Post job

First United Bank jobs in Norman, OK - 60 jobs

  • Treasury Management Sales Associate

    First United Bank & Trust Co 4.6company rating

    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.
    $23k-30k yearly est. Auto-Apply 52d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Mortgage Loan Assistant

    First United Bank & Trust Co 4.6company rating

    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 Mortgage Loan Assistant SUMMARY This position is primarily responsible for assisting in the origination and closing of mortgage loans. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Cross sells First United Bank products and services to borrowers and other customers. * Works with assigned bank personnel to promote FUB in assigned markets. * Takes thorough and complete loan applications; analyzes and pre-qualifies applicant information to determine viability of the client's desired loan program. * Pulls credit, analyzes credit, and compares for accuracy with the mortgage borrower's statements and loan application. * Assists in the determination of the correct loan options for the borrower based upon the applicant's present situation, future plans, and preferred loan product. * Assists in the submission of the loan applications, preliminary income verification documents, preliminary asset verification documents, loan disclosures, any required credit explanation letters and executed application forms to processing. * Meets minimum expectations for First United's best practices and production standards * Attends production meetings as necessary. * Provides exceptional customer service, maintains high ethical standards, and insures compliance with every borrower. ADDITIONAL DUTIES AND RESONSIBILITIES * Performs other duties as requested by Supervisor. * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * 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 equivalent (GED) required. * Prefer one year experience in mortgage lending environment. Technical/Functional Competencies * Possession of strong organizational skills. * Excellent verbal and written communication skills. * Exceptional interpersonal communication skills. * Ability to work independently on assigned tasks as well as to accept direction on given assignments. 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: 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.
    $33k-38k yearly est. Auto-Apply 28d ago
  • BancFirst Tower Security Supervisor

    Bancfirst Corporation 4.3company rating

    Oklahoma City, OK job

    Oklahoma City, OK Full TimeOnsite BancFirst Tower: 100 North Broadway, Oklahoma City, OK 73102 The Security Supervisor is responsible for overseeing daily security operations for BancFirst Tower, ensuring a safe and secure environment for tenants, employees, visitors, and company assets. This role supervises contract security personnel, manages access control and surveillance systems, and ensures compliance with BancFirst security policies, procedures, and applicable laws. The Security Supervisor reports to the BancFirst Physical Security Officer, works closely with BancFirst Tower property management, and also serves as a liaison with local law enforcement agencies. Essential Duties and Responsibilities Select, supervise, schedule, and evaluate contract security officers. Conduct performance appraisals and initiate corrective or recognition actions as appropriate. Lead regular security staff meetings and ensure consistent communication between management, tenants, and officers. Provide ongoing training for security personnel, focusing on policy compliance, emergency response, and customer service. Oversee daily site operations including patrols, incident documentation, and access control monitoring. Maintain accurate records of attendance and activity reports. Maintain all security devices, systems, and related equipment in good working condition. Participate as a key member of the BancFirst Tower Emergency Response Team. Coordinate and participate in emergency drills, ensuring readiness for fire, medical, weather, or security-related events. Respond to medical emergencies, providing first aid, CPR, or support until medical personnel arrive. Prepare detailed incident reports, statements, and investigation summaries in a clear and professional manner. Conduct investigations involving internal and external incidents in coordination with the BancFirst Physical Security Officer. Collaborate with vendors, contractors, and property management on all security-related repairs, installations, and upgrades. Provide recommendations to enhance security procedures, staffing, and technology. Support the BancFirst Physical Security Officer in conducting data analysis to identify trends, incidents, and potential risks, and track security metrics. Skills and Competencies Strong leadership and supervisory skills with the ability to motivate and direct outsourced teams. Proficiency in access control, video surveillance, and emergency response systems. Excellent written and verbal communication skills; ability to handle sensitive information with professionalism and discretion. Sound judgment and composure in high-stress or emergency situations. Strong analytical skills and attention to detail. Working knowledge of Oklahoma criminal law and investigative procedures. High level of integrity, reliability, and professionalism. Ability to work flexible hours and respond to emergencies outside of regular business hours. 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.
    $36k-50k yearly est. Auto-Apply 11d ago
  • Senior Internal Auditor

