Customer Service Representative
Finance service representative job in Oklahoma City, OK
We are seeking a detail-oriented Customer Service Representative to join our dynamic team. This role involves managing customer interactions across multiple platforms while delivering exceptional service. The ideal candidate will handle customer inquiries, process orders, and provide technical support, focusing on first-call resolution and service excellence.
Essential Functions:
Commitment to delivering outstanding customer service
Deal directly with customers either by telephone or electronically
Strong communication skills (verbal and written)
Have great organizational & time management skills
Respond promptly to customer inquiries
Handle and resolve customer complaints
Strong attention to detail
Obtain and evaluate all relevant information to handle product and service inquiries
Provide pricing and delivery information
Process orders, forms, applications, and requests
Ability to adjust to changes in procedures or customer service tools.
Direct requests and unresolved issues to the designated resources throughout the organization
Keep accurate records of customer interactions and transactions
Maintain customer databases
Ability to present products while identifying up-selling opportunities
Support Outside and Inside Sales team
Excellent ability to work independently and as a team
Education and Experience
College degree or 1+ years of customer service experience preferred
Advanced Microsoft Office knowledge required
Knowledge of customer service principles and practices
Knowledge of relevant computer applications
Hours: Monday-Friday 8:00 a.m. - 5:00 p.m. FLEX Schedule in office and from home
Benefits:
M-D Building Products, Inc. offers a comprehensive benefits package designed to support the health and well-being of our employees. This includes Medical, Dental, and Vision coverage, access to an On-Site Clinic, and Voluntary Life Insurance options. Additionally, we offer a Lab Card Program, Group Term Life & AD&D, Flexible Spending Accounts (FSA) for both healthcare and dependent care, and Short-Term and Long-Term Disability coverage. Employees can also use our 401(K) plan with Company Match, Paid Time Off (PTO), Tuition Reimbursement, and Education & Development programs. We prioritize mental wellness through our Employee Assistance Program (EAP) and offer a range of Voluntary Benefits, including Accident, Critical Illness, and Hospital Indemnity Insurance.
At
M-D Building Products, Inc.
, we are committed to providing equal employment opportunities for all employees and applicants. We strictly prohibit discrimination based on race, religion, creed, color, national origin, nationality, citizenship, ancestry, sex, age, marital status, physical or mental disability, affectional or sexual orientation, gender identity, military or veteran status, genetic predisposition, or any other characteristic protected by law.
Agent - Financial Crimes/Consumer Advocacy
Finance service representative job in Oklahoma City, OK
Job Posting Title Agent - Financial Crimes/Consumer Advocacy Agency 049 ATTORNEY GENERAL Supervisory Organization Office of Attorney General Job Posting End Date Refer to the date listed at the top of this posting, if available. Continuous if date is blank.
Note: Applications will be accepted until 11:59 PM on the day prior to the posting end date above.
Estimated Appointment End Date (Continuous if Blank)
Full/Part-Time
Full time
Job Type
Regular
Compensation
Job Description
Title: Agent
Unit: Consumer Protection - Financial Crimes/Consumer Advocacy.
Salary Range: $68,000 - $90,000, commensurate with experience and qualifications
FLSA Status: Non-exempt
Location of Work: Oklahoma City or Tulsa, OK
Schedule: Full-time
Position Description:
Agents of the Oklahoma Attorney Generals (OAG) Office are commissioned state law enforcement officials tasked with investigating violations and alleged violations of criminal and civil Oklahoma state statutes. As the sole state law enforcement entity under the Oklahoma Attorney General, OAG Agents have the unique investigative and prosecutorial advantage in working with, and collaborating with, state OAG prosecutors on a daily basis. As commissioned state law enforcement officials, OAG Agents are automatically enrolled and are designated beneficiaries of the Oklahoma Law Enforcement Retirement System (OLERS). To help ensure OAG Agents are capable of fulfilling their responsibilities to the citizens of Oklahoma as state law enforcement officials, OAG Agents are subject to medical and physical fitness evaluations. All OAG agents may be reassigned to another unit within the OAG at any time.
