Finance Administrator/Comptroller III
Finance associate job in Oklahoma City, OK
is located in Oklahoma City, Oklahoma.
Finance Administrator/Comptroller III / D33C
Annual Salary: $90,000.00 + Full State Employee Benefits
Job Responsibilities:
The Audit Liaison coordinates agency participation in external audits by serving as the central point of communication, organizing information requests, ensuring timely and accurate responses from divisions, and maintaining clear documentation of all materials provided to auditors.
This role supports the agency's readiness and responsiveness by tracking audit milestones, preparing internal teams for upcoming steps, facilitating meetings and walkthroughs, and ensuring leadership is consistently informed of progress, risks, and outstanding items throughout the audit cycle.
Minimum Qualifications
Completion of the curriculum requirements for a bachelor's degree in accounting, business, public administration or a closely related field, and five (5) years of experience in professional accounting or auditing or closely related work, including two (2) years in a supervisory or administrative capacity;
OR
an equivalent combination of education and experience, substituting one additional year of professional accounting or auditing experience for each year of the required education.
_______________________
If you have questions, please contact [email protected]
OKDHS is a Fair Chance Employer.
This is a position in the Oklahoma Civil Service.
Announcement Number: 25-BC286
83009736/JR54210
Auto-ApplyAgent - Financial Crimes
Finance associate job in Oklahoma City, OK
Job Posting Title
Agent - Financial Crimes
Agency
049 ATTORNEY GENERAL
Supervisory Organization
Office of Attorney General
Job Posting End Date (Continuous if 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: Criminal Justice Division
Salary Range: $60,000 - $96,300, commensurate with experience and qualifications
FLSA Status: Non-exempt
Schedule: Full-time
Location: Oklahoma City, OK or Tulsa, OK
Position Description:
Agents of the Oklahoma Attorney General's (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.
Vacancy Description:
The Financial Crimes Agent investigates a variety of crimes, including public corruption, defrauding the state or other governmental entities, complex white-collar crimes, organized crime, and other crimes statewide. The agent will also assist in investigations regarding seized assets related to criminal activity. (It should be noted that although this initial vacancy is for the OAG Financial Agent position, the selected individual could be reassigned to another unit within the OAG at any time.)
Essential Functions:
Develop and investigate cases
Communicate and collaborate with other Agents, Supervisory Agents, and prosecutors
Interview witnesses, victims, and suspects, and then document findings
Effectively and professionally research, prepare, analyze, and understand complex information and legal issues.
Maintain the integrity of the Attorney General's Office as well as the confidentiality of information as required by the Attorney General.
Ability to provide sound judgment, as well as exhibit excellent report writing skills
Prepare and provide testimony in courtroom settings
Execute search and arrest warrants
Maintain safety protocol for the Office of the Attorney General
Receive and review financial documents, analyze the inflow & outflow of cash or any other monetary instrument through financial institutions, identify money laundering schemes, and otherwise organize financial information relevant to criminal activity.
The ability to perform all the physical demands as described below
Required Qualifications:
Qualified individuals must:
· Be a CLEET-certified peace officer in Oklahoma or be eligible to become a CLEET-certified peace officer through reciprocity or successfully meet and complete 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
All applicants must agree in writing to complete, and satisfactorily pass, a background investigation.
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 includes, but may not be limited to: push-ups, sit-ups, a 300-meter sprint, and a mile and a 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 courtroom settings. Agents are required to be able to 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 use 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.
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-ApplyAgent - 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-ApplyAssistant Finance Officer
Finance associate job in Oklahoma City, OK
SUMMARY: The Assistant Finance Officer position is part of the Financial Services section of the Administrative Services Division of the Oklahoma City-County Health Department (OCCHD) and is under the supervision of the Finance Officer. The Assistant Finance Officer is responsible for overseeing and coordinating the different functions within Financial Services.
This role involves assisting in the management of financial accounting, budgeting, cash management procurement, and other fiscal operations.
Key duties include analyzing and reporting financial data, developing effective accounting systems, implementing financial controls, approving expenditures and obligations, and performing related tasks.
PRINCIPLE DUTIES AND RESPONSIBILITIES: This is a summary of the duties and responsibilities commonly found within this classification.
All employees must maintain a commitment to the OCCHD's mission, vision, and strategic goals.