    Bancfirst Corporation 4.3company rating

    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.
    $78k-101k yearly est. Auto-Apply 60d+ ago
  • Regional Sales Director Arkansas and Tulsa

    Trustmark 4.6company rating

    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** We are looking for a Regional Sales Director for Arkansas and Tulsa. Increases new business sales through establishing strong, consultative partnerships with major worksite and voluntary benefit distributors to include brokers, agents, financial planners, consultants, and employees within Trustmark. Customers typically include hospitals, medical centers, manufacturing, public entities, services, warehousing, and wholesale trade who want to offer their stable workforce a comprehensive benefit solution. Activities will include learning and staying informed on health care trends, market intelligence and product information for all product solutions within voluntary benefits; establishing, updating and managing target account lists and pipeline management; following a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new and expand existing accounts; managing both external and internal stakeholders throughout the sales process and contributing to sales planning, forecasting and product development. **Key Accountabilities** + Achieve annual new business sales, net growth & reenrollment objectives as assigned: + Demonstrate the value proposition to distribution partners. + Direct and manage the acquisition process by establishing priorities with sales support team and serving as a liaison between producers and customers to maximize sales efforts. + Proactively develop and maintain an effective relationship with Sales Implementation, Key Account Managers, Case Underwriting & Marketing. + Prospecting: + Generate new business opportunities by leveraging existing relationships, prospecting new relationships, conducting market analysis and cold calling channel distributors. + Partner with marketing and product development in developing programs to educate the network channel on Trustmark value proposition to create demand in the marketplace. + Partner with distribution channel to identify new sales opportunities, influence the RFP design, and develop solutions that will secure new business. + Reporting & Analytics + Monitor and report on competition to evaluate Trustmark's position in the marketplace. + Actively utilize Salesforce.com for activity reporting, forecasting, business requests, workflow management, travel bookings and expense reporting. + Provide monthly reports of pipeline, forecasts and metrics using Salesforce automation tool. + Other duties as needed/assigned. **Minimum Requirements** + 5 years of Voluntary product sales or equivalent work experience + Consultative sales experience required. + Experience generating and analyzing reports to enhance sales or customer experience. + Excellent oral & written communication skills; persistent and patient in endeavoring to fully understand customer/producer needs and offer valuable information and solutions. + Ability to work independently, make good decisions consistent with divisional objectives and in a timely manner, and handle conflict with minimal oversight. + Exceptional organizational skills, adept at handling multiple tasks simultaneously, committed to follow through and completing assignments in a timely & professional manner. + Interpersonal effectiveness with proven ability to establish/maintain mutually respectful relationships with managers, peers, support staff, agents/brokers and customers; handle conflict, resolve complex issues, negotiate, achieve consensus and promote team spirit. + Capable of operating the complete MS Office Suite The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $92,359.68 - $133,409.90 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.
    $92.4k-133.4k yearly 13d ago
  • EDI Specialist II

    Trustmark 4.6company rating

    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** Responsible for analyzing client requirements for the electronic exchange of information and ensures that client and internal systems are compatible and connected. Gathers specifications and implements per requirements within agreed project timeframes and provides status updates to all stakeholders. Collaborates effectively and builds solid working relationships with internal users and management. Proactively monitors and analyzes production EDI activity for quality, accuracy, mapping issues and adherence to regulatory compliance requirements. Executes standard or custom queries or reports to retrieve data.Works with data providers to facilitate effective data management workflow. Resolves common issues found.Configures appropriate pre-defined EDI solutions per business requirements.Responds to inquiries relating to EDI from external trading partners and internal departments.Performs EDI file audits and quality control measures. **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): $26.70 - $38.57 per hour 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.
    $26.7-38.6 hourly 12d ago
  • Call Center Agent

    Bancfirst Corporation 4.3company rating

    Shawnee, OK job

    Call Center Agent - PT 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.
    $25k-29k yearly est. Auto-Apply 35d ago
  • Executive Sales Consultant

