Agent - Financial Crimes/Consumer Advocacy
Finance associate job in Oklahoma City, OK
Job Posting Title Agent - Financial Crimes/Consumer Advocacy Agency 049 ATTORNEY GENERAL Supervisory Organization Office of Attorney General Job Posting End Date Refer to the date listed at the top of this posting, if available. Continuous if date is blank.
Note: Applications will be accepted until 11:59 PM on the day prior to the posting end date above.
Estimated Appointment End Date (Continuous if Blank)
Full/Part-Time
Full time
Job Type
Regular
Compensation
Job Description
Title: Agent
Unit: Consumer Protection - Financial Crimes/Consumer Advocacy.
Salary Range: $68,000 - $90,000, commensurate with experience and qualifications
FLSA Status: Non-exempt
Location of Work: Oklahoma City or Tulsa, OK
Schedule: Full-time
Position Description:
Agents of the Oklahoma Attorney Generals (OAG) Office are commissioned state law enforcement officials tasked with investigating violations and alleged violations of criminal and civil Oklahoma state statutes. As the sole state law enforcement entity under the Oklahoma Attorney General, OAG Agents have the unique investigative and prosecutorial advantage in working with, and collaborating with, state OAG prosecutors on a daily basis. As commissioned state law enforcement officials, OAG Agents are automatically enrolled and are designated beneficiaries of the Oklahoma Law Enforcement Retirement System (OLERS). To help ensure OAG Agents are capable of fulfilling their responsibilities to the citizens of Oklahoma as state law enforcement officials, OAG Agents are subject to medical and physical fitness evaluations. All OAG agents may be reassigned to another unit within the OAG at any time.
Unit Summary:
The Consumer Protection Unit is tasked with investigating violations, or alleged violations of civil and criminal statutes involving fraudulent acts that victimize patrons of consumer services. These investigations include but are not limited to: victims of fraud, services not rendered, embezzlement, storm damage services not rendered, and other "scams" victimizing Oklahoma citizens and consumers.
Essential Functions:
* Develop and investigate cases.
* Meet deadlines.
* Communicate and collaborate with other CPU Agents, Supervisory Agent, and prosecutors.
* Interview witnesses, victims, and suspects, and then document findings.
* Effectively and professionally research, prepare, analyze, and understand complex information and legal issues.
* Possess the ability and willingness to carry a firearm and use deadly force as required.
* Maintain the integrity of the Attorney General's Office as well as the confidentiality of information as required by the Attorney General.
* Exhibit sound judgment, as well as exhibiting excellent report writing skills.
* Prepare and provide testimony in courtroom settings.
* Execute search warrants, arrest warrants, and marijuana eradication operations.
* Maintain safety protocol for the Office of Attorney General.
* The ability to perform all the physical demands as described below.
* Other duties as assigned.
Required Qualifications:
Qualified individuals must:
* Be a CLEET certified peace officer in Oklahoma, or eligible to become a CLEET certified peace officer through reciprocity or successfully meeting and completing the standards and requirements of the Council on Law Enforcement Education and Training (CLEET) to become a certified peace officer in Oklahoma. (Which may include the successful admission and completion of the CLEET Academy)
* Possess a valid Oklahoma driver's license
Preference will be given to individuals with:
* A Bachelor's Degree
* At least four years of investigative experience
* Accounting Experience
* Experience with complex financial matters
* Experience investigating financial crimes
Physical Demands:
Incumbents in this position will be required to take and pass a medical physical examination and a rigorous physical fitness evaluation. The physical fitness evaluation incudes, but may not be limited to: push-ups, sit-ups, 300 meter sprint, and a mile and one-half run. As a state law enforcement official, this position regularly requires effective utilization of all extremities, the ability to operate vehicles, objects or controls, and reach or extend hands and arms. OAG Agents are expected to communicate effectively orally and adequately hear within the context of interview, interrogation, and court room settings. Agents are required to be able stand, walk, stoop, kneel, crouch and lift 50 pounds. As a state law enforcement official, OAG Agents are expected to work effectively in different types of environmental settings to include but not limited to: offices, outdoors, and extreme or hazardous weather conditions.
Mental Demands:
While performing the duties of this position, the employee must be able to use written and oral communication skills; read and interpret data, information and documents; interpret policies and procedures; learn and apply new information or new skills; work under deadlines with some interruptions; and interact with OAG staff, other organizations; and interact with suspects, victims, other law enforcement officers, Court officials, and the general public. The incumbent will be required to take and pass a preliminary psychological assessment (MMPI).
Work Environment:
As a state law enforcement official, OAG Agents are expected to work effectively in different types of environmental settings to include but not limited to: offices, outdoors, vehicles, and extreme or hazardous weather conditions. The incumbent needs to have the ability to operate in a professional office environment and uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position frequently calls for the incumbent to work outdoors, and within their vehicle for long hours during all seasons. The incumbent must have the flexibility to work non-traditional work hours such as nights, weekends, and holidays when needed.
