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Finance Service Representative jobs in Midwest City, OK

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  • Customer Service Representative

    Addison Group 4.6company rating

    Finance Service Representative job in Oklahoma City, OK

    Our client is seeking enthusiastic and compassionate Customer Service Representatives to join their team. As a representative, you will be responsible for assisting customers with identifying assistance programs. This role involves interacting with customers over the phone in a call center environment, providing empathetic support, and guiding them through available options. Key Responsibilities: Handle inbound and outbound customer calls, addressing inquiries and offering assistance with mortgage-related concerns. Evaluate customers' financial situations to determine eligibility for various assistance programs. Walk customers through the application process for mortgage relief programs. Keep accurate records of customer interactions and financial assessments. Work with other team members to ensure customer satisfaction and seamless service delivery. Meet performance targets for call handling, customer satisfaction, and program enrollment. Qualifications: Excellent verbal communication skills and the ability to explain complex information in a clear, empathetic manner. Strong attention to detail and the ability to assess financial information effectively. Previous experience in customer service or a call center environment is preferred. Professionalism in handling sensitive customer information. A collaborative, team-oriented mindset and a passion for helping others. Basic computer proficiency. Additional Details: Full-time, in office position. Ability to work in a fast-paced, dynamic environment. Flexible hours may be required to meet customer needs. Perks: Competitive pay based on experience. Comprehensive training and development opportunities. A positive and collaborative work culture. Make a difference in customers' lives by helping them stay in their homes. Apply now to join our client's team as a Customer Service Representative! Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
    $27k-33k yearly est. 36d ago
  • Banker Associate - Middle Market Banking - Associate

    JPMC

    Finance Service Representative job in Oklahoma City, OK

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will have the opportunity to work both independently and as part of a team to introduce our comprehensive solutions to clients. In your role as a Banker Associate, you will be instrumental in helping us cover new prospects, deepen existing client relationships, complete portfolio reviews, and build market share. You will promote both internal and external client dialogue, and will be expected to have a deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. As a key player in our multinational team, you will work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core. We value your interest in cross border businesses, cultural sensitivity, commitment to teamwork and partnership, and exceptional work ethic and attention to detail. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills
    $30k-64k yearly est. 32d ago
  • Ministry Bank Reconciliation Associate - Part Time

    Watersedge 3.3company rating

    Finance Service Representative job in Oklahoma City, OK

    Job Details Oklahoma City, OK $15.00 - $19.00 HourlyDescription SUMMARY DESCRIPTION The Ministry Bank Reconciliation Associate will assist in the daily operations of the Ministry Accounting Services. This includes certain clerical duties as assigned. This position is part-time with an expectation of 25-28 hours per week, Monday - Thursday. REPORTING The Ministry Bank Reconciliation Associate reports to the Supervisor, Ministry Accounting Services. GOVERNING POLICIES Ministry Accounting Services Policy Personnel Policy Records Management Policy STATEMENT OF FAITH WatersEdge declares the Bible as the foundation for its faith and practice, and affirms as its confession of faith, the Baptist Faith and Message, as revised and adopted in 2000 by the Southern Baptist Convention ***************************** BROAD JOB RESPONSIBILITIES Perform monthly reconciliations of all client bank accounts, ensuring that the balances in the clients accounting system match those on the bank statement Review deposits, withdrawals, and other transactions to ensure they are recorded accurately in the client's financial system Identify and resolve any discrepancies between the clients records and bank statements, including errors, outstanding checks, deposits in transit, etc. Investigate and resolve issues related to bounced checks, bank fees, and any other financial discrepancies Assist in maintaining accurate and complete financial records Collaborate with the accounting team to ensure smooth operations of church finances and to improve efficiency in financial reporting Engage the Supervisor and/or Director regarding the progress, challenges, and success of Ministry Accounting Services Qualifications JOB CLASSIFICATIONS AND REQUIREMENTS As a Christian organization, WatersEdge qualifies for a religious organization exception to Title VII of the Civil Rights Act of 1964. Therefore, this position requires active membership in a Southern Baptist church (which is defined as a church which is cooperating with Oklahoma Baptists) or in a faith-aligned, evangelical church which declares the Bible as the foundation for its faith and practice. WORKING ENVIRONMENT This position generally works in an office environment but may occasionally be required to perform job duties outside the typical office setting. Travel and operation of a vehicle may be required. DISCLAIMERS WatersEdge is an at-will employer. This job description is not intended to be a complete list of all duties and responsibilities required. Other duties may be assigned by the Vice President or President.
    $31k-64k yearly est. 3d ago
  • Wire Administration Banking Associate

