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Great Western Bank jobs - 66 jobs

  • Tank Technician

    Great Western Trailer 4.6company rating

    Great Western Trailer job in Oklahoma City, OK

    Great Western Trailer (GWT) is immediately hiring full-time Tank Technicians to service semi-trailers at our Oklahoma City, OK facility. As a Tank Technician, you will inspect, repair, and maintain tanks in accordance with Department of Transportation (DOT) and ASTM regulations. Be a part of our team - Apply now! What's in it for you? * Weekly Paychecks - Get paid on time, every time. * Weekday Schedule - Monday-Friday, 8:00 AM - 4:30 PM (No weekends!). * Comprehensive Benefits Package - Health, dental, vision, and life insurance. * 401K, Flexible Spending & Health Savings Account options. * Paid Time Off & Sick Leave - Enjoy work-life balance. * Employee Perks - Discounts, Employee Assistance Program, and a $400 Benefit Card. Who We're Looking For GWT is looking for hardworking individuals who are: * Quick Learners - Willing to follow instructions, ask questions, and grow their skills. * Team Players - Punctual, reliable, and respectful, with the ability to work independently. * Focused & Detail-Oriented - Committed to accuracy, quality, and safety. * Safety-Minded - Always adheres to company safety policies and procedures. Tank Technician Responsibilities Inspect, Service & Repair: * Tanks and trailers to meet FHWA, FMCSA, DOT HM183, and hazmat standards. * Pneumatic and hydraulic control systems, product pumps, and piping. * Overfill systems (Scully, Civacon, Flotech, Titan Logix, Garnett). * Air brake systems, valves, sensors, dome lids, shoes, drums, pads, and rotors. * Low voltage wiring, harnesses, lights, batteries, and charging systems. * Chassis, side-shells, caps, doors, retainers, fasteners, floors, and plates. * Perform preventative maintenance and minor mechanical repairs. * Troubleshoot electrical and lighting systems; perform sheet metal and paint work. Installation, Welding & Fabrication: * Install add-on components (toolboxes, pumping systems, ladders, brackets). * Perform aluminum and steel MIG/TIG welding, including in confined spaces. * Fabricate hydraulic pump systems and perform wood/metal carpentry. * Complete wreck repairs and custom fabrication. * Obtain company weld test certification. Quality Checks & Reporting: * Complete Mechanic's Service Reports. * Prepare FHWA and HM183 testing documentation. * Maintain clean, organized workspaces and tools. Required Qualifications * Minimum 1 year of experience servicing tank vehicles. * Ability to lift/move up to 50 lbs. * Own a personal set of hand tools. * Strong mechanical knowledge of semi-trailer equipment and repair tools. * Ability to operate hand, power, pneumatic tools, and welding equipment. * Strong troubleshooting skills and ability to follow service guidelines. Preferred Qualifications * 3+ years of tank vehicle service experience. * Tank, ASE, or welding certifications. * Bilingual (Spanish) is a plus. * Willingness to work overtime as needed. Physical Demands & Work Environment * Frequent standing, walking, kneeling, and lifting (up to 50 lbs.). * Use of hands and arms for handling tools and materials. * Work in confined spaces and at heights. * Exposure to mechanical parts, chemicals, fumes, and varying temperatures. * Moderate to loud noise levels; potential risk of electrical shock. * Work may be performed in a shop, yard, or mobile service vehicle. About Great Western Trailer Great Western Trailer (GWT) is a growing Semi-Trailer Sales, Leasing, Rental, and Service company with 10 locations across 8 states. We operate in Fontana, CA; Albuquerque, NM; Phoenix, AZ; Grants Pass, OR; Dallas, TX; Houston, TX; Dearborn, MI; Salt Lake City, UT; Oklahoma City, OK; and Tulsa, OK-and we're expanding! Apply Today! If you're passionate about tank trailer repair and want to grow with a company that values your skills, apply now and join our team in Oklahoma City, OK! This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.
    $33k-53k yearly est. 4d ago
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  • Customer Resolution Specialist