The Oklahoma Office of the Attorney General is an equal opportunity employer and does not make hiring decisions on the basis of race, sex/gender, color, age, national origin, genetic information, religion, or disability, so long as the disability does not render the person unable to perform the essential functions of the position for which employed with a reasonable accommodation. If reasonable accommodations are needed to apply for this position, please contact OAG Human Resources at ************** or *************. All employees of the Oklahoma Office of the Attorney General are "at will" employees.
Equal Opportunity Employment
The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability.
Current active State of Oklahoma employees must apply for open positions internally through the Workday Jobs Hub.
If you are needing any extra assistance or have any questions relating to a job you have applied for, please click the link below and find the agency for which you applied for additional information:
Agency Contact
Auto-ApplyManager - Financial Advisory Services
Finance associate job in Oklahoma City, OK
Experience a 45X+ award-winning culture!
Embarkers enjoy:
Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team
Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:
Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
Whole human growth: $150 monthly stipend for holistic development
Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
Financial support: Up to 3% 401(k) matching and financial advisory services
Team and community engagement: Monthly social events within your market, charitable matching, and great people!
What you'll be doing as an Advisory Manager Consultant:
Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are taken care of by assisting with hands-on financial information package consulting, analysis, M&A, etc. in a timely, efficient, and accurate manner. In this role, you'll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy.
To be a good fit for our Manager - Financial Advisory role you will have:
5+ years of experience in Big 4/public accounting and/or industry
CPA required
Strong knowledge of U.S. GAAP
Strong computer skills, particularly in Excel
Keen attention to detail
Strong communication skills, both oral and written
A high sense of urgency, strong initiative and the ability to multi-task
Added bonus if you have…
Inter-company experience
Oil and gas experience
REIT experience
Technology revenue recognition experience
Healthcare experience
SEC filing exposure/experience
What's in it for you:
We pay 100% of insurance premiums on medical, dental, and vision for you AND your family
Typical compensation range of $140,000- $160,000
We match 50% to 6% on our 401K
Fully paid parental leave for all new parents
Monthly stipend for whole human wellness
Highly competitive salaries
All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style
Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)
In closing...
If this role sounds exciting, apply and let's start the conversation!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
Auto-ApplyConsultant Financial Services Regulatory Summer 2026 | Multiple Locations
Finance associate job in Oklahoma City, OK
Description & Requirements Forvis Mazars is a Top 10 professional services firm focused on providing Advisory, Assurance, and Tax services. We are driven by our commitment to Forward Vision in providing rewarding careers and delivering unmatched client experiences through innovative services to our industry leading global clients.
The Financial Services Advisory practice brings our global footprint, clients, industry expertise, and innovative solutions together to help global companies exceed their strategic objectives and needs. We have a national and global footprint with a significant portfolio of financial services clients spanning across banking, insurance, global markets, asset and wealth management, and payments. Our clients range from the largest, premier global banks, insurers, and financial institutions to super-regional and community banking clients, asset managers, and Fintech start-ups.
We are looking for team members to join our global, inclusive community of passionate financial services advisors. These diverse professionals should be highly skilled, entrepreneurial, and future focused - they are self-starters with curiosity and a passion for continuous learning. They possess a strong growth mindset that propels themselves and others forward, driving innovation through delivery, and helping clients succeed beyond their expectations.
Daily, you will have the opportunity to learn and work alongside a broad mix of highly talented subject matter leaders and team members both at Forvis Mazars and at our clients. You will have an environment to explore and experience emerging, and relevant topics based on your interests and alignment to your short and long-term career goals.
How you will contribute:
* Conducting Regulatory Compliance Reviews
* Conducting Independent Bank Secrecy Act (BSA)/Anti-Money Laundering (AML) Reviews
* Interfacing with the senior management of our clients
* Writing reports, including key findings and recommendations
* Participating in client meetings and executive presentations
* Maintaining and achieving high quality in work, client relations, and team relations
* Performing other duties as assigned by the firm's leadership
* Executing with significant independence all facets of engagement activities
* Delivering Forvis Mazars' commitment to unmatched client experience through timely and responsive communication with internal and external clients
We are looking for people who have Forward Vision and:
* Effective time management
* Strong oral and written communication skills
* Ability to work well with a team as well as independently
* Problem-solving attitude
* Willingness to take initiative
* Close attention to detail
* Ability to work under pressure and against deadlines
Minimum Qualifications:
* Bachelor's degree in business, finance, accounting, economics and others might be considered
* Proficiency in MS Office: Word, Excel, Power Point and Outlook
Preferred Qualifications:
* GPA of 3.0 or higher (in major and overall)
Applicants for positions with Forvis Mazars must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. Visa sponsorship is not available for this position.