Unit Summary:
The Consumer Protection Unit is tasked with investigating violations, or alleged violations of civil and criminal statutes involving fraudulent acts that victimize patrons of consumer services. These investigations include but are not limited to: victims of fraud, services not rendered, embezzlement, storm damage services not rendered, and other "scams" victimizing Oklahoma citizens and consumers.
Essential Functions:
* Develop and investigate cases.
* Meet deadlines.
* Communicate and collaborate with other CPU Agents, Supervisory Agent, and prosecutors.
* Interview witnesses, victims, and suspects, and then document findings.
* Effectively and professionally research, prepare, analyze, and understand complex information and legal issues.
* Possess the ability and willingness to carry a firearm and use deadly force as required.
* Maintain the integrity of the Attorney General's Office as well as the confidentiality of information as required by the Attorney General.
* Exhibit sound judgment, as well as exhibiting excellent report writing skills.
* Prepare and provide testimony in courtroom settings.
* Execute search warrants, arrest warrants, and marijuana eradication operations.
* Maintain safety protocol for the Office of Attorney General.
* The ability to perform all the physical demands as described below.
* Other duties as assigned.
Required Qualifications:
Qualified individuals must:
* Be a CLEET certified peace officer in Oklahoma, or eligible to become a CLEET certified peace officer through reciprocity or successfully meeting and completing the standards and requirements of the Council on Law Enforcement Education and Training (CLEET) to become a certified peace officer in Oklahoma. (Which may include the successful admission and completion of the CLEET Academy)
* Possess a valid Oklahoma driver's license
Preference will be given to individuals with:
* A Bachelor's Degree
* At least four years of investigative experience
* Accounting Experience
* Experience with complex financial matters
* Experience investigating financial crimes
Physical Demands:
Incumbents in this position will be required to take and pass a medical physical examination and a rigorous physical fitness evaluation. The physical fitness evaluation incudes, but may not be limited to: push-ups, sit-ups, 300 meter sprint, and a mile and one-half run. As a state law enforcement official, this position regularly requires effective utilization of all extremities, the ability to operate vehicles, objects or controls, and reach or extend hands and arms. OAG Agents are expected to communicate effectively orally and adequately hear within the context of interview, interrogation, and court room settings. Agents are required to be able stand, walk, stoop, kneel, crouch and lift 50 pounds. As a state law enforcement official, OAG Agents are expected to work effectively in different types of environmental settings to include but not limited to: offices, outdoors, and extreme or hazardous weather conditions.
Mental Demands:
While performing the duties of this position, the employee must be able to use written and oral communication skills; read and interpret data, information and documents; interpret policies and procedures; learn and apply new information or new skills; work under deadlines with some interruptions; and interact with OAG staff, other organizations; and interact with suspects, victims, other law enforcement officers, Court officials, and the general public. The incumbent will be required to take and pass a preliminary psychological assessment (MMPI).
Work Environment:
As a state law enforcement official, OAG Agents are expected to work effectively in different types of environmental settings to include but not limited to: offices, outdoors, vehicles, and extreme or hazardous weather conditions. The incumbent needs to have the ability to operate in a professional office environment and uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position frequently calls for the incumbent to work outdoors, and within their vehicle for long hours during all seasons. The incumbent must have the flexibility to work non-traditional work hours such as nights, weekends, and holidays when needed.
The Oklahoma Office of the Attorney General is an equal opportunity employer and does not make hiring decisions on the basis of race, sex/gender, color, age, national origin, genetic information, religion, or disability, so long as the disability does not render the person unable to perform the essential functions of the position for which employed with a reasonable accommodation. If reasonable accommodations are needed to apply for this position, please contact OAG Human Resources at ************** or *************. All employees of the Oklahoma Office of the Attorney General are "at will" employees.
Equal Opportunity Employment
The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability.
Current active State of Oklahoma employees must apply for open positions internally through the Workday Jobs Hub.