This summary is not meant to be all-inclusive, thus, other related activities and tasks may be assigned.
This position functions at the leadership level (Tier 3) as defined by the Council on Linkages Core Competences for Public Health Professionals with integration of all Core Competency Domains.
An emphasis on the following domains is important in this role: Policy Development/Program Planning Skills Communication Skills Community Dimensions of Practice Skills Financial Planning and Management Leadership and Systems Thinking Skills ESSENTIAL JOB FUNCTIONS: Scheduling work assignments.
Supervising employees in separate areas by direct observation and review of job product.
Monitoring and evaluating employee performance, attendance, and leave utilization.
Generating performance evaluations of employees.
Maintains supervisory documentation and files on all employees supervised, including training, performance counseling, attendance, time and leave.
Reviews all timesheets against leave requests and supervisory documentation to ensure timesheets are properly completed before approving.
Documents all overtime worked by FLSA employees and ensures payment of overtime at time-and-a-half or compensable time off is taken within the operational guidelines.
Ensures that incident reports are completed and submitted on all incidents in a timely manner.
Developing and modifying financial documents and reports.
Working closely with the Finance Officer in establishing the overall monitoring and implementation of the OCCHD's budget and establishing necessary financial controls.
Assist Finance Officer with annual budget preparation.
Developing and monitoring accounting procedures.
Supervising the processing and issuing of OCCHD's payroll.
Monitoring the day-to-day operation of OCCHD's budget and expenditure of specific funds.
Providing information to and conferring with the State Auditor's during OCCHD's annual review.
Approving invoices for contract billing.
Works with Procurement Services.
Planning.
Communicating with various officials, employees and the public.
Operating a personal computer.
Generating documents and reports.
Driving to off-site locations to perform job duties.
Completes required training in support of duties and responsibilities of this position.
May facilitate community presentations and/or attend community meetings at the direction and approval of the Executive Team.
Maintains appropriate confidentiality and follows OCCHD guidelines and statutory regulations regarding the release of client or OCCHD information.
Completing required training in support of duties and responsibilities of this position.
At the direction of OCCHD Chief Executive Officer and Chief Health Officer or designee, the employee will be assigned a variety of specific job duties and responsibilities as a member of the OCCHD Emergency Preparedness and Response Program Team, the employee is required to complete all necessary emergency responder training and may be designated as a member of the first-responder team.
In accordance with our designation of a PHAB Accredited health department and explicit commitment to a culture of continuous quality improvement, employees will receive Quality Improvement (QI) training deemed necessary by their supervisor.
QUALIFICATIONS/REQUIREMENTS: -Master's degree in Accounting plus four years accounting experience (governmental experience preferred) OR -Bachelor's degree in Accounting plus five years accounting experience (governmental experience preferred) -Certified Public Accountant (CPA) preferred -One year of supervisory experience preferred -Valid Oklahoma driver license required SKILLS AND ABILITIES: -Skill in preparing financial reports and budgets -Skill in communicating using tact and diplomacy -Ability and willingness to utilize appropriate equipment and software -Ability and willingness to maintain confidentiality -Ability and willingness to assume responsibility for work product -Ability and willingness to develop and maintain effective working relationships -Ability and willingness to follow established policies and procedures WORKING CONDITIONS: -Outdoors in varying weather; and indoors in a climate controlled building -No smoking or use of non-smoking tobacco products is allowed at anytime while conducting OCCHD business or in OCCHD vehicles or on OCCHD property -No use of cell phones or the use of electronic wireless communications devices used to write, send or read a text-based communication while driving a motor vehicle on OCCHD business -Frequent local travel to off-site clinics, meetings, etc.
, in varying weather -OSHA category: performs tasks that involve no exposure to blood, body fluids, or tissues PHYSICAL REQUIREMENTS: -Arm/hand steadiness and digital dexterity enough to use equipment such as personal computer, ten-key, etc.
-Vision enough to read and draft written communications such as computer printouts, instructions, hand- or machine generated documents, etc.
, as well as print on computer monitor -Flexibility and coordination enough to operate a motor vehicle -Speech and hearing enough to communicate with others, both via telephone and face-to-face and in a public forum WORKING RELATIONSHIPS: This position requires constant contact with other employees, officials, vendors, and with the public to give and receive information and/or to provide technical assistance.