#LI-LRA, #LI-CHI, #LI-IND, #LI-KCMO, #LI-STL, #LI-OKC, #LI-HOU
Illinois Wage Transparency
Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit **************************************** Forvis Mazars reserves the right to make changes to the salary range based on business needs.
IL Minimum Salary (USD)
$ 71000
IL Maximum Salary (USD)
$ 75000
Contract Administration Financial Specialist
Finance associate job in Oklahoma City, OK
Job DescriptionDescription:
Job Title: Contract Administration Financial Specialist
Team: Finance
Reports To: Grant Accounting Supervisor
Grade: 12
Prepared By: Human Resources Director
Prepared Date: 03/20/2000
Approved By: CFO and Deputy Executive Director
Approved Date: 07/05/2001, 09/13/2002, Revised 02/10/04; 05/10/16; 04/06/18; 09/15/2020, 9/22/2025
SUMMARY
Entry level accounting position responsible for the financial reporting and payment process of the Contract Administration program.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Provide outstanding customer service to both external and internal stakeholders.
Oversee the monthly voucher payment process, ensuring timely disbursement for eligible units under Housing and Urban Development (HUD) and the Tenant Rental Assistance Certification System (TRACS)
Responsible for monitoring tenant files in Housing and Urban Development's (HUD) Tenant Rental Assistance Certification System (TRACS) to ensure properties are at or above 90% compliance.
Responsible for the timely handling and processing of contract rent adjustments requested by owners, securing HUD approval when required, and ensuring the proper implementation of payments on voucher requests.
Responsible for accurately maintaining and documenting records, worksheets, and work papers.
Responsible for ensuring OHFA attains the Acceptable Quality Level (AQL) on all Incentive Based Performance Standard tasks.
Responsible for identifying and correcting any Disincentive Deduction for any Incentive Based Performance Standard task as needed.
Responsible for assisting the Grant Accounting Supervisor, CFO and the Deputy Executive Director in the creation of the annual work plan required by HUD.
Assists with the monthly, quarterly, and annual reports as required by HUD.
Responsible for monitoring, adopting, and implementing current and future HUD requirements and regulations governing the administration of Section 8 contracts.
Responsible for submitting annual Section 8 year-end statements, and OHFA Annual Audits to HUD in a timely manner as identified in the RFP and for the Line of Credit Control System (LOCCS) cut-over process of newly assigned contracts.
Responsible for assisting the Grant Accounting Supervisor with preparing and submitting 1099s to the IRS.
Responsible for monthly bank reconciliation and general journal entries of the Contract Administration Program.
Requirements:
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor's degree in Accounting, Finance or a Business-related degree; and at least two years of progressive accounting experience.
LANGUAGE SKILLS
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid driver's license.
Must be bondable.
Must obtain Certified Occupancy Specialist (COS) certification within one year of hire date.
OTHER KNOWLEDGE, SKILLS, AND ABILITIES
Knowledge of and experience in Contract Administration preferred. Knowledge of the local, state, and federal laws governing the Contract Administration program. Ability to understand, act on, and interpret policies, regulations and procedures as set forth by the Housing Agency and/or HUD. Ability to establish, monitor, and achieve objectives through skillful delegation of duties.
Ability to establish and maintain effective working relationships with co-workers, vendors, consultants, contractors, tenants, HUD, and local, state, and federal officials. Working knowledge of Microsoft Office Applications -- Word, Excel, Outlook.
WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually quiet.
Private Banker - OKC
Finance associate job in Oklahoma City, OK
Responsibilities include developing and managing a portfolio of deposits and loans for private banking. Deposits typically include personal, business and Treasury Management needs for clients. Loans typically include consumer mortgage, commercial, aircraft, unsecured, auto and securities loans as well as the ability to creatively structure complex credit facilities to accommodate client needs.
Clients include business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This includes medical groups, law firms and accounting firms. While primarily focused on lending and banking services, a successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects.
Position Requirements:
Candidates for this position must possess a minimum of 5 years' experience in lending or Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment.
Strong understanding of credit, complex personal and business financials and tax returns is highly preferred.
Candidates must demonstrate a strong work ethic and character, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs and corporate executives.
A working knowledge of trust and investments is a plus. Commensurate Experience considered in lieu of bachelor's degree.
In addition, commensurate experience in sales/management and business development will be considered.
Financial Services Representative (Full Time Temporary)
Finance associate job in Chandler, OK
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $14 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyPersonal Banker
Finance associate job in Norman, OK
At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun!
SUMMARY
The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services. A critical success factor for this position is to proactively identify client needs and look for opportunities to refer clients to additional lines of business that provide value and make their lives more convenient. Sales and service responsibilities include expanding existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. To be successful, the Personal Banker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank.
PRIMARY DUTIES/RESPONSIBILITIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Client Relations and Sales
* Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to offer Bank products and services.
* Engages in professionally curious conversations with prospective and existing clients in order to uncover service opportunities. Asks questions to understand what is important to the client and how the Bank can help meet the client's financial needs. Uses a consultative approach while tailoring recommendations and solutions.