    Trustmark 4.6company rating

    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.
    $88k-115k yearly est. 60d+ ago
  • Implementation Manager

    Trustmark 4.6company rating

    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 seeking a dedicated **Implementation Manager** to join our team. Orchestrates and oversees the entire implementation process for new cases and re-enrollments. Key Accountabilities + Develops and manages case implementation project plans for each new and re-enrolled case. Coordinates with external and internal partners including enrollment firms and Payroll Deduction Specialists to ensure all necessary steps are completed in a timely and accurate fashion. + Conducts product and technology platform enrollment training for key agencies, brokers, and producers. Participates in VIP and Finalist Meetings. + Demonstrates a solid knowledge of Trustmark's products, services and technology platforms. Displays a base understanding of interdependencies/relationships with other internal partners. + Establishes self to producers, clients and enrollment partners as Trustmark's single point of contact for all case set-up and enrollment activities. Minimum Requirements + Minimum of three year's insurance industry knowledge and/or experience in operations or account management. + Four year degree or equivalent. + Ability to travel up to 40% within assigned territory. + Strong project management skills. + Presenting and training experience. + Possesses excellent interpersonal and communications skills both verbal and written, good presence, strong team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavouring to fully understand customer needs. + Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $69,776.00 - $100,788.00 per year The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.
    $69.8k-100.8k yearly 34d ago
  • Case Underwriter II

    Trustmark 4.6company rating

    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.
    $61.4k-88.7k yearly 60d+ ago
  • Commercial Lines Insurance Processor

    Bancfirst Insurance Services 4.3company rating

    Shawnee, OK job

    Job Description If you are looking for your next career opportunity, there is no need to look any further. BancFirst Insurance Services in Oklahoma City, OK, is looking to add a Full-Time Commercial Lines Insurance Processor to join our team. We are an Oklahoma-based, independent insurance agency with multiple branch locations that are uniquely positioned to provide all the benefits of a large corporation while maintaining a small company atmosphere and relaxed work environment. This is the perfect opportunity to learn about the insurance industry and to enter a field that is constantly growing and evolving. We will even help you to get your insurance license! Our mission is to provide the best risk management service to our customers by attracting and retaining the very best talent in the industry. If you're looking for the chance to break into the insurance industry and grow your knowledge, this is it. If you love interacting with people and want to provide outstanding service at an agency that cares about both our clients and you, apply today! Benefits Hourly Base Salary Based on Experience Paid Time Off (PTO) Life Insurance Career Growth Opportunities Retirement Plan Health Insurance Dental Insurance Vision Insurance Mon-Fri Schedule Disability Insurance Parental Leave Hands on Training Responsibilities 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 Requirements 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.
    $32k-36k yearly est. 9d ago
  • Security Engineer II

    Trustmark 4.6company rating

    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.
    $73k-94k yearly est. 60d+ ago
  • Credit Analyst

    Bancfirst Corporation 4.3company rating

    Prague, OK job

    Prague, OK Provide support to commercial banking staff in the on-going credit evaluation of existing and prospective customers. The Credit Analyst analyzes the financial health of commercial borrowers and is responsible for gathering and reviewing credit information making recommendations for credit lines based on required criteria. The Credit Analyst interacts with a variety of professionals and represents the bank in interactions with clients and other professionals. 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. Analyze credit data and financial statements to determine the degree of risk involved in extending credit or lending money Generate financial ratios to evaluate a customer's financial status Preparing industry research Preparing financial analysis memorandums Preparing loan memorandums Attending loan committee meeting Attending weekly sales meetings Research, identification and development of prospects Making customer and prospect calls Developing information requests for credit and/or deposit and treasury service opportunities Preparing term sheets for credit requests 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 Bachelor's degree in Business, Marketing, Finance, Accounting, Agribusiness, or Agricultural Economics Excellent customer service skills Strong communication skills, both verbal and written Excellent interpersonal skills Demonstrates an understanding of credit management, credit operations and commercial lending Ability to perform in a highly sensitive environment and maintain confidentiality High level of attention to detail, with strong problem solving and organization skills Ability to perform effectively in a fast-paced environment Working knowledge of Microsoft Office, especially Word, Excel Complete all required compliance training by established deadlines 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 Regularly lift and/or move and carry up to 5 pounds LOCATION 902 W. Main Prague, OK 74864 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.
    $37k-52k yearly est. Auto-Apply 29d ago
  • Relationship Banker I

