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First United Bank jobs in Durant, OK - 26 jobs

  • Treasury Management Sales Associate

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Durant, 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 Treasury Management Sales Associate SUMMARY A Treasury Management Sales Associate serves a critical role in ensuring First United meets and exceeds both new and existing customers' Treasury Management needs. Delivering an exceptional client centered experience and providing financial solutions is integral to our success as an organization. The TMSA will work alongside a Treasury Management Officer (TMO) and is responsible for preparing sales pricing, presentation and sales materials for new and existing clients with Treasury Management products, which range from simple to complex in nature. This role manages and owns the sales support of TM products and services according to defined processes and policies ensuring an excellent client experience. The TMSA will work alongside a Treasury Management Sales Officer to provide Sales Support, to achieve sales and service goals. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Assist with preparation of client presentation documents, pricing proposals, relationship reviews or pitch books * Collaborates with TMO throughout the sales process for pipeline status update, new pricing proposals, and creation of presentations. * Attends sales, relationship reviews and implementation meetings as requested. * Communicates with clients and prospects as needed to clarify sales requests, referrals, or setup questions. * Prescreens Treasury Management referrals and directs according to proven process and alignment of services. * Post enrollment, ensures services and pricing and billing is accurate * Attend meetings and training as required to continue development and to enhance knowledge of Treasury Management products, processes, and technologies. * Provides support with calling efforts to inform TM clients of important information. * Gathers necessary information for implementation of services and submits information to implementation for processing of requested services. * Completes special projects as requested * Strong understanding of Treasury Management Solutions * Demonstrates initiative and timely response to internal and external clients ADDITIONAL DUTIES AND RESPONSIBILITIES * Manages work tasks within the department as assigned. * Direct communication/engagement with Business owners and executives * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Other duties as assigned by supervisor. * Travel 5-10% of time to attend TM offsite meetings and trainings. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * Bachelor's Degree preferred or Equivalent work experience * Five years of Bank customer service experience required. * Three- Five years Treasury Management experience required. * Sales Experience preferred. * Proficient in Microsoft Office programs (Outlook, Word, Excel, PowerPoint etc.) * Proficient in Salesforce Technical/Functional Competencies * Exceptional interpersonal skills * Strong verbal and written communication skills * Active Participation in Prospect and Client conversations * Strong time management and organization skills evidenced in previous assignments. * Possesses a strong sense of customer service and is attentive and prompt in attending to customer needs. * Demonstrates dependability through good attendance and adherence to timelines and schedules. * Willingness to accept additional responsibilities. * Takes initiative in the completion of projects. * Ability to meet deadlines. NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. #LI-BR1 All Locations: Durant-Main, Tulsa 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.
    $22k-29k yearly est. Auto-Apply 5d ago
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  • Digital Payment Risk & Controls Officer

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Durant, 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 Digital Payment Risk & Controls Officer SUMMARY The Digital Payment Risk & Controls Officer serves as the first line subject matter expert responsible for digital payment fraud control strategy, execution, and continuous improvement across Zelle, mobile Remote Deposit Capture (mRDC), Online Account Opening (OAO), and Bill Pay. This role ensures the integrity and security of digital banking transactions, proactively identifying and mitigating risks to protect both customers and the bank. This is a 1st Line of Defense role in the Digital Banking/Online Banking function. The role focuses on digital payment risk controls, monitoring, customer experience guardrails, and operational readiness. This role owns daily risk control workflows, performs control monitoring and exception review, and escalates suspicious activity to Fraud for investigation as appropriate. And collaborates closely with Fraud, Risk, Compliance, Digital Support, and Customer Care teams. This role owns control enhancements and ensures Digital Banking remains compliant with fraud-related and payment regulations while maintaining an optimal customer experience. DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) Primary Capabilities * Own first-line digital payment fraud controls framework, including alert logic, exception review, and proactive detection of suspicious activity related to digital payments, including Zelle, online account opening funding, mobile deposits, and Bill Pay, and escalate potential fraud activity to Fraud for investigation. * Review digital risk exceptions and control breaks; escalate cases to Fraud or Risk teams as required, analyzing trends and root causes to recommend proactive mitigation strategies. * Maintain digital payment risk control workflows and ensure adherence to Reg E, BSA/AML, NACHA, and internal policies. * Partner with Fraud, Risk, and Compliance teams to assess rule and alert performances, recommend tuning, and lead implementation of enhanced digital payment controls. * Coordinate with Digital Banking and IT to test and deploy system updates impacting fraud detection or account onboarding. * Develop and maintain metrics, dashboards, and reporting related to fraud volume, resolution time, and portfolio health. * Provide subject matter expertise for digital banking enhancements, policy updates, and risk prevention initiatives across Zelle, mRDC, OAO, and Bill Pay. * Lead readiness and training for new or enhanced digital control capabilities, system releases, and process improvements. Cross-Functional Collaboration * Serve as primary point of contact for internal business partners regarding Zelle, Bill Pay, and other digital payment risk controls and exceptions. * Support documentation, playbooks, and best practices to standardize digital control processes. * Promote continuous improvement in digital control performance, accuracy, and customer experience. EMPLOYEE SPECIFICATIONS Education and Work Experience * 3-5+ years of experience in banking fraud/risk management, digital banking, or deposit operations, or related risk discipline. Preferred 6+ years in risk/fraud/digital payments experience. * Hands-on experience with digital payment platforms (Zelle, mRDC, OAO, Bill Pay), designing, tuning, or managing digital fraud rules, alerts, and case management systems. * Working knowledge of Reg E, BSA/AML, and NACHA rules related to digital payments. * Demonstrated experience leading cross-functional initiatives or influence-based risk programs. Skills & Competencies Technical & Functional Skills * Proficiency with Microsoft Office Suite and fraud monitoring/reporting tools (e.g., Verafin, Actimize, or equivalent). * Familiarity with KYC/CIP verification processes, digital identity tools, and behavioral fraud analytics. * This role does not perform fraud case investigations or adjudicate customer fraud claims. Analytical & Problem-Solving Skills * Strong investigative skills, with the ability to interpret data, identify anomalies, and detect emerging patterns. * Sound judgment in evaluating risk, recommending actions, and escalating appropriately. * Continuous improvement mindset focused on root cause identification and prevention. Interpersonal & Communication Skills * Clear, concise verbal and written communication skills. * Ability to translate complex fraud concepts into understandable explanations for non-technical partners. * Strong collaboration skills with cross-functional teams across Fraud, Compliance, Risk, IT, and Customer Care. Behavioral Competencies * Critical Thinking - requires logic and reasoning to identify solutions, conclusions, or approaches to problems. * High attention to detail, accuracy, and accountability. * Ability to manage time effectively and work independently, without close management. * Adaptability to evolving fraud trends, systems, and digital environments. * Customer-centered mindset with empathy and professionalism in sensitive situations. * Behave ethically while at work or outside your work environment NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by the supervisor to meet the ongoing needs of the organization. All Locations: Durant-Corporate 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.
    $96k-124k yearly est. Auto-Apply 46d ago
  • HR Coordinator

