First United Bank jobs - 240 jobs

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 Delos Wealth Strategist Company Overview Delos Capital Advisors, A Spend Life Wisely Company, is the wealth management subsidiary for First United Bank that provides services to ultra-high net worth individuals, private family offices and foundations, institutional investors, and financial service companies by providing comprehensive wealth, risk, and investment management services. Under the parent company of Spend Life Wisely, our shared philosophy revolves around helping our clients emphasize balance through four pillars: Wellness, Personal Development, Financial Well-Being, and Faith. Position Summary The Wealth Strategist is a key client acquisition leader responsible for attracting and engaging High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals and families. This individual will lead strategic efforts to develop client relationships, create marketing and networking initiatives, and collaborate with partners across Delos Capital Advisors (DCA) to deliver tailored financial solutions. Success in this role is driven by relationship-building, thought leadership, and high-touch client service that positions Delos Capital Advisors as the partner of choice for sophisticated wealth management needs. Key Responsibilities Business Development & Client Acquisition * Identify and pursue opportunities to attract HNW and UHNW clients through strategic planning and relationship-building. * Leverage professional and personal networks to generate qualified referrals and introductions. * Research and analyze prospects' full financial picture, including assets and liabilities, to provide comprehensive service recommendations. * Present customized wealth management solutions and collaborate with client advisors (e.g., attorneys, CPAs) to ensure alignment. Marketing & Communication Strategy * Design or advise on marketing strategies aimed at engaging HNW and UHNW clients, including: * Speaking engagements * Media opportunities * Strategic partnerships * Develop and execute outreach strategies targeting Centers of Influence (COIs), business exits, and philanthropic/family convenings. Community Engagement * Identify and recommend participation in philanthropic and social organizations that align with Delos Capital Advisors' brand and client base. * Represent the firm at community and industry events to increase visibility and strengthen brand presence in key markets. Client Relationship Management * Serve as a primary contact for prospective and existing clients with complex or sensitive financial circumstances. * Maintain ongoing communication with clients, identifying opportunities for additional services or deeper engagement. * Act as a liaison between the client and the broader Spend Life Wisely Company team for account management and service coordination. Planning & Advisory Services * Consult with clients and their advisors to design tax-efficient estate and wealth transfer strategies, using in-depth knowledge of estate, gift, income, and inheritance taxes. * Maintain expert knowledge of personal trusts, living trusts, wills, investment management, financial consulting, and fiduciary services. * Stay current with federal, state, and local regulations impacting financial planning, banking, and fiduciary practices. Performance Expectations * Achieve a minimum of $30 million in net new asset growth annually. * Actively participate in internal councils, task forces, and training initiatives to promote cross-functional collaboration and thought leadership. * Contribute to the firm's thought leadership through participation in seminars, client events, and educational programming. Qualifications * Proven track record of developing and maintaining HNW/UHNW client relationships. * Deep knowledge of investment management, estate planning, trust services, and tax strategies. * Excellent communication, presentation, and consultative sales skills. * Ability to build trust and credibility with clients, partners, and COIs. * FINRA Series 65 license (or ability to obtain within a defined timeframe). NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations: Dallas-Uptown 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.

Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. Promote a positive, help Client Service, Specialist, Customer Service, Banking, Retail

It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? If so, the Central Associate Advisor role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Central Associate Advisor, you will be responsible for the servicing of smaller Frost Brokerage accounts. You enjoy interacting with clients and look forward to answering questions regarding what actions they could take given your investment advice. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Service existing small accounts (generally less than $50,000 in assets) within Frost Brokerage Assist house account customers as needed, providing investment recommendations based on client risk tolerance, goals, objectives, and preferences Maintain in-depth knowledge of systems that provide financial advice to customers; answer questions from clients regarding what actions they could take given this investment advice Communicate with house account customers to facilitate the buying or selling of appropriate mutual funds, stocks, bonds, and annuities. Monitor and execute trades Perform all other duties as assigned What you'll need: 2+ years Investment Services experience, or an equivalent combination of relevant education and experience FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses; or, the ability to obtain necessary licenses within 120 days. General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days. Excellent written and verbal communication skills Proficient in Microsoft computer applications Our Benefits At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader is banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about expecting great things and making them happen. Do others describe you as dependable and hardworking? Do you have a knack for paying attention to all the small details? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Loan Research Specialist I with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Loan Research Specialist I with Frost, you are our quality control. In this role, you will be responsible for reconciling, monitoring, researching, and clearing items from various general ledger and clearing accounts. You will use your investigate skills and observant mindset to process payments and advances, make corrections, and update information to the appropriate loan system. You enjoy interacting with customers and will play a key role in addressing issues and questions involving loan systems both internally and externally. More than that, this role is about ensuring a seamless loan systems experience and doing so with our signature all-win approach in mind. What you'll do: Prepare a recalculation spreadsheet to correct loans on the Commercial and Installment Loan Systems Review transactions for accuracy and notify appropriate personnel of any errors found Retrieve and review reports daily to compare loan transactions and adjustments to the systems daily activities Process payments, advances, maintenance, terminations, charge-offs and non-accruals Provide assistance to internal and external customers with issues and questions involving loan systems, transactions, and other miscellaneous items having to do with loans and leases Correct discrepancies found May prepare various monthly reports for upper management Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Strong analytical and organizational skills Multi-task oriented Self-starter Ability to work independently Proficient in Microsoft computer applications Excellent written and verbal communication skills Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about insights that are out of sight. Does deciphering a secret code and discovering its hidden meaning excite you? Would you consider math to be your second language? Do you want the autonomy to improve processes and find solutions? If so, being a Model Validation Analyst II with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Model Validation Analyst II with Frost, you are our monitor. In this role, you monitor and validate aggregate model risk in alignment with Frost's risk strategy. You will provide recommendations on how to adjust model risk. By turning data into insights, you will help us discover the accuracy of the most complex and significant financial, statistical, and behavioral models that are used within the organization. More than that, this role is about constant improvement and doing so with our signature all-win approach in mind. What you'll do: Perform independent validations of financial, statistical, and behavioral models commensurate with their criticality ratings. Focus on the most complex and significant models used within the organization. Ensure a thorough review by challenging key aspects of each model Validate and review models regarding their theoretical soundness, testing design, and points of weakness Interpret data to recognize any potential risk exposure; additionally, identify opportunities to use data in ways that enhance the strategic and tactical decisions made by management. Develop challenger models that help validate existing models and assist with outcome analysis Ensure compliance with the model risk monitoring framework Evaluate governance for Model Risk Management by reviewing policies, controls, risk assessments, documentation standards, and validation standards that are required to manage modeling processes throughout the organization Evaluate the Bank's compliance with SR 11-7 regulatory guidance Provide guidance and direction to less experienced analysts Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Master's degree in a quantitative field such as Mathematical Finance, Financial Engineering, Statistics, Physics, Management Science, Operations Research, or Economics 2+ years of experience in the development or validation of financial, statistical, or mathematical models, preferably within the financial services industry Mastery of statistics and numerical techniques Demonstrated experience with documenting technical aspects of a model as well as presenting results/findings Proficient in either SQL, SAS, R, or Python Advanced knowledge of Microsoft Excel Proficient in Microsoft computer applications Excellent written and verbal communication skills Additional Preferred Skills: Ph.D. degree in a quantitative field such as Mathematical Finance, Financial Engineering, Statistics, Physics, Management Science, Operations Research, or Economics Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about finding a job that feels like home. Are you a natural go-getter who loves a challenge? Do you have a thirst for knowledge inside and outside the classroom? Are you ready to put theory into practical application? Does exploring numerous career possibilities excite you? If so, our College Intern - Technology & Digital role might be a great fit! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As our College Intern - Enterprise Payments, you'll be exposed to various executives and lines of business throughout the organization. By building relationships and tackling numerous projects you will gain various skills and connections to add to your resume. Here, you'll have the freedom and flexibility to experience life in the corporate world while continuing your education. What you'll do: Gain experience with a corporation that provides a full range of services in banking, brokerage and investments to acquire a deeper understanding of the financial industry Perform meaningful work to get valuable experience and further Frost as an organization Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Junior or Senior enrolled in a four-year degree program or a graduate student Currently pursuing an undergraduate degree or graduate degree in computer science or a related field Ability to work in a part-time capacity year-round Minimum GPA of 3.0 confirmed by transcript Strong organizational skills Time management skills Strong written and verbal communication skills Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

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 Treasury Management Officer SUMMARY This position is responsible for generating deposit growth and increasing fee income by developing new business relationships and expanding existing relationships by using a professional and consultative approach to sell treasury management solutions. To achieve a high level of customer satisfaction, revenue, and profitability, this position is expected to stay abreast of current products, policies, technology, industry trends and pricing. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Generates leads from referrals and a variety of prospect lists and sources. * Meets with prospective Treasury Management customers to develop relationships, make consultative presentations, demonstrate products and sell TM products and services that meets the needs of the customer and creates efficiencies in their daily operations. * Partners with an assigned Onboarding Specialist to complete appropriate product agreements, resolutions and setup forms for products sold and follows through with the customer until proper authorization and execution is obtained. * Follows up to ensure the customer is comfortable and pleased with the products once implemented. * Prepares written proposals and comparative analysis. * Responds to customer inquiries and requests in a prompt and courteous manner. * Meets established sales goals. * Model and foster behaviors that support the Bank's values and corporate culture creating an atmosphere of trust, cooperation, accountability and dedication to the organization and team. * Meets with Community Bank Presidents, lenders and bank personnel to increase their knowledge of Treasury Management services to help promote referrals. ADDITIONAL DUTIES AND RESPONSIBILITIES * Cross-sells other banking services by partnering with other lines of business. * Actively participates in industry professional groups and associations when approved by management. * Utilizes CRM system to track calling activity and management of pipeline. * Attends department sales meetings and actively participates in activities to improve personal skills, products and the department. * Accompanies loan officers on joint calls any time there is an opportunity to promote Treasury Management services. * Prepares proposals in response to Requests for Proposals from Public Entities and businesses and makes presentations as necessary. * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Other duties as assigned by supervisor. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * High school diploma or GED required; Bachelor's degree or equivalent experience preferred. * At least three years banking experience required. * Two years of Treasury Management Services experience required in any capacity whether sales, onboarding or training. * Knowledge of financial institution policies and procedures required. * Knowledge of Treasury Management Services and related areas required. Technical/Functional Competencies * Exceptional interpersonal skills with ability to work with a variety of people and personality types. * Strong communication skills both written and verbal. * Must be self-motivated, work well in a team environment, and have high energy capacity. * Possesses good presentation skills. * Demonstrates good judgment and analytical skills. Strong attention to detail * Possesses a strong sense of customer service. * Demonstrates dependability through good attendance and adherence to timelines and schedules. * Proficiency in Microsoft Word, Excel, and PowerPoint applications required * Willingness to accept additional responsibilities. * Takes initiative in development and completion of projects. OTHER REQUIREMENTS: * Travel between First United Bank branches will be required more than 50%. * Occasional over-night travel may be required. * Requires a flexible work schedule that will include some evenings, weekends and overtime work. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations: San Antonio 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.