If you are needing any extra assistance or have any questions relating to a job you have applied for, please click the link below and find the agency for which you applied for additional information:
Agency Contact
Auto-ApplyAgent - Financial Crimes/Consumer Advocacy
Finance service representative job in Oklahoma City, OK
Job Posting Title
Agent - Financial Crimes/Consumer Advocacy
Agency
049 ATTORNEY GENERAL
Supervisory Organization
Office of Attorney General
Job Posting End Date
Refer to the date listed at the top of this posting, if available. Continuous if date is blank.
Note: Applications will be accepted until 11:59 PM on the day prior to the posting end date above.
Estimated Appointment End Date (Continuous if Blank)
Full/Part-Time
Full time
Job Type
Regular
Compensation
Job Description
Title: Agent
Unit: Consumer Protection - Financial Crimes/Consumer Advocacy.
Salary Range: $68,000 - $90,000, commensurate with experience and qualifications
FLSA Status: Non-exempt
Location of Work: Oklahoma City or Tulsa, OK
Schedule: Full-time
Position Description:
Agents of the Oklahoma Attorney Generals (OAG) Office are commissioned state law enforcement officials tasked with investigating violations and alleged violations of criminal and civil Oklahoma state statutes. As the sole state law enforcement entity under the Oklahoma Attorney General, OAG Agents have the unique investigative and prosecutorial advantage in working with, and collaborating with, state OAG prosecutors on a daily basis. As commissioned state law enforcement officials, OAG Agents are automatically enrolled and are designated beneficiaries of the Oklahoma Law Enforcement Retirement System (OLERS). To help ensure OAG Agents are capable of fulfilling their responsibilities to the citizens of Oklahoma as state law enforcement officials, OAG Agents are subject to medical and physical fitness evaluations. All OAG agents may be reassigned to another unit within the OAG at any time.
Unit Summary:
The Consumer Protection Unit is tasked with investigating violations, or alleged violations of civil and criminal statutes involving fraudulent acts that victimize patrons of consumer services. These investigations include but are not limited to: victims of fraud, services not rendered, embezzlement, storm damage services not rendered, and other “scams” victimizing Oklahoma citizens and consumers.
Essential Functions:
· Develop and investigate cases.
· Meet deadlines.
· Communicate and collaborate with other CPU Agents, Supervisory Agent, and prosecutors.
· Interview witnesses, victims, and suspects, and then document findings.
· Effectively and professionally research, prepare, analyze, and understand complex information and legal issues.
· Possess the ability and willingness to carry a firearm and use deadly force as required.
· Maintain the integrity of the Attorney General's Office as well as the confidentiality of information as required by the Attorney General.
· Exhibit sound judgment, as well as exhibiting excellent report writing skills.
· Prepare and provide testimony in courtroom settings.
· Execute search warrants, arrest warrants, and marijuana eradication operations.
· Maintain safety protocol for the Office of Attorney General.
· The ability to perform all the physical demands as described below.
· Other duties as assigned.
Required Qualifications:
Qualified individuals must:
· Be a CLEET certified peace officer in Oklahoma, or eligible to become a CLEET certified peace officer through reciprocity or successfully meeting and completing the standards and requirements of the Council on Law Enforcement Education and Training (CLEET) to become a certified peace officer in Oklahoma. (Which may include the successful admission and completion of the CLEET Academy)
· Possess a valid Oklahoma driver's license
Preference will be given to individuals with:
· A Bachelor's Degree
· At least four years of investigative experience
· Accounting Experience
· Experience with complex financial matters
· Experience investigating financial crimes
Physical Demands:
Incumbents in this position will be required to take and pass a medical physical examination and a rigorous physical fitness evaluation. The physical fitness evaluation incudes, but may not be limited to: push-ups, sit-ups, 300 meter sprint, and a mile and one-half run. As a state law enforcement official, this position regularly requires effective utilization of all extremities, the ability to operate vehicles, objects or controls, and reach or extend hands and arms. OAG Agents are expected to communicate effectively orally and adequately hear within the context of interview, interrogation, and court room settings. Agents are required to be able stand, walk, stoop, kneel, crouch and lift 50 pounds. As a state law enforcement official, OAG Agents are expected to work effectively in different types of environmental settings to include but not limited to: offices, outdoors, and extreme or hazardous weather conditions.