* Presents options to clients about ways to make their banking more beneficial, easy and convenient, while ensuring the needs of the client always come first.
* Works to bring the client's expectations in line with the Bank's capabilities in order to achieve the client's desired outcome. In every interaction looks for ways to say "yes" to the client, adapting, as needed, to meet the ever-changing needs of our clients and the communities where we do business.
* While consulting with the client, thoroughly explains product and account features, statements and service charges in a manner that the client can easily understand.
* Develops strong relationships with other colleagues at the Bank in order to introduce clients to specialists who can assist with specific financial needs.
* Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems. Dedicated to resolving client service issues in a manner that is efficient and favorable to the client and the Bank.
Teller Transactions
As needed, opens new accounts and assists with Teller transactions:
* Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks.
* Assists clients with questions on accounts and researches to identify and resolve problems.
* Accurately processes transactions while working within defined limits of authority. Maintains accurate cash and coin supply in drawer, keeping currency and coin in a neat and orderly arrangement.
* Verifies deposit amounts, examines checks, bonds and cashier's checks to determine negotiability. Accurately verifies signatures and client balances on withdrawals. Enters transactions into Bank records via online terminal. Completes and records accurate documentation on large transactions.
* Responsible for accuracy in balancing each day's transactions and verifying cash. Balances drawer and coin vault within defined accuracy standards.
Other Duties
* Leads by example, exceeding the expectations of the Bank's Mission, Core Values, and Golden Rules of Service.
* Complies with all policies, procedures and regulatory banking requirements.
* Demonstrates good work habits, attendance and follows policies and procedures.
* Performs other relevant duties as assigned.
* Regular and reliable attendance at work is an essential function of the job.
Main Banker
Finance associate job in Seminole, OK
SUMMARY: Responsible for furnishing Cashiers in the casino cage with money; accurately reconciling vault inventory; verifying all money drops and deposits. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal or sensitive nature. The ultimate objective of this position is to help advance the Seminole Nation by delivering value and signature moments every day.ESSENTIAL DUTIES AND RESPONSIBILITIES: include, but are not limited to the following:• Creates and supports a work environment/culture focused on building high-trust relationships by extending support and respect to all• Assists various departments in counting gratuities.• Verifies all money drops and deposits money into appropriate accounts.• Reconciles cage cashier banks accurately.• Accurately complete prize checks when necessary.• Maintains various records of Main Bank activities.• Maintains the accuracy of vault inventory during ALL shifts.• Pulls and counts mutilated money; preparing it to be returned to the bank.• Ensures proper fills and reconciliation for ATM's / Kiosks.• Held accountable, to a high degree, for the accuracy, confidentiality, and thoroughness of departmental records and reports.• Complies with Title 31 requirements and other internal control standards.• Prepares reports as requested.• Seeks efficiency in Cage departments without undermining the rules/regulations.• Demonstrate effective computer literacy skills with Microsoft programs and database systems.KNOWLEDGE AND SKILLS - EXPERIENCE and/or EDUCATION:Equivalent to a high school education with one (1) year to three (3) years of similar or related experience.
Auto-ApplyRelationship Banker - May Ave and 37th - Oklahoma City, OK
Finance associate job in Oklahoma City, OK
JobID: 210689046 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyRelationship Banker I
Finance associate job in Shawnee, OK
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Relationship Banker I
Job Description
* Do you approach serving every customer like they are your family member?
* Are you intuitively aware of the overall picture and able to discern top priorities?
* Do you seem to forge positive and trusting relationships with everyone?
* Are you highly responsible and dependable? Do you always follow through on your promises, no matter what?
* Do you effortlessly handle challenging situations?
* Are you relentless about constant improvement? Do you have a learning mindset?
* Do you revel at the opportunity to provide personalized service that creates customer loyalty?
* Are you addicted to a positive attitude?
* Do you commit to meeting deadlines and never miss the little details?
At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs.
The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.
We Offer:
* An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ
* An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference
* Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career
* Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way
* The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us
* Educational assistance and reimbursements
At First United Bank our purpose is to inspire and empower others to Spend Life Wisely.
Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path.
The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Essential Duties:
* Maintains a basic knowledge of all First United 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.
* Follows proper procedures accurately and efficiently for all customer-servicing activities performed.
* Retains existing customers and develop new customer relationships.
* Serves as customers' single point of contact on all First United Bank products and services.
* Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.
* Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.
* Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
* Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
* Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
* Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy.
* Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services.
* Maintains appropriate drawer limits, perform cash versifications and vault duties.
* Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.
* Proactively resolve customer complaints, problems, or other issues.
* Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans.
* Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.
* Masters the Primary Purpose and Essential duties of the Relationship Banker I position.
Employee Specifications:
* High School Diploma strongly preferred. Some college is strongly preferred.
