First United Bank jobs in McKinney, 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 Business Experience Officer Company Intro First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank." As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas. First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas. Summary The Business Experience Officer is responsible for sales and marketing of First United Bank "Preferred Partner (group banking) Program" within the communities that we serve. The Preferred Partner program elevates our communities through serving the employers and employees of the local community. This role will also assist in expanding the growth of the Community Banks in which they serve. Major Duties and Responsibilities (Essential Functions) * Identify, develop, and implement outreach strategies to new and existing businesses within the market that we serve to introduce and deliver "Preferred Partner" banking solutions for employees of local businesses. * Leads and assists in the implementation and coordination of a company-wide business development preferred partner call program. * Organizing and facilitating of information, tools, and links to resources that will assist current or new businesses participating in Preferred Partner with financial well-being tools and activities for their employees. * Educates employees of Preferred Partner businesses on First United Bank's philosophy, while educating the importance of financial wellbeing and Spending Life Wisely. * Partners with Financial Center Managers in business development preferred partner events. * Arranges meetings between clients or prospective clients and appropriate financial institution representatives. * Represents the bank in various financial literacy, civic, and community functions to enhance its image, build/strengthen relationships and develop new business. * Documents calls and makes weekly call reports to supervisor. * Reviews lists, records, newspapers, etc., for business development leads. * Assists in product and service development to ensure customer satisfaction and bank profitability. Recommends upgrades, promotions, elimination or future development of under-performing products and services and development of introduction of new products and services when necessary. * Promotes favorable image of the bank in all business activities within the community. Additional Duties and Responsibilities * Recommends to supervisor possible methods to improve department. * Adherence to all First United Policies and Procedures * Completes all required compliance exams on an annual basis * Performs all other duties as assigned Employee Specifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Education and Work Experience * Bachelor's Degree and/or equivalent management/work experience. * Two to three years' work experience in banking or financial industry preferred. * Proven Sales or Marketing experience preferred. * Strong verbal and written communication skills. * Strong public relations skills. Knowledge and Skills Requirements * Demonstrates a high-level integrity and ethics. * Willingness to provide a Spend Life Wisely level of service which will clearly differentiate us from our competitors. * Demonstrates good judgment, problem-solving and decision-making skills. * Computer and Software proficiency. * Strong interpersonal skills and ability to work well with a wide range of people. * Ability to communicate well with customers including written, verbal and non-verbal communication. * Dependable and adheres to timelines and schedules. #LI-KG1 This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations: Dallas-Preston Center, Dallas-Uptown, Frisco-Lebanon, Frisco-Preston Road, 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.

Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* . Job Purpose & Scope Responsible for supporting first line management of the Bank's loan portfolio, CECL, CRE and Capital Stress Testing, and other ad hoc analytics. The position focuses on risk analysis, reporting, and understanding the Bank's data inputs for various credit risk models. This role will convey analysis to Senior and Executive Management using analytics techniques, independent research, and subject matter expertise. Essential Job Functions + Provide internal stakeholders with analytics, reporting, and insights using internal/external data and analytics tools. + Analyze, interpret, and convey economic, market, and internal drivers that influence credit portfolio risk and quantitative model outputs. + Independently develop solutions to business problems using critical thinking and creativity. + Extract and transform data using SQL or Alteryx, find data inconsistencies, and resolve data quality issues. + Assist in executing risk models, documenting procedures, and running user acceptance testing for the bank's risk rating, stress testing and Current Expected Credit Losses (CECL) procedures. + Manage assigned projects timely to ensure compliance with regulatory deadlines and internal due dates. + Produce and present high-quality reports and analyses to co-workers, management, and executives. + Regularly exercises discretion and judgment in the performance of essential job functions. + Maintains good punctuality and attendance. + Follows Bank policy, procedures, and guidelines. Knowledge, Skills & Abilities + General financial knowledge including basics of lending and loan structure. + Knowledge of quantitative modeling principles and data quality standards. + Ability to communicate effectively both verbally and in writing to a broad level of audiences. + Ability to multitask and produce high-quality reports, presentations, and analysis. + Ability to operate and work collaboratively in a fast-paced, unpredictable environment with exacting deadlines. + Skill in computer and software, including SQL, R or Python, Alteryx, Power BI or Tableau, and Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook). Basic Qualifications + Bachelor's degree in business administration, accounting, finance, business analytics, or job-related discipline, or five (5) years of work experience in credit analytics, required. + 2+ years of demonstrated experience in data analysis, business intelligence, data management, or a job-related field, required. + Master's degree in business analytics, data science, or other job-related field, preferred. + 2+ years of experience in banking, finance, accounting, or real estate, preferred. Job Expectations Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. #LI-KC1 EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