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Durant, 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 HR Coordinator SUMMARY The Human Resources Coordinator is integral to enhancing the efficient operation of the Human Resources department at First United Bank. This role involves handling a variety of clerical, administrative, and project management responsibilities in an effort to facilitate seamless employee experiences and contribute to our purpose of inspiring and empowering others to Spend Life Wisely. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Provides administrative support to the Human Resources Leadership team, following up on meetings, deadlines for projects, capturing notes, and other similar activities. * Arranges meetings and creates invites as requested by the HR Leadership team. * In partnership with the Chief HR Officer and Director of HR, develops and monitors strategic initiatives for the HR team, ensuring alignment with organizational initiatives. * Leads the administrative components of the organization's engagement surveys, including the Gallup Engagement and Pulse survey and other community bank regional surveys. * Leads the HR Engagement Committee and manages the annual calendar of events, actively involving the other committee members. * Coordinates and acts as a project manager for various HR related projects and initiatives. * Completes projects and special assignments by establishing objectives, determining priorities, managing time, gaining cooperation of others, monitoring progress, problem-solving, and adjusting plans. * Responsible for preparing monthly departmental P-Card reconciliations. * Responsible for managing the employee business card and name tag order process. * Upon request, will organize, prepare, and set up various meetings for the HR team. * Bridge gaps in team dynamics, processes, and systems to avoid project/program pitfalls. * Provide visibility to the impact of our current efforts, the status of the current project, and upcoming implementations. * Promote a culture consistent with First United's mission, vision, guiding principles, and values, enhancing employee engagement and development. * Retrieves information as requested from records, email, minutes, and other related documents; prepares written summaries of data as needed. * Monitors tasks delegated by the HR Leadership team to employees, to ensure that completed work is achieved to agreed deadlines. * Manages incoming calls and visitors. * Responds and resolves administrative inquiries and questions. * ADDITIONAL DUTIES AND RESPONSIBILITIES * Adherence to all First United Policies and Procedures. * Dresses professionally. * Recommends to leader possible methods to improve department. * Completes all required compliance exams on a yearly basis * Performs other duties as requested. 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 equivalent. * Associate's degree preferred. * Three (3) years of experience in an assistant position in support of senior management preferred. * High-level experience in staff management preferred. Knowledge, Skills, and Abilities * Strong understanding of the internal organizational dynamics, and familiar with who does what within the organization. * Excellent technical skills, including proficiency with Microsoft Office programs: * Excel, Outlook, and PowerPoint proficiency * Proven track record of successfully managing upwards. * Excellent organization, writing, and interpersonal skills. * Ability to prepare management and other reports as necessary to a high standard. * Ability to pay close attention to detail to ensure that high-quality work leaves the department/organization. * Ability to work under pressure to tight deadlines and coordinate the input of others in these circumstances. * Ability to manage change. * Ability to work effectively with a range of partners and stakeholders. * Ability to work discreetly, maintaining confidentiality at all times. 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: Durant-Corporate 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.
    $29k-35k yearly est. Auto-Apply 60d+ ago
  • Loan Quality Assurance Specialist I