SUPERVISION GIVEN AND RECEIVED/ACCOUNTABILITY: This incumbent is under the supervision of the Finance Officer.
Work product is subject to both specific and general review.
The incumbent is responsible for the direct supervision of the employees in the Finance Department.
The incumbent provides financial and budget oversight for OCCHD and is responsible for making recommendations which result in the expenditure of significant funds.
CONDITIONAL: Employees who fall into the following categories are in conditional employment positions: a) Chief Executive Officer and Chief Health Officer; b) Senior Executive Team, Executive Team and Leadership Team employees who serve at the pleasure of the OCCHD Chief Executive Officer and Chief Health Officer; c) certain other OCCHD employees whose salaries, benefits, and/or overhead are based on available funds such as, but not limited to, revenue generating contracts, grants, or fee-for-service revenue.
In other words, this means that if the funding or the program is terminated, cancelled, or non-renewed, your employment terminates automatically.
This position may be conditional.
OTHER DUTIES AND RESPONSIBILITIES: -Must have an operating vehicle available for use when field duties are required - Will be compliant on recommended immunizations required by the CDC as a healthcare worker and as defined within the scope of Emergency Response within 30 days of hire.
Exceptions accepted with documented medical or religious accommodation.
OCCHD will provide vaccinations at no charge to employees.
-May be required to work outside of regular business hours or assigned shift hours due to job responsibilities BENEFITS: As an employee of the Oklahoma City-County Health Department, you will enjoy comprehensive benefits which consists of: 15 days per year of annual leave 15 days per year of sick leave 15 paid holidays annually A comprehensive health insurance package - medical, dental, vision, life insurance, dependent life insurance, and flexible medical spending account A generous benefit allowance to offset the cost of insurance premiums for employees and their eligible dependents.
Retirement plans: Defined Contribution Plan and 457 Deferred Compensation Plan Interested candidates should apply online at www.
occhd.
org .
Select Careers at the top of the web page, select Current Jobs, select the position you are applying for, and select "apply".
You will be directed to our Career Center.
Get started by uploading your resume with your profile.
Otherwise, click "skip" to continue.
The first step is to register with the Career Center, again you will click on apply for an active position.
You may search for open positions by name or select "show all positions.
" You may select "view" to read the details regarding the position.
Again, you will click on "apply now".
You will be directed to the second step of the application process.
Please complete the entire application.
Do not substitute a resume for your employment history.
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You will be directed to the final step of answering job specific questions, if applicable.
Once you have finished the process, you should receive a message stating, "Successfully applied".
You will also receive an email stating your application has been received for the position you selected.
If you do not receive this message, then there has been a step not completed.
You will need to review your record.
The position will be open for 30 days or until filled.
Please be advised that applications will periodically be considered, as such this position could be filled any time before the closing date.
Successful candidate subject to background check, reference verification and drug screening.
AA/EOE
Consultant 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
Finance Manager
Finance associate job in Oklahoma City, OK
Founded in 2010, Fun Town RV (FTRV) has grown into Texas's largest RV chain, operating 36 locations and planning to expand. We provide excellent customer service and offer top RV brands for less, backed by a rigorous 100+ point inspection process on every RV we sell. At Fun Town RV, we prioritize hiring candidates who are honest, accountable, positive, and passionate about exceeding expectations. If you're seeking a dynamic career with growth potential and competitive earning opportunities, we encourage you to apply!
Overview:
The Finance Manager serves as the critical link between the customer and lending institutions, providing tailored finance options while ensuring all transactions are compliant with legal and ethical standards. This role is responsible for maximizing finance income, maintaining customer satisfaction, and promoting ancillary products and services.
Key Responsibilities:Customer & Lender Coordination:
Act as the primary liaison between customers and financial institutions to secure financing.
Present finance options that meet individual customer needs.
Maintain strong relationships with lender representatives.
Credit Review & Payment Structuring:
Review and analyze customer credit applications for accuracy and eligibility.
Offer appropriate payment plans tailored to the customer's financial profile.
Ensure clear and accurate communication of financing terms.
Product Sales & Compliance:
Present and explain service contracts, GAP insurance, and other F&I products.
Maintain compliance with state and federal regulations throughout the transaction process.
Ensure ethical standards are upheld in every deal.
