Treasury Management Sales Associate
First United Bank & Trust Co job in Oklahoma City, OK
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
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 RESONSIBILITIES
* 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:
OKC-Downtown
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
Auto-ApplyPart Time Teller I
First United Bank & Trust Co job in Tecumseh, 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 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.
All Locations:
Tecumseh
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
Auto-ApplyHMDA Specialist
Oklahoma City, OK job
HMDA Specialist
Oklahoma City, OK
BancFirst Tower, Downtown Oklahoma City
100 N. Broadway Avenue, Oklahoma City, OK 73102
Full Time
JOB SUMMARY
The HMDA Specialist is responsible for overseeing and performing various functions in connection with submitting the HMDA LAR. This includes responsibility for collecting and validating HMDA reporting information, entering collected data into appropriate software, and participating in submitting the HMDA LAR. In addition to HMDA, the HMDA Specialist will collect and submit the CRA Register but is not responsible for validating CRA data.
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.
Under the direction of the Loan Compliance Systems Supervisor
Perform monthly downloads and daily maintenance of HMDA and CRA data into reporting software
Collect, validate, and analyze loan data to ensure compliance with HMDA reporting requirements
Identify and correct all errors within the reported data to ensure 100% accuracy prior to annual LAR submission deadlines
Work with bank employees to resolve inconsistencies in loan data and recommend changes as warranted that will ensure the accuracy in reporting of HMDA data
Develop written assessments of HMDA performance for branches and other bank business lines through comprehensive data analysis and review
Act as a resource for bank employee questions regarding HMDA procedure and regulation
Assist with the analysis of newly effective or revised state and federal regulations
Complete assigned work within deadlines to ensure efficiency and meet compliance reporting dates
Assist in updating the HMDA compliance manual and conduct HMDA training
Assist with other job-related duties as requested by supervisor/manager
Regular and consistent attendance is an essential function of this position
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
A bachelor's degree is preferred, although consideration will be given to those with equivalent experience
Working knowledge of lending laws and regulations and bank lending operations is preferred
Strong familiarity with loan documentation
Strong working knowledge of Microsoft Word and Excel
Analytical skills necessary to gather, review, and assess data, develop and support conclusions, and make practical recommendations
Must demonstrate a business professional image and demeanor
Work well under stress and deadlines while managing multiple tasks
Must be able to communicate professionally both verbally and in writing
Provide consultative guidance
Excellent organizational skills
Ability to work independently with attention to detail
Occasional travel required
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.
Auto-ApplySenior Internal Auditor
Oklahoma City, OK job
Senior Internal Auditor
Oklahoma City, OK
Internal auditor position responsible for conducting audits of banking and corporate functions as a member of our internal audit team.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:
Assist in performing risk assessments and the overall development of the annual Audit Plan.
Research topics to support, develop, and modify audit programs, methods, and processes for each audit area as the risk assessments, regulatory requirements, and emerging technology dictates.
Lead and conduct operational, financial, or compliance audit engagements to include conducting interviews, writing process narratives, performing audit tests and documenting results, identifying and defining issues, and reviewing work for accuracy, completeness, quality and conformance to departmental guidelines and audit standards.
Conduct audit exit conferences at the conclusion of the fieldwork to communicate audit findings and control concepts to bank/department management.
Prepare written audit reports of audit engagement results that are accurate, clear, and concise to be provided to the bank/department management, executive management and the Audit Committee.
Ensure management provides effective action plans to address identified findings in the audit report.
Perform audit follow-up activities.
Perform other job duties and 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
REQUIREMENTS
Bachelor's Degree required
5+ years of professional experience in auditing, preferably in financial services
Outstanding communication skills, both written and verbal
Strong people skills and the ability to interact with all levels of the organization
Proficient in Microsoft Word and Excel
PREFERRED SKILLS AND QUALIFICATIONS
CPA, CIA or other similar certifications
COSO and SOX audit framework experience
Knowledge of banking operations and regulations
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 5 pounds
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.
