitment to agility, strong client relationships, and innovative financial solutions. We prioritize serving our clients, fostering a positive work environment for our employees, and making a meaningful impact in the communities we serve, believing that every financial challenge and opportunity is significant. How You'll Spend Your Time * You will develop and manage enterprise geospatial datasets including real estate assets, trade areas, and market overlays. * You will build and run advanced Alteryx spatial workflows to support real estate and distribution strategy. * You will perform predictive case studies and scenario analyses to define trade area performance metrics. * You will create and deploy interactive spatial tools for stakeholder use, such as mapping apps and GIS reports. * You will collaborate with internal teams and external partners to align geospatial insights with business goals. * You will use predictive analytics to forecast site performance, market potential, and trade area profitability. * You will resolve geospatial data issues and improve workflow scalability through process enhancements. Education & Experience Requirements This level of knowledge is normally acquired through completion of a bachelor's degree in Geography, Geographical Information Systems, Urban Planning, Data Science, Computer Science, or a related field, and 3-5 years of directly related GIS or spatial analytics experience. Equivalent experience may be considered in lieu of a degree. * Hands-on proficiency with Alteryx Designer Desktop, including workflow building, data preparation, and application of spatial toolsets to solve business problems. Alteryx Core Certification is strongly preferred. * Proven ability to apply spatial analytics methods such as geocoding, drive-time modeling, and trade area benchmarking to inform location strategy and distribution modeling. * Experience integrating demographic, segmentation, and competitive datasets into spatial workflows. * Experience developing case studies and codifying thresholds/logic for business attributes to strengthen decision-making frameworks. * Foundational understanding of predictive analytics methods and willingness to expand skills as the organization advances toward forecasting trade area performance and branch profitability. * Hands-on experience in the development of Alteryx Analytic Apps is preferred. * Familiarity with the Spatial, Reporting, and Interface toolsets in Alteryx, with the ability to design and deliver custom maps, spatial analyses, and corresponding analytic applications. * Experience in managing spatial data, including shapefiles, and understanding of spatial object types. Management of spatial datasets within an enterprise database environment is preferred. * Proficiency in SQL for data querying and integration with relational databases. * Excellent written and verbal communication skills with ability to present spatial insights clearly to technical and non-technical stakeholders, including senior executives. * Demonstrated ability to work collaboratively across departments (Corporate Real Estate, Marketing, Consumer Delivery, Business Banking) and with external vendors to align geospatial analysis with enterprise objectives. * Professional attributes include strong attention to detail, data stewardship discipline, adaptability, and a growth mindset in a fast-paced environment. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $80k-100k yearly Easy Apply 27d ago
  • Commercial Banking Intern - Summer 2026 (Houston, TX)

    Bok Financial Corp 4.6company rating

    Houston, TX job

    Areas of Interest: Commercial Banking Pay Transparency Salary Range: 45760 Application Deadline: 01/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Not Bonus Eligible Summary Start your career in financial services by gaining broad knowledge of our industry and organization. Our Internship program is designed to benefit students completing their Junior year of college. Your training will combine classroom sessions, on-the-job training, computer and technical training, and group projects. Your training will take place in your specific market location and will include a 10 week immersive experience in the line of business. Following successful completion of the Internship, you will be considered for a role in our Associate rotational development program after graduation. Job Description The Accelerated Career Track Intern is primarily responsible for a variety of assigned duties, responsibilities, and studies throughout the bank in a competitive 10-week internship program designed to develop financial, analytical and sales skills to prepare for a career within the organization as determined through the training and rotational process. Participates in internal training programs and self-study courses in order to develop skills to be used on the job; specific focus on the Bank's operations, markets and strategies. Team Culture We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships. How You'll Spend Your Time * You will participate in classroom, self-study, and hands-on curriculum. * You will build relationships with managers, mentors, and peers. * You will participate in special projects, present data, analyze situations, draw conclusions, and make recommendations when required. * You will participate in Battle of the Interns on a project team. Education & Experience Requirements This level of knowledge is normally acquired through work towards completion of a Bachelor's degree. Working Conditions & Physical Requirements Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $74k-104k yearly est. Easy Apply 27d ago
  • Treasury Intern - Summer 2026 (Dallas, TX)

    Bok Financial Corp 4.6company rating

    Dallas, TX job

    Areas of Interest: Treasury Services Pay Transparency Salary Range: 45760 Application Deadline: 04/01/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Not Bonus Eligible Summary Start your career in financial services by gaining broad knowledge of our industry and organization. Our Internship program is designed to benefit students completing their Junior year of college. Your training will combine classroom sessions, on-the-job training, computer and technical training, and group projects. Your training will take place in your specific market location and will include a 10 week immersive experience in the line of business. Following successful completion of the Internship, you will be considered for a role in our Associate rotational development program after graduation. Job Description The Accelerated Career Track Intern is primarily responsible for a variety of assigned duties, responsibilities, and studies throughout the bank in a competitive 10-week internship program designed to develop financial, analytical and sales skills to prepare for a career within the organization as determined through the training and rotational process. Participates in internal training programs and self-study courses in order to develop skills to be used on the job; specific focus on the Bank's operations, markets and strategies. Team Culture We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships. How You'll Spend Your Time * You will participate in classroom, self-study, and hands-on curriculum. * You will build relationships with managers, mentors, and peers. * You will participate in special projects, present data, analyze situations, draw conclusions, and make recommendations when required. * You will participate in Battle of the Interns on a project team. Education & Experience Requirements This level of knowledge is normally acquired through work towards completion of a Bachelor's degree. Working Conditions & Physical Requirements Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $24k-29k yearly est. Easy Apply 27d ago
  • Commercial Lender

    Extraco Banks, N.A 3.8company rating

    Extraco Banks, N.A job in College Station, TX

    Extraco Banks is seeking a Commercial Banker to join our team in the Bryan/ College Station, Texas market. Develop commercial loan growth in the defined market area through a variety of activities including business development, community involvement and other related responsibilities assigned by the Market Executive. Responsibilities and Duties: Work closely with Market Executive to analyze potential loan opportunities, help with the development of a coordinated business development plan, assist in the development of marketing strategies designed to grow market share, coordinate activities within the market area, and willingness to contribute as necessary in accomplishing defined goals. Education: Bachelor's degree with an emphasis on finance or economics, MBA preferred Experience: Banking background with emphasis in commercial lending and general banking with strong leadership, and presentation skills. Personal Characteristics: Excellent verbal and written communication skills necessary. Ability to adapt very quickly with changes in environments (both external and internal). Requirements: Strong organizational and analytical skills Understanding of accounting terms and principals Good understanding of lending concepts, practices and procedures Excellent written and verbal communication skills Strong presentation skills Ability to develop strong business relationships with internal and external customers Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco provides reasonable accommodation for persons with disability. Extraco Banks is a member FDIC.
    $68k-88k yearly est. 41d ago
  • Trust Officer