Documentation & Reporting:
Accurately complete all finance-related documentation and deal paperwork.
Ensure timely funding of deals and resolution of any funding issues.
Track and report F&I performance metrics, including product penetration and income generation.
Goal Achievement & Customer Satisfaction:
Consistently meet or exceed monthly finance income and product sales targets.
Maintain high customer satisfaction scores through professional and informative interactions.
Collaborate with the sales team to close deals efficiently and ethically.
Preferred Qualifications:
2+ years of experience as a Finance Manager in the RV or automotive industry.
Demonstrated success in closing deals and achieving finance income goals.
Proficient in financial software applications and dealership management systems.
Strong computer skills; Excel and CRM experience preferred.
Excellent communication, organizational, and interpersonal skills.
Knowledge of compliance requirements for consumer financing.
Self-motivated with a high attention to detail and a customer-first mindset.
Must pass MVR and background check.
Physical Requirements:
Prolonged periods of sitting and reviewing documents or working on a computer.
Frequent verbal communication with customers, lenders, and team members.
Ability to travel occasionally to various dealership locations.
Visual acuity to read contracts and fine print with accuracy.
Must be able to lift up to 25 lbs. occasionally.
Benefits:
Competitive salary based on experience.
Health, dental, and vision insurance.
Life Insurance.
Paid vacation and holidays.
401(k) with company match and profit sharing.
Christmas Savings Plan.
Employee discounts in company stores.
Join Our Growing Team!
At Fun Town RV, we value our employees and provide opportunities for career advancement in an exciting, fast-growing industry. If you're ready to be part of a company that values hard work and dedication, apply today!
Fun Town RV is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, or disability status. Applicants must be authorized to work in the U.S. Drug screening, driving record, and background checks may be conducted prior to and during employment. Content of this ad and fulfillment of offers is sole responsibility of Fun Town RV.
Auto-ApplyPrivate Client Banker - Rockwell and 122nd - Oklahoma City, OK
Finance associate job in Oklahoma City, OK
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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-ApplyFinancial 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-ApplyCollege Financial Representative, Internship Program
Finance associate job in Oklahoma City, OK
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyRelationship 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
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.
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.
Infusion Financial Coordinator
Finance associate job in Edmond, OK
Are you experienced in benefits verification and passionate about helping patients understand their insurance coverage?
We're looking for a Pre-Cert Coordinator (Infusion Services) to join a respected healthcare team in Edmond, Oklahoma. This role is ideal for someone who thrives in patient-facing conversations, knows their way around insurance plans, and enjoys bringing clarity and compassion to every step of the patient journey, especially in the world of infusion services.
Reports to: Billing & Patient Services Supervisor
Location: Edmond, Oklahoma (onsite)
Schedule: Monday Thursday: 8:00 a.m. 5:00 p.m.
Friday: 8:00 a.m. 1:00 p.m.
Why the role is open: Growing infusion program and increased patient volume
WHY THIS ROLE STANDS OUT:
Stable weekday schedule with early Fridays
High-impact role supporting both patients and clinical teams
Opportunity to specialize in a growing area of healthcare: infusion therapy
Supportive, team-first culture with professional development opportunities
A partner organization that truly values communication, compliance, and patient care
WHAT YOU'LL DO:
As a Pre-Cert Coordinator - Infusion, you'll play a critical role in helping infusion patients understand and navigate their insurance benefits, coordinate prior authorizations, and ensure smooth financial workflows.
Key responsibilities:
Verify patient insurance benefits and eligibility for infusion services
Obtain prior authorizations for specialty medications and treatments
Calculate and communicate patient financial responsibilities with clarity
Coordinate with outside providers for seamless infusion referrals
Review and manage payment records, ensuring accuracy in patient billing
Assist patients in accessing copay assistance or financial support programs
Answer calls, return voicemails, and complete EHR tasks promptly
Collaborate with clinical and billing teams to streamline patient care
Provide compassionate, knowledgeable service with a patient-first approach
REQUIREMENTS:
Strong knowledge of Medicare, Medicaid, and private insurance policies
2-3 years of experience in medical insurance, benefits verification, or prior authorizations with Infusions!