It's about caring for the generations ahead. Are you a customer experience champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Private Banking Officer II, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love and knowledge of finance with them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's other advisors, like attorneys and CPAs, to build a team around the customer. They work with a team to develop tailored plans based on customers' needs and goals. What you'll do: Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable assets) Generate a minimum of $4.5 million in new business per quarter and secure at least 10 new affluent client relationships annually Actively make sales calls to clients and prospects. Engage in pre-call/post-call planning and strategy review Monitor and manage client's existing credit relationships by reviewing current loan portfolio on a regular basis Identify and recommend products and services best suited to meet clients' needs Develop and maintain excellent working relationship with credit underwriting team Participate in community and professional activities in order to enhance Frost's image and expand personal network of business contacts Develop, maintain, and enhance relationships with individuals whose circles of influence include potential new clients Provide leadership within the private banking team, while remaining a team player Accept special project assignments in support of the private banking group What you'll need: Bachelor's degree or equivalent work experience 5+ years of experience in financial industry Working knowledge of financial analysis relating to personal financial statements and personal income tax returns NMLS license; the ability to transfer license to Frost or obtain license within 60 days Comprehensive understanding of lending practices and loan servicing requirements for personal finance needs Specialized knowledge of client benefits offered by Frost's brokerage, investment management, trust, and insurance groups Ability to perform with limited supervision Experience in managing a portfolio of affluent and high net worth clients Demonstrated capacity to sell products and services within the financial services industry Proven record of success in cultivating new relationships Outstanding interpersonal, calling, sales, and negotiation skills Excellent verbal, written, communication, organizational, and customer service skills Proficient in Microsoft computer applications Additional Preferred Skills: Series 7, 63, & Group 1 Insurance license (or attainment within 6 months). Property and Casualty Insurance license Certified Financial Planner designation Certified Wealth Strategist designation Completion of formal credit training Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (********************************* . Job Purpose & Scope Responsible for nurturing professional relationships with customers by engaging in meaningful conversations regarding their financial needs and goals, identifying referral opportunities, and processing financial transactions. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times. Essential Job Functions + Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners. + Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions. + Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud. + Actively participate in morning huddles. + May open new accounts, as needed and with documented approval of management. + Demonstrate competency and accountability to maintain banking center operational standards, ensuring compliance with internal controls, operational procedures, and risk management. + Actively promote teamwork, leading by example and taking initiative to assist others. + Demonstrate effective organizational and time management skills. + Provide backup and assistance to other retail banking locations, as requested. + Model and champion the Bank's standards for exceptional customer service. + Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed. + Enthusiastically support the bank's values and mission. + Display a high degree of integrity, trustworthiness, and professionalism at all times. + Complete all essential training timely. + Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members. + Maintain consistent, good punctuality and attendance to work. + Adhere to all Bank policies, procedures, and guidelines Knowledge, Skills & Abilities + Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards) + Knowledge of bank policies and procedures + Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition + Ability to communicate effectively both verbally and in writing + Ability to demonstrate team player approach, capable of thriving in a continually changing environment + Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail + Ability to work without close supervision + Ability to maintain confidentiality + Ability to follow policy and procedure including safety and security procedures + Ability to travel to other work locations (e.g., training, staffing shortages), as needed + Skill in using computer and Microsoft Office applications necessary to perform essential job functions Basic Qualifications + High school diploma or equivalent required; bachelor's degree preferred + 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required + Knowledge of and experience with bank products, online banking, mobile banking applications, banking cards, etc. preferred + Cash handling experience preferred Job Expectations Job Expectations: O perate customary equipment and technology used in a business environment, with or without accommodation. Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. #LI-MR2 #CSS EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