    Midfirst Bank 4.8company rating

    Finance Service Representative job in Oklahoma City, OK

    This position is part of the Wire Administration Department within our Bank Operations group. Wire Administration is primarily responsible for processing incoming and outgoing wire transfers. Other functions include handling cash management functions such as inventory management, forecasting, transportation and foreign banknote fulfillment. This role is crucial in ensuring the accuracy and efficiency of important financial transactions and supporting the bank's front line business units to deliver first class service to our customers. Hours for this position are Monday through Friday 9:00 am-6:00 pm CT and may vary during these hours based on the rotation of responsibilities. Additional hours may be required as needed. Position Requirements: At least 3 years banking experience preferred, but not required Consistently perform in a volume driven environment where workload fluctuates, but deadlines stay the same and services levels must be met Ability to communicate efficiently and effectively on the telephone and through email to internal customers, external customers and business partners Strong work ethic, critical thinking and problem solving skills with attention to detail Ability to escalate issues and concerns appropriately Ability to exercise discretion, judgment and independent decision-making while following procedural guidance Proficiency with standard computer software (MS Outlook, MS Excel) and ability to quickly learn and navigate job-specific software and web-based applications Maintain a high degree of reliability In addition, the position is expected to read, reference, interpret, and develop written departmental procedures, cross train on department tasks, make suggestions to correct or enhance existing processes, and take advantage of available opportunities to develop a deeper understanding of applicable regulations, operational compliance, and the banking industry to support career development and growth.
    $30k-55k yearly est. 53d ago
  • Financial Services Representative (Bilingual)

    Worldacceptance

    Finance Service Representative job in Oklahoma City, OK

    World Finance, winner of the Top Workplaces USA award three 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: $15 - $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 bilingual. 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 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.
    $15-19 hourly 14d ago
  • Private Client Banker - Northwest Expressway (New Build) - Oklahoma City, OK

    Jpmorganchase 4.8company rating

    Finance Service Representative job in Oklahoma City, OK

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $33k-65k yearly est. 52d ago
  • Associate Banker

    BMO Harris Bank 4.1company rating

    Finance Service Representative job in Edmond, OK

    Application Deadline: 07/20/2025 Address: 1101 N. Santa Fe Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $49,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $41.7k-49k yearly 8h ago
  • Main Banker

    Seminole Nation Gaming Enterprise

    Finance Service Representative job in Konawa, OK

    Job Details Konawa, OKDescription 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. Qualifications 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. MANAGERIAL RESPONSIBILITY: Has no supervisory responsibility. PROBLEM SOLVING: Ability to read, analyze, and interpret documents, such as policy and procedure manuals, maintenance instructions, and other related documents. Ability to respond to common inquiries from other employees or guests. Must be a Team Player. PHYSICAL DEMANDS: The work requires moderate physical exertion such as long periods of standing, repetitively lifting lightweight objects with frequent bending or stooping, recurring lifting of moderately heavy items. Occasionally lifts heavy objects over 50 pounds. WORKPLACE ENVIRONMENT: The job is performed indoors with frequent exposure to loud noises and fumes (e.g., cigarette smoke).
    $24k-45k yearly est. 60d+ ago
  • Business Banking Specialist