    First United Bank & Trust Co 4.6company rating

    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 Relationship Banker I Job Description * Do you approach serving every customer like they are your family member? * Are you intuitively aware of the overall picture and able to discern top priorities? * Do you seem to forge positive and trusting relationships with everyone? * Are you highly responsible and dependable? Do you always follow through on your promises, no matter what? * Do you effortlessly handle challenging situations? * Are you relentless about constant improvement? Do you have a learning mindset? * Do you revel at the opportunity to provide personalized service that creates customer loyalty? * Are you addicted to a positive attitude? * Do you commit to meeting deadlines and never miss the little details? At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs. The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role. We Offer: * An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ * An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference * Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career * Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way * The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us * Educational assistance and reimbursements At First United Bank our purpose is to inspire and empower others to Spend Life Wisely. Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path. The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties. Essential Duties: * Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. * Follows proper procedures accurately and efficiently for all customer-servicing activities performed. * Retains existing customers and develop new customer relationships. * Serves as customers' single point of contact on all First United Bank products and services. * Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank. * Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor. * Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty. * Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system. * Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy. * Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services. * Maintains appropriate drawer limits, perform cash versifications and vault duties. * Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. * Proactively resolve customer complaints, problems, or other issues. * Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans. * Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. * Masters the Primary Purpose and Essential duties of the Relationship Banker I position. Employee Specifications: * High School Diploma strongly preferred. Some college is strongly preferred. * One year of retail experience is preferred. * Cash handling experience is preferred. * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. NOTE: 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. #Ll-KG1 All Locations: OKC-Southwest If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
    $23k-27k yearly est. Auto-Apply 3d ago
  • Asset Quality Centralized Loan Accounting Specialist

    Bancfirst Corporation 4.3company rating

    Oklahoma City, OK job

    Asset Quality Centralized Loan Accounting Specialist 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. Centralized loan accounting that involves booking and maintenance of all Horizon loan applications for all banks according to supporting documentation. Support branch personnel regarding loan accounting topics 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 Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications Familiar with Horizon lending applications, Cold+ Ability to take direction/instructions from multiple individuals Must work well under stress and deadlines Must possess excellent organization skills Excellent communication skills, both verbal and written Detailed oriented with the ability to manage multiple tasks Must be able to work in a fast pace environment (at times) PREFERRED SKILLS AND QUALIFICATIONS Cognos report writer or AS400 Query 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 up to 5 pounds LOCATION BancFirst Tower Downtown Oklahoma City 100 N. Broadway Ave. Oklahoma City, OK 73102 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.
    $28k-34k yearly est. Auto-Apply 4d ago
  • Part Time Teller