    First Fidelity Bank 4.8company rating

    Warr Acres, OK job

    Looking for a rewarding career in customer service? We just increased our hourly minimum rate! We're also offering a $1,000 sign-on bonus with a 1-year retention agreement. We'll provide you with the training needed to be successful! Schedule: 12:00pm - 9:00pm Mon, Tues, Wed, Thur 8:00am - 5pm Saturdays SUMMARY The Customer Resolution Specialist (CRS) provides exceptional service in the Bank's Contact Center by interacting with clients over the telephone and through online chat methods. Develops and maintains strong client relationships by recognizing client needs through effective listening skills, asking need-defining questions, using critical thinking skills, and recommending appropriate products or services. The successful CRS demonstrates a strong desire to build client respect and trust through credibility, friendliness, sincerity, empathy, and patience. Excellent communication skills over the telephone and live chats and the ability to handle a large volume of contacts are essential. The CRS role is challenging, and the environment is fast paced, yet rewarding. Our colleagues take the time to truly listen to our clients and take ownership so they can effectively resolve all inquiries and concerns. PRIMARY DUTIES/RESPONSIBILITIES: 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. * Provides prompt, courteous, and accurate service to clients, via the telephone, mobile app and live chat. Responds to client inquiries, requests, and concerns. Identifies, researches, and resolves issues using systems and resources available, taking ownership of each client interaction. * Maintains a friendly and outgoing personality to deal calmly with client problems and questions. Effectively de-escalates client issues using empathy and conflict resolutions skills. * Processes requests from both internal and external clients. * Quickly learns about Bank products, services, systems, policies and procedures through ongoing training, self-study and career development. Makes efficient use of time despite frequent interruptions and utilizes downtime to learn more about Bank. * Utilizes effective listening and discernment skills, asks need-defining questions, recognizes client needs and matches them with appropriate products through sales or referrals and applies appropriate taglines when offering bank products and services. * Utilizes effective time management and prioritization skills in order to handle a high volume of multiple communication methods in a fast-paced environment. * Works well in a group setting and maintains a courteous and professional demeanor. * Demonstrates effective teambuilding skills and contributes ideas and suggestions that benefit the team and clients. * Provides technical support for online banking and other bank-wide products. * Assists clients with loan and new account applications, including scheduling closings at a branch location. * Input disputes for clients via the telephone and internet. * Makes outbound calls to clients concerning suspected fraudulent transactions. * Maintains the highly confidential nature of client information and records. * Consistently supports the Bank and its Mission, Vision and Core Values. * Serves as support for the Virtual Bank, Banno and Chat services, Treasury service clients, and other duties as needed to meet department needs. * Performs other relevant duties as assigned by the Customer Service Managers or Director. * Arrives at work and is available to take calls at the start of scheduled shift. The contact center can only achieve our goals and properly serve clients if every colleague adheres to his or her schedule. Therefore, regular and reliable attendance and punctuality is essential.
    $25k-29k yearly est. 40d ago
  • Commercial Lender

    First Fidelity Bank 4.8company rating

    Oklahoma City, OK job

    At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun! SUMMARY The Commercial Lender is responsible for the acquisition, retention, and expansion of Commercial business clients. Typically, the Commercial Lender will be responsible for businesses with Deposit and/or Credit needs of $500,000 or more. PRIMARY DUTIES/RESPONSIBILITIES: 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. * Gains complete knowledge of business and personal financial needs of 100% of assigned Commercial clients. * Conducts 5-10 client/prospect 'outside' visits per week. * Builds knowledge of all clients and prospects by completing in-depth profiling of Commercial business owners and other principals. * Understands the needs of their customers, recommends the appropriate product, service or solution. * Work closely with all areas of the Bank and other partners (including Retail, Professional and Executive Relationship Managers, InvesTrust, First Fidelity Financial Services, etc.) to ensure that all Commercial clients (and Business owner(s)) needs as well as cross-sell opportunities are identified and met. * Work closely with the Treasury Services Manager to ensure that Commercial customers/prospects needs are properly matched with the appropriate depository, cash management, and investment needs. * Ensures customer service needs of the Commercial customer are met by handling requests directