Post job

Finance representative jobs in Norman, OK

- 59 jobs
All
Finance Representative
Personal Banker
Finance Advisor
Relationship Banker
Banker
Finance Service Representative
Finance Agent
Bank Specialist
  • Agent - Financial Crimes/Consumer Advocacy

    State of Oklahoma

    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
    $68k-90k yearly Auto-Apply 28d ago
  • Advisor, Finance Operations (Medical Customer Rebates)

    Cardinal Health 4.4company rating

    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_** + Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions + Calculation of rebates for accruals and payouts + Preparing audit packages and submit for approval + Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts + Provide detailed reporting for completed payouts + Validating GPO Admin fee data for monthly payouts + Own and manage any Admin Fee escalations to resolution + Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely + Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders + Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts + Maintain and enhance SOX internal control structure + Help support current payout and reporting requests and processes + Work with manager on more complicated customer and transaction activities + Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred + Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP) + Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards 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:** 01/02/2026 *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 (***************************************************************************************************************************
    $67.5k-96.3k yearly 38d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    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.
    $40k-70k yearly est. Auto-Apply 60d+ ago
  • Financial Services Representative (Full Time Temporary)

    Worldacceptance

    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.
    $14-19 hourly Auto-Apply 9d ago
  • Financial Solutions Advisor Registration Candidate - Oklahoma Market

    Bank of America Corporation 4.7company rating

    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
    $31k-49k yearly est. 60d+ ago
  • Personal Banker

    First Fidelity Bank 4.8company rating

    Finance representative job in Norman, OK

    At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun! SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services. A critical success factor for this position is to proactively identify client needs and look for opportunities to refer clients to additional lines of business that provide value and make their lives more convenient. Sales and service responsibilities include expanding existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. To be successful, the Personal Banker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank. PRIMARY DUTIES/RESPONSIBILITIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Client Relations and Sales * Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to offer Bank products and services. * Engages in professionally curious conversations with prospective and existing clients in order to uncover service opportunities. Asks questions to understand what is important to the client and how the Bank can help meet the client's financial needs. Uses a consultative approach while tailoring recommendations and solutions. * Presents options to clients about ways to make their banking more beneficial, easy and convenient, while ensuring the needs of the client always come first. * Works to bring the client's expectations in line with the Bank's capabilities in order to achieve the client's desired outcome. In every interaction looks for ways to say "yes" to the client, adapting, as needed, to meet the ever-changing needs of our clients and the communities where we do business. * While consulting with the client, thoroughly explains product and account features, statements and service charges in a manner that the client can easily understand. * Develops strong relationships with other colleagues at the Bank in order to introduce clients to specialists who can assist with specific financial needs. * Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems. Dedicated to resolving client service issues in a manner that is efficient and favorable to the client and the Bank. Teller Transactions As needed, opens new accounts and assists with Teller transactions: * Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks. * Assists clients with questions on accounts and researches to identify and resolve problems. * Accurately processes transactions while working within defined limits of authority. Maintains accurate cash and coin supply in drawer, keeping currency and coin in a neat and orderly arrangement. * Verifies deposit amounts, examines checks, bonds and cashier's checks to determine negotiability. Accurately verifies signatures and client balances on withdrawals. Enters transactions into Bank records via online terminal. Completes and records accurate documentation on large transactions. * Responsible for accuracy in balancing each day's transactions and verifying cash. Balances drawer and coin vault within defined accuracy standards. Other Duties * Leads by example, exceeding the expectations of the Bank's Mission, Core Values, and Golden Rules of Service. * Complies with all policies, procedures and regulatory banking requirements. * Demonstrates good work habits, attendance and follows policies and procedures. * Performs other relevant duties as assigned. * Regular and reliable attendance at work is an essential function of the job.
    $25k-28k yearly est. 1d ago
  • Private Banker - OKC

    Midfirst Bank 4.8company rating

    Finance representative job in Oklahoma City, OK

    Responsibilities include developing and managing a portfolio of deposits and loans for private banking. Deposits typically include personal, business and Treasury Management needs for clients. Loans typically include consumer mortgage, commercial, aircraft, unsecured, auto and securities loans as well as the ability to creatively structure complex credit facilities to accommodate client needs. Clients include business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This includes medical groups, law firms and accounting firms. While primarily focused on lending and banking services, a successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects. Position Requirements: Candidates for this position must possess a minimum of 5 years' experience in lending or Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment. Strong understanding of credit, complex personal and business financials and tax returns is highly preferred. Candidates must demonstrate a strong work ethic and character, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs and corporate executives. A working knowledge of trust and investments is a plus. Commensurate Experience considered in lieu of bachelor's degree. In addition, commensurate experience in sales/management and business development will be considered.
    $29k-49k yearly est. 60d+ ago
  • Relationship Banker I

    First United Bank & Trust Co 4.6company rating

    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.
    $23k-27k yearly est. Auto-Apply 22d ago
  • Main Banker

    Seminole Nation Gaming Enterprise

    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.
    $24k-44k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker - May Ave and 37th - Oklahoma City, OK

    Jpmorgan Chase 4.8company rating

    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: **************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $23k-29k yearly est. 14d ago
  • Personal Banker I

    Great Plains Bank 4.0company rating

    Finance representative job in Tuttle, OK

    Job Details Tuttle Branch - Tuttle, OKDescription Floating position among several markets to include: The OKC Metro Area. Applicant could potentially consider any of these markets to be a office location and willing to travel to other markets in need. Summary: As a Personal Banker, you have a passion for helping customers, building relationships, and delivering superior customer service. You are energetic and enthusiastic as the face of Great Plains Bank to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of advancement and training opportunities. This position is eligible to participate in the Team Incentive Plan (TIP). As a Personal Banker, you will take a lead role in delivering a superior experience to Great Plains customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. Essential Duties and Responsibilities include the following: (Other duties may be assigned) Delivers a superior customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs and tailor product and service recommendations. Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to Great Plains technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our products and services work together Works in partnership with Specialists (Consumer Loan, Financial Advisors, Mortgage Bankers, Treasury Management, and Business Banking) to connect customers to experts who can help them with specialized financial needs. Opens checking, savings, certificate of deposits, safe deposit boxes and all account types and maintains customer files. Receives funds for deposit or distributes funds after verification of accounts and balances and examines checks for endorsements. Enters customers' transactions into computer to memo post transactions, and issues teller machine and manually generated receipts. Places holds on accounts for uncollected funds. Orders daily supply of cash and counts incoming cash. Balances currency and coin in cash drawer at end of shift and compares totaled amounts with data displayed on teller machine and/or other corresponding reports. Processes incoming and outgoing collection items. Processes branch daily insufficient checks online. Orders customer checks and pays invoices. Performs customer wire transfer services. Processes forms received in person or by mail. Files forms. Ability to effectively contribute to a positive team environment and work towards achieving goals. Other duties can be as assigned. Qualifications Supervisory Responsibilities This job has no direct supervisory responsibilities at this time, although future opportunities are possible. Education and/or Experience Associates degree from two-year college or university; or 3-5 years of experience in Retail banking sales, financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results. Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Skills Ability to read, analyze, and interpret technical procedures and/or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from other employees, customers and the general public. Ability to calculate basic math figures and amounts. Ability to apply concepts of basic algebra and geometry. To perform this job successfully, an individual should have knowledge of Microsoft Internet Explorer and Microsoft Office software. Physical Demands This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The environment would be consistent with a typical business office with moderate noise, services open to the public and the ability to work in a confined area typically indoors. All employees are required to attend training as required by GPB, as well as support the overall compliance program by complying with all laws, policies and procedures. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran and basis of disability or any other federal, state or location protected class.
    $24k-29k yearly est. 60d+ ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    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 (***************************************************************************************************************************
    $67.5k-96.3k yearly 3d ago
  • Financial Solutions Advisor Registration Candidate - Oklahoma Market

    Bank of America 4.7company rating

    Finance representative job in Oklahoma City, OK

    Broken Arrow, Oklahoma;Tulsa, Oklahoma; Oklahoma City, Oklahoma; Tulsa, Oklahoma; Oklahoma City, Oklahoma; Tulsa, Oklahoma; Oklahoma City, Oklahoma; Tulsa, Oklahoma; Tulsa, Oklahoma; Norman, Oklahoma **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************************************* **Job Description:** *******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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $30k-49k yearly est. 60d+ ago
  • Personal Banker - Bilingual

