Financial Advisor
Finance representative job in Oklahoma City, OK
This job posting is anticipated to remain open for 30 days, from 22-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Agent - Financial Crimes
Finance representative 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 representative 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-ApplyFinancial Advisor
Finance representative job in Oklahoma City, OK
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplyAdvisor, Finance Operations
Finance representative job in Oklahoma City, OK
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Services Representative (Full Time Temporary)
Finance representative 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-ApplyPrivate Client Banker - Rockwell and 122nd - Oklahoma City, OK
Finance representative 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 Solutions Advisor Registration Candidate - Oklahoma Market
Finance representative job in Norman, OK
* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed* At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Work Schedule
Monday-Friday, some Saturdays as Required
Example 8am-5pm, 9am-6pm, etc
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
* Aptitude in obtaining required industry licenses.
* Must be self-disciplined in managing time and capacity.
* Experience in cultivating client relationships, accessing needs and recommending solutions.
* Success creating strong peer relationships through effective communication and collaboration.
* Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
* Executes multiple tasks simultaneously.
* Learns and adapts to new technology or applications.
Desired Qualifications:
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Skills:
* Advisory
* Account Management
* Client Experience Branding
* Customer and Client Focus
* Oral Communications
* Issue Management
* Client Solutions Advisory
* Pipeline Management
* Active Listening
* Attention to Detail
* Risk Management
* Policies, Procedures, and Guidelines
* Client Management
* Causation Analysis
* Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
* Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed*
Shift:
1st shift (United States of America)
Hours Per Week:
40
Life Insurance Representative
Finance representative job in Oklahoma City, OK
Job Description
This role lets you build a remote income stream while supporting families' financial needs.
You'll host virtual meetings to help clients compare different policy options.
You will follow up with warm leads and help them complete applications.
What We Provide
Training & mentorship (no experience required)
Access to reputable insurance carriers
Optional third-party benefits and incentive opportunities
Remote work with flexible scheduling
Trips, bonuses, and optional benefits are performance-based and not guaranteed.
Requirements
Life Insurance License (or willing to obtain - state timelines vary)
Authorized to work in the U.S.
Must pass a background check
Self-motivated and comfortable working independently
Prior sales, service, or leadership experience is helpful but not required
Compensation
Commission paid directly by partnered carriers
Earnings are based on individual sales performance
Opportunities for higher commission tiers and bonuses based on results
How to Apply
If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.
Insurance Account Representative - State Farm Agent Team Member
Finance representative job in Oklahoma City, OK
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Insurance Account Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Simple IRA
Group Life Insurance Benefits
Hourly pay
Health benefits
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
People-oriented
Self-motivated
Dedicated to customer service
Ability to multi-task
Ability to effectively relate to a customer
If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.
This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. Employees of State Farm agents must be able to successfully complete anyapplicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Main Banker
Finance representative job in Seminole, OK
SUMMARY: Responsible for furnishing Cashiers in the casino cage with money; accurately reconciling vault inventory; verifying all money drops and deposits. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal or sensitive nature. The ultimate objective of this position is to help advance the Seminole Nation by delivering value and signature moments every day.ESSENTIAL DUTIES AND RESPONSIBILITIES: include, but are not limited to the following:• Creates and supports a work environment/culture focused on building high-trust relationships by extending support and respect to all• Assists various departments in counting gratuities.• Verifies all money drops and deposits money into appropriate accounts.• Reconciles cage cashier banks accurately.• Accurately complete prize checks when necessary.• Maintains various records of Main Bank activities.• Maintains the accuracy of vault inventory during ALL shifts.• Pulls and counts mutilated money; preparing it to be returned to the bank.• Ensures proper fills and reconciliation for ATM's / Kiosks.• Held accountable, to a high degree, for the accuracy, confidentiality, and thoroughness of departmental records and reports.• Complies with Title 31 requirements and other internal control standards.• Prepares reports as requested.• Seeks efficiency in Cage departments without undermining the rules/regulations.• Demonstrate effective computer literacy skills with Microsoft programs and database systems.KNOWLEDGE AND SKILLS - EXPERIENCE and/or EDUCATION:Equivalent to a high school education with one (1) year to three (3) years of similar or related experience.
Auto-ApplyRelationship Banker - May Ave and 37th - Oklahoma City, OK
Finance representative job in Oklahoma City, OK
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyPersonal Banker - Bilingual
Finance representative 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
Finance representative 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-ApplyInsurance Account Representative - State Farm Agent Team Member
Finance representative job in Edmond, OK
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION: As a Sales Team Member for my office, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Provide information about insurance products and services.
Assist customers with policy applications and renewals.
Handle customer inquiries and provide timely responses.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
Personal Banker Associate - Oklahoma City (22nd & May)
Finance representative job in Oklahoma City, OK
The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker. The Personal Banker Associate must efficiently process a variety of customer transactions, generate business and deepen relationships by promoting products and services to potential and existing customers. Responsibilities include providing high quality customer service while achieving sales goals and supporting banking center staff as needed.
Duties will include, but are not limited to, the following:
Greet customers and facilitate a welcoming and customer-focused environment
Provide extraordinary customer service while achieving goals and supporting the banking center staff as needed
Build and maintain relationships with customers to help identify financial products and services that meet their needs
Promote financial products and services
Open deposit accounts and take loan applications, process consumer loan/credit line requests for customers
Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures
Generate new business and expand relationships with current customers through networking and Centers of Influence
Respond to customer inquiries and concerns and create positive solutions
Support other employees as needed
This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.
Required Skills:
Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals
Minimum of 6 months cash handling and/or Point of Sale (POS) transaction experience in a retail sales or food industry environment
Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank's expense
Ability to generate referrals including making on-site visits with local businesses
Ability to work effectively as a team member and with customers
Strong work ethic and high integrity
Proficient with all Microsoft applications (Word, Outlook, Excel etc.)
Friendly, outgoing, assertive, confident, and enthusiastic personality
This position is required to participate in both informal and formal training (paid) and must successfully pass our certification test. Formal training consists of one full week of training/testing which is conducted within your first 3 weeks of employment and is scheduled Monday through Friday from 8:00 a.m. - 5:00 p.m.
Preferred Skills:
Successful sales record in a retail banking environment; with knowledge of bank services and products.
Bilingual (fluent verbal and written Spanish) skills
Physical Requirements:
This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.
MidFirst Banking Center Hours of Operations:
Monday - Friday from 7:15 a.m. - 6:15 p.m. and Saturday from 8:45 a.m. to 1:15 p.m. (Full time employees are scheduled for 40 hours per week within these time frames)
Candidates must be available to work weekend hours.
Financial Services Representative - State Farm Agent Team Member
Finance representative 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 representative 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-ApplyAdvisor, Finance Operations
Finance representative job in Oklahoma City, OK
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
College Financial Representative, Internship Program
Finance representative 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-Apply