About Us: At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. About the Role: Provides outstanding customer service to individuals contacting the Bank, by phone, chat or online, by resolving issues, providing information, and looking for opportunities to strengthen the customer relationship through suggesting Bank products and services. Performs specialty tasks and completes moderate to complex assignments. Resolves customer problems such as: bill pay questions, loan questions, debit card issues, account overdrafts, electronic disputes, online/mobile banking issues and service charge questions. Performs a variety of transactions and maintenance on the customer's behalf such as: funds transfers, stop payments, debit card increases, address changes and check orders. Provide customer support for online banking including: troubleshooting mobile devices and browser issues related to online banking. Provide customer support for loans, escrow analysis, and payment questions. Utilize system software to respond to online messages/emails to answer questions, provide banking services and resolve customer service issues. Demonstrates strong oral and written communication skills. Suggest appropriate products and services to existing and prospective customers and cross-sells other bank products and services. Moderate supervision with latitude for independent judgment. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become “Business Bank of Choice” May perform other duties as assigned. About You: H.S. Diploma/GED. Required Bachelor's Degree. Preferred Less than 2 years of bank customer service experience, good knowledge of bank's products and services. Excellent verbal and written communication skills. Knowledge of operational procedures, practices and policies. Demonstrates the ability to sell Bank products and services. Able to mentor new associates through on the job training. Requires the ability to multi-task and work with over 25 software applications. Requires intermediate computer skills, including MS Office and banking software. Skill in basic troubleshooting: mobile devices, browsers, and other technology as it relates to online banking. Thorough understanding of products and services offered by bank. Advanced knowledge in specialty area. Excellent customer service skills and ability to work effectively with the public. Job Location(s): Ability to work fully onsite at posted location(s). Addison, TX Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $18.00 - $25.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]. To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

It's about supporting people, our people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Commercial Lines Account Representative could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Commercial Lines Account Representative with Frost Insurance Agency, you are our insurance experience champion. In this role, you will be responsible for reviewing all policies and policy changes received from the insurance carriers for accuracy and completeness. You will use your collaborative mindset, analytical skills, and desire for constant improvement to work with Account Managers to issue renewal summaries and applications for Producers to review with clients. You are the support to Producers and Account Executives! More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind. What you'll do: Review all policies and policy changes received from the insurance carriers for accuracy and completeness and request corrections as needed; advising the senior staff members of any potential problems or discrepancies Request and process policy alterations with insurance carriers to fulfill change requests received from clients Invoice and deliver policy documents to clients to ensure thorough record-keeping and communication Issue certificates of insurance & evidence of coverage as requested by customers Follow up on billing notices and non-payments received from Account Managers to minimize risk of customer defaults Work with Account Managers to issue renewal summaries and applications for Producers to review with clients Assist Account Managers in preparation of account remarketing by ordering Loss Runs to assess claim activity Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Texas General Lines Agent License: Property and Casualty (P&C) or attainment within 90 days Excellent written and verbal communication skills Proficiency in Microsoft office computer applications Additional Preferred Skills: Bachelors degree in finance, accounting, or related discipline Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title BSA/AML Quality Control Analyst I SUMMARY The BSA/AML Quality Control Analyst I is responsible for executing quality control responsibilities related to various BSA functions. Their core objective is to guarantee accuracy in identification, documentation, and timely reporting of required regulatory reports, in strict adherence to the Bank Secrecy Act Compliance Program's guidelines. The QC Analyst I will play a pivotal role in upholding the quality of essential BSA processes, ensuring their alignment with departmental standards. Additionally, assists BSA Quality Control Manager with maintaining necessary records and files to ensure efficient and consistent reporting. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Review and submit Currency Transaction Reports (CTRs) within the BSA/AML monitoring system. * Assist with review and associated reporting of CTR exempted customers to identify that all required criteria are met. * Serve as a resource associate for the BSA Quality Control team with knowledge of Currency Transaction Reporting (CTR), Suspicious Activity Reporting (SAR), Customer Information Program (CIP), and other aspects of the Bank Secrecy Act Compliance Program. * Provide feedback as appropriate and ensure corrective actions required are completed. * Assist in updating and maintaining BSA/AML/OFAC policies and procedures to maintain compliance with existing requirements along with new and emerging risk to ensure an efficient and well-organized program. ADDITIONAL DUTIES AND RESPONSIBILITIES * Responds to inquiries or refers inquiries to the appropriate person and exhibits the necessary follow through with customers and/or staff involved. * Assumes responsibility for various department functions in the absence of staff members or in overload situations. * Serves as subject matter expert for Community Bank staff on Currency Transaction Reporting (CTR) and Customer Identification Program (CIP) requirements. * 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 * High School Diploma or GED required. * Minimum 2-4 years Banking/Compliance experience required. * Knowledge of federal BSA/AML regulations required. * Bachelor's degree in criminal justice/criminology or finance/Banking/Business preferred. * 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. #LI-BR1 All Locations: Plano-Parkwood, 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.