    First Fidelity Bank 4.8company rating

    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.
    $24k-28k yearly est. 1d ago
  • Part-Time Relationship Banker I

    First United Bank & Trust Co 4.6company rating

    Finance representative job in Oklahoma City, OK

    Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Part-Time Relationship Banker I Job Description * Do you approach serving every customer like they are your family member? * Are you intuitively aware of the overall picture and able to discern top priorities? * Do you seem to forge positive and trusting relationships with everyone? * Are you highly responsible and dependable? Do you always follow through on your promises, no matter what? * Do you effortlessly handle challenging situations? * Are you relentless about constant improvement? Do you have a learning mindset? * Do you revel at the opportunity to provide personalized service that creates customer loyalty? * Are you addicted to a positive attitude? * Do you commit to meeting deadlines and never miss the little details? At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs. The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role. We Offer: * An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ * An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference * Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career * Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way * The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us * Educational assistance and reimbursements At First United Bank our purpose is to inspire and empower others to Spend Life Wisely. Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path. The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties. Essential Duties: * Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. * Follows proper procedures accurately and efficiently for all customer-servicing activities performed. * Retains existing customers and develop new customer relationships. * Serves as customers' single point of contact on all First United Bank products and services. * Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank. * Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor. * Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty. * Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system. * Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy. * Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services. * Maintains appropriate drawer limits, perform cash versifications and vault duties. * Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. * Proactively resolve customer complaints, problems, or other issues. * Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans. * Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. * Masters the Primary Purpose and Essential duties of the Relationship Banker I position. Employee Specifications: * High School Diploma strongly preferred. Some college is strongly preferred. * Minimum of 1 year of banking experience as a Teller, Lending Assistant or New Accounts is required. * Cash handling experience is preferred. * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload. All Locations: OKC-Downtown If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
    $23k-27k yearly est. Auto-Apply 60d+ ago
  • Personal Banking Approval Specialist

    Midfirst Bank 4.8company rating

    Finance representative job in Oklahoma City, OK

    This position will provide ongoing support to banking centers by fielding phone and email inquiries regarding various approval requests. The successful candidate will work directly with all Personal Banking personnel to assist with various approval requests, providing excellent and efficient customer service. The successful candidate will be required to evaluate risk with each approval request to make a quality decision to support the banking center and customer while mitigating risk to the bank. The successful candidate will also share the responsibility of managing various tracking reports related to all incoming approval requests. This position will work closely with various departments such as Personal Banking Administration, Policy & Procedure, and the Personal Banking Governance Manager to ensure processes related to in person and remote approvals are effective. Hours of the position(s) will be scheduled between 9am to 8pm to support outside markets.
    $24k-29k yearly est. 60d+ ago
  • Personal Banker, Floating