It's about giving people a sense of security. Do you like helping others understand the tools of today? A passionate salesperson with an affinity for helping others and building relationships? Do you have a background in insurance sales and the ability to drive new business? If so, the Producer - Life Advisor role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Producer - Life Advisor, you'll screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs. This is a sales-oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through Frost Insurance Agency. You'll use your skills, outgoing personality, and competitive nature to stay up to date on the latest trends and products to best serve our customers and meet goals. What you'll do: Achieve objectives established in the annual producer - life insurance sales plan Identify potential new business opportunities among current clients and specific target groups, with a focus on promoting life insurance Contact prospects for the purpose of providing life insurance quotes and arranging sales appointments Assess prospects needs and financial situations to recommend life insurance coverage and solutions Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information Collaborate with agency colleagues to finalize company submissions and identify potential markets for life insurance coverage Conduct client and prospect appointments to discuss life insurance proposals, renewals, and explanations of coverage details Take an active role in addressing claims or service issues, participating in their resolution as needed to ensure client satisfaction with their life insurance coverage Maintain production reports and attend all sales meeting as required to stay up to date with life insurance sales targets and strategies Promote the growth of agency and insurance sector within the community, emphasizing the significance of life insurance Stay current with industry advancements by reviewing trade publications and participating in insurance carrier training sessions focused on new life insurance products and developments Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: 2+ years' experience in advanced life sales Texas General Lines Agents License: Life, Accident, or Health FINRA Series 66 (or 63 and 65) Excellent written and verbal communication skills, as well as strong organization skills Proven ability to pursue and close sales Proficiency in Microsoft applications Additional Preferred Skills: FINRA Series 7 Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about holding each other accountable. Do you consider yourself to be detail-orientated? Passionate about understanding different processes and procedures? Are you described as someone who is approachable, respectful, and engaged when solving problems? If so, being an IT Auditor III at Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As an IT Auditor III, you are our control system, you will be responsible for leading information technology audits designed to determine the adequacy of logical access controls, physical access controls, data input/output controls, system controls, information security, business continuity, and the degree of compliance with policies, laws and federal regulations as they relate to information technology. You'll use your strong problem-solving skills and communication skills to present your findings and create recommendations that align with our core values of integrity, caring and excellence. You believe in constant improvement and want to use your insights to strive for impactful change. What you'll do: Analyze operations, internal controls, laws and regulations, Board level policies and understand the underlying effect each has on the organization Supervise or participate on engagements of various IT-related auditable entities to determine whether internal controls are adequate and operating properly, network, systems, and related data are appropriately safeguarded, IT services are available in the event of a major disruption, and compliance with Board policies, standards, selected laws and regulations as they relate to information technology Be responsible for engagements that are large, new or have emerging risks, and for assigned special projects Perform work in adherence to budgeted hours, assigned deadlines, department standards, and in-charge responsibilities Maintain direct communication with team members regarding status of assigned work and potential findings on engagements being supervised to ensure engagement objectives are accomplished, department standards are met, and the engagements are on schedule. Monitor communications from team members to audit clients Review work papers and reports, for all engagements supervised, for accuracy, completeness, and appropriateness of information and conclusions drawn to ensure engagement objectives are accomplished. Provide review comments to auditors and perform necessary follow-up Submit completed work papers and detailed reports of audit findings and recommendations in a timely fashion and with the highest level of quality as to style and content Maintain direct ongoing communication with internal audit clients regarding the status of engagements and potential findings Present final engagement reports to line of business managers, under the direction of the Audit Team Leader Maintain periodic contact with line of business managers during the year to develop an atmosphere of cooperation and assistance Address and resolve problems encountered by less experienced auditors Continue professional development through self-training (books, periodicals, memberships in professional groups, etc.) and participation in recommended courses, seminars, and in-house training sessions Obtain additional advanced certifications as necessary to become proficient in specialized IT areas Adhere to the Standards for the Professional Practice of Internal Auditing Always act using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Bachelor's Degree - Management Information Systems, Information Technology, Information Security, or other relevant degree plan approved by management 4+ years of experience in IT auditing of various operating system platforms, network infrastructure, IT General Controls, database, and applications, or an equivalent amount of related other audit, financial services, IT or information security experience At least one certification: CISA CISSP, CSSLP, GSLC, CISM, GISP, CRISC, or other advanced certification as approved by management Strong written and verbal communication skills Strong organization and time management skills Proficient in Microsoft computer applications Additional Preferred Skills: Master's Degree - Management Information Systems, Information Technology, Information Security, or other relevant degree plan Additional relevant certification(s) as approved Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Loan Post Closing Specialist II with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Loan Post Closing Specialist II - Mortgage, you are key support. You will be responsible for reviewing Real Estate Loans after funding. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind. What you'll do: Perform system check back, including verifying information on the note and loan memorandum against the information input into the Empower system Post collateral on the Mortgage loan system Perform adjustments and maintenance to the Shaw loan system Prep loan packages for imaging Perform various corrections to Deeds of Trust with the county Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Minimum 1 year Real Estate loan documentation experience Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about being there and building trust. Do you consider yourself to be a self-starter? Are you ready to facilitate all the moving pieces to help deliver a seamless experience? Are you known for your ability to adapt in everchanging fast paced environments? If so, being a Private Real Estate Administrator II with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Private Real Estate Administrator II, it's all about communication, collaboration, and building relationships. You have a keen attention to detail and will utilize it when reviewing legal documents and determining account ownership. You will partner with account administrators to provide assistance so we can best serve our customers. You welcome a challenge and are eager to use your expertise to help others. More than that, this role is about ensuring efficient and effective collaboration and doing it with integrity, caring and excellence in mind. What you'll do: Review legal documents and determine account ownership for initial setup, review TREM files for accuracy Identify assets to be liquidated based on market conditions and trends in the localized area, market the asset either through direct marketing or selecting and working with a local real estate agent/broker to market the property effectively Negotiate purchase agreement/contracts, review and execute sales documents, and make appropriate recommendations to the executive committee Conduct inspections of real estate assets to assess use, condition, environmental/liability hazards, and possible damage on or of the property Estimate asset market value by way of ordering and reviewing real estate appraisals or conducting direct real estate market research including networking with professionals in the local market and conducting sales research Negotiate and evaluate real estate leases on both city and agricultural assets, proper selection and researching of tenants, prepare and/or review of lease documents, monitoring performance of each asset and making appropriate recommendations to the executive committee Maintain a working relationship with and provide assistance to account administrators Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: 3+ years Real Estate management experience Bachelor's degree in related field Excellent verbal and written communication skills Ability to travel Proficient in Microsoft computer applications Additional Preferred Skills: Real Estate Sales or Broker's license Appraisal License Master's degree 5+ years direct real estate management experience Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about giving people a sense of security. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you enjoy identifying potential risk and finding a solution? If so, being a Compliance Advisor with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Compliance Advisor - Lending, you are a key collaborator. You'll partner with our lending-focused lines of business, providing advice and strategic compliance guidance on regulatory requirements, including those related to consumer protection and fair lending, including Reg. Z, Reg. B, UDAAP, HMDA, and other applicable laws and regulations. You'll provide proactive compliance guidance to help our business partners mitigate regulatory risks while enabling Frost's business objectives. You'll work closely with Frost's legal and lending business teams to ensure that our lending products and services comply with applicable laws and regulations, ensuring a safe and secure experience for our customers. You welcome a challenge and strive to continuously improve processes with integrity, caring and excellence in mind. What you'll do: Provide subject matter expertise on applicable laws, regulations, and internal policies, ensuring business activities align with compliance requirements. Monitor regulatory developments, assess their impact on business operations, and support implementation of necessary changes to ensure proactive and ongoing compliance with applicable laws and regulations. Inform line of business teams on compliance requirements, best practices, and emerging regulatory risks. Identify potential compliance issues, escalate concerns as necessary, and collaborate with stakeholders on remediation efforts. Assist in the development, review, and enhancement of compliance policies, procedures, and governance frameworks. Collaborate with business units to identify and assess existing and emerging compliance risks. Partner with business units, risk management, legal, and other internal teams to integrate compliance considerations into decision-making and operational processes. Maintain accurate records of compliance activities, assist in the periodic creation of leadership reports as needed, and support regulatory examinations or audits. Maintain a current knowledge of consumer protection laws, regulations, emerging risks, and how they impact Frost products, processes, systems, and internal controls Support compliance training initiatives by developing and delivering guidance to employees on regulatory obligations and best practices. Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes. What you'll need: Bachelor's degree in Business Administration, Finance, Accounting, in a related field, or equivalent experience 3+ years of relevant experience in compliance Demonstrated ability to interpret and assess risks and their potential impact to lines of business Demonstrated ability to prioritize risks and create the appropriate action plan to mitigate risks effectively Demonstrated knowledge of applicable laws and regulations Basic understanding of how the Compliance department functions to support the Bank Proven ability to collaborate and establish partnerships with non-technical stakeholders Proven ability to interpret laws and regulations to disseminate information in non-technical terms Additional Preferred Skills: CRCM, CFIRS, or equivalent professional certification Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Training classes and leadership development Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **Overview of Role** Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned territory, defined by geographic area. Responds to customer inquiries and offers guidance on appropriate products. Executes sales strategy, identifies new opportunities/leads, and generates sales reports. **Key Accountabilities** + Career-level position highly skilled at sales techniques and demonstrates strong understanding of company products and industry. + Utilizes knowledge of industry/clients to recommend updates to product offerings. + Sales completed with little to no supervision. + Maintains an established network of contacts. + Demonstrates strong ability to identify and cultivate sales from new and/or existing clients. + Completes complex sales. + Utilizes developing knowledge of product and industry to evaluate and recommend best solutions for customer. + Typically has established base of accounts and stable revenue responsibility. **Minimum Requirements** + Bachelor's Degree with 4- 6 years of relevant sales experience OR High School Diploma or GED with 6 - 8 years relevant sales experience. + Active life and health license preferred or mustcomplete within 90 days of hire with company support required. + Must be able to model consultative sales skills to less experienced staff. + Capable of presenting to executive audience; appropriately assertive. + Knowledgeable in self-funded benefit plan designs for small - mid size businesses. + Demonstrated history of sales success Brand: Trustmark We offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. **For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.