It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor I, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice Actively develop new business while also managing and maintaining existing client relationships Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding Collaborate with attorneys and accountants regarding estate, gift, and income tax planning Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: Bachelor's Degree in Business, Economics, or related discipline; or, 5+ years related experience FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses (or ability to obtain within 120 days of hire) General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days Proficient in Microsoft computer applications Excellent written and verbal communication skills Strong organization skills and time management ability Additional Preferred Skills: 3+ years investment related sales experience, with portfolio management, security analysis, and client interaction experience Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA Master's Degree in Business, Economics, or related discipline Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Commercial Lines Processor Plano, TX BancFirst Insurance Services, 5800 Granite Parkway, Ste 400, Plano, TX 75024 Full Time This position is responsible for assisting Account Manager(s) and/or producers in the servicing and processing of New, Renewal, Endorsement, Certificates and Audit transactions or other tasks assigned in a timely, accurate and positive manner. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: New, Renewal, Endorsement, and Audit Process policies, endorsements, audits, or other tasks assigned per the instructions given to the processor on the processing checklist and may perform on-line rating functions and quoting upon licensure. In processing the new, renewal, endorsement, or audit business the processor must verify the coverages on the apps in EPIC actually reflect what is on the policy. If there are any discrepancies between the actual policy and EPIC this will need to be discussed with their appropriate supervisor as to what action needs to be taken. Assist the Account Manager on special projects/mail outs/submissions as needed or requested QUALIFICATIONS High School Education mandatory with college degree preferred. Ability to learn Property and Casualty insurance in a fast paced environment. Ability to work with computer technology including use of Word and Excel or other relevant programs. Ability to operate computers and general office equipment Aptitude for accuracy and attention to detail. Organizational and Time Management skills to prioritize workloads and meet deadlines. Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility. Requirement of obtaining insurance license within 6 months to 1 year. 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 up to 10 pounds Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine 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/AA - BancFirst is an Equal Opportunity. Diversity…Our differences enhance business performance.