    Great Plains Bank 4.0company rating

    Finance representative job in Yukon, OK

    Job Details Yukon Branch - Yukon, OKDescription Floating position among several markets in the OKC metro area. Applicant preferred in the Yukon market as the home office, but willing and able to travel to other OKC area markets as need. Summary: As a Personal Banker, you have a passion for helping customers, building relationships, and delivering superior customer service. You are energetic and enthusiastic as the face of Great Plains Bank to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of advancement and training opportunities. This position is eligible to participate in the Team Incentive Plan (TIP). As a Personal Banker, you will take a lead role in delivering a superior experience to Great Plains customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. Essential Duties and Responsibilities include the following: (Other duties may be assigned) Delivers a superior customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs and tailor product and service recommendations. Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to Great Plains technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our products and services work together Works in partnership with Specialists (Consumer Loan, Financial Advisors, Mortgage Bankers, Treasury Management, and Business Banking) to connect customers to experts who can help them with specialized financial needs. Opens checking, savings, certificate of deposits, safe deposit boxes and all account types and maintains customer files. Receives funds for deposit or distributes funds after verification of accounts and balances and examines checks for endorsements. Enters customers' transactions into computer to memo post transactions, and issues teller machine and manually generated receipts. Places holds on accounts for uncollected funds. Orders daily supply of cash and counts incoming cash. Balances currency and coin in cash drawer at end of shift and compares totaled amounts with data displayed on teller machine and/or other corresponding reports. Processes incoming and outgoing collection items. Processes branch daily insufficient checks online. Orders customer checks and pays invoices. Performs customer wire transfer services. Processes forms received in person or by mail. Files forms. Ability to effectively contribute to a positive team environment and work towards achieving goals. Other duties can be as assigned. Qualifications Supervisory Responsibilities This job has no direct supervisory responsibilities at this time, although future opportunities are possible. Education and/or Experience Associates degree from two-year college or university; or 3-5 years of experience in Retail banking sales, financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results. Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Skills Ability to read, analyze, and interpret technical procedures and/or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from other employees, customers and the general public. Ability to calculate basic math figures and amounts. Ability to apply concepts of basic algebra and geometry. To perform this job successfully, an individual should have knowledge of Microsoft Internet Explorer and Microsoft Office software. Physical Demands This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The environment would be consistent with a typical business office with moderate noise, services open to the public and the ability to work in a confined area typically indoors. All employees are required to attend training as required by GPB, as well as support the overall compliance program by complying with all laws, policies and procedures. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran and basis of disability or any other federal, state or location protected class.
    $23k-29k yearly est. 60d+ ago
  • Financial Solutions Advisor Registration Candidate - Oklahoma Market

    Bank of America Corporation 4.7company rating

    Finance representative job in Oklahoma City, 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
    $30k-49k yearly est. 60d+ ago
  • Personal Banker

    First Fidelity Bank 4.8company rating

    Finance representative job in Moore, OK

    Job Details OK Moore East Moore - Moore, OK Full Time None Flex M-F 7:30-6:15; RS 8:45-12:15 RetailDescription At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun! SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services. A critical success factor for this position is to proactively identify client needs and look for opportunities to refer clients to additional lines of business that provide value and make their lives more convenient. Sales and service responsibilities include expanding existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. To be successful, the Personal Banker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank. PRIMARY DUTIES/RESPONSIBILITIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Client Relations and Sales Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to offer Bank products and services. Engages in professionally curious conversations with prospective and existing clients in order to uncover service opportunities. Asks questions to understand what is important to the client and how the Bank can help meet the client's financial needs. Uses a consultative approach while tailoring recommendations and solutions. Presents options to clients about ways to make their banking more beneficial, easy and convenient, while ensuring the needs of the client always come first. Works to bring the client's expectations in line with the Bank's capabilities in order to achieve the client's desired outcome. In every interaction looks for ways to say “yes” to the client, adapting, as needed, to meet the ever-changing needs of our clients and the communities where we do business. While consulting with the client, thoroughly explains product and account features, statements and service charges in a manner that the client can easily understand. Develops strong relationships with other colleagues at the Bank in order to introduce clients to specialists who can assist with specific financial needs. Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems. Dedicated to resolving client service issues in a manner that is efficient and favorable to the client and the Bank. Teller Transactions As needed, opens new accounts and assists with Teller transactions: Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks. Assists clients with questions on accounts and researches to identify and resolve problems. Accurately processes transactions while working within defined limits of authority. Maintains accurate cash and coin supply in drawer, keeping currency and coin in a neat and orderly arrangement. Verifies deposit amounts, examines checks, bonds and cashier's checks to determine negotiability. Accurately verifies signatures and client balances on withdrawals. Enters transactions into Bank records via online terminal. Completes and records accurate documentation on large transactions. Responsible for accuracy in balancing each day's transactions and verifying cash. Balances drawer and coin vault within defined accuracy standards. Other Duties Leads by example, exceeding the expectations of the Bank's Mission, Core Values, and Golden Rules of Service. Complies with all policies, procedures and regulatory banking requirements. Demonstrates good work habits, attendance and follows policies and procedures. Performs other relevant duties as assigned. Regular and reliable attendance at work is an essential function of the job. QUALIFICATIONS EXPERIENCE REQUIREMENTS: A minimum of six months' work experience providing customer service support or cash handling experience in the financial services, retail sales or other goal-oriented environment. Previous teller and sales experience preferred. Proficient knowledge of bank products and services. EDUCATION REQUIREMENTS: High school degree or equivalent required. Some college preferred. OTHER REQUIREMENTS (SKILLS, ABILITIES, CHARACTERISTICS): Strong work ethic and high integrity. Represents the Bank and oneself in a positive, courteous and friendly manner. Maintains professional appearance and behavior at all times. Excellent client-service skills, displaying a friendly, outgoing, assertive, confident, and enthusiastic personality. Exceptional interpersonal and communication skills with the ability to effectively build relationships. Must be able to interface at all levels of the organization, build collaborative relationships across departments and teams, and display confidence when speaking with internal and external customers. Demonstrates an outgoing, enthusiastic and sales-oriented personality. Must have great sales skills and be comfortable working in a goal-oriented environment. Actively participates in the Bank's sales program and is able to meet and exceed the expectations of established sales and referral activities. Established organizational skills leading to high accuracy rates in all areas. Proficient computer and technical skills, including the ability to use bank software products and branch capture equipment. ADDITIONAL INFORMATION SUPERVISORY RESPONSIBILITY: None PHYSICAL REQUIREMENTS: May require long periods of standing or sitting. Ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing over 25 pounds. May require long periods of typing and repetitive motion. EOE Disability/Vet Member FDIC
    $25k-28k yearly est. 55d ago
  • Personal Banker I