Auto-ApplyBranch Manager, I
Yukon, OK job
Branch Manager
Mustang Rd. - 434
Yukon, OK
BancFirst, Mustang Rd
120 S Mustang Rd
Yukon, Ok 73099
HOURS
Full Time
This is a working management position. This job requires you to work with customers on a daily basis through numerous channels including, but not limited to, working the teller line, opening accounts, answering incoming customer service calls and dealing with customer issues.
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.
Manage the day-to-day running of the branch including all Banker functions such as paying and receiving teller transactions, opening new accounts, working daily reports, completing any next day check back as needed, making referrals of BancFirst products and all other Customer Service Representative duties.
Manage the customer service level of the Customer Service Representatives, Teller Supervisor and Teller Audits. Extraordinary customer service will be required of each employee at all times.
Brief employees on current sales goals, promotions and all other relevant information while working closely with the Retail Sales Coordinator.
Recognize employee achievements and encourage excellence in the work environment.
Evaluate employee performance and provide feedback and coaching as needed.
Responsible for coaching, counseling and disciplinary action of branch personnel.
Oversee and help manage employee's overtime, time management and resolve issues as they arise while adhering to high ethical and professional standards.
Perform other job related duties 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
3-5 years Retail/Branch Manager experience preferred
Ability to motivate staff and assist in maintaining goals
Must be proficient in opening new accounts, servicing accounts, and working in a Teller position as needed
Must be able to interact with other offices and departments for accurate resolutions to problems/errors, in addition to the timely completion of job tasks
Must be flexible and able to work additional hours when crucial to the branch environment
Customer and employee conflict management is critical
Knowledge of sales tools and presentation
Knowledge of daily bank operations, including security issues
Knowledge of federal, state, and bank policy, procedure and regulations
Critical thinking, must work well under stress and deadlines
PREFERRED SKILLS
Bilingual (Spanish) a plus
PHYSICAL REQUIREMENTS
Constant use of computer screens and reading of reports
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile
Regularly required to sit, 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 to file materials
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.
Auto-ApplyApplication System Admin I
Oklahoma City, OK job
Application System Administrator I
Oklahoma City, OK
BancFirst Tower, Downtown Oklahoma City:
100 N. Broadway Avenue, Oklahoma City 73102
Full Time
SUMMARY
This position supports the activities related to planning, design, installation, configuration, implementation, administration, support, security, documentation, and maintenance of BancFirst applications.
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.
Provide first level support to BancFirst employees to minimize service disruption and facilitate operations.
Troubleshoots issues via phone and remote desktop assistance. Assists other IT staff members, when necessary, in order to resolve issues.
Propose modifications and enhancements to existing applications to improve their functionality or address any issues that arise.
Assist in the development and maintenance of operational documentation for the department.
Assists with the addition and maintenance of users of Application systems through the establishment and monitoring of user rights.
Will participate in on-call duty for after hours support on a regular rotational basis.
Occasional evenings and weekends required.
Performs other job-related duties as assigned.
Regular and consistent attendance and punctuality is an essential function of this position
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
Experience with computer hardware and peripherals.
Experience with Windows operating systems.
Basic network troubleshooting skills.
Ability to positively and quickly adapt to new and changing technology.
Must be able to work in a fast paced environment.
Must be able to work under pressure, communicate efficiently, and provide excellent customer service.
Strong problem solving and organizational skills.
2 to 4 years of experience supporting operations and line-of-business applications.
2 to 4 years of experience in Information Technology support roles.
2 to 4 years of experience handling elevated credentials and managing sensitive or confidential information in a secure environment.
PREFERRED SKILLS
Experience with implementing new software and administrating systems.
Experience with supporting servers (web, database, application).
Experience with automation, scripting, and programming.
Familiarity with a virtual network environment.
Experience with Microsoft SQL and an understanding of SQL code.
Experience with network and PC security in a Microsoft environment.
PHYSICAL REQUIREMENTS
Constant use of computer screens and reading of reports
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile
Regularly required to sit, 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 to file materials
Ability to lift and/or move and carry 10 pounds
Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $13 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.