    Bancfirst Corporation 4.3company rating

    Prague, OK job

    Prague, OK 902 W. Main, Prague, OK 74864 Part Time: M-F, Saturdays as scheduled Ideal candidate is seeking long term employment with room for advancement, is committed to excellent customer service while complying with policy and procedure, and has an outstanding personality. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Paying and Receiving Teller for retail and commercial businesses, knowledge of a Recycler useful. Receives and processes multiple transactions with emphasis on accuracy. Sells money orders and official checks. Promotes BancFirst services through cross selling banking products to new and existing clientele, minimum goals and sales incentive will apply. Extraordinary customer service will be required at all times. Consistent execution of policies and procedures. Perform other job related duties and projects as assigned. Regular and consistent attendance and punctuality is an essential function of the job. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. REQUIREMENTS High School Diploma/GED Strong customer service skills. Previous teller experience a plus, but will train. Knowledge of teller cash limits, teller machines, and preparation of teller work. Ability to balance teller cash and maintain acceptable balancing percentages as defined by management. Maintain Branch cash vault (if applicable). Knowledge of consignment items and their issuance. Able to perform in a highly sensitive environment, deal with confidential matters and meet deadlines. Work well individually and with a team while maintaining a positive attitude. Must demonstrate a business professional image and demeanor. Outstanding listening and communication skills, both written and verbal. Work well under stress and deadlines while managing multiple tasks. Critical thinking skills. Excellent work ethic. Ability to work various hours as assigned to meet the needs of the business (open/close branch). Able to perform opening and closing duties while maintaining security standards. PREFERRED SKILLS AND QUALIFICATIONS Bilingual (Spanish) a plus PHYSICAL REQUIREMENTS Constant use of computer screens. Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear. Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching. Ability to sit and/or stand for long periods of time during the workday. Long periods of typing and repetitive motion. Ability to lift and/or move and carry 10-25 pounds (cash canisters, coin boxes/bags). Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers. EOE - BancFirst is an Equal Opportunity employer. Diversity…Our differences enhance business performance.
    $25k-29k yearly est. Auto-Apply 10d ago
  • Commercial/Consumer Loan Officer

    Bancfirst Corporation 4.3company rating

    Prague, OK job

    Prague, Oklahoma The Commercial/Consumer Loan Officer is primarily responsible for making and servicing business and individual loans that involve significant amounts of both secured and unsecured loans which could be complex in nature. Handles both large and small credits. 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. Monitors and manages existing credit relationships which include note renewals; detailed analysis of current financial statements and collateral valuations; credit analysis; cash flow analysis; delinquency reporting; documenting exceptions; covenant monitoring; compiling reports necessary to monitor asset and credit quality; and compliance with policies/regulations. Negotiates loan proposals; analyzes and evaluates credit requests and writes loan commitments; recommends appropriate credit grade; makes written loan memos/presentations for credit approval; and implements approval or declination action. Develops new business through identifying and calling on existing or prospective customers; promotes and cross-sells Bank's services; and works with Bank operation areas to ensure that quality service is provided. Participates in community and professional activities in order to enhance Bank's image and expand personal network of contacts for development of new business. Assists with other job related duties and special projects as requested. 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 Bachelor's Degree required (Business major or Formal Credit training preferred) OR Minimum of 5 years of experience underwriting Commercial Loans as well as Consumer Loan experience Must have ability to analyze complex financial data and write detailed credit memorandums Must have ability to grow quality portfolio with annual performance goals Excellent communication skills with the ability to prepare and deliver persuasive verbal and written reports and presentations Efficient computer skills including knowledge of word processing and spreadsheet applications PHYSICAL REQUIREMENTS Constant use of computer screens Ability to operate a computer keyboard Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching Long periods of typing and repetitive motion Ability to lift and/or move and carry 10 pounds LOCATION 902 W. Main Prague, OK 74864 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.
    $77k-103k yearly est. Auto-Apply 30d ago
  • Regional Sales Director LA