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Durant, 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 Loan Quality Assurance Specialist I SUMMARY This position is responsible for ensuring accuracy of bank loans, including critical review of loan documentation, verifying regulation requirements, protecting the bank's interest with perfecting collateral, and the core loan system. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Perform pre-loan review of loan documentation to ensure regulatory and bank policy compliance, and collateral perfection before providing documents to borrowers, when needed. * Perform post loan review to ensure required loan documentation has been properly executed. * Review data entered into core loan system for data integrity. * Conduct final verification of HMDA, CRA, Fair Lending and other regulatory required information. * Enter missing and recurring documentation requirements into the loan documentation exception tracking system, as appropriate. * Validate imaged documents and loan documentation exceptions. * Provide support to community banks, Loan Production and Loan Servicing teams. ADDITIONAL DUTIES AND RESPONSIBILITIES Monitor reports and other projects to ensure accuracy of loan system, and regulation and bank policy compliance, as assigned. Recommend possible methods to improve department efficiency to supervisor when appropriate. Communicate issues to supervisor when applicable. Attend team and department meetings as requested. Complete all assigned education, including annual compliance exams. Always demonstrate professionalism in attire and communication. Adhere to all First United Bank 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 in business, law, or finance preferred. * Experience with loans, loan documentation, and lending regulations preferred. * Good understanding of financial institution products and services preferred. Technical/Functional Competencies * Good understanding of computer spreadsheet and word processing programs. * Strong understanding of loans and loan products preferred. * Ability to execute tasks and projects with little or no supervision. * Exceptional customer service skills. * Good problem-solving and decision-making skills. * Demonstrate good judgment. * Strong organizational skills. * Strong interpersonal skills and ability to work well within a team and with a wide range of people. * Ability to communicate well including verbal and written communication. * Dependable and adheres to timelines and schedules. * Willingness to accept additional responsibilities. * Ability to adapt to changing technology and processes. 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. #LI-BR1 All Locations: Durant-Corporate 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.
    $36k-55k yearly est. Auto-Apply 60d+ ago
  • Complaints Management Officer

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Durant, 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 Complaints Management Officer SUMMARY The Complaints Management Officer supports the research and execution of various consumer compliance management initiatives for the Fair Banking Group at First United Bank and Trust. Responsibilities include preparing for regulatory examinations and audits, conducting compliance testing, supporting consulting efforts, data analysis, and maintaining various reports. This role has work products under direct scrutiny of the various regulatory agencies (E.g., FRB CFPB, OSBA, and Attorney General's Office), executive/senior management and the public. This role's work product is critical to First United Bank's Spend Life Wisely mission. This role is under limited supervision and inspection of work products, and requires a significant amount of strong personal judgment, critical thinking, reasoning, and integrity. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) Supports the Fair Banking Officer by leading consumer complaints management efforts, working with business unit management, and coordinating research efforts. Leverages extensive interpersonal skills to work with key members of senior/executive management to coordinate research and response to high-visibility regulatory complaints. Ensures key stakeholders obtain complaint responses by the scheduled due dates and ensures successful complaint management duties of the Bank regarding regulatory complaints. Utilizes an interpretation of consumer protection policies, laws, and requirements affecting the enterprise and coordinates with senior and executive leadership to address regulatory complaints. Assists the Fair Banking Officer with constructing new decision-making frameworks regarding Fair Banking and Complaints Management as the consumer compliance regulatory environment evolves. Reviews UDAAP-related escalated complaint factors and works with operations and governance groups within the organization. Identifies complaint root causes and attaching supporting documentation. Monitors regulatory enforcements and industry news to stay informed of UDAAP issues and trends Maintains consumer compliance policies and procedures consistent with Fair Banking Compliance Management Systems (FBCMS) Programs. Develops and updates consumer complaint training materials Provide support of regulatory examinations regarding fair lending, UDAAP examinations and other applicable regulations as needed Reviews documentation and files for consumer complaint analysis ADDITIONAL DUTIES AND RESPONSIBILITIES * Performs other duties as requested by Executive Management or Supervisor. * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Recommends to supervisor possible methods to improve department. * Reasoning skills require an understanding of bank consumer compliance, operational processes, and overlapping organizational responsibilities to construct complaint responses, often with no precedent to rely upon. Responses must be all-inclusive and address all aspects, requirements, and expectations put forth by the applicable regulatory authority. * Supervisory or Managerial responsibilities. 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. * Innovation skills and vision * Technical proficiency * Business communication skills * Business architectural, analysis and planning skills * Ability to communicate with all levels of staff * Decision making * Results driven * Highly organized * Excellent written and verbal communication skills * Focus on great internal and external customer service * Ability to manage multiple projects in multiple functional areas simultaneously * Flexibility and adaptability to adjust to changing project needs in evolving situations 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. #LI-BR1 All Locations: Durant-Corporate, Plano-Parkwood 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.
    $39k-59k yearly est. Auto-Apply 3d ago
  • Commercial Loan Assistant I