* Minimum of 1 year of banking experience as a Teller, Lending Assistant or New Accounts is required.
* Cash handling experience is preferred.
* Superior customer service skills required.
* Basic mathematics to solve problems.
* Requires being exact or highly accurate with daily work.
* Ability to effectively read, write, and verbally communicate with customers and co-workers.
* Ability to manage time effectively and work independently, without close supervisor.
* Ability to use good judgment and exercise decision-making skills.
* Critical Thinking - requires logic and reasoning to identify solutions, conclusions or approaches to problems.
* Ability to multi-task.
* Maintain a professional attitude and appearance.
* Behave ethically while at work or outside your work environment.
* Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.
The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.
#LI-MD2
All Locations:
Shawnee
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
Auto-ApplyPersonal Banker, Floating
Finance associate job in Yukon, OK
Job Details Yukon Branch - Yukon, OKDescription
Floating position among several markets in the OKC metro area. Applicant preferred in the Yukon market as the home office, but willing and able to travel to other OKC area markets as need.
Summary: As a Personal Banker, you have a passion for helping customers, building relationships, and delivering superior customer service. You are energetic and enthusiastic as the face of Great Plains Bank to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of advancement and training opportunities. This position is eligible to participate in the Team Incentive Plan (TIP).
As a Personal Banker, you will take a lead role in delivering a superior experience to Great Plains customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
Essential Duties and Responsibilities include the following: (Other duties may be assigned)
Delivers a superior customer experience by acting with a customer-first attitude.
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs and tailor product and service recommendations.
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to Great Plains technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our products and services work together
Works in partnership with Specialists (Consumer Loan, Financial Advisors, Mortgage Bankers, Treasury Management, and Business Banking) to connect customers to experts who can help them with specialized financial needs.
Opens checking, savings, certificate of deposits, safe deposit boxes and all account types and maintains customer files.
Receives funds for deposit or distributes funds after verification of accounts and balances and examines checks for endorsements.
Enters customers' transactions into computer to memo post transactions, and issues teller machine and manually generated receipts.
Places holds on accounts for uncollected funds.
Orders daily supply of cash and counts incoming cash.
Balances currency and coin in cash drawer at end of shift and compares totaled amounts with data displayed on teller machine and/or other corresponding reports.
Processes incoming and outgoing collection items.
Processes branch daily insufficient checks online.
Orders customer checks and pays invoices.
Performs customer wire transfer services.
Processes forms received in person or by mail. Files forms.
Ability to effectively contribute to a positive team environment and work towards achieving goals.
Other duties can be as assigned.
Qualifications
Supervisory Responsibilities
This job has no direct supervisory responsibilities at this time, although future opportunities are possible.
Education and/or Experience
Associates degree from two-year college or university; or 3-5 years of experience in Retail banking sales, financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results.
Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Skills
Ability to read, analyze, and interpret technical procedures and/or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from other employees, customers and the general public. Ability to calculate basic math figures and amounts. Ability to apply concepts of basic algebra and geometry. To perform this job successfully, an individual should have knowledge of Microsoft Internet Explorer and Microsoft Office software.
Physical Demands
This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The environment would be consistent with a typical business office with moderate noise, services open to the public and the ability to work in a confined area typically indoors.
All employees are required to attend training as required by GPB, as well as support the overall compliance program by complying with all laws, policies and procedures.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran and basis of disability or any other federal, state or location protected class.
Financial Audit Analyst
Finance associate job in Oklahoma City, OK
The Financial Audit Analyst role manages the Sales Leadership Program audit function from data aggregation through review and reporting to monthly presentations to Personal Banking senior leadership and ensuring the Program aligns with the Bank's and with Personal Banking's sales goals and strategy.
Duties include:
Audits Personal Banking Sales Leadership Program (“SLP”) within the Bank to ensure accuracy and compliance with policy and procedures
Identifies improper documentation, researches issues and makes recommendations to improve policies or procedures accordingly
Leads audits to review for proper control and potential process efficiency improvements
Works with internal auditors to help reconcile discrepancies or support the internal auditing function
Familiar with a variety of the field's concepts, practices, and procedures
Relies on experience and judgment to plan and accomplish goals
Performs a variety of complicated tasks
A wide degree of creativity and latitude is expected
Executes monthly and ad hoc reporting
Creates and maintains databases, develops and performs queries both independently and at the direction of management
Position Requirements:
Bachelor's degree in Finance, Accounting, or Economics degree with a minimum of 3.25 GPA or better
1+ years of experience in audit role
2+ years of experience in an analytical setting
Strong analytical, logic, and math skills
Strong verbal & written communication skills
Must be a self-starter and work well with others
Strong proficiency in Excel, Access preferred
Relationship Banker - May Ave and 37th - Oklahoma City, OK
Finance associate job in Oklahoma City, OK
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyPersonal Banker - Bilingual
Finance associate job in Oklahoma City, OK
At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun!