    Trustmark 4.6company rating

    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** We are looking for a Regional Sales Director for the LA area. Increases new business sales through establishing strong, consultative partnerships with major worksite and voluntary benefit distributors to include brokers, agents, financial planners, consultants, and employees within Trustmark. Customers typically include hospitals, medical centers, manufacturing, public entities, services, warehousing, and wholesale trade who want to offer their stable workforce a comprehensive benefit solution. Activities will include learning and staying informed on health care trends, market intelligence and product information for all product solutions within voluntary benefits; establishing, updating and managing target account lists and pipeline management; following a comprehensive sales process that will include marketing programs, educational seminars, customer needs analysis meetings, presentations to develop new and expand existing accounts; managing both external and internal stakeholders throughout the sales process and contributing to sales planning, forecasting and product development. **Key Accountabilities** + Achieve annual new business sales, net growth & reenrollment objectives as assigned: + Demonstrate the value proposition to distribution partners. + Direct and manage the acquisition process by establishing priorities with sales support team and serving as a liaison between producers and customers to maximize sales efforts. + Proactively develop and maintain an effective relationship with Sales Implementation, Key Account Managers, Case Underwriting & Marketing. + Prospecting: + Generate new business opportunities by leveraging existing relationships, prospecting new relationships, conducting market analysis and cold calling channel distributors. + Partner with marketing and product development in developing programs to educate the network channel on Trustmark value proposition to create demand in the marketplace. + Partner with distribution channel to identify new sales opportunities, influence the RFP design, and develop solutions that will secure new business. + Reporting & Analytics + Monitor and report on competition to evaluate Trustmark's position in the marketplace. + Actively utilize Salesforce.com for activity reporting, forecasting, business requests, workflow management, travel bookings and expense reporting. + Provide monthly reports of pipeline, forecasts and metrics using Salesforce automation tool. + Other duties as needed/assigned. **Minimum Requirements** + 5 years of Voluntary product sales or equivalent work experience + Consultative sales experience required. + Experience generating and analyzing reports to enhance sales or customer experience. + Excellent oral & written communication skills; persistent and patient in endeavoring to fully understand customer/producer needs and offer valuable information and solutions. + Ability to work independently, make good decisions consistent with divisional objectives and in a timely manner, and handle conflict with minimal oversight. + Exceptional organizational skills, adept at handling multiple tasks simultaneously, committed to follow through and completing assignments in a timely & professional manner. + Interpersonal effectiveness with proven ability to establish/maintain mutually respectful relationships with managers, peers, support staff, agents/brokers and customers; handle conflict, resolve complex issues, negotiate, achieve consensus and promote team spirit. + Capable of operating the complete MS Office Suite The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $92,359.68 - $133,409.90 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.
    $92.4k-133.4k yearly 12d ago
  • Consumer Loan Processor, Multiple Locations

    Bancfirst Corporation 4.3company rating

    Chandler, OK job

    Consumer Loan Processor Prague, Okemah, Chandler, Kingfisher 902 W Main St. Prague, OK 74864 BancFirst, Okemah 402 W Broadway St. Okemah, OK 74859 BancFirst, Chandler 1001 Manvel Ave. Chandler, OK 74834 BancFirst, Kingfisher 124 S Main St. Kingfisher, OK 73750 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. Input of consumer applications Preparation of loan documents Ensure compliance with regulations and BancFirst policies and procedures File lien documents Customer communication on the phone and in person Clear loan exceptions Prepare written correspondence Perform other 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. REQUIREMENTS High School Graduate or High School equivalency Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications Excellent communication skills, both written and verbal Strong organizational skills and an ability to multitask with accuracy Critical thinking skills Must work well under stress and deadlines Work well individually and with team members while maintaining a positive attitude Must demonstrate a business professional image and demeanor Excellent work ethic Must be flexible and able to work additional hours when crucial to the branch environments Regular attendance and punctuality is an essential function of the job PREFERRED SKILLS AND QUALIFICATIONS 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. Regularly lift and/or move and carry up to 10 pounds. LOCATIONS While the position is regional, regular and routine bank to bank travel is not anticipated. The Consumer Loan Processor will office in one of the locations listed above. The Consumer Loan Processor will provide consumer loan processing support to all of the previously mentioned locations. 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.
    $32k-39k yearly est. Auto-Apply 26d ago
  • Relationship Banker I - Bilingual