Mental Demands:
While performing the duties of this position, the employee must be able to use written and oral communication skills; read and interpret data, information and documents; interpret policies and procedures; learn and apply new information or new skills; work under deadlines with some interruptions; and interact with OAG staff, other organizations; and interact with suspects, victims, other law enforcement officers, Court officials, and the general public. The incumbent will be required to take and pass a preliminary psychological assessment (MMPI).
Work Environment:
As a state law enforcement official, OAG Agents are expected to work effectively in different types of environmental settings to include but not limited to: offices, outdoors, vehicles, and extreme or hazardous weather conditions. The incumbent needs to have the ability to operate in a professional office environment and uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This position frequently calls for the incumbent to work outdoors, and within their vehicle for long hours during all seasons. The incumbent must have the flexibility to work non-traditional work hours such as nights, weekends, and holidays when needed.
Equal Opportunity Employment
The State of Oklahoma is an equal opportunity employer and does not discriminate on the basis of genetic information, race, religion, color, sex, age, national origin, or disability.
Current active State of Oklahoma employees must apply for open positions internally through the Workday Jobs Hub.
If you are needing any extra assistance or have any questions relating to a job you have applied for, please click the link below and find the agency for which you applied for additional information:
Agency Contact
Auto-ApplyAssociate Banker
Finance service representative job in Warr Acres, OK
Application Deadline:
01/04/2026
Address:
5757 Northwest Expressway
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.
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.
Auto-ApplyPart Time Associate Banker Oklahoma South (30 hours)
Finance service representative job in Oklahoma City, OK
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
**Job Responsibilities**
+ Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
+ Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
+ Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
+ Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required Qualifications, Capabilities, and Skills**
+ Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
+ Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
+ Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
+ Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
+ Ability to quickly and accurately learn products, services, and procedures.
+ Client service experience or comparable experience.
+ High school diploma or GED equivalent.
**Preferred Qualifications, Capabilities, and Skills**
+ Strong desire and ability to influence, educate, and connect customers to technology solutions.
+ Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Financial Services Representative (Full Time Temporary)
Finance service representative job in Chandler, OK
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $14 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyPrivate Client Banker - Rockwell and 122nd - Oklahoma City, OK
Finance 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: **************************************************************************
Auto-ApplyRelationship Banker I
Finance service representative job in Shawnee, OK
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Relationship Banker I
Job Description
* Do you approach serving every customer like they are your family member?
* Are you intuitively aware of the overall picture and able to discern top priorities?
* Do you seem to forge positive and trusting relationships with everyone?
* Are you highly responsible and dependable? Do you always follow through on your promises, no matter what?
* Do you effortlessly handle challenging situations?
* Are you relentless about constant improvement? Do you have a learning mindset?
* Do you revel at the opportunity to provide personalized service that creates customer loyalty?
* Are you addicted to a positive attitude?
* Do you commit to meeting deadlines and never miss the little details?
At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs.
The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.
We Offer:
* An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ
* An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference
* Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career
* Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way
* The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us
* Educational assistance and reimbursements
At First United Bank our purpose is to inspire and empower others to Spend Life Wisely.
Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path.
The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Essential Duties:
* Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
* Follows proper procedures accurately and efficiently for all customer-servicing activities performed.
* Retains existing customers and develop new customer relationships.
* Serves as customers' single point of contact on all First United Bank products and services.
* Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.
* Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.
* Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
* Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
* Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
* Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy.
* Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services.
* Maintains appropriate drawer limits, perform cash versifications and vault duties.
* Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.
* Proactively resolve customer complaints, problems, or other issues.
* Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans.
* Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.
* Masters the Primary Purpose and Essential duties of the Relationship Banker I position.