    Bok Financial Corp 4.6company rating

    Houston, TX job

    Location: Kansas City -KSCY, Albuquerque -ALBQ, Austin -AUS, Dallas -DAL, Fort Worth -FTWT, Houston -HOUS, Oklahoma City -OKC, San Antonio -SANAN, Tulsa -TUL Areas of Interest: Trust; Private Banking; Wealth Management Pay Transparency Salary Range: Not available Application Deadline: 02/06/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! Job Description The Trust Officer is responsible for administering personal trust, custody and estate, investment agency and IRA accounts. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy. Team Culture A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement. How You'll Spend Your Time * You will administer accounts consistent with the governing instrument, federal regulation, state law and BOKF policies and procedures. * You will proactively maintain relationships with customers, either personally or in collaboration with CSAs, Managers, and other Private Wealth employees. You will also work within established systems to develop solutions and ensure all customer demands are met ensuring communication related to account activity, account performance, securities markets, economic trends, and value-added ideas. * You will coordinate activities with the Tax, Specialty Assets, Investment Management, Wealth Management Services and external advisors, resolving client and administrative issues timely. * You will adhere to all established corporate risk & compliance guidelines. You will identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate. * You will maintain knowledge of state and federal tax, probate and trust law, accounting principles, investment strategies and BOKF policies and procedures. * You will make sense of complex, high quantity, and sometimes complicated information to effectively solve problems. * You will keep management advised timely of client risk concerns, potential legal matters, problems, and complaints. Education & Experience Requirements This level of knowledge is normally acquired through completion of Bachelor's Degree in business or related field of study and 3-5 years of directly related experience in Personal Trust and/or 6-8 years of experience in Personal Trust or equivalent combination of education and experience. * Experience in managing medium- to large-sized client accounts. * Knowledge of the interpretation and application of estate plans, trust document provisions, trust and probate law, taxes and investments. * Excellent analytical ability, decision making and problem solving skills * Excellent oral, written and communication skills, including interpersonal skills Advertising Source BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $22k-36k yearly est. Easy Apply 6d ago
  • Loan Coordination Specialist III

    Bok Financial Corp 4.6company rating

    Dallas, TX job

    Areas of Interest: Commercial Loan Processing; Complex Commercial Loan Processing; Lending Pay Transparency Salary Range: $68,000 - $73,000 Application Deadline: 01/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Discretionary Summary Do you have a knack for details and organization? Interested in the "behind the scenes" of lending? If you are interested in growing your career in commercial loan coordination with an industry-leading provider of sophisticated financial solutions, you've come to the right place. Bring your well-developed understanding of lending practices and policies, loan documentation requirements and regulations, and deposit, loan, and investment systems knowledge! Job Description The Loan Coordination Specialist III supports relationship managers and clients in the closing of the commercial loans ensuring all commercial lending steps flow effectively and efficiently. The LCS III has a comprehensive understanding of role and work is completed with limited review and guidance from LCS IV and Supervisor. Range of customers supported is broader than LCS II and work is moderately complex to complex. Team Culture Our team culture is dynamic and energetic. Our environment is enjoyable and inspiring. We tackle each day with a positive attitude and don't take ourselves too seriously. After all, laughter is the best medicine and the glue that keeps us together. We are proud of the company's contributions to the organizations we serve. As a team, we are deeply connected with our communities, committed to social outreach, and volunteer and participate in worthy causes. How You'll Spend Your Time * You'll order, obtain, and analyze all pertinent applicant/borrower and property or collateral documentation and verifications related to the processing of loan transactions. * You'll review credit approvals to determine loan terms, and verify equity, financial elements, and borrow structure, with oversight from LCS IV or Supervisor. * You'll review and approve counsel-prepared or internally-prepared loan documents to ensure credit approval terms and bank policies are accurately incorporated. * You'll analyze, review and structure commercial loan documentation, supporting documentation, and due diligence, to ensure that all loan documents are complete and accurate and communicate with lenders, Client Relationship Specialists, Credit Services, and attorneys to remediate identified discrepancies. * You'll schedule and facilitate loan closings, including working and communicating with customers, relationship managers, Client Relationship Specialists, appraisers, attorneys, title company personnel, and various other vendors to close various type of commercial loan in a timely manner, with review from LCS IV or Supervisor, as necessary. * You'll manage and initiate loan funding wires and initial disbursements of new closing proceeds while ensuring loan requirements are properly documented, and conditions are met before funding with limited review from LCS IV or Supervisor. Education & Experience Requirements Required level of knowledge is normally acquired through completion of an Associate's Degree and 4 years' experience in a banking or customer service environment or an equivalent combination of education and experience. * Well-developed understanding of: * Lending practices and policies * Loan documentation requirements and regulations * Deposit, loan, and investment systems for report generation and information gathering purposes * Commercial credit analysis * Loan documentation and lien perfection requirements * Litigation processes under county, state, and Federal systems * Thorough knowledge of BOKF Commercial loan processes and workflows * Solid Excel and Word experience * Well-developed oral and written communication skills to effectively represent self and BOKF * Solid conceptual thinking and analytical skills with the ability to analyze complex problems that include interrelationships and dependencies in order to identify common themes and solutions * Ability to effectively plan time, method, manner and sequence of own work assignments Working Conditions & Physical Requirements Office BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $68k-73k yearly Easy Apply 27d ago
  • IW Senior Trust Associate