Auto-ApplyCall Center Agent - PT
Oklahoma City, OK job
Shawnee, OK
304 W. 34th Street, Shawnee 74804
Full Time: M-F, weekends as scheduled
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
Interacts with customers by phone as a Customer Service Representative
Enhances customer satisfaction and professional reputation of the Bank by warmly greeting, engaging, and developing good professional relationships with customers
Efficiently processes telephone requests, including but not limited to, stop payments, balance inquiries, account transfers, check orders and account reconciliation
Provides accurate account maintenance
Provides extraordinary customer service
Practices security procedures and protects customer confidentiality and privacy
Regular and consistent attendance is an essential function of this position
Assist with other job related duties or special projects as requested by supervisor/manager
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
Customer service orientation with effective problem solving abilities and the ability to maintain composure and convey a positive attitude while interacting with customers and internal team members.
Outstanding listening and communication skills, both written and verbal
Willing to handle customer questions and concerns with efficiency and diplomacy
Proficiency with Microsoft Office and knowledge of, or the ability to quickly learn banking software applications
Knowledge of, or ability to quickly learn BancFirst products, services, policies, procedures, as well as, federal guidelines relating to banking
Ability to maintain confidentiality, follow directions and apply proper policies, procedures and guidelines
Detail oriented and able to manage multiple tasks
Strong attention to detail with high concern for data accuracy
Developed critical thinking and decision making skills
Flexibility in work schedule - Call center hours are 7 a.m. to 10 p.m. Monday through Friday, Saturday 8 a.m. to 10 p.m., Sunday from noon to 10 p.m. and some holidays.
Demonstrated good attendance and punctuality
PREFERRED SKILLS
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 pounds
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.
Auto-ApplyRisk Associate
Oklahoma City, OK job
Risk Associate
Oklahoma City
BancFirst Tower, Downtown Oklahoma City:
100 N. Broadway Avenue, Oklahoma City 73102
Full Time
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.
Assist with developing and administering the Risk Management Program
Assist in the documentation of process flows and the identification and documentation of associated risks and controls
Assist in the development and reporting of independent analyses that provide greater insight into risk exposures and mitigation efforts
Assist with review and gathering documentation for the Risk Control Self Assessment (RCSA) Program
Assist with review and gathering of documentation for the Model Risk Management Program
Assist with sustainability analysis and response, and preparation of the Sustainability Report
Assist with planning and preparation for added regulatory requirements for transition to over $10 billion
Continue the reorganization of policies, procedures, guidelines and programs on Helpnet
Regular and consistent attendance is an essential function of the position
SKILLS AND QUALIFICATIONS
Detail oriented and highly organized
Proven quantitative/qualitative analytical and problem-solving skills
Good communication and technology skills
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 pounds
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.
Auto-ApplyBilingual Mortgage Loan Officer
Oklahoma City, OK job
Oklahoma City, OK
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.
Originate all types of residential, secondary market loans
Attain monthly closed loan volume
Complete customer consultation with every loan application
Complete application thoroughly and export file to processing
Responsible for obtaining some types of documentation on loan applications
Insure all compliance documentation is provided to applicants
Responsible for decision critical communication with applicants
Maintain Realtor and Builder Call Program
Conduct outside calls to develop lending market
Community involvement
Support bank locations and other assigned branches as requested
Perform other job related duties and special projects as assigned.
Regular and consistent attendance is an essential function of this position
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
Minimum of 3-5 years' experience in the mortgage industry or other finance related industry
Bilingual (fluent Spanish)
Computer literate.
Excellent written and verbal communication skills.
Must be able to manage multiple tasks.
Work well in stressful situations in order to meet deadlines.
Possess excellent organizational skills.
Exhibit strong customer service skills.
Demonstrate an independent working attitude within a team framework.
PREFERRED SKILLS AND QUALIFICATIONS
Bachelors degree or a minimum of 3 years relevant experience
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 5 pounds.
LOCATION
Oklahoma City
HOURS
Full Time
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.
Auto-ApplyLoan Documentation Clerk
Seminole, OK job
Loan Documentation Clerk/Editor
Seminole, OK
BancFirst, Seminole
206 N. 2
nd
St.
Seminole, OK 74818
Full Time
8:00 a.m. to 5:00 p.m. M-F,
Saturdays as needed
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.
Communicate all required maintenance and new loans to OKC.