It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Financial Advisor Assistant role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor Assistant, you provide support to financial advisors and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization and you take this as an opportunity to build long lasting relationships with all individuals in the organization. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience Participate in daily workflow of account administration to ensure that schedules are met and all questions are answered Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Demonstrated customer service skills Excellent written and verbal communication skills Proficiency in Microsoft computer applications Additional Preferred Skills: Have an active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Part-Time Teller I SUMMARY This position is responsible for providing exceptional service to bank customers by conducting appropriate transactions and meeting the needs of customers by referring them to appropriate departments in the bank. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Explains, promotes, and sells products and services such as traveler's checks, savings bonds, money orders, and cashier's checks. Cross-sells additional bank products and direct customers to representatives to open new accounts or for investing needs. * Receives checking and savings deposits: verifies cash and endorsements, receives proper identification for cash back, and issues receipt of deposit. Identifies counterfeit currency. * Examines checks deposited and determines proper funds availability based on regulation requirements and completes Hold Notices when necessary. * Cashes checks and pays out money after verification of signatures and customer balances, processes savings withdrawals. Enters transactions into computer, and issues computer generated receipts. * Answers basic customer inquiries regarding service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies. * Accepts loan payments: verifies payment amount and issues receipt. * Buys and sells currency from the vault as necessary, ensuring that the teller drawer cash limits are not exceeded according to the guidelines set forth in the Teller Policy. * Receives FICA payments: verifies deposit coupons are properly completed and checks are made payable to the "Bank". * Follows procedures for removing accounts from dormancy. Place holds on accounts for uncollected funds unless pre-approval is obtained from Officer/Supervisor. * Balances drawer daily, including periodic batching of cashed checks. Counts and balances cash in automated teller machines and night depository. Counts and rolls loose coins. Enters required information into Vertex for Currency Transaction and Log Entry Reports. * Attends weekly sales meetings and monthly community bank meetings. ADDITIONAL DUTIES AND RESPONSIBILITIES * Handles customer complaints and escalates issues to supervisor as needed. * Recommends to supervisor possible methods to improve department. * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures including Teller Policy. * Dresses professionally. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * High school diploma or GED required. * Cash handling, sales, or customer service experience preferred. * Prior teller experience preferred. Technical/Functional Competencies * Basic mathematical skills. * Exceptional customer service skills. * Good problem-solving and decision making skills. * Demonstrates good judgment and ability to make on-the-spot decisions regarding customer transactions, weighing customer satisfaction with Bank exposure to loss or fraud. * Ability to work in a fast-paced environment and work well under pressure. * Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication. * Ability to use e-mail, phone, and other communication tools are necessary. * Dependable and adheres to time lines and schedules. * #LI-KG1 NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations: Sherman-Taylor Street 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.

Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Trustmark is seeking a dedicated **Implementation Manager** to join our team. Orchestrates and oversees the entire implementation process for new cases and re-enrollments. Key Accountabilities + Develops and manages case implementation project plans for each new and re-enrolled case. Coordinates with external and internal partners including enrollment firms and Payroll Deduction Specialists to ensure all necessary steps are completed in a timely and accurate fashion. + Conducts product and technology platform enrollment training for key agencies, brokers, and producers. Participates in VIP and Finalist Meetings. + Demonstrates a solid knowledge of Trustmark's products, services and technology platforms. Displays a base understanding of interdependencies/relationships with other internal partners. + Establishes self to producers, clients and enrollment partners as Trustmark's single point of contact for all case set-up and enrollment activities. Minimum Requirements + Minimum of three year's insurance industry knowledge and/or experience in operations or account management. + Four year degree or equivalent. + Ability to travel up to 40% within assigned territory. + Strong project management skills. + Presenting and training experience. + Possesses excellent interpersonal and communications skills both verbal and written, good presence, strong team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavouring to fully understand customer needs. + Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $69,776.00 - $100,788.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.