    Bok Financial Corp 4.6company rating

    Dallas, TX job

    Areas of Interest: Corporate Trust Pay Transparency Salary Range: Not available Application Deadline: 02/06/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary You place great value in relationship management and interacting with large, complex or high profile clients. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge, skills and abilities to us as a Senior Trust Associate. Job Description The Institutional Wealth - Senior Trust Associate is primarily responsible for managing and overseeing the services delivered to IW Clients. Also serves as a backup in the Relationship Manager's absence, which requires interaction with large, complex, and/or high profile clients, plan participants, attorneys, investment managers, accountants, auditors, and consultants as well as Bank Administrative and Wealth Management Services personnel. The Senior Trust Associate analyzes, develops and implements solutions for extremely complex accounts and Departmental problems and issues. Works under limited supervision. Team Culture We live our company values every day. Collaboration is the key to success with this fast-paced team. While each person holds an area of expertise, we all lean in to support the customer. Through weekly meetings, group huddles, and 1x1 peer training, everyone is given the opportunity to brainstorm, ask questions, and find solutions. We support and lift one another up to achieve more together. We act with honor and truthfulness. Our foundation of integrity builds coworker trust, relationships, and effective interpersonal relationships. How You'll Spend Your Time * You will work to problem solve with large client accounts and serve as a liaison between Wealth Management services and the client * You will perform complex research and deliver solutions to clients. * You'll interact with clients, plan participants, auditors, attorneys, investment managers and accountants for problem resolution and account maintenance * You will research and resolve any issues related to retirement planning * You'll serve as backup to the Relationship Manager in any absence * You will attend meetings with clients and prepare and present information. * You will be responsible for all detailed account documentation * You will work in excel, Microsoft Office and company software Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's degree and 3-5 years related experience or 9-11 years related work experience in Retirement or Institutional Trust Services, trust, legal or investment environment. Working Conditions & Physical Requirements Office BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $75k-93k yearly est. Easy Apply 7d ago
  • Risk Management Specialist

    Extraco Banks, N.A 3.8company rating

    Extraco Banks, N.A job in Waco, TX

    Risk Management Specialist Location: Waco, TX Education Requirements: High School Diploma required Bachelor's degree preferred Experience: Three years related bank experience required Risk management or compliance experience preferred Knowledge requirements: Excellent written and verbal communication skills Critical thinking and organizational skills Heightened attention to detail Initiative within authority Flexible attitude Open to constructive criticism Long term commitment Proficient in Microsoft Teams channel development & coordination, Microsoft Excel & Word, and Adobe Acrobat Pro Duties: Critical Tasks: Assist Director of Audit & Risk Management in supporting third-party control audits Assist Bank & Trust Compliance Officer in supporting third-party compliance audits Assist Director of Audit & Risk Management in preparation for quarterly Audit Committee meetings Perform risk management processes and tasks as directed Perform compliance processes and tasks as directed Significant Duties: Communicate with and support auditors with their initial and follow-up requests Coordinate audit committee meeting preparation and deliverables including the committee packet Coordinate organizational risk assessments Provide timely transactional compliance support Perform other duties as directed by Director of Audit & Risk Management or Bank & Trust Compliance Officer
    $51k-81k yearly est. 60d+ ago
  • Senior Mortgage Loan Processor