Accurately complete transactions, including mailed payments and disbursement/fees
Assist customers with various issues by phone.
Pull & review daily/weekly reports
Prepare verifications and payoff notices to third parties
Ensure accurate and timely imaging of loan documents according to BancFirst procedures
Review and balancing of general ledger accounts
Work paid files and prepare payoff statements
Communication with loan staff, primarily processors and lenders
Share responsibility for completion of all departmental objectives.
Regular and consistent attendance and punctuality is an essential function of this position
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
Ensure compliance with regulations and bank Policies and Procedures
Detail oriented, self-starter with a high degree of accuracy and good organizational skills
Excellent customer service skills
Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications
Must work well under stress and deadlines while managing multiple tasks
Must be able to perform in a highly sensitive environment, dealing with confidential information
Critical thinking and problem-solving skills
Must work well individually and with a team while maintaining a positive attitude
Must demonstrate a business professional image and demeanor
Excellent work ethic
Regular attendance and punctuality are essential functions of the job
PREFERRED SKILLS AND QUALIFICATIONS
Accounting knowledge
Prior experience of loan transactions
PHYSICAL REQUIREMENTS
Constant use of computer screens and reading of reports
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile
Regularly required to sit, 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 to file materials
Long periods of typing and repetitive motion
Ability to lift and/or move and carry 10 pounds
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.
Auto-ApplyPersonal Lines Account Manager
Shawnee, OK job
Personal Lines Account Manager I
Shawnee, OK
BancFirst Insurance Services, 3300 E. Shawnee Road Muskogee, OK 74403
Full Time
BancFirst Insurance Services, Inc. is hiring a Personal Lines Insurance Account Manager. BFINS is a growing and dynamic independent insurance agency offering a very competitive compensation and benefit package. This position is responsible for servicing a book of business in a timely, accurate and positive manner with the input of the producer on the account, if a producer is on the account.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned as needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
RENEWAL & NEW BUSINESS
May initiate or attend meetings with the producer(s) to discuss marketing plans for accounts that expire up to 120 days in advance.
On accounts where requested, reviews expiring exposure and requests exposure updates from the clients; on new business enters completed applications in EPIC provided by the producer.
In coordination with the producer, if one is present, prepares and sends out submissions to markets and/or quote products on-line.
Review quotes, make recommendations, and verify that coverages are as requested and prepare proposal;
Bind Coverage with carrier prior to expiration; invoice all accounts within the month they are incepted;
Ensure Auto ID's are issued in advance of renewal.
Prepare and issue renewal certificates.
Process automatic renewals from companies in advance of expiration;
Work with Processor(s) to prepare policies to send being sure to check work prepared;
Prepare summaries and complete policy checks.
ACCOUNTING/AUDITS
Responsible for resolving accounting discrepancies to producers and clients.
Works with producer(s) to manage accounts receivable; paying particular attention to balances over 90 days old.
GENERAL
Requests and tracks the processing of policy changes and endorsements; works with Processor(s)/Assistants in execution of this process
Ensures the accuracy of information in the Agency Management System;
Issues certificates within 24 hours and Auto ID Cards
Orders Loss Runs when necessary; works with claims adjuster to assist in handling of claims as needed.
Responsible for the accuracy of work given to Processor(s).
Processes endorsements w/ assistance from Processor(s).
Maintains positive and professional working relationships with clients, carriers and other employees in the office.
Regular and consistent attendance is an essential function of the position
REQUIREMENTS
High School education required with college degree preferred or equivalent experience &/or education
Good working knowledge of Personal Property/Casualty coverages.
Current insurance license and should be working toward or hold the CISR designation
Typically has at least one year of experience in a processor P/L role
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 in mathematical calculations
Demonstrates professional tactful negotiation and persuasion skills to achieve objectives.
Organizational and Time Management skills to prioritize workloads and meet deadlines.
Keep up with continuing education requirements for licensing. Above average verbal, written and interpersonal skills to interact with associates at all levels of responsibility.
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 $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.
Auto-ApplyRisk Analyst
Oklahoma City, OK job
Oklahoma City, OK
BancFirst Tower, Downtown Oklahoma City
100 N. Broadway Avenue, Oklahoma City, OK 73102
Full Time
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.