    Citizens Bank of Edmond 4.1company rating

    Finance Service Representative job in Edmond, OK

    Job Details Lending Center - Edmond, OK Full Time 4 Year Degree None Day BankingDescription Job Title: Business Banking Specialist Department: Lending Reports to: Director of Small Business & Entrepreneurial Engagement Status: Exempt Last updated: February 2025 Job Summary As a Business Banking Specialist, you will be responsible for providing financial services to small and medium-sized businesses (SMBs), helping them achieve their financial goals through a range of banking products and services. You will act as the primary point of contact for business deposit clients, building relationships and managing their financial needs while ensuring that the bank meets its objectives for growth and customer satisfaction. Knowledge, Skills and Abilities Develop and maintain strong relationships with new and existing business clients. Understand clients' financial needs and provide personalized solutions to address those needs. Serve as the primary contact for new and existing business deposit customers, ensuring high levels of customer service. Provide advice on various financial products, including business checking and savings accounts, merchant services, and other banking services. Execute new account and treasury services contracts with new and existing clients Identify opportunities to cross-sell additional banking services that can benefit clients. Participate in business development activities to attract new business clients to the bank. Ensure all banking activities comply with regulatory requirements, company policies, and industry standards. Maintain confidentiality and ensure that all client data and financial information are protected. Work closely with other departments such as credit, loan operations, and branch management to ensure seamless service delivery. Ability to operate a computer and utilize Microsoft Office products efficiently Work with assigned co-workers on team projects and priorities Performs other duties as assigned by management Excellent communication and interpersonal skills. Strong problem-solving abilities and attention to detail. Strong sales and relationship-building skills. Working Environment Work is performed at a desk with regular contact with employees and customers, in person or on the phone. The noise level in the work environment is usually moderate. Physical Demands While performing the duties of this job, the employees is required to communicate effectively with others, sit, stand, walk and use hands to handle keyboard, telephone, paper, files and other equipment and objects. The position requires the ability to review detailed documents and read computer screens. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job responsibilities. Employee Acknowledgment This job description describes the general nature and level of work performed by employee assigned to this position. It does not state or imply that these are the only duties and responsibilities assigned to the job. The employee may be required to perform other job-related duties as requested by the supervisor. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability. Employee Signature: ___________________________ Date: _______________ (EOE/AAE/M/F/D/V) Qualifications Qualifications Bachelor's degree in Business, Finance, Economics, or related field (preferred). Previous experience in banking or financial services, particularly in business banking or commercial lending, is highly preferred. Strong knowledge of financial products and services for businesses.
    $25k-31k yearly est. 34d ago
  • Relationship Banker I

    First United Bank & Trust Co 4.6company rating

    Finance Service 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 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. * One year of retail experience is preferred. * Cash handling experience is preferred. * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. 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: Edmond, OKC-Downtown, OKC-South, OKC-Southwest, OKC-Stockyards 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. 60d+ ago
  • Personal Banker, Floating

    Great Plains Bank 4.0company rating

    Finance Service 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. 51d ago
  • Personal Banker

    First Fidelity Bank 4.8company rating

    Finance Service Representative job in Midwest City, OK

    Job Details OK Midwest City - Midwest City, 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. EEO/M/F/Disabled/Vets Member FDIC
    $24k-28k yearly est. 15d ago
  • Private Client Banker - Northwest Expressway and Portland - Oklahoma City, OK

    JPMC

    Finance Service Representative job in Oklahoma City, OK

    You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities · Shares the value of Chase Private Client with clients that may be eligible · Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs · Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs · Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week · Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills · Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships · 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation · Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role · High school degree, GED, or foreign equivalent · Adherence to policies, procedures, and regulatory banking requirements · Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills · Excellent communication skills · College degree or military equivalent · Experience cultivating relationships with affluent clients · Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $24k-44k yearly est. 32d ago
  • Main Banker