It's about names, not numbers. Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Relationship Manager II, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers' relationships with the bank. Our relationship managers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Reach and maintain your target portfolio size within a specified time frame Call prospects who are potentially profitable to the bank Always maintain the best interest of both the bank and customers in all matters Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests Closely monitor the assigned loan portfolio for any deterioration in repayment ability Advise, teach, and train associate relationship managers on how to best serve our customers What you'll need: 3+ years of lending experience Ability to communicate with all levels of personnel Excellent written and verbal communication skills Proficient in Microsoft applications Additional Preferred Skills: Bachelor's degree Completion of 6+ hours of accounting coursework Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about giving people a sense of security. Do you like helping others understand the tools of today? A passionate salesperson with an affinity for helping others and building relationships? Do you have a background in insurance sales and the ability to drive new business? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Producer, you'll screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs. This is a sales-oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through Frost Insurance Agency. You'll use your skills, outgoing personality, and competitive nature to stay up to date on the latest trends and products to best serve our customers and meet goals. What you'll do: Prospect new business from existing clients, program business channels, and identify target groups and leads given by Frost producers and bankers Contact prospects for the purpose of providing a quote and making sales appointments Service assigned accounts while contacting potential new customers Survey prospects to determine insurance needs Inspect current insurance policies, risk management plans, property, products, and records Work with others within the agency to complete company submissions and selection of potential markets Screen leads to determine if SBIU or PIC criteria is met and if a Frost Insurance Agency market exists to satisfy the need Collect detailed risk and underwriting information, including census data, survey data, and loss history Develop and deliver formal insurance proposals, including information concerning coverage, limits, deductibles, and other pertinent details Conduct client and prospect appointments to discuss proposals and renewals, explaining all details while communicating a desire to conduct business What you'll need: Bachelor's degree or 2+ years of sales experience Texas General Lines Agents License: Property and Casualty (P&C) or Life, Accident, Health, and HMO License, as appropriate, or attainment within 90 days Excellent written and verbal communication skills Strong organizational skills Proficiency in Microsoft applications Additional Preferred Skills: Proven ability to pursue and close sales Knowledge of the insurance industry Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, the FIA Insurance Development Associate I role could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As an Insurance Development Associate I with Frost Insurance Agency, it's about creating and fostering long-term relationships. Through interactive training, mentoring from successful members of Frost Insurance Agency, and hands-on learning with customer accounts, you will achieve valuable product knowledge, sales experience, and an understanding of Frost's relationship management process and culture. Our FIA Insurance Development Associates are adaptable, inquisitive and strive to create and build relationships with our customers, that last a lifetime. What you'll do: Build a thorough knowledge of insurance coverage, industry research, and insurance products available through Frost Insurance Agency by participating in practical training Assist producers and account managers in sales, marketing, and maintenance for new and existing insurance accounts Prepare formal insurance proposals which include details of coverage, limits, deductibles and other pertinent information and assist in presenting the proposals to prospective clients Assist in appointments with clients and prospective clients to present insurance proposals and renewals by explaining plan details and establishing long-term business relationships Provide excellent customer service to clients by surveying prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products and records, and directing client service calls to the appropriate service person Participate in plan renewals by reviewing expiration listings to determine the appropriate action and collecting information to prepare renewal submissions Build a knowledge of insurance coverage, industry research, and coverage analysis; work with others within the Agency to complete company submissions and selection of potential markets Work toward obtaining insurance licenses Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Bachelor's degree in Risk Management and Insurance, Finance, a business-related field or 4+ years of experience in a sales environment with a demonstrated ability to pursue and close deals Texas General Lines Agent License in Property and Casualty (P&C) or Life, Accident, Health, and HMO, as appropriate, or ability to obtain within 90 days of hire. Excellent written and verbal communication skills Proficiency in Microsoft computer applications Expected Start Date: July 2026 Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

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