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Durant, 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 Commercial Loan Assistant I SUMMARY This position is responsible for providing exceptional service to bank customers by assisting with loans for consumer and real estate as well as utilizing knowledge of the various accounts and products offered by the bank. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Explains, promotes, and sells bank products and services as appropriate based on individual customer needs. * Supports First United's strong relationship banking culture through on-going customer contact, exceptional customer service, and superior product knowledge. * Provides administrative support to the loan officer including closing and booking loans, preparing loan worksheets, collecting and ordering necessary documents such as flood certificates, title work, and appraisals. * Assists customers in filling out loan and/or credit applications. Updates loan information in computer. * Ensures that loan files contain documents with proper signature, dates, and other relevant data. * Assembles and verifies accuracy of loan documentation by checking documents for proper vesting, legal descriptions, closing dates, and signatures. * Prepares and closes deferrals. Provides assistance to the loan officer with exception reports. * Answers telephone inquires and written inquires concerning loan processing and account information. Accepts loan payments. * Prepares and mails past due letters and collection letters. * Provides NADA values for customers. * Performs variety of clerical duties requiring knowledge of departmental procedures. ADDITIONAL DUTIES AND RESPONSIBILITIES * Handles customer complaints and escalates issues to supervisor as needed. * Maintains cleanliness in and around work station. * 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. * Dresses professionally. * 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. * Prior banking experience preferred. Technical/Functional Competencies * Basic mathematical skills. * Proficient computer skills. * Strong understanding of loans and loan products. * Exceptional customer service skills. * Good problem-solving and decision making skills. * Demonstrates good judgment. * Strong organizational skills. * Strong interpersonal skills and ability to work well with a wide range of people. * 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. * Willingness to accept additional responsibilities. * Dependable and adheres to time lines and schedules. * Takes initiative in development and completion of projects. 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: Durant-Main 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.
    $33k-38k yearly est. Auto-Apply 60d+ ago
  • Loan Servicing Manager

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Durant, 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 Loan Servicing Manager SUMMARY This position is responsible for overseeing the Loan Account Servicing Department daily functions, processes and risk controls to ensure loan accounting and data integrity and mitigation of operational risks in Jack Henry loan accounting system including but not limited to loan data input, maintenance, research, advance & payment processing, participation services, GL reconciliation, and loan customer service. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Ensures department boards and/or uploads loan information accurately and timely to the CORE loan accounting system in accordance with approved request, policies and procedures, including but not be limited to, entry of HMDA and CRA data. * Ensures accurate and timely maintenance and/or adjustments of loan data in CORE loan accounting system. * Ensures accurate and timely application of payments received. * Seeks to obtain immediate resolution and clarification on outstanding issues with applicable department management and directly with Sales. * Manages escrow analysis and payment process on behalf of Bank and Mortgage divisions. * Ensures excellent and consistent customer service is provided to lending associates and bank clients. * Manages staff appropriately by ensuring appropriate scheduling, evaluating productivity and service level to Oklahoma and Texas Community Banks, and measuring performance. Provides coaching and feedback when necessary. * Provides ongoing leadership and support to team. Plays a key role in recruiting, hiring, and training talent. * Manages process regarding participation services. * Manages process of daily and monthly reports generated from CORE loan accounting system and other reports as designated. * Ensures accurate and timely reporting of SBA guaranteed loans. * Manages process and ensure timely and accurate resolutions to credit disputes, corrections and inquiries. ADDITIONAL DUTIES AND RESPONSIBILITIES * Committed to performance excellence by maintaining quality standards for their team. * Ensures that departmental production goals, service standards and cooperation ratings are met or exceeded. * Must be very customer centric and able to manage demanding department while meeting defined KPIs for department. * Maintain an essential understanding of Bank-wide origination and credit approval process while establishing priorities based on the strategic and tactical directions of the bank. * Is the subject-matter expert and key representative for assigned work group. * Participates on enterprise initiatives related to new products and services to ensure successful transition for loan operations. * Develops successor for assigned area of expertise and responsibility. * Manages loan related risk controls to ensure within established tolerance levels. * Maintains awareness of CORE loan system updates and industry standards. * Handles internal customer complaints and escalates issues as needed. * Recommends and implements possible methods to improve department. * 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 * Bachelor's Degree in Accounting, Business or related field required. * Minimum 10+ years of progressive experience in Banking/Financial Services with a minimum of five years of supervisory experience. * Three (3) to five (5) years advanced working experience with, and extensive knowledge of loan accounting systems, loan account set up, monitoring and maintenance, lending related regulatory requirements, escrow analysis and processes, loan codes, general ledger reconciliation, research, participation services, and loan customer service. * Jack Henry or similar loan accounting system experience required. * Exceptional understanding of financial institution products and services. * Excellent knowledge of systems such as Microsoft Word and Excel. Technical/Functional Competencies * Conduct themselves with the highest levels of professionalism and personal integrity at all times with a constant awareness of how their individual behavior reflects on their department and the organization as a whole. * Relationship management skills necessary to build relationships across business, operations and credit is required. * Must have excellent leadership, process management, conflict management, communication, analytical and decision making skills. * Proven team-building, mentoring, training and coaching skills. * Ability to work in fast-paced environment, handle multiple tasks and prioritize work. * Ability to deal effectively and tactfully with personnel from other departments. * Ability to apply knowledge and sound judgment in decision-making. * Excellent time management and organizational skills. * Possess excellent problem solving skills. * Individual should be knowledgeable in regard to policies, procedures and standards; and should be capable of providing guidance to associates within and across units regarding loan account, documentation and file management and services. * Some knowledge of document / exception tracking and document imaging systems. * Understanding and experience in multiple facets of servicing all loan types and loan products. * Ability to initiate tasks and projects with little or no supervision. * Exceptional customer service skills. * Willingness to accept additional responsibilities. * Dependable and adheres to timelines 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. #LI-BR1 All Locations: Durant-Corporate 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.
    $34k-52k yearly est. Auto-Apply 60d+ ago
  • Part Time Teller I