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 Retail Business Banker SUMMARY Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Master and perform the primary purpose and essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions. * Maintain expert level 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. * Consult small business customers on business life and cash flow cycle. * Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process. * Assess and review the risk tolerance (i.e. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed. * Serve as a trainer, mentor, and coach for the small business delivery process. * Serve as customers' single point of contact on all First United Bank products and services. * Uphold service level agreements as the liaison between Retail teammates, small business customers, and partners (i.e. TM, merchant services, BEO, Loan Officers, etc.). * Identify 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. * Follow proper procedures accurately and efficiently for all customer-servicing activities performed. * Consistently exceed performance goals and actively participate in all sales campaigns. * Coordinate team meetings and huddles related to small business strategy and execution. * Deepen and enhance existing customers relationships and develop new customer relationships. * Participate in outbound calling efforts to increase bank relationships and business opportunities. * Complete small business reviews and networking commitments as assigned. * Leads by example and serves as a role model for Tellers, Relationship Banker I and II * positions. ADDITIONAL DUTIES AND RESONSIBILITIES * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Other duties as assigned by manager. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * High School Diploma is required. Some college is strongly preferred. * Required 3 years of banking experience or relatable business acumen. * Cash handling experience is required. Technical/Functional Competencies * 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. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization All Locations: Dallas-Preston Center 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.

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 Credit Analyst I SUMMARY This position is responsible for analysis and monitoring the financial condition and credit worthiness of individuals and businesses applying for credit by using historical financial analysis and cash flow projections. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Analyzes all relevant loan data on new, renewal and existing loans, including data provided by credit bureaus, other financial institutions, and First United's files. * Prepares thorough and concise memo's, spread sheets, reports, summaries and opinions for Loan Officers on new, renewal and existing loans within established deadlines. * Effectively manages the bank's exposure to identified risks, and recommends appropriate structure for transaction in accordance with First United's credit policy. * Oversees and manages financial information files to assure current reports, statements, accounts receivable and other information on customer accounts, and notifies Loan Officers of any potential problems in a timely manner. * Establishes, reviews and updates new and existing loan files for the Bank on a regular basis. * Provides technical advice and assistance to Loan Officers. * Performs credit inquiries. ADDITIONAL DUTIES AND RESONSIBILITIES * Effectively communicates with Loan Officers and Bank Management in a clear, accurate, and concise manner. * Generates solutions to problems and suggests alternative solutions when necessary. * Contributes to Bank-wide projects while following specific and detailed instructions in a timely manner. * Typically focuses on memos for relationships ranging from $500,000 to $2,000,000. * Creates and maintains solid working relationship with Loan Officers and other team members. * Ability to adhere to all company policies, core values and procedures. * Genuine interest in learning and working in the banking profession. * Dresses professionally. * Other duties as assigned. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * Bachelor's degree in Finance, Accounting or related field. * Minimum of 1- 4 years banking industry experience. * Six months experience with credit systems. * Knowledge of accounting sufficient to understand and analyze the relationships between the different financial statements, in order to produce a written analysis. Technical/Functional Competencies * Strong financial analytical abilities, with knowledge of financial ratios. * Strong Excel skills. * Good interpersonal, technical, problem solving, and written communication skills needed for preparation of credit memos and analysis of financial statements. * Demonstrates initiative, judgment/discernment and self motivation to work with minimal supervision. * Demonstrates resourcefulness and concern for quality by understanding systems and processes and suggesting changes when necessary to increase overall efficiency. * Demonstrates dependability through good attendance and adherence to time lines and schedules. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations: Frisco-Preston Road 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.

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 Teller 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. #LI-KG1 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: Marble Falls 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.