SUMMARY
The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services. A critical success factor for this position is to proactively identify client needs and look for opportunities to refer clients to additional lines of business that provide value and make their lives more convenient. Sales and service responsibilities include expanding existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. To be successful, the Personal Banker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank. Fluency in both Spanish and English is required, including the ability to read, write, and speak professionally in both languages.
PRIMARY DUTIES/RESPONSIBILITIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Client Relations and Sales
* Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to offer Bank products and services.
* Engages in professionally curious conversations with prospective and existing clients in order to uncover service opportunities. Asks questions to understand what is important to the client and how the Bank can help meet the client's financial needs. Uses a consultative approach while tailoring recommendations and solutions.
* Presents options to clients about ways to make their banking more beneficial, easy and convenient, while ensuring the needs of the client always come first.
* Works to bring the client's expectations in line with the Bank's capabilities in order to achieve the client's desired outcome. In every interaction looks for ways to say "yes" to the client, adapting, as needed, to meet the ever-changing needs of our clients and the communities where we do business.
* While consulting with the client, thoroughly explains product and account features, statements and service charges in a manner that the client can easily understand.
* Develops strong relationships with other colleagues at the Bank in order to introduce clients to specialists who can assist with specific financial needs.
* Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems. Dedicated to resolving client service issues in a manner that is efficient and favorable to the client and the Bank.
Teller Transactions
As needed, opens new accounts and assists with Teller transactions:
* Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks.
* Assists clients with questions on accounts and researches to identify and resolve problems.
* Accurately processes transactions while working within defined limits of authority. Maintains accurate cash and coin supply in drawer, keeping currency and coin in a neat and orderly arrangement.
* Verifies deposit amounts, examines checks, bonds and cashier's checks to determine negotiability. Accurately verifies signatures and client balances on withdrawals. Enters transactions into Bank records via online terminal. Completes and records accurate documentation on large transactions.
* Responsible for accuracy in balancing each day's transactions and verifying cash. Balances drawer and coin vault within defined accuracy standards.
Other Duties
* Leads by example, exceeding the expectations of the Bank's Mission, Core Values, and Golden Rules of Service.
* Complies with all policies, procedures and regulatory banking requirements.
* Demonstrates good work habits, attendance and follows policies and procedures.
* Performs other relevant duties as assigned.
* Regular and reliable attendance at work is an essential function of the job.
Part-Time Relationship Banker I
Finance associate job in Oklahoma City, OK
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Part-Time Relationship Banker I
Job Description
* Do you approach serving every customer like they are your family member?
* Are you intuitively aware of the overall picture and able to discern top priorities?
* Do you seem to forge positive and trusting relationships with everyone?
* Are you highly responsible and dependable? Do you always follow through on your promises, no matter what?
* Do you effortlessly handle challenging situations?
* Are you relentless about constant improvement? Do you have a learning mindset?
* Do you revel at the opportunity to provide personalized service that creates customer loyalty?
* Are you addicted to a positive attitude?
* Do you commit to meeting deadlines and never miss the little details?
At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs.
The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.
We Offer:
* An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ
* An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference
* Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career
* Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way
* The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us
* Educational assistance and reimbursements
At First United Bank our purpose is to inspire and empower others to Spend Life Wisely.
Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path.
The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Essential Duties:
* Maintains a basic knowledge of all First United 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.
* Follows proper procedures accurately and efficiently for all customer-servicing activities performed.
* Retains existing customers and develop new customer relationships.
* Serves as customers' single point of contact on all First United Bank products and services.
* Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.
* Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.
* Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
* Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
* Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
* Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy.
* Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services.
* Maintains appropriate drawer limits, perform cash versifications and vault duties.
* Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.
* Proactively resolve customer complaints, problems, or other issues.
* Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans.
* Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.
* Masters the Primary Purpose and Essential duties of the Relationship Banker I position.
Employee Specifications:
* High School Diploma strongly preferred. Some college is strongly preferred.
* Minimum of 1 year of banking experience as a Teller, Lending Assistant or New Accounts is required.
* Cash handling experience is preferred.
* Superior customer service skills required.
* Basic mathematics to solve problems.
* Requires being exact or highly accurate with daily work.
* Ability to effectively read, write, and verbally communicate with customers and co-workers.
* Ability to manage time effectively and work independently, without close supervisor.
* Ability to use good judgment and exercise decision-making skills.
* Critical Thinking - requires logic and reasoning to identify solutions, conclusions or approaches to problems.
* Ability to multi-task.
* Maintain a professional attitude and appearance.
* Behave ethically while at work or outside your work environment.
* Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.
The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.
All Locations:
OKC-Downtown
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
Auto-ApplyPersonal Banker I
Finance associate job in Tuttle, OK
Job Details Tuttle Branch - Tuttle, OKDescription
Floating position among several markets to include: The OKC Metro Area. Applicant could potentially consider any of these markets to be a office location and willing to travel to other markets in need.