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Pottsboro, TX

    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. 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. * #LI-KG1 All Locations: Pottsboro 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.
    $29k-32k yearly est. Auto-Apply 38d ago
  • Enhanced Due Diligence Analyst

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Sherman, TX

    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 Enhanced Due Diligence Analyst SUMMARY The EDD Analyst is responsible for ensuring that the Bank meets both regulatory and internal Enhanced Due Diligence (EDD) requirements. Tasked with assessing customer risk and producing financial intelligence through research and analysis. The EDD Investigator will conduct analyses of current customers through a variety of assigned cases. Performs all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Promotes a risk-aware culture, ensures efficient and effective risk and compliance management practices by adhering to required standards and processes. * Utilizes advanced investigative techniques and tools to perform Enhanced Due Diligence by verifying the customer's identity, reviewing their background, assessing the associated risks, analyzing transactional data, and compiling due diligence files. * Conduct investigative/intelligence research of individuals, entities, and/or events related to current or prospective customers through public records, open-source media, vendor systems, or other research tools. * Responsible for communicating with internal and external entities, members of the sales team and other risk units. * Responsible for submitting Requests for Information ("RFIs") to the front lines to identify additional information in support of the due diligence investigation and follow-ups to ensure timely receipt. * Reviews documentation for existing customers to identify, assess and mitigate KYC risks. * Performs more complex investigations into ownership and control to identify all ultimate beneficial owners for KYC risk management purposes. * Draft assessment summaries and other written investigative/intelligence products to support judgments, decisions, and recommendations. * Trains new employees on current procedures. ADDITIONAL DUTIES AND RESPONSIBILITIES * Responds to inquiries or refers inquiries to the appropriate person and exhibits the necessary follow through with internal and external customers and other staff involved in the investigations. * Serves as subject matter expert for Community Bank staff on money laundering risk. * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dress 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 * Minimum 2-3 years Banking/Compliance experience required. * High School Diploma or GED required. * Bachelor's Degree in Criminal Justice/Criminology or Finance/Banking/Business preferred. * ACAMS and/or CFE Certifications or will obtain certifications within first two years. * Knowledge of federal BSA/AML regulations required. * Familiar with bank operations in general. Technical/Functional Competencies * Ability to professionally interface (both orally and in writing) with Management and Team members, State and Federal regulators and officials, and business partners. * Ability to work with highly-confidential and sensitive business information and to maintain high standards of confidentiality related thereto. * Proficient in Microsoft Office or similar software programs. * Must possess a high level of initiative and a natural investigative demeanor. * Ability to work independently and in a team environment to achieve department goals and objectives consistent with First United's standards of excellence. * Must be comfortable managing multiple and/or shifting priorities, and produce professional and accurate work product, sometimes under time constraints. * Must possess the desire to increase learning and gain further expertise on AML/BSA/OFAC compliance matters 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.
    $47k-63k yearly est. Auto-Apply 56d ago
  • Relationship Banker I

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Durant, 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 thorough knowledge of all First United Bank products, services, procedures, policies and pertinent 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. * Master the Primary Purpose and Essential Duties of the Relationship Banker I position. * Follows proper procedures and policies accurately and efficiently for all customer-servicing activities performed. * Leads by example and serves as a role model for Tellers and Relationship Banker I positions. * Retains existing customers and develop new customer relationships. * Serves as customers' single point of contact on all First United Bank consumer and small business products and services. * Exceeds performance goals and actively participates in all sales campaigns; promotes new products and services and educates customers and peers within the bank. * Continually exceed 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, safe deposit boxes, 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. * Assists 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. * 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. * 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 branch cash supply and appropriate drawer limits, perform cash verifications and vault duties. * 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. * Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor. * Masters the Primary Purpose and Essential duties of the Relationship Banker II 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: Durant-University If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
    $23k-27k yearly est. Auto-Apply 32d ago
  • Fraud Specialist I