    Seminole Nation Gaming Enterprise

    Finance Service Representative job in Seminole, OK

    Job Details Seminole, OKDescription 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. Qualifications 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. MANAGERIAL RESPONSIBILITY: Has no supervisory responsibility. PROBLEM SOLVING: Ability to read, analyze, and interpret documents, such as policy and procedure manuals, maintenance instructions, and other related documents. Ability to respond to common inquiries from other employees or guests. Must be a Team Player. PHYSICAL DEMANDS: The work requires moderate physical exertion such as long periods of standing, repetitively lifting lightweight objects with frequent bending or stooping, recurring lifting of moderately heavy items. Occasionally lifts heavy objects over 50 pounds. WORKPLACE ENVIRONMENT: The job is performed indoors with frequent exposure to loud noises and fumes (e.g., cigarette smoke).
    $24k-44k yearly est. 60d+ ago
  • Personal Banking Approval Specialist

    Midfirst Bank 4.8company rating

    Finance Service 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
  • Relationship Banker I

    First United Bank & Trust Co 4.6company rating

    Finance Service Representative job in Seminole, 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: Seminole 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. 52d ago
  • Personal Banker

    First Fidelity Bank 4.8company rating

    Finance Service Representative job in Midwest City, OK

    At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun! SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services. A critical success factor for this position is to proactively identify client needs and look for opportunities to refer clients to additional lines of business that provide value and make their lives more convenient. Sales and service responsibilities include expanding existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. To be successful, the Personal Banker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank. PRIMARY DUTIES/RESPONSIBILITIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Client Relations and Sales * Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to offer Bank products and services. * Engages in professionally curious conversations with prospective and existing clients in order to uncover service opportunities. Asks questions to understand what is important to the client and how the Bank can help meet the client's financial needs. Uses a consultative approach while tailoring recommendations and solutions. * Presents options to clients about ways to make their banking more beneficial, easy and convenient, while ensuring the needs of the client always come first. * Works to bring the client's expectations in line with the Bank's capabilities in order to achieve the client's desired outcome. In every interaction looks for ways to say "yes" to the client, adapting, as needed, to meet the ever-changing needs of our clients and the communities where we do business. * While consulting with the client, thoroughly explains product and account features, statements and service charges in a manner that the client can easily understand. * Develops strong relationships with other colleagues at the Bank in order to introduce clients to specialists who can assist with specific financial needs. * Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems. Dedicated to resolving client service issues in a manner that is efficient and favorable to the client and the Bank. Teller Transactions As needed, opens new accounts and assists with Teller transactions: * Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks. * Assists clients with questions on accounts and researches to identify and resolve problems. * Accurately processes transactions while working within defined limits of authority. Maintains accurate cash and coin supply in drawer, keeping currency and coin in a neat and orderly arrangement. * Verifies deposit amounts, examines checks, bonds and cashier's checks to determine negotiability. Accurately verifies signatures and client balances on withdrawals. Enters transactions into Bank records via online terminal. Completes and records accurate documentation on large transactions. * Responsible for accuracy in balancing each day's transactions and verifying cash. Balances drawer and coin vault within defined accuracy standards. Other Duties * Leads by example, exceeding the expectations of the Bank's Mission, Core Values, and Golden Rules of Service. * Complies with all policies, procedures and regulatory banking requirements. * Demonstrates good work habits, attendance and follows policies and procedures. * Performs other relevant duties as assigned. * Regular and reliable attendance at work is an essential function of the job. 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. EEO/M/F/Disabled/Vets Member FDIC
    $24k-28k yearly est. 16d ago
  • Personal Banker I

    Great Plains Bank 4.0company rating

    Finance Service Representative job in Stillwater, OK

    Job Details Stillwater Branch - Stillwater, 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.
    $23k-29k yearly est. 11d ago
  • Private Client Banker - Northwest Expressway (New Build) - Oklahoma City, OK

    JPMC

    Finance Service Representative job in Oklahoma City, OK

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $24k-44k yearly est. 21h ago
  • Main Banker

    Seminole Nation Gaming Enterprise

    Finance Service 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. 60d+ ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Midwest City, OK?

The average finance service representative in Midwest City, OK earns between $18,000 and $35,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Midwest City, OK

$25,000

What are the biggest employers of Finance Service Representatives in Midwest City, OK?

The biggest employers of Finance Service Representatives in Midwest City, OK are:
  1. Enriquez
  2. Worldacceptance
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