    Bok Financial Corp 4.6company rating

    Dallas, TX job

    Areas of Interest: Mortgage Operations Pay Transparency Salary Range: Not Available Application Deadline: 01/22/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary For over a century, BOK Financial has grown alongside its clients, offering tailored services and strategies for business, consumer, and wealth clients. Our extensive range of services allows us to compete nationally while our local decision-making and community connections make us good neighbors. Our purposeful diversification ensures resilience and stability, highlighting our expertise and commitment to meeting all your financial needs. Job Description The Senior Mortgage Loan Processor is responsible for managing complex mortgage loan files, ensuring full compliance with investor, product, and regulatory guidelines. This role serves as a subject matter expert and resource for junior processors, providing guidance and support throughout the loan lifecycle. The Senior Processor maintains proactive communication with borrowers, sales partners, and third-party vendors, and plays a key role in ensuring timely and accurate loan closings. This position requires advanced knowledge of mortgage processing and a strong ability to manage high-volume pipelines with minimal supervision. Team Culture We prioritize teamwork, customer service, and continuous learning to provide the best support for our clients. We work collaboratively, fostering camaraderie and mutual respect, while staying updated on industry trends. Integrity and transparency are core values for us, ensuring honest communication and building trust with our clients. We promote a customer-centric mindset and value employee feedback while creating a supportive and trustworthy environment. How You'll Spend Your Time * You will review loan files before submission or after underwriting to ensure accuracy and compliance with all guidelines. * You will communicate regularly with borrowers and sales partners to provide updates and request required documents. * You will verify all documentation meets regulatory and product-specific requirements prior to final approval. * You will coordinate with third-party vendors and resolve discrepancies to prevent delays in the loan process. * You will address escalated issues related to income, assets, credit, and title by collaborating with internal and external parties. * You will manage closing details, perform final quality checks, and respond to audits or post-closing requests to maintain compliance. Education & Experience Requirements This level of knowledge is normally acquired through completion of a High School Diploma and 3+ years of directly related experience in mortgage loan processing with a demonstrated ability to manage complex files and mentor others or an equivalent combination of education and experience. Experience in customer service, financial services, or real estate is a plus. * Advanced knowledge of mortgage lending guidelines and regulations (RESPA, Reg B, HMDA, FHA, VA Conventional, FHLMC, FNMA, Bond, Native American, Rural Development, and others as offered) * Strong understanding of mortgage loan underwriting criteria * Strong knowledge of Compliance guidelines * Excellent organizational, analytical, and problem-solving skills * Ability to work independently to manage high-volume pipelines and prioritize effectively * Proficiency in loan origination systems and document management platforms * Ability to type 50-60 wpm * Excellent interpersonal, oral, and written communication skills BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $34k-40k yearly est. Easy Apply 6d ago
  • Branch Manager - Temple