It's about supporting people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Commercial Account Manager could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Commercial Account Manager with Frost Insurance Agency, you are our insurance experience champion. In this role, you will be responsible for marketing, servicing, and providing support to Producers and Account Executives. You will use your collaborative mindset, analytical skills, and desire for constant improvement to maintain and expand all assigned accounts and process documentation on new accounts. What you'll do: Assist the Producer in identifying account-rounding and coverage enhancement opportunities Analyze carrier quotes and coverages to determine the best options for the client Review new and renewal policies for accuracy in rating and coverage Provide policy service including changes, payments, claims and third-party communications Assist in presenting FIA products to new and existing customers by collaborating in renewal strategies, and preparing proposals Respond to requests to research coverage issues, policy problems, cancellation issues, reinstatement issues, billing problems, claims history and underwriting issues Collect detailed risk and underwriting information, including census data, survey data, and loss history Maintain current knowledge of company underwriting and rating information. Follow agency standard procedures to maintain electronic files and information Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Texas General Lines Agent License (Property & Casualty), or attainment within 90 days 2+ years in the commercial insurance field; or Bachelor's Degree with 1 year insurance related experience; or obtained CISR/TIIA designation in Commercial Lines Ability to retain a Book of Business between $450,000 and $650,000 Organizational skills and the ability to multitask Excellent written and verbal communication skills Proficient in Microsoft computer applications Additional Preferred Skills: Insurance professional designations such as CISR, ACSR, CRM, CIC Bachelor's Degree Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Credit Analyst II Job Description All Locations: McKinney If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Retail Business Banker SUMMARY Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Master and perform the primary purpose and essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions. * Maintain expert level knowledge of all First United Bank products, services, procedures, policies, and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction, and loan accounts. * Consult small business customers on business life and cash flow cycle. * Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process. * Assess and review the risk tolerance (i.e. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed. * Serve as a trainer, mentor, and coach for the small business delivery process. * Serve as customers' single point of contact on all First United Bank products and services. * Uphold service level agreements as the liaison between Retail teammates, small business customers, and partners (i.e. TM, merchant services, BEO, Loan Officers, etc.). * Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Follow proper procedures accurately and efficiently for all customer-servicing activities performed. * Consistently exceed performance goals and actively participate in all sales campaigns. * Coordinate team meetings and huddles related to small business strategy and execution. * Deepen and enhance existing customers relationships and develop new customer relationships. * Participate in outbound calling efforts to increase bank relationships and business opportunities. * Complete small business reviews and networking commitments as assigned. * Leads by example and serves as a role model for Tellers, Relationship Banker I and II * positions. ADDITIONAL DUTIES AND RESONSIBILITIES * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Other duties as assigned by manager. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * High School Diploma is required. Some college is strongly preferred. * Required 3 years of banking experience or relatable business acumen. * Cash handling experience is required. Technical/Functional Competencies * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions, or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization All Locations: Dallas-Preston Center If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title 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.

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 Senior Accountant - Ranger Asset Management Who We Are Founded in 2002, Ranger Asset Management Company, LLC (previously Ranger Capital Group Holdings, LP) is a subsidiary of First United Bank. We have an exceptional team of people with experience across all aspects of the investment management business. From our seasoned investment professionals to client service, marketing, and operational business support, we collaborate to responsibly deliver performance and service to the trusted relationships we have built with our long-standing clients. Job Summary We're looking for a detail-oriented Senior Accountant to join our accounting team for a part-time position with possibility of full-time position in the future. As the Staff Accountant, you'll become a Subject Matter Expert on the firm's internal accounting systems and client accounts. You'll be responsible for preparing clients' monthly holdings and performance reports, calculating and reviewing the funds performance, preparation of quarterly analysis for marketing, and uploading holdings and performance of the funds on different databases for Capital Market. Additionally, you'll assist with work on the annual audit and tax return preparation. The ideal candidate is a great communicator who is at home with complex Excel workbooks and macros; a self-starter who is secure working across departments; a driver of process improvement who is comfortable with multiple deadlines, and has 5+ years of corporate accounting experience - preferably at a financial company. Knowledge of GIPS compliance and performance calculation would be a plus. Duties and Responsibilities * Prepare client monthly holdings and performance reports * Calculate and review the funds' performance * Provide performance reports to managers * Calculate management fee accruals * Prepare quarterly analysis for marketing * Review quarterly client presentations * Upload monthly and quarterly holdings and performance of the funds on different data base. * Assist with updating spreadsheets and macros * Work on special projects for the accounting and operation department as needed * Prepare ad hoc reports as needed * Assist with annual audit and tax return preparation Qualifications * Bachelor's degree in accounting, finance, or related field, CPA (or candidacy) a plus * 5+ years of corporate accounting-related experience, preferably at a financial company * Mutual fund accounting experience is a plus * Technologically savvy with Microsoft 365, especially advanced Excel knowledge: Lookups, macros, workbook design * QuickBooks experience required * Excellent time-management skills with the ability to handle multiple deadlines * Strong attention to detail with problem-solving skills * Strong communication skills, both written and verbal, across various stakeholders * Self-starter with a willingness to learn and take initiative * Comfortable seeking guidance from colleagues when necessary NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations: Dallas-Uptown If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

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.