Assist with developing and administering the Risk Management Program
Support Risk Managers with the standardizing development of Risk Control Self Assessments that document processes
Facilitate Risk Manager workshops for identify and assess risks and evaluate the related controls
Assist in the development and reporting of independent analyses that provide greater insight into risk exposures and mitigation efforts
Assist with planning and preparation for added regulatory requirements for transition to over $10 billion
Assist with responses and implementation of actions in response to exam findings
Assist in preparation of reports for management and board committees
Regular and consistent attendance is an essential function of this position
Other duties and trainings, 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.
SKILLS AND QUALIFICATIONS
Bachelors Degree or Higher in Accounting, Finance, or Risk Management.
3 years of experience in auditing, compliance, or risk management in banking industry or banking regulatory agency.
CERP, CRCM, CRMA, CPA, CIA or equivalent certification a plus.
Strong knowledge of banking practices.
Knowledge or banking regulation for $10 billion and over a plus.
Detail oriented and highly organized.
Proven quantitative/qualitative analytical and problem-solving skills.
Good communication and technology skills.
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 $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.
Auto-ApplyCommercial Lines Insurance Processor
Shawnee, OK job
Commercial Lines Processor
Shawnee, OK
BancFirst Insurance Services, 3707 N Harrison, Shawnee, OK 74804
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 $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.
Auto-ApplySecurity Engineer II
Oklahoma City, OK job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
We are seeking a highly skilled Cyber Security Engineer to join our team and play a pivotal role in safeguarding our organization's digital assets. The ideal candidate will possess a deep understanding of cybersecurity principles, a strong technical background, and a passion for protecting sensitive information.
You will be responsible for engineering, implementing and monitoring security measures for the protection of Trustmark's computer systems, networks and information. The role helps identify and define system security requirements as well as develop detailed cyber security designs.
**Responsibilities:**
+ Design, implement, and maintain security architectures, systems, and solutions to protect critical infrastructure and data.
+ Conduct vulnerability assessments and penetration testing to identify and mitigate risks.
+ Develop and implement security policies, standards, and procedures.
+ Monitor security systems and respond to incidents promptly and effectively.
+ Stay up-to-date with the latest cybersecurity threats and trends.
+ Collaborate with cross-functional teams to ensure security is integrated into all aspects of the business.
+ Provide technical guidance and support to internal stakeholders.
**Qualifications:**
+ Bachelor's degree in Computer Science, Information Technology, or a related field or
+ 3-5 Years of network engineering or cyber engineering experience
+ Strong understanding of cybersecurity frameworks and standards (e.g., NIST, ISO 27001).
+ Proficiency in network security, systems security, application security, and data security.
+ Hands-on experience with security tools and technologies (e.g., firewalls, intrusion detection systems, encryption, SIEM).
+ Excellent problem-solving and analytical skills.
+ Strong communication and interpersonal skills.
+ Ability to work independently and as part of a team.
**Preferred Qualifications:**
+ Certifications such as CISSP, CISA, or CEH.
+ Experience with cloud security (e.g., AWS, Azure, GCP).
+ Knowledge of scripting and programming languages (e.g., Python, PowerShell).
Brand: Trustmark
Come join a team at Trustmark that will not only utilize your current skills but will enhance them as well. Trustmark benefits include health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.
**For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
Executive Sales Consultant
Oklahoma City, OK job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**Overview of Role**
Responsible for selling self-funded health products via Broker partners for groups under 200 lives then transitions account to an account manager for ongoing maintenance and service. Develops new accounts and/or generates new business from existing accounts. Pursues sales leads within assigned territory, defined by geographic area. Responds to customer inquiries and offers guidance on appropriate products. Executes sales strategy, identifies new opportunities/leads, and generates sales reports.
**Key Accountabilities**
+ Career-level position highly skilled at sales techniques and demonstrates strong understanding of company products and industry.
+ Utilizes knowledge of industry/clients to recommend updates to product offerings.
+ Sales completed with little to no supervision.
+ Maintains an established network of contacts.
+ Demonstrates strong ability to identify and cultivate sales from new and/or existing clients.