Summary: As a Personal Banker, you have a passion for helping customers, building relationships, and delivering superior customer service. You are energetic and enthusiastic as the face of Great Plains Bank to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of advancement and training opportunities. This position is eligible to participate in the Team Incentive Plan (TIP).
As a Personal Banker, you will take a lead role in delivering a superior experience to Great Plains customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
Essential Duties and Responsibilities include the following: (Other duties may be assigned)
Delivers a superior customer experience by acting with a customer-first attitude.
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs and tailor product and service recommendations.
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to Great Plains technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our products and services work together
Works in partnership with Specialists (Consumer Loan, Financial Advisors, Mortgage Bankers, Treasury Management, and Business Banking) to connect customers to experts who can help them with specialized financial needs.
Opens checking, savings, certificate of deposits, safe deposit boxes and all account types and maintains customer files.
Receives funds for deposit or distributes funds after verification of accounts and balances and examines checks for endorsements.
Enters customers' transactions into computer to memo post transactions, and issues teller machine and manually generated receipts.
Places holds on accounts for uncollected funds.
Orders daily supply of cash and counts incoming cash.
Balances currency and coin in cash drawer at end of shift and compares totaled amounts with data displayed on teller machine and/or other corresponding reports.
Processes incoming and outgoing collection items.
Processes branch daily insufficient checks online.
Orders customer checks and pays invoices.
Performs customer wire transfer services.
Processes forms received in person or by mail. Files forms.
Ability to effectively contribute to a positive team environment and work towards achieving goals.
Other duties can be as assigned.
Qualifications
Supervisory Responsibilities
This job has no direct supervisory responsibilities at this time, although future opportunities are possible.
Education and/or Experience
Associates degree from two-year college or university; or 3-5 years of experience in Retail banking sales, financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results.
Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Skills
Ability to read, analyze, and interpret technical procedures and/or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from other employees, customers and the general public. Ability to calculate basic math figures and amounts. Ability to apply concepts of basic algebra and geometry. To perform this job successfully, an individual should have knowledge of Microsoft Internet Explorer and Microsoft Office software.
Physical Demands
This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The environment would be consistent with a typical business office with moderate noise, services open to the public and the ability to work in a confined area typically indoors.
All employees are required to attend training as required by GPB, as well as support the overall compliance program by complying with all laws, policies and procedures.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran and basis of disability or any other federal, state or location protected class.
Relationship Banker - May Ave and 37th - Oklahoma City, OK
Finance associate job in Oklahoma City, OK
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Personal Banking Approval Specialist
Finance associate job in Oklahoma City, OK
This position will provide ongoing support to banking centers by fielding phone and email inquiries regarding various approval requests. The successful candidate will work directly with all Personal Banking personnel to assist with various approval requests, providing excellent and efficient customer service. The successful candidate will be required to evaluate risk with each approval request to make a quality decision to support the banking center and customer while mitigating risk to the bank. The successful candidate will also share the responsibility of managing various tracking reports related to all incoming approval requests. This position will work closely with various departments such as Personal Banking Administration, Policy & Procedure, and the Personal Banking Governance Manager to ensure processes related to in person and remote approvals are effective.
Hours of the position(s) will be scheduled between 9am to 8pm to support outside markets.
Personal Banker
Finance associate job in Moore, OK
Job Details OK Moore East Moore - Moore, OK Full Time None Flex M-F 7:30-6:15; RS 8:45-12:15 RetailDescription
At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun!
SUMMARY
The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services. A critical success factor for this position is to proactively identify client needs and look for opportunities to refer clients to additional lines of business that provide value and make their lives more convenient. Sales and service responsibilities include expanding existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. To be successful, the Personal Banker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank.
PRIMARY DUTIES/RESPONSIBILITIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Client Relations and Sales
Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to offer Bank products and services.
Engages in professionally curious conversations with prospective and existing clients in order to uncover service opportunities. Asks questions to understand what is important to the client and how the Bank can help meet the client's financial needs. Uses a consultative approach while tailoring recommendations and solutions.
Presents options to clients about ways to make their banking more beneficial, easy and convenient, while ensuring the needs of the client always come first.
Works to bring the client's expectations in line with the Bank's capabilities in order to achieve the client's desired outcome. In every interaction looks for ways to say “yes” to the client, adapting, as needed, to meet the ever-changing needs of our clients and the communities where we do business.
While consulting with the client, thoroughly explains product and account features, statements and service charges in a manner that the client can easily understand.
Develops strong relationships with other colleagues at the Bank in order to introduce clients to specialists who can assist with specific financial needs.
Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems. Dedicated to resolving client service issues in a manner that is efficient and favorable to the client and the Bank.
Teller Transactions
As needed, opens new accounts and assists with Teller transactions:
Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks.
Assists clients with questions on accounts and researches to identify and resolve problems.