    Extraco Banks, N.A 3.8company rating

    Extraco Banks, N.A job in Temple, TX

    Job Description: Branch Manager Location: Temple Description: The Branch Manager plays a pivotal role in the growth and success of our Consumer Banking department. This leadership position requires you to oversee branch locations within your designated region, ensuring the development of your team, optimizing sales and performance, and ultimately contributing to the bank's success. You will serve as a mentor and motivator for branch managers and/or supervisors under your supervision, fostering a culture of excellence and customer service. Weekly 1on1s, daily huddles, monthly team meetings, quarterly regional team meetings will be required with all your direct reports and your larger team as instructed by your Regional Branch Manager or the Chief Consumer Banking Officer. Responsibilities that we would like for you to be excited about: Fulfill standard job duties of a Relationship Banker as needed in order to support branch management and daily branch operations. Grow deposits, increase referrals to other specialized departments and grow new customer relationships. Assist in the selection, retention and engagement for all employees especially those assigned at the respective branch. Participate in community activities to grow, maintain and retain customer relationships. Conduct weekly 1on1s, daily huddles, and monthly team meetings with each employee, and as a team, and develop career paths at the individual level, including performance management and behavioral action plans. Provide feedback to critical partners for business process improvement, training improvement and other ways to make the branch more efficiently operate. Use Extraco consumer banking products and digital banking and other omnichannel products in order to be able to better and more effectively explain products and services to employees and customers. Train and encourage customers to use digital banking and virtual teller and educate on omnichannel delivery options. Conduct daily, weekly, and monthly audit duties related to branch operations and branch risk management, including utilizing retail equipment and facilities platforms for equipment troubleshooting and resolution. Generate reports and other assignments in order to manage performance of the branch, including regular 1on1s with Direct Supervisor. Other duties as assigned including leading and participating in Community Involvement events and activities What we would expect you to bring to the team: Bring a competitor spirit: Face problems squarely, rise to the challenge and make tough decisions. Be a creator: Show flexibility, adapt to change well and have fun. Bring an entrepreneur spirit: Show initiative, seek successes and be goal oriented. Producer: Remain organized, accomplish tasks, take leadership and maintain focus. Team Builder: Help build a top performing team while providing support and helping rally those around you. Stabilizer: Bring confidence, remain cool under pressure and balance priorities and time. Leadership: Have a passion to serve others and to build relationships. Sales Leadership: Have a passion to focus on and help meet corporate goals. Adaptability: Adapt in fast paced environment with constant interruptions. Detail Oriented: Focus and pay close attention to details. Emotional Intelligence: Show empathy and appreciation for others. Excellent Communication: Listen first and demonstrate strong verbal and written skills. Exceptional Customer Service: Address inquiries, resolve issues and assist customers by going the extra mile. Initiative: Be motivated to succeed in this role and attain goals due to own enthusiasm and interest. Conflict Management: Demonstrate the ability to convert a negative customer experience into a positive one. Experience and Basic Qualifications: • High School Diploma. • 5 years of retail banking experience required. • 5 years of manager experience required in a banking or retail environment with direct oversight of employees. Qualifications that would be a plus: • Bachelor's degree in business or finance • Certifications or designations obtained in leadership. Work Hours: Hours will vary depending on location assigned. Consistent weekend availability on Saturdays during the hours of 8:30am - 1:00pm. Extraco's Investment in You: Consumer Banking Training Academy that will provide you the tools and knowledge to be successful. Complete career path opportunities for your growth. Ability to take your progress in your own hands with sophisticated software to document your personal development. Partnerships throughout our branch network that can assist in your success. Regular 1on1 meetings and coaching sessions with your leadership team. Active approach to identify ways to improve the employee experience alongside the customer experience. Annual Retail Awards and Recognition Event to celebrate employee successes. Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco provides reasonable accommodation for persons with disability.
    $46k-60k yearly est. 35d ago
  • Credit Analyst

    Kleberg Bank 3.9company rating

    Corpus Christi, TX job

    Kleberg Bank, N.A. believes that the customer's experience is our Brand. Each individual at Kleberg Bank, N.A. is committed to providing “Excellent” customer service. The Credit Analyst is responsible for analyzing credit data and financial information of persons or companies that are applying for credit or loans to determine the risk that the bank, or other lending or credit-granting institution will not recoup funds loaned. The level of risk is then used to determine if a loan or line of credit will be granted, and if so, the terms of the loan, including interest rate. Credit analysts will prepare reports based upon their findings to help make decisions on lending and creditworthiness. Essential Duties Assist in the credit decisions of the loan portfolio of the Bank. Deliver meaningful, detailed credit analysis while providing efficient, timely service to loan officers. Analyzes loan data on new and renewal loans, including data provided by customers, credit reports and other financial institutions. Prepare financial spreadsheets, reports, summaries and opinions for lenders on new, renewal and existing loans. Business acumen to analyze and properly assess the current and prospective financial condition of the borrower or prospective borrower. Evaluating clients' credit data and financial statements in order to determine the degree of risk involved in lending money. Evaluating the financial status of clients by producing financial ratios through computer programs Provide technical advice and assistance to lending staff as needed. Assist in the credit decisions of the loan portfolio of the Bank. Assist in preparation of stress testing functions for loan portfolio. Comply with all laws, regulations, standards, and values that support the Bank's commitment to customer service and confidence and to the reputation of the Bank as described in the Team Member Handbook Requirements Required Education and Experience College Degree in Finance or Accounting or equivalent background and experience Excellent oral and written communication. Computer literacy in Microsoft Word, Excel, and PowerPoint Preferred Education and Experience Two or more years' experience in a financial institution Prefer bachelor's degree in business, finance or accounting. AAP/EEO Statement Kleberg Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status of protected veteran, among other things or status as a qualified individual with a disability.
    $46k-65k yearly est. 29d ago
  • Private Banker - Temple/Bell County