+ Completes complex sales.
+ Utilizes developing knowledge of product and industry to evaluate and recommend best solutions for customer.
+ Typically has established base of accounts and stable revenue responsibility.
**Minimum Requirements**
+ Bachelor's Degree with 4- 6 years of relevant sales experience OR High School Diploma or GED with 6 - 8 years relevant sales experience.
+ Active life and health license preferred or mustcomplete within 90 days of hire with company support required.
+ Must be able to model consultative sales skills to less experienced staff.
+ Capable of presenting to executive audience; appropriately assertive.
+ Knowledgeable in self-funded benefit plan designs for small - mid size businesses.
+ Demonstrated history of sales success
Brand: Trustmark
We offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
**For the fourth consecutive year we were selected as a Top Workplace by the Chicago Tribune.** The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.
All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
Loan Compliance Officer
Oklahoma City, OK job
Loan Compliance Officer
Oklahoma City, OK
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.
Under the direction of the Loan Compliance Manager
Develop written assessment of loan compliance performance for branches and other bank business lines through comprehensive data analysis and review
Act as a resource for bank employee questions regarding loan compliance procedure and regulation
Assist with loan compliance training activities
Assist in updating loan compliance procedures manual
Assist with the analysis of newly effective or revised state and federal regulations
Assist with other job related duties and 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
Strong familiarity with loan documentation
Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications
Analytical skills necessary to gather, review, and assess data, develop and support conclusions, and make practical recommendations
Must demonstrate a business professional image and demeanor
Work well under stress and deadlines while managing multiple tasks
Outstanding listening and communication skills, both written and verbal
Strong customer service skills
Provide consultative guidance
Excellent organizational skills
Ability to self-direct
Occasional travel required
Demonstrated good attendance and punctuality
PREFERRED SKILLS
A bachelor's degree is preferred, although consideration may be given to those with equivalent experience
Working knowledge of lending laws and regulations and bank lending operations is preferred
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 up to 10 pounds
LOCATION
101 N. Broadway
Oklahoma City, OK 73102
HOURS
Full Time
M-F
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.
Auto-ApplyTreasury Client Services
Oklahoma City, OK job
Treasury Client Services
Oklahoma City, OK
BancFirst Tower, Downtown Oklahoma City: 100 N. Broadway, Oklahoma City 73102
Full Time: 8:30 a.m. to 5:30 p.m. M-F
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions)
A Treasury Client Services Support Specialist is accountable for delivering high quality, extraordinary customer service to both internal and external clients through day-to-day phone calls, emails or virtual appointments. These interactions may include resolving technical issues, product functionality inquires, training assessments, etc.
These interactions are highly sensitive and deal with confidential matters. A business professional image, phone presence and demeanor must be used at all times to achieve client satisfaction and retention while following all policies, procedures and federal regulations.
Successfully satisfy the initial request and refer any Treasury services needs you may have uncovered during the interaction. Communicate to the Client's Treasury Management Officer with any information they may need, to follow up with the Client.
To do this, a Treasury Client Services Support Specialist must have an understanding of BancFirst Treasury Products and Services, critical thinking skills and the ability to listen and communicate both written and verbal, in a fast pace environment.
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
Proficiency with Microsoft Office and knowledge of, or the ability to quickly learn banking software applications
Knowledge of general banking and Treasury Management Products and Services
Able to perform in a highly sensitive environment, deal with confidential matters, multitask 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
Possess critical thinking skills
Excellent work ethic
Daily attendance and punctuality are essential functions of the job
PREFERRED SKILLS
Bachelor's degree or equivalent work experience
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 pounds
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.
Auto-ApplyRelationship Banker I
First United Bank & Trust Co job in Shawnee, OK
Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Relationship Banker I
Job Description
* Do you approach serving every customer like they are your family member?
* Are you intuitively aware of the overall picture and able to discern top priorities?
* Do you seem to forge positive and trusting relationships with everyone?
* Are you highly responsible and dependable? Do you always follow through on your promises, no matter what?
* Do you effortlessly handle challenging situations?
* Are you relentless about constant improvement? Do you have a learning mindset?