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Sherman, TX

    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 Fraud Specialist I SUMMARY This position is responsible for analyzing alerts to detect irregular or suspicious transactions and prevent losses associated with fraud and financial crimes, taking appropriate action to protect the bank and its customers. This position is responsible for investigating cases of fraud, customer disputes, and assisting with case management including maintaining necessary records and files to ensure efficient and consistent reporting of fraud investigations. Team members interact frequently with customer-facing stakeholders, as well as law enforcement and authorities, and use case management software to track fraud from identification through recovery and resolution. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Researches, analyzes, and investigates customer account behavior daily for potential fraud and suspicious activity from system generated alerts and referrals escalated by other departments; tracks trends and detects unusual activity or behavior; determines if transactions are fraudulent and/or suspicious in nature such as deposit fraud, check fraud, online account takeover, wire fraud, ACH fraud, etc. * Responds to inquiries or refers inquiries to the appropriate person and exhibits the necessary follow through with internal and external customers. The Analyst will need to explain fraud cases and answer questions related to fraud matters and should be clear and professional in their communication. On occasion urgent matters will need to be escalated. The Specialist will need to exercise sound judgement in determining the need to escalate. * Process disputes related to check fraud. * Compiles data and maintains necessary records and files to ensure efficient and consistent reporting of all fraud and suspicious investigations. * Makes recommendations for closing/restricting accounts, placing holds, disabling account access through various channels and performs associated follow-up to ensure the closure of the accounts. * Liaise with internal partners, law enforcement, and other financial institutions to investigate fraud events. * Processes restitution and recoveries. ADDITIONAL DUTIES AND RESPONSIBILITIES * To be familiar with various types of financial transactions and be able to reasonably identify counterfeiting, kiting, check washing, less cash scams and other types of bank fraud. * Comply with the Bank Secrecy Act and all other laws and banking regulations. * Maintain current knowledge of applicable fraud detection software. * Assist customers in a prompt, professional and courteous matter. * Maintain the confidentiality of Bank and customer information. * Serves as subject matter expert for Community Bank staff on fraudulent transactions and emerging fraud risk. * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dress 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 * College degree preferred. * Minimum 1-3 years of banking/fraud experience preferred. * ACAMS, CFE, CFCI, CFCS and/or related certification preferred. * Knowledge of federal BSA/AML regulations preferred. * Familiar with bank operations in general. Technical/Functional Competencies * Ability to use standard computer software (MS Outlook, MS Excel) and quickly learn to navigate and operate job-specific software and web-based applications. * Ability to communicate efficiently and effectively on the phone and through email to internal customers and business partners. * Demonstrate ability to work independently with little to no supervision. * Strong work ethic, critical thinking, and problems solving skills with attention to detail. * Consistently perform in a volume driven environment where workload fluctuates, but deadlines stay the same and service levels must be met. * Must possess a high level of initiative and a natural investigative demeanor. * Ability to work independently and in a team environment to achieve department goals and objectives consistent with First United's standards of excellence. * Must be comfortable managing multiple and/or shifting priorities, and produce professional and accurate work product, sometimes under time constraints. * Must possess the desire to increase learning and gain further expertise in fraud and financial crimes. NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned by the supervisor to meet the ongoing needs of the organization. #LI-BR1 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.
    $29k-36k yearly est. Auto-Apply 25d ago
  • Loan Document Specialist II - Consumer

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Durant, 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 Loan Document Specialist II - Consumer SUMMARY The Consumer Loan Documentation Specialist position is responsible for preparing and reviewing loan documentation for consumer real estate loans, preparing consumer loan modifications, and providing support to Community Banks for consumer non-real estate loans while ensuring federal regulations and internal policy and procedures are met. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Prepare consumer loan documents within the bank's portfolio to ensure adherence to lending regulations, lending compliance, and the bank's credit policy. * Review prepared documents for accuracy and consistency with approval requirements. * Review collateral support documents such as title commitments. * Confirm appraisal and/or environmental reports are completed with appropriate review/sign off (subject to regulatory compliance). * Process, review and upload complete loan and collateral files to ensure that established standards are met, including compliance with federal regulations and adherence to Bank lending policy as well as ensuring that the Bank's security interest is established, and our lien position is upheld. * Process all consumer loan modification requests which includes checking file for check-in & prepare documentation; renewal, deferral, modification * Process and complete all consumer denial/fallout applications * Provide support to Loan Officers/Lending Team to process the loan according to established policies, procedures and regulatory guidelines. * Ensure compliance with regulatory issues including but not limited to TRID, RESPA, FDPA, HMDA, HPML, and Regulation B. * Independently prioritize workflow to maximize production turn around and minimize administrative delinquencies. * Work stale dated loans in system for decline/withdraw completeness * Assist management in the preparation for and during audits and exams. ADDITIONAL DUTIES AND RESONSIBILITIES * Maintains a professional work/copy room environment. * Assists other departments as needed. * Handles internal customer complaints and communicates issues to supervisor as needed. * Recommends to supervisor possible methods to improve department efficiency. * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Perform all other tasks assigned by Supervisor including departmental projects Education and Work Experience * High school diploma or GED required * Minimum one year working experience in the loan area of a banking institution * Six months to one year of hands-on experience with preparing or reviewing loan documentation * Good understanding of financial institution products and services preferred Technical/Functional Competencies * Good understanding of computer spreadsheet and word processing programs. * Strong understanding of loans and loan products preferred. * Ability to initiate tasks and projects with little or no supervision. * Exceptional customer service skills. * Good problem-solving and decision making skills. * Demonstrates good judgment. * Strong organizational skills. * Strong interpersonal skills and ability to work well with a wide range of people. * Ability to communicate well with internal customers by all means of communication including written, verbal, and non-verbal communication. * Willingness to accept additional responsibilities * Dependable and adheres to time lines and schedules. * Takes initiative in development and completion of projects. 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. 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. #LI-BR1 All Locations: Durant-Corporate, Plano-Parkwood 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.
    $34k-39k yearly est. Auto-Apply 38d ago
  • Community Loan Officer