Employee Specifications:
* High School Diploma strongly preferred. Some college is strongly preferred.
* Minimum of 1 year of banking experience as a Teller, Lending Assistant or New Accounts is required.
* Cash handling experience is preferred.
* Superior customer service skills required.
* Basic mathematics to solve problems.
* Requires being exact or highly accurate with daily work.
* Ability to effectively read, write, and verbally communicate with customers and co-workers.
* Ability to manage time effectively and work independently, without close supervisor.
* Ability to use good judgment and exercise decision-making skills.
* Critical Thinking - requires logic and reasoning to identify solutions, conclusions or approaches to problems.
* Ability to multi-task.
* Maintain a professional attitude and appearance.
* Behave ethically while at work or outside your work environment.
* Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.
The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.
#LI-MD2
All Locations:
Shawnee
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
Auto-ApplyMain Banker
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.
Auto-ApplyAssociate Banker
Finance service representative job in Warr Acres, OK
Application Deadline:
01/04/2026
Address:
5757 Northwest Expressway
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.
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.
Auto-ApplyMember Service Representative
Finance service representative job in Oklahoma City, OK
Job Description
Communication Federal Credit Union has proudly served its members for 80+ years and we've been ranked #1 Credit Union in Oklahoma by multiple sources during that time. We are committed to our local communities, providing financial education, and supporting local organizations.
Our motto is "Connecting with you" and we believe connections are central to all that we do. Our commitment to community is a big part of who we are as a credit union and it is an important characteristic of our culture.
Our Employee Benefits Include:
$1,000 Welcome Bonus after 90 days
11 Paid Holidays
200% 401(k) Match up to 5%
Tuition/ Educational Assistance
Generous Benefits Options & Many Other Employee Perks!
As a Member Service Representative, you will deliver exceptional member experiences by providing prompt, efficient and courteous member service and process accurate teller transactions. You will cross-sell credit union products and services in alignment with members' financial needs and the strategic goals of the credit union. The MSR also serves as a front-line contact for most member dealings at the credit union.
Our Ideal Candidate:
- Collaborative teammate with excellent interpersonal and communication skills.
- Great listener with strong desire to help people.
- Ability to accurately process transactions and requests.
- Thrives handling multiple tasks in fast paced, service-oriented environment.
- Embraces new opportunities with strong initiative to accomplish tasks.
What You Will Do:
Accurately process teller transactions, including deposits, withdrawals, and loan payments.
Serve as the front-line contact for, and build relationships with, Communication Federal Credit Union members.
Understand and cross-sell CFCU products and services.
Achieve individual and branch goals for member experience, transaction accuracy, and product cross-sells.
Work Schedule: Monday Friday and rotating Saturdays.
Education and Qualifications
High school diploma or G.E.D.
Minimum 1 year of experience in financial institution or retail customer sales/service environment required.
Prior cash-handling experience preferred.
Communication Federal Credit Union is an equal opportunity employer. We value and strive to provide a diverse workplace free of discrimination. We do not engage in unlawful employment based on gender, gender identity, race, sex, sexual orientation, age, disability, religion, or national origin. We make every effort to provide an environment where every employee feels respected and valued.
Job Posted by ApplicantPro
Personal Banker - Bilingual
Finance service representative job in Oklahoma City, OK
At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun!
SUMMARY
The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services. A critical success factor for this position is to proactively identify client needs and look for opportunities to refer clients to additional lines of business that provide value and make their lives more convenient. Sales and service responsibilities include expanding existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. To be successful, the Personal Banker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank. Fluency in both Spanish and English is required, including the ability to read, write, and speak professionally in both languages.
PRIMARY DUTIES/RESPONSIBILITIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Client Relations and Sales
* Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to offer Bank products and services.
* Engages in professionally curious conversations with prospective and existing clients in order to uncover service opportunities. Asks questions to understand what is important to the client and how the Bank can help meet the client's financial needs. Uses a consultative approach while tailoring recommendations and solutions.
* Presents options to clients about ways to make their banking more beneficial, easy and convenient, while ensuring the needs of the client always come first.
* Works to bring the client's expectations in line with the Bank's capabilities in order to achieve the client's desired outcome. In every interaction looks for ways to say "yes" to the client, adapting, as needed, to meet the ever-changing needs of our clients and the communities where we do business.
* While consulting with the client, thoroughly explains product and account features, statements and service charges in a manner that the client can easily understand.
* Develops strong relationships with other colleagues at the Bank in order to introduce clients to specialists who can assist with specific financial needs.
* Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems. Dedicated to resolving client service issues in a manner that is efficient and favorable to the client and the Bank.
Teller Transactions
As needed, opens new accounts and assists with Teller transactions:
* Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks.
* Assists clients with questions on accounts and researches to identify and resolve problems.
* Accurately processes transactions while working within defined limits of authority. Maintains accurate cash and coin supply in drawer, keeping currency and coin in a neat and orderly arrangement.
* Verifies deposit amounts, examines checks, bonds and cashier's checks to determine negotiability. Accurately verifies signatures and client balances on withdrawals. Enters transactions into Bank records via online terminal. Completes and records accurate documentation on large transactions.
* Responsible for accuracy in balancing each day's transactions and verifying cash. Balances drawer and coin vault within defined accuracy standards.
Other Duties
* Leads by example, exceeding the expectations of the Bank's Mission, Core Values, and Golden Rules of Service.
* Complies with all policies, procedures and regulatory banking requirements.
* Demonstrates good work habits, attendance and follows policies and procedures.
* Performs other relevant duties as assigned.
* Regular and reliable attendance at work is an essential function of the job.
Personal Banking Approval Specialist
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.
Financial Services Representative - State Farm Agent Team Member
Finance service representative job in Purcell, OK
Job DescriptionBenefits:
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Position Overview:
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Responsibilities:
Consult customers on financial planning and life/health insurance coverage.
Conduct financial reviews and recommend personalized product solutions.
Maintain compliance with financial and insurance regulations.
Perform customer needs analysis and engage in sales conversations.
Qualifications:
Active Life & Health license (or willingness to obtain within 30 days).
Previous experience in financial services and/or insurance preferred.
Strong communication and analytical skills.
Professional, trustworthy, and customer-focused demeanor.
Member Experience Representative
Finance service representative job in Oklahoma City, OK
ABOUT US: Oklahoma's Credit Union has been happy to help Oklahomans for over 60 years. From the beginning, OKCU has sought to keep people economically independent by helping them learn to save and borrow responsibly. We have over 600 million dollars in assets and employ over 145 people. OKCU offers branch access at over 91 locations across Oklahoma and over 5,000 locations nationwide. We serve over 47,000 people who enjoy benefits such as low or no fees on services, higher rates on deposits, and low rates on home or auto loans.
At OKCU, we are happy to guide you through a comprehensive training program to find a career path that works for you. Experience a robust benefits package and have a little fun along the way.
ABOUT YOU:
You really care about helping people in your community. You are always thinking of ways to make your job or life easier. You are the kind of person who likes to be held accountable, you don't want to leave anyone hanging! You love helping people do more with their money. You enjoy a happy place to work.
Join a community that puts people first, not profits. Want to learn more about who we are and what we're about? Take a look at what's important to us and hopefully it's important to you, too.
VISIT:
* okcu.org
* facebook.com/OklahomasCU
* instagram.com/oklahomascreditunion
* linkedin.com/company/oklahomascu
* twitter.com/OklahomasCU
* youtube.com/user/MyOECU
ESSENTIAL FUNCTIONS:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Provide outstanding member service and contribute to overall team effort.
* Fully understand and actively assist members in using credit union products and services.
* Receive checking and savings deposits - verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit.
* Examine checks deposited and determine proper funds availability based on regulation requirements and complete hold notices.
* Process savings withdrawals; cash checks - verify endorsement, receive proper identification and ensure validity.
* Answer basic member inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and member privacy policies.
* Issue personal money orders and cashier's checks, and cash out US Savings Bonds.
* Accept loan payments - verify payment amount and loan status, issue receipts.
* Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
* Maintain and regularly balance cash and other negotiable instruments, ensure teller station is properly supplied.
* Refer members to the proper department for issues that cannot be resolved at the teller line.
* Refer additional credit union products as appropriate.
* Perform routine support functions as assigned; including verifications, scanning, filing, reports, and returned mail.
* Ensure confidentiality regarding member transactions and information.
* Ensure actions are compliant with all credit union policies and procedures.
EDUCATION AND EXPERIENCE:
* Customer service experience
* Multi-lingual capabilities in Spanish preferred
BENEFITS FOR FULL-TIME EMPLOYEES:
* Employee medical coverage 90% paid by OKCU
* Employee dental, vision and life insurance paid by OKCU
* Tuition reimbursement program
BENEFITS FOR ALL ELIGIBLE EMPLOYEES:
* 401(k) contribution of 3%, plus additional profit-sharing match of up to 4%
* Volunteer opportunities to serve the community
* Gym membership reimbursement
* Comprehensive training opportunities
* And much more!
Oklahoma's Credit Union is an EEO / AA employer.
Relationship Banker - May Ave and 37th - Oklahoma City, OK
Finance service representative job in Oklahoma City, OK
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Relationship Banker I - Bilingual
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 - Bilingual
Job Description
* Do you approach serving every customer like they are your family member?
* Are you intuitively aware of the overall picture and able to discern top priorities?
* Do you seem to forge positive and trusting relationships with everyone?
* Are you highly responsible and dependable? Do you always follow through on your promises, no matter what?
* Do you effortlessly handle challenging situations?
* Are you relentless about constant improvement? Do you have a learning mindset?
* Do you revel at the opportunity to provide personalized service that creates customer loyalty?
* Are you addicted to a positive attitude?
* Do you commit to meeting deadlines and never miss the little details?
At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs.
The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.
We Offer:
* An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ
* An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference
* Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career
* Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way
* The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us
* Educational assistance and reimbursements
At First United Bank our purpose is to inspire and empower others to Spend Life Wisely.
Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path.
The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Essential Duties:
* Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
* Follows proper procedures accurately and efficiently for all customer-servicing activities performed.
* Retains existing customers and develop new customer relationships.
* Serves as customers' single point of contact on all First United Bank products and services.
* Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.
* Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.
* Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
* Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
* Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
* Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy.
* Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services.
* Maintains appropriate drawer limits, perform cash versifications and vault duties.
* Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.
* Proactively resolve customer complaints, problems, or other issues.
* Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans.
* Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.
* Masters the Primary Purpose and Essential duties of the Relationship Banker I position.
Employee Specifications:
* High School Diploma strongly preferred. Some college is strongly preferred.
* One year of retail experience is preferred.
* Cash handling experience is preferred.
* Superior customer service skills required.
* Basic mathematics to solve problems.
* Requires being exact or highly accurate with daily work.
* Ability to effectively read, write, and verbally communicate with customers and co-workers.
* Ability to manage time effectively and work independently, without close supervisor.
* Ability to use good judgment and exercise decision-making skills.
* Critical Thinking - requires logic and reasoning to identify solutions, conclusions or approaches to problems.
* Ability to multi-task.
* Maintain a professional attitude and appearance.
* Behave ethically while at work or outside your work environment.
* Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.
#LI-MD2
The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.
All Locations:
OKC-Southwest
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
Auto-ApplyMember Service Representative - Deer Creek
Finance service representative job in Edmond, OK
Communication Federal Credit Union has proudly served its members for 80+ years and we've been ranked #1 Credit Union in Oklahoma by multiple sources during that time. We are committed to our local communities, providing financial education, and supporting local organizations.
Our motto is "Connecting with you" and we believe connections are central to all that we do. Our commitment to community is a big part of who we are as a credit union and it is an important characteristic of our culture.
Working at CFCU means working alongside a diverse group of financial professionals to create exceptional member experiences. Our culture encourages trust, collaboration, and communication enabling employees to have a meaningful impact on our organization and in communities we serve.
Employee Benefits Include:
$1,000 Welcome Bonus after 90 days
11 Paid Holidays
200% 401(k) Match up to 5%
Tuition/ Educational Assistance
Generous Benefits Options & Many Other Employee Perks!
As a Member Service Representative, you will deliver exceptional member experiences by providing prompt, efficient and courteous member service and process accurate teller transactions. You will cross-sell Credit Union products and services in alignment with members' financial needs and the strategic goals of the Credit Union. Act as front-line contact for most member dealings at the Credit Union.
Our Ideal Candidate:
* Collaborative teammate with excellent interpersonal and communication skills.
* Great listener with strong desire to help people.
* Ability to accurately process transactions and requests.
* Thrive handling multiple tasks in fast paced, service-oriented environment.
* Embrace new opportunities with strong initiative to accomplish tasks.
What You Will Do:
Accurately process teller transactions, including deposits, withdrawals, and loan payments.
Serve as the front-line contact for, and build relationships with, Communication Federal Credit Union members.
Understand and cross-sell CFCU products and services.
Achieve individual and branch goals for member experience, transaction accuracy, and product cross-sells.
Work Schedule: Monday thru Friday and rotating Saturdays; Shifts range from 7:45am to 6pm
Education and Qualifications
High school diploma or G.E.D.
Minimum 1 year of experience in financial institution or retail customer sales/service environment required.
Prior cash-handling experience preferred.
Communication Federal Credit Union is an equal opportunity employer. We value and strive to provide a diverse workplace free of discrimination. We do not engage in unlawful employment based on gender, gender identity, race, sex, sexual orientation, age, disability, religion, or national origin. We make every effort to provide an environment where every employee feels respected and valued.
Part Time Personal Banker - Oklahoma City (44th & Western)
Finance service representative job in Oklahoma City, OK
The Personal Banker is responsible for generating business and deepening relationships by promoting products and services to potential and existing customers. Responsibilities include providing high quality customer service while achieving sales goals and supporting banking center staff as needed.
Duties will include, but are not limited to, the following:
Greet customers and facilitate a welcoming and customer- focused environment
Provide extraordinary customer service while achieving goals and supporting the banking center staff as needed
Build and maintain relationships with customers to help identify financial products and services that meet their needs
Promote financial products and services
Open deposit accounts and take loan applications, process consumer loan/credit line requests for customers
Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures
Generate new business and expand relationships with current customers through networking and Centers of Influence
Respond to customer inquiries and concerns and create positive solutions
Support other employees as needed
This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.
Required Skills:
Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals
Minimum of 6 months cash handling and/or Point of Sale (POS) transaction experience in a retail sales or food industry environment
Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank's expense.
Ability to generate referrals including making on-site visits with local businesses
Ability to work effectively as a team member and with customers
Strong work ethic and high integrity
Proficient with all Microsoft applications (Word, Outlook, Excel etc.)
Friendly, outgoing, assertive, confident, and enthusiastic personality
This position is required to participate in both informal and formal training (paid) and must successfully pass our Teller Certification test to be allowed to operate a Teller drawer. Formal training consists of one full week of training/testing which is conducted within your first 3 weeks of employment and is scheduled Monday through Wednesday from 8:00 a.m. - 5:00 p.m.
Preferred Skills:
Successful sales record in a retail banking environment; with knowledge of bank services and products.
Bilingual (fluent verbal and written Spanish) skills
Physical Requirements:
This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds.
MidFirst Banking Center Hours of Operations:
Monday - Friday from 7:15 a.m. - 6:15 p.m. and Saturday from 7:45 a.m. to 1:15 p.m. (Part time employees are scheduled for 20 hours per week within these time frames)
Candidates must be available to work weekend hours.
Relationship Banker I
Finance service representative job in Edmond, 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.
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