* Do you revel at the opportunity to provide personalized service that creates customer loyalty?
* Are you addicted to a positive attitude?
* Do you commit to meeting deadlines and never miss the little details?
At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs.
The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role.
We Offer:
* An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ
* An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference
* Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career
* Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way
* The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us
* Educational assistance and reimbursements
At First United Bank our purpose is to inspire and empower others to Spend Life Wisely.
Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path.
The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties.
Essential Duties:
* Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
* Follows proper procedures accurately and efficiently for all customer-servicing activities performed.
* Retains existing customers and develop new customer relationships.
* Serves as customers' single point of contact on all First United Bank products and services.
* Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank.
* Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor.
* Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty.
* Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met.
* Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system.
* Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy.
* Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services.
* Maintains appropriate drawer limits, perform cash versifications and vault duties.
* Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies.
* Proactively resolve customer complaints, problems, or other issues.
* Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans.
* Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds.
* Masters the Primary Purpose and Essential duties of the Relationship Banker I position.
Employee Specifications:
* High School Diploma strongly preferred. Some college is strongly preferred.
* Minimum of 1 year of banking experience as a Teller, Lending Assistant or New Accounts is required.
* Cash handling experience is preferred.
* Superior customer service skills required.
* Basic mathematics to solve problems.
* Requires being exact or highly accurate with daily work.
* Ability to effectively read, write, and verbally communicate with customers and co-workers.
* Ability to manage time effectively and work independently, without close supervisor.
* Ability to use good judgment and exercise decision-making skills.
* Critical Thinking - requires logic and reasoning to identify solutions, conclusions or approaches to problems.
* Ability to multi-task.
* Maintain a professional attitude and appearance.
* Behave ethically while at work or outside your work environment.
* Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate.
The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload.
#LI-MD2
All Locations:
Shawnee
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
Auto-ApplyCase Underwriter II
Oklahoma City, OK job
Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.
**About the role**
Trustmark is looking for a Case Underwriter to join the organization.
Responsible for providing timely and accurate underwriting offers, while adhering to pricing and profit objectives. Develops partnership with Sales to maximize ability to sell new/maintain existing business. Stays current with our Administrative, Enrollment, Broker, and Enrollment Company capabilities and processes.
**Key Accountabilities**
+ Processes, reviews, analyzes and makes informed underwriting decisions for assigned territory. All cases are reviewed with manager or higher level underwriter until proficiency is achieved. At full proficiency, underwriting authority is a maximum of 5,000 life case or $500,000 of annualized premium.
+ Reviews enrollment and participation trends in assigned territory and makes recommendations to optimize opportunity for sales while minimizing risk.
+ Provides monthly updates on sold case successes and failures as it relates to access and participation for Guarantee Issue cases.
+ Continually asks questions to grow and better understand our products and procedures. Develops and grows relationship with Implementation Managers to gain their confidence in decisions.
+ Understands non-standard broker arrangements and enrollment company strengths and weaknesses.
+ Identifies elements of a successful enrollment and makes recommendations that will create value.
+ Works with reinsurer on cases that require facultative review.
**Minimum Requirements**
+ Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience.
The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):
$61,412.00 - $88,706.00 per year
The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.
Brand: Trustmark
In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.
Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status.
Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.
When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives.
At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
Commercial Lines Assistant
Oklahoma City, OK job
Commercial Lines Assistant
Oklahoma City, OK
BancFirst Insurance Services
13230 Pawnee Drive, Suite 205, Oklahoma City 73114
Full Time
BancFirst Insurance Services, Inc. (BFINS) currently has an opening for a commercial lines assistant position in our Oklahoma City office. This position is responsible for assisting Account Manager(s) and/or producers in the servicing and processing of new and renewal business and other tasks assigned in a timely, accurate and positive manner.
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.
New, Renewal, Endorsement, and Audit
Process policies, endorsement/changes or other tasks assigned per the instructions given to the processor and may perform on-line rating functions and quoting upon licensure.
In processing the new and renewal business or endorsements/changes 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.
Other job related duties and special projects as assigned.
REQUIREMENTS/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.
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 and Affirmative Action employer.
Diversity…Our differences enhance business performance.
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