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Denison, TX

    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 Community Loan Officer SUMMARY This position is responsible for developing new business through the underwriting, structuring, and closing of consumer and commercial loans, as well as maintaining and servicing an existing portfolio. Represents First United in the community through active participation in community affairs and participates in marketing all of the bank's products and services. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Analyzes credit history of applicants and determines loan repayment capabilities. * Negotiates credit terms, such as costs, loan repayment methods and collateral specifications. * Develops and maintains interest rate structure to be consistent with financial institution policies and procedures, and to be competitive with current market rates. * Evaluates potential customer loan requests and makes loan recommendations to management. * Maximizes bank profitability through appropriate pricing of new loan originations, fee income, and selling of all bank products and services. * Daily review, approval, and disposition of customer overdrafts. * Reviews new laws and regulations that influence lending within the financial institution and makes recommendations to management when necessary. * Supports First United's strong relationship banking culture through on-going customer contact, quality customer service, and superior product knowledge. * Develops new customer prospects and business for First United, while managing an existing portfolio. * Lives and represents the bank in the local community, and actively participates in community affairs. ADDITIONAL DUTIES AND RESPONSIBILITIES * Handles customer complaints and escalates issues as needed. * Work to collect past dues within portfolio. * Maintain high level of integrity. * 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. * Dresses professionally. * 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 * Bachelor's degree in business or finance. * Two to four years experience, preferably in a financial institution or consumer loan department. * Extensive knowledge and understanding of lifecycles of loans and all aspects of consumer non-real estate lending policies and procedures. * Extensive knowledge of lending services and related areas. * Excellent leadership, communication, organizational and analytical skills. Technical/Functional Competencies * Exceptional customer service skills. * Demonstrates good judgment, problem-solving, and decision making skills. * Ability and willingness to take the lead in development and completion of a wide range of projects. * Computer and Software proficiency. * Strong interpersonal skills and ability to work well with a wide range of people. * Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication. * Dependable and adheres to time lines and schedules. #LI-GC1 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: Denison-Main 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.
    $35k-46k yearly est. Auto-Apply 50d ago
  • Part Time Relationship Banker I

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Durant, OK

    Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Part Time Relationship Banker I Job Description * Do you approach serving every customer like they are your family member? * Are you intuitively aware of the overall picture and able to discern top priorities? * Do you seem to forge positive and trusting relationships with everyone? * Are you highly responsible and dependable? Do you always follow through on your promises, no matter what? * Do you effortlessly handle challenging situations? * Are you relentless about constant improvement? Do you have a learning mindset? * Do you revel at the opportunity to provide personalized service that creates customer loyalty? * Are you addicted to a positive attitude? * Do you commit to meeting deadlines and never miss the little details? At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs. The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role. We Offer: * An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ * An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference * Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career * Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way * The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us * Educational assistance and reimbursements At First United Bank our purpose is to inspire and empower others to Spend Life Wisely. Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path. The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties. Essential Duties: * Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. * Follows proper procedures accurately and efficiently for all customer-servicing activities performed. * Retains existing customers and develop new customer relationships. * Serves as customers' single point of contact on all First United Bank products and services. * Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank. * Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor. * Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty. * Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system. * Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy. * Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services. * Maintains appropriate drawer limits, perform cash versifications and vault duties. * Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. * Proactively resolve customer complaints, problems, or other issues. * Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans. * Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. * Masters the Primary Purpose and Essential duties of the Relationship Banker I position. Employee Specifications: * High School Diploma strongly preferred. Some college is strongly preferred. * 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: Durant-Wal-Mart If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
    $23k-27k yearly est. Auto-Apply 48d ago
  • Part-Time Teller I

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Sherman, TX

    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.
    $29k-32k yearly est. Auto-Apply 17d ago
  • Community Loan Assistant I

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Madill, 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 Community Loan Assistant I SUMMARY This position is responsible for providing exceptional service to bank customers by assisting with loans for consumer and real estate as well as utilizing knowledge of the various accounts and products offered by the bank. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Explains, promotes, and sells bank products and services as appropriate based on individual customer needs. * Supports First United's strong relationship banking culture through on-going customer contact, exceptional customer service, and superior product knowledge. * Provides administrative support to the loan officer including closing and booking loans, preparing loan worksheets, collecting and ordering necessary documents such as flood certificates, title work, and appraisals. * Assists customers in filling out loan and/or credit applications. Updates loan information in computer. * Ensures that loan files contain documents with proper signature, dates, and other relevant data. * Assembles and verifies accuracy of loan documentation by checking documents for proper vesting, legal descriptions, closing dates, and signatures. * Prepares and closes deferrals. Provides assistance to the loan officer with exception reports. * Answers telephone inquires and written inquires concerning loan processing and account information. Accepts loan payments. * Prepares and mails past due letters and collection letters. * Provides NADA values for customers. * Performs variety of clerical duties requiring knowledge of departmental procedures. ADDITIONAL DUTIES AND RESPONSIBILITIES * Handles customer complaints and escalates issues to supervisor as needed. * Maintains cleanliness in and around work station. * 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. * Dresses professionally. * 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. * Prior banking experience preferred. Technical/Functional Competencies * Basic mathematical skills. * Proficient computer skills. * Strong understanding of loans and loan products. * Exceptional customer service skills. * Good problem-solving and decision making skills. * Demonstrates good judgment. * Strong organizational skills. * Strong interpersonal skills and ability to work well with a wide range of people. * 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. * Willingness to accept additional responsibilities. * Dependable and adheres to time lines and schedules. * Takes initiative in development and completion of projects. 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: Madill 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.
    $33k-38k yearly est. Auto-Apply 58d ago
  • Relationship Banker I