Familiarity with specialty pharmacy, PBM processes, and infusion billing
Excellent communication and problem-solving skills
Proficiency in EHR systems and Microsoft Office Suite
Typing speed of 50 WPM
WORK ENVIRONMENT & PHYSICAL REQUIREMENTS:
Frequent computer and data entry work
Must be comfortable working in a fast-paced clinical office setting
Ability to sit and work at a desk for extended periods
WHY JOIN OUR PARTNER?
Our partner organization is known for its commitment to patient care, financial transparency, and operational excellence. You'll be joining a collaborative team that supports one another and puts patients first, especially in complex care areas like infusion therapy. If you're organized, compassionate, and ready to take the lead on patient benefits coordination, we'd love to hear from you.
About ImpactKare:
ImpactKare is a boutique staffing partner specializing in mental health, allied health, and clinical placements. We know what it's like to work on the front lines, and we're here to make hiring (and job hunting) more personal. Whether you're a facility that needs strong, reliable talent or a clinician looking for your next chapter, we're in your corner.
We believe in transparency, long-term partnerships, and doing the right thing even when no one's watching. Recruitment should feel like someone cares because we do.
Relationship 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 - Choctaw, OK - Job 3324
Finance associate job in Choctaw, OK
Personal Banker - Choctaw, OK - Job # 3324Who We Are
The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The Position
Our community bank client is seeking to fill a Personal Banker role in the Choctaw, OK market. The successful candidate will be performing all customer service functions while maintaining positive relationships with coworkers and customers.
Personal Banker responsibilities include:
Managing customer accounts.
Opening, closing, and overseeing all transactions.
Processing various deposit transactions.
Communicating with customers and resolving basic inquiries for deposit and basic loan questions.
Performing account maintenance for customers who are interested in other banking products.
Ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services.
Accepting and inputting loan applications to assist customers in completing the loan process and helping to obtain the required documentation.
Processing additional functions including detailed reporting as assigned.
Providing solutions to customers regarding financial products and services.
Developing and maintaining a working knowledge of all Banks' products and services.
Escalating issues to supervisor when necessary.
Assisting management in training and mentoring less experienced personal financial officers.
Performing other duties as assigned.
Who Are You?
You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
High School Diploma or equivalent.
Two years of experience in customer service or comparable positions.
Experience in loan sales, application generation, and loan closing experience at a financial institution.
Previous experience in understanding and explaining credit bureau reports, liaising with members in satisfying loan stipulations, scheduling closings, and processing loan documents.
Successful ability to sell ancillary insurance products.
Ability to build positive relationships within the bank and capable of establishing professional expertise through integrity, dedication, and strategic counsel.
Strong written and oral communication skills; must be able to convey complex concepts in a clear and concise manner.
The next step is yours. Email us your current resume along with the position you are considering to:
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Auto-ApplyPersonal Banker II
Finance associate job in Prague, OK
Full-time Description
The Personal Banker II is a financial liaison to customers while maintaining excellent customer service. The primary responsibility is acquiring, managing, and retaining meaningful relationships with customers using their financial knowledge to offer, explain and sell financial products and solutions.
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.
Requirements
Duties/Responsibilities:
Builds new customer relationships through frequent interactions with customers, proactively contacts customers.
Consistently looks for opportunities to improve sales efforts, branch profitability and deposit growth of the branch.
Cultivates a partnership with the Branch Retail Manager to drive sales and ensure that all customer needs are met.
Participates in a welcoming lobby experience, working with or directing customers to an appropriate team member based upon their identified needs and encourages utilization of products when necessary.
Helps to foster teamwork in the branch to ensure a positive overall customer experience by participating proactively in all branch communications and meetings.
Defines and offers solutions to resolve problems. Resolves more complex customer issues. Uses knowledge of the bank to identify helpful resources.
Identifies financial needs of customers and presents all appropriate product and service options by working cooperatively with appropriate internal team members.
Proactively educates customers on utilizing available products.
Maintains thorough knowledge of bank regulatory requirements including, but not limited to, Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security.
Maintains proficiency in bank products and services such as internet banking, bill pay, mobile banking, mobile deposits, and other customer products.
Develops new customer relationships and/or retains and expands existing relationships by proactively identifying customer opportunities utilizing fundamentals of cross-selling to achieve personal and branch goals.
Takes ownership of the customer experience, including opening accounts with other products conveyed to the customer and resolving service issues as appropriate through follow-up.