    Extraco Banks, N.A 3.8company rating

    Extraco Banks, N.A job in Temple, TX

    Extraco Banks is seeking a Private Banker to join our Private Banking team. This position is located on site in Temple, Texas. Summary: Private Banking is responsible for developing, managing, and retaining full personal relationships with high income/high net worth Private Banking Clients. The Private Banker will provide banking strategies, advice, solutions, and a high level/high touch experience that is customized to meet the financial needs of Private Banking clients. The Private Banker is trusted with developing and maintaining client relationships as the primary point of contact by engaging the resources of other parts of the organization to provide meaningful and personalized service Essential Duties and Responsibilities: Establish and maintain strong relationships with existing Premier Banking clients, serving as their primary point of contact for all banking needs. Identify and develop new relationships of potential Private Banking Clients both internal and external to the bank. This will include developing relationships through referrals from clients, Center of Influences, personal community involvement, internal partners, and mining for prospects in the existing Customers. Profile across the full spectrum of the needs of Private Banking segments and provide tailored advice in collaboration with internal stakeholders. Utilize planning capabilities and develop solutions across consumer lending, deposit, investment, and all other appropriate services. Work closely with the Private Banking Manager to develop, design, and create new and existing product enhancements that will contribute to the growth of the Private Bank and its customers. Collaborate with other departments within the bank to ensure that clients receive excellent service and that the bank's goals are achieved. Identify additional opportunities from existing Clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. Manage relationships and a portfolio of Clients by planning, delivering, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates an extraordinary experience. Facilitate financial needs assessment review with clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. Ensure that the proposed solutions maximize the clients' goals and objectives. Coordinate commercial, consumer and other loan requests through established processes. Ensure that relationship/product growth plans have been developed in collaboration with the Director of Private Banking, and are implemented. Develop detailed knowledge of products and services offered by Extraco Corporation including commercial loans, consumer loans, depository accounts, consulting, etc. Prepare and deliver presentations to clients on various financial topics. Maintain accurate and up-to-date records of client interactions, sales activities, and performance metrics. Participate in community events and activities to promote the bank and build relationships with potential clients. Keep up-to-date with industry trends and regulations, and ensure compliance with applicable laws and regulations. May work on projects with limited complexity in a support or advisory role. Performance Measurements Functions and banking services are effectively performed and completed in accordance with established Extraco policies, procedures and legal and regulatory requirements. Documents and reports are completed accurately, efficiently and in a timely fashion. Good working relationship/partnerships exist with Extraco personnel, management, customers, and vendors. Adheres to prescribed KPI goals including but not limited to new business acquisition, product, deposit, loan growth, Client satisfaction, and Client retention. QUALIFICATIONS EDUCATION/CERTIFICATION Bachelor's degree in Business preferred, or equivalent work experience SKILLS/ABILITIES Strong relationship management and team building skills; views team concept as critical to model. Effective oral and written communication skills. Good communication and public relations skills. Ability to cooperate with and assist others both externally and internally. Good organizational and time management skills with ability to handle multiple tasks under tight time frames. Goal-oriented and driven to achieve individual and team objectives. Attention to detail and accuracy. Understanding of banking regulations and compliance requirements. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to accept instruction, prioritize and follow through on work assignments. Ability to write reports, business correspondence and procedural manuals. Ability to calculate figures such as interest, ratios, loan growth, and percentages. Ability to operate modern office equipment and software.
    $56k-99k yearly est. 60d+ ago

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Extraco Banks may also be known as or be related to Extraco Banks, Extraco Banks N.A., Extraco Banks, National Association and Extraco Corporation.