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Durant, 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. #LI-MD2 All Locations: Durant-University If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
    $23k-27k yearly est. Auto-Apply 60d+ ago
  • Full Time Teller

    Bancfirst Corporation 4.3company rating

    Tishomingo, OK job

    Tishomingo, OK 820 E. Main Street, Tishomingo 73460 Full Time: M-F, Saturdays as scheduled Ideal candidate is seeking long term employment with room for advancement, is committed to excellent customer service while complying with policy and procedure, and has an outstanding personality. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Paying and Receiving Teller for retail and commercial businesses, knowledge of a Recycler useful Receives and processes multiple transactions with emphasis on accuracy Sells money orders and official checks Promotes BancFirst services through cross selling banking products to new and existing clientele, minimum goals and sales incentive will apply Extraordinary customer service will be required at all times Consistent execution of policies and procedures Perform other job related duties or special projects as assigned 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. REQUIREMENTS High School Diploma/GED Strong customer service skills Knowledge of teller cash limits, teller machines, and preparation of teller work Ability to balance teller cash and maintain acceptable balancing percentages as defined by management Maintain Branch cash vault (if applicable) Knowledge of consignment items and their issuance Able to perform in a highly sensitive environment, deal with confidential matters and meet deadlines Work well individually and with a team while maintaining a positive attitude Must demonstrate a business professional image and demeanor Outstanding listening and communication skills, both written and verbal Work well under stress and deadlines while managing multiple tasks Critical thinking skills Excellent work ethic Ability to work various hours as assigned to meet the needs of the business (open/close branch) Able to perform opening and closing duties while maintaining security standards Regular and consistent attendance and punctuality is an essential function of the job PREFERRED SKILLS AND QUALIFICATIONS Previous teller experience a plus, but will train Bilingual (Spanish) a plus PHYSICAL REQUIREMENTS Constant use of computer screens Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching Ability to sit and/or stand for long periods of time during the workday Long periods of typing and repetitive motion Ability to lift and/or move and carry 10-25 pounds (cash canisters, coin boxes/bags) Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers. EOE - BancFirst is an Equal Opportunity employer. Diversity…Our differences enhance business performance.
    $25k-29k yearly est. Auto-Apply 3d ago
  • Bilingual Customer Care Relationship Banker

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Durant, 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 Bilingual Customer Care Relationship Banker SUMMARY The Bilingual (English/Spanish) Customer Care Relationship Banker will be responsible for connecting with customers over the phone to understand and meet their financial needs using First United Bank's products and services. This individual must be fluent in both English and Spanish to effectively serve and communicate with our diverse customer base. The role includes customer service, sales, and relationship management while reaching or exceeding established goals. This banker will master First United Bank's delivery process and product knowledge to develop strong customer relationships by performing the following essential duties. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Receives incoming calls from customers and employees - both English and Spanish-speaking - with a broad range of Customer Service inquiries and works to find effective solutions. * Provides assistance with card services and customer-facing technologies such as online banking, mobile banking, and telephone banking, ensuring bilingual support is consistently available. * Maintains a thorough knowledge of all First United Bank products, services, procedures, and policies, communicating information clearly and accurately in both English and Spanish. * Follows all proper procedures accurately and efficiently for customer-servicing activities performed. * Serves as a single point of contact for customers in order to retain existing customers and develop new customer relationships across both language groups. * Consistently meets and often exceeds performance goals, actively participates in sales campaigns, promotes new products and services, and educates customers and peers within the bank. * Participates in meetings, bank functions, and customer appreciation/community events as requested or assigned by a supervisor. * Consistently delivers excellent customer service by offering personalized, bilingual support over the phone to build rapport and generate customer loyalty. * Identifies and matches customer product needs with First United Bank offerings by interviewing customers in their preferred language and referring them appropriately to ensure all needs are met. ADDITIONAL DUTIES AND RESPONSIBILITIES * Completes all required compliance exams annually. * Adheres to all First United Bank policies and procedures. * Dresses professionally and represents the bank positively in all interactions. * Other duties as assigned by manager. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made for individuals with disabilities to perform the essential functions. Education and Work Experience * High School Diploma required; some college preferred. * One year of retail or equivalent customer service experience preferred. * Fluency in both English and Spanish (spoken and written) is required. Technical/Functional Competencies * Superior customer service and communication skills in both English and Spanish. * Basic mathematics to solve problems accurately. * Demonstrated precision and attention to detail in daily work. * Positive attitude and ability to establish and cultivate strong personal connections. * Ability to effectively read, write, and verbally communicate with customers and co-workers in both languages. * Time management skills and ability to work independently with minimal supervision. * Good judgment and decision-making skills. * Critical thinking and problem-solving abilities. * Ability to switch between tasks effectively and efficiently. * Professional demeanor and ethical behavior both inside and outside the workplace. * Active listening skills, with a focus on identifying and meeting customer needs through conversation - in both English and Spanish. Note: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned by their supervisor to meet the ongoing needs of the organization. #LI-MD2 All Locations: Durant-Corporate, 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.
    $23k-27k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker I

    First United Bank & Trust Co 4.6company rating

    First United Bank & Trust Co job in Durant, 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: Durant-Campus, Durant-Main, Durant-University, Durant-Wal-Mart If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
    $23k-27k yearly est. Auto-Apply 60d+ ago

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