Cultivates partnerships with back-office support to drive sales and ensure that all customer needs are met.
Maintains trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers.
May be asked to assist at various branches if needed.
Education Requirements:
High school diploma or equivalent.
1 -3 year of banking experience preferred.
Financial Services Representative - State Farm Agent Team Member
Finance associate job in Purcell, OK
Job DescriptionBenefits:
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Position Overview:
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Responsibilities:
Consult customers on financial planning and life/health insurance coverage.
Conduct financial reviews and recommend personalized product solutions.
Maintain compliance with financial and insurance regulations.
Perform customer needs analysis and engage in sales conversations.
Qualifications:
Active Life & Health license (or willingness to obtain within 30 days).
Previous experience in financial services and/or insurance preferred.
Strong communication and analytical skills.
Professional, trustworthy, and customer-focused demeanor.
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.
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-ApplyFinance Manager
Finance associate job in Oklahoma City, OK
Job Description
Founded in 2010, Fun Town RV (FTRV) has grown into Texas's largest RV chain, operating 36 locations and planning to expand. We provide excellent customer service and offer top RV brands for less, backed by a rigorous 100+ point inspection process on every RV we sell. At Fun Town RV, we prioritize hiring candidates who are honest, accountable, positive, and passionate about exceeding expectations. If you're seeking a dynamic career with growth potential and competitive earning opportunities, we encourage you to apply!
Overview:
The Finance Manager serves as the critical link between the customer and lending institutions, providing tailored finance options while ensuring all transactions are compliant with legal and ethical standards. This role is responsible for maximizing finance income, maintaining customer satisfaction, and promoting ancillary products and services.
Key Responsibilities:Customer & Lender Coordination:
Act as the primary liaison between customers and financial institutions to secure financing.
Present finance options that meet individual customer needs.
Maintain strong relationships with lender representatives.
Credit Review & Payment Structuring:
Review and analyze customer credit applications for accuracy and eligibility.
Offer appropriate payment plans tailored to the customer's financial profile.
Ensure clear and accurate communication of financing terms.
Product Sales & Compliance:
Present and explain service contracts, GAP insurance, and other F&I products.
Maintain compliance with state and federal regulations throughout the transaction process.
Ensure ethical standards are upheld in every deal.
Documentation & Reporting:
Accurately complete all finance-related documentation and deal paperwork.
Ensure timely funding of deals and resolution of any funding issues.
Track and report F&I performance metrics, including product penetration and income generation.
Goal Achievement & Customer Satisfaction:
Consistently meet or exceed monthly finance income and product sales targets.
Maintain high customer satisfaction scores through professional and informative interactions.
Collaborate with the sales team to close deals efficiently and ethically.
Preferred Qualifications:
2+ years of experience as a Finance Manager in the RV or automotive industry.
Demonstrated success in closing deals and achieving finance income goals.
Proficient in financial software applications and dealership management systems.
Strong computer skills; Excel and CRM experience preferred.
Excellent communication, organizational, and interpersonal skills.
Knowledge of compliance requirements for consumer financing.
Self-motivated with a high attention to detail and a customer-first mindset.
Must pass MVR and background check.
Physical Requirements:
Prolonged periods of sitting and reviewing documents or working on a computer.
Frequent verbal communication with customers, lenders, and team members.
Ability to travel occasionally to various dealership locations.
Visual acuity to read contracts and fine print with accuracy.
Must be able to lift up to 25 lbs. occasionally.
Benefits:
Competitive salary based on experience.
Health, dental, and vision insurance.
Life Insurance.
Paid vacation and holidays.
401(k) with company match and profit sharing.
Christmas Savings Plan.
Employee discounts in company stores.
Join Our Growing Team!
At Fun Town RV, we value our employees and provide opportunities for career advancement in an exciting, fast-growing industry. If you're ready to be part of a company that values hard work and dedication, apply today!
Fun Town RV is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, or disability status. Applicants must be authorized to work in the U.S. Drug screening, driving record, and background checks may be conducted prior to and during employment. Content of this ad and fulfillment of offers is sole responsibility of Fun Town RV.
Personal 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.
Relationship Banker I - Bilingual
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
Relationship Banker I - Bilingual
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.
* One year of retail experience is preferred.
* 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.
#LI-MD2
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-Southwest
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.
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