Accurately processes transactions while working within defined limits of authority. Maintains accurate cash and coin supply in drawer, keeping currency and coin in a neat and orderly arrangement.
Verifies deposit amounts, examines checks, bonds and cashier's checks to determine negotiability. Accurately verifies signatures and client balances on withdrawals. Enters transactions into Bank records via online terminal. Completes and records accurate documentation on large transactions.
Responsible for accuracy in balancing each day's transactions and verifying cash. Balances drawer and coin vault within defined accuracy standards.
Other Duties
Leads by example, exceeding the expectations of the Bank's Mission, Core Values, and Golden Rules of Service.
Complies with all policies, procedures and regulatory banking requirements.
Demonstrates good work habits, attendance and follows policies and procedures.
Performs other relevant duties as assigned.
Regular and reliable attendance at work is an essential function of the job.
QUALIFICATIONS
EXPERIENCE REQUIREMENTS:
A minimum of six months' work experience providing customer service support or cash handling experience in the financial services, retail sales or other goal-oriented environment.
Previous teller and sales experience preferred.
Proficient knowledge of bank products and services.
EDUCATION REQUIREMENTS:
High school degree or equivalent required.
Some college preferred.
OTHER REQUIREMENTS (SKILLS, ABILITIES, CHARACTERISTICS):
Strong work ethic and high integrity.
Represents the Bank and oneself in a positive, courteous and friendly manner. Maintains professional appearance and behavior at all times.
Excellent client-service skills, displaying a friendly, outgoing, assertive, confident, and enthusiastic personality.
Exceptional interpersonal and communication skills with the ability to effectively build relationships. Must be able to interface at all levels of the organization, build collaborative relationships across departments and teams, and display confidence when speaking with internal and external customers.
Demonstrates an outgoing, enthusiastic and sales-oriented personality. Must have great sales skills and be comfortable working in a goal-oriented environment. Actively participates in the Bank's sales program and is able to meet and exceed the expectations of established sales and referral activities.
Established organizational skills leading to high accuracy rates in all areas.
Proficient computer and technical skills, including the ability to use bank software products and branch capture equipment.
ADDITIONAL INFORMATION
SUPERVISORY RESPONSIBILITY: None
PHYSICAL REQUIREMENTS:
May require long periods of standing or sitting.
Ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing over 25 pounds.
May require long periods of typing and repetitive motion.
EOE Disability/Vet Member FDIC
Personal Banker I
Finance associate job in El Reno, OK
Job Details El Reno Branch - El Reno, OKDescription
Summary: As a Personal Banker, you have a passion for helping customers, building relationships, and delivering superior customer service. You are energetic and enthusiastic as the face of Great Plains Bank to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of advancement and training opportunities. This position is eligible to participate in the Team Incentive Plan (TIP).
As a Personal Banker, you will take a lead role in delivering a superior experience to Great Plains customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
Essential Duties and Responsibilities include the following: (Other duties may be assigned)
Delivers a superior customer experience by acting with a customer-first attitude.
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs and tailor product and service recommendations.
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to Great Plains technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our products and services work together
Works in partnership with Specialists (Consumer Loan, Financial Advisors, Mortgage Bankers, Treasury Management, and Business Banking) to connect customers to experts who can help them with specialized financial needs.
Opens checking, savings, certificate of deposits, safe deposit boxes and all account types and maintains customer files.
Receives funds for deposit or distributes funds after verification of accounts and balances and examines checks for endorsements.
Enters customers' transactions into computer to memo post transactions, and issues teller machine and manually generated receipts.
Places holds on accounts for uncollected funds.
Orders daily supply of cash and counts incoming cash.
Balances currency and coin in cash drawer at end of shift and compares totaled amounts with data displayed on teller machine and/or other corresponding reports.
Processes incoming and outgoing collection items.
Processes branch daily insufficient checks online.
Orders customer checks and pays invoices.
Performs customer wire transfer services.
Processes forms received in person or by mail. Files forms.
Ability to effectively contribute to a positive team environment and work towards achieving goals.
Other duties can be as assigned.
Qualifications
Supervisory Responsibilities
This job has no direct supervisory responsibilities at this time, although future opportunities are possible.
Education and/or Experience
Associates degree from two-year college or university; or 3-5 years of experience in Retail banking sales, financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results.
Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Skills
Ability to read, analyze, and interpret technical procedures and/or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from other employees, customers and the general public. Ability to calculate basic math figures and amounts. Ability to apply concepts of basic algebra and geometry. To perform this job successfully, an individual should have knowledge of Microsoft Internet Explorer and Microsoft Office software.
Physical Demands
This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The environment would be consistent with a typical business office with moderate noise, services open to the public and the ability to work in a confined area typically indoors.
All employees are required to attend training as required by GPB, as well as support the overall compliance program by complying with all laws, policies and procedures.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran and basis of disability or any other federal, state or location protected class.