    Great Plains Bank 4.0company rating

    Finance representative job in El Reno, OK

    Job Details El Reno Branch - El Reno, OKDescription Summary: As a Personal Banker, you have a passion for helping customers, building relationships, and delivering superior customer service. You are energetic and enthusiastic as the face of Great Plains Bank to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of advancement and training opportunities. This position is eligible to participate in the Team Incentive Plan (TIP). As a Personal Banker, you will take a lead role in delivering a superior experience to Great Plains customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. Essential Duties and Responsibilities include the following: (Other duties may be assigned) Delivers a superior customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs and tailor product and service recommendations. Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to Great Plains technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our products and services work together Works in partnership with Specialists (Consumer Loan, Financial Advisors, Mortgage Bankers, Treasury Management, and Business Banking) to connect customers to experts who can help them with specialized financial needs. Opens checking, savings, certificate of deposits, safe deposit boxes and all account types and maintains customer files. Receives funds for deposit or distributes funds after verification of accounts and balances and examines checks for endorsements. Enters customers' transactions into computer to memo post transactions, and issues teller machine and manually generated receipts. Places holds on accounts for uncollected funds. Orders daily supply of cash and counts incoming cash. Balances currency and coin in cash drawer at end of shift and compares totaled amounts with data displayed on teller machine and/or other corresponding reports. Processes incoming and outgoing collection items. Processes branch daily insufficient checks online. Orders customer checks and pays invoices. Performs customer wire transfer services. Processes forms received in person or by mail. Files forms. Ability to effectively contribute to a positive team environment and work towards achieving goals. Other duties can be as assigned. Qualifications Supervisory Responsibilities This job has no direct supervisory responsibilities at this time, although future opportunities are possible. Education and/or Experience Associates degree from two-year college or university; or 3-5 years of experience in Retail banking sales, financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results. Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Skills Ability to read, analyze, and interpret technical procedures and/or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from other employees, customers and the general public. Ability to calculate basic math figures and amounts. Ability to apply concepts of basic algebra and geometry. To perform this job successfully, an individual should have knowledge of Microsoft Internet Explorer and Microsoft Office software. Physical Demands This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The environment would be consistent with a typical business office with moderate noise, services open to the public and the ability to work in a confined area typically indoors. All employees are required to attend training as required by GPB, as well as support the overall compliance program by complying with all laws, policies and procedures. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran and basis of disability or any other federal, state or location protected class.
    $23k-29k yearly est. 60d+ ago

Learn more about finance representative jobs

How much does a finance representative earn in Norman, OK?

The average finance representative in Norman, OK earns between $17,000 and $43,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Norman, OK

$27,000
Job type you want
Full Time
Part Time
Internship
Temporary