    First United Bank & Trust Co 4.6company rating

    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 Relationship Banker I - Bilingual Job Description * Do you approach serving every customer like they are your family member? * Are you intuitively aware of the overall picture and able to discern top priorities? * Do you seem to forge positive and trusting relationships with everyone? * Are you highly responsible and dependable? Do you always follow through on your promises, no matter what? * Do you effortlessly handle challenging situations? * Are you relentless about constant improvement? Do you have a learning mindset? * Do you revel at the opportunity to provide personalized service that creates customer loyalty? * Are you addicted to a positive attitude? * Do you commit to meeting deadlines and never miss the little details? At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community a better, stronger, more stable place, one customer, one family, one company at a time. Our goal is to educate, empower, and inspire each person to reach their highest purpose, to realize their fullest potential, and to accomplish their greatest success. Top candidates must be passionate about this mission, instilling it in their team and serving others whether customers, employees or community members. This individual must establish significant and trusting relationships with customers, while using their creativity to find solutions that meet customer needs. The Relationship Banker will serve as the single point of contact for customers. This individual will be responsible for connecting with customers in order to understand how best to match their needs with First United Bank products and services, as well as mentoring employees to do the same. The ideal candidate will possess a positive attitude and an ability to establish and cultivate strong personal connections. This individual must be committed to precision and adhering to the policies and regulatory standards as they relate to the role. We Offer: * An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation. We have consistently been named a Best Places to Work in Oklahoma recipient by OKC BIZ * An opportunity to make a difference in the lives of others, where we embrace our communities and invest our time and our hearts into making a difference * Opportunities for personal and professional growth because in order to spend life wisely, we must find our calling, not just a job or career * Exceptional benefits that include 401(k) matching contributions because we must have a vision for what our path to success looks like and a plan to sustain us along the way * The YouFirst Wellness Program with wellness incentives and fitness membership reimbursement options because how we feel each day impacts our life and the lives of those around us * Educational assistance and reimbursements At First United Bank our purpose is to inspire and empower others to Spend Life Wisely. Do you GET to Spend Life Wisely in your career? Apply NOW to be one of the select few who will have the chance to experience this exciting career path. The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals. They will master First United Bank's delivery process and product knowledge to develop customer relationships by performing the following essential duties. Essential Duties: * Maintains a basic knowledge of all First United Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts. * Follows proper procedures accurately and efficiently for all customer-servicing activities performed. * Retains existing customers and develop new customer relationships. * Serves as customers' single point of contact on all First United Bank products and services. * Consistently meets and often exceeds performance goals and actively participate in all sales campaigns; promote new products and services and educate customers and peers within the bank. * Participates in all meetings, banks functions, and customer appreciation/community events as requested or assigned by supervisor. * Consistently meet customer service expectations by offering excellent service, including greeting customers, smiling, using their name and building rapport with customers designed to generate customer loyalty. * Identifies and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Opens new accounts, certificates of deposit, and all other ancillary products offered by the bank; answers customer questions, provides account opening information, and ensures that proper paperwork is completed and entered on the computer system. * Assist customers with routine questions and requests: balance inquiries, temporary statements, check copies, stop payments, holds, online banking, ACH, automatic funds transfer, direct deposit, wire processing, coin processing, notary services, and privacy. * Serves customers by processing a variety of transactions quickly with minimal or no errors according to established First United Bank policies and procedures; including but not limited to: accepting checks for cash and deposit; money orders, savings bonds, traveler's checks, cashier's checks, accepting and processing payments for loans and other services. * Maintains appropriate drawer limits, perform cash versifications and vault duties. * Verifies all transactions, places holds as appropriate and proves cash drawer upon completion of assigned shift to ensure compliance with First United Bank standards policies. Seeks assistance as needed to resolve proof discrepancies. * Proactively resolve customer complaints, problems, or other issues. * Reviews and resolves account issues listed in insufficient and exception reports on daily basis: assists customers with account charge-off repayment plans. * Performs security functions by opening and closing bank and vault, and ensuring overall safety and security of bank grounds. * Masters the Primary Purpose and Essential duties of the Relationship Banker I position. Employee Specifications: * High School Diploma strongly preferred. Some college is strongly preferred. * One year of retail experience is preferred. * Cash handling experience is preferred. * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. #LI-MD2 The above essential duties do not cover an all-inclusive list of work requirements. Individuals will perform other job-related duties as assigned, including work in other areas to cover absences or otherwise balance the workload. All Locations: OKC-Southwest If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
    $23k-27k yearly est. Auto-Apply 60d ago

Learn more about First United Bank jobs

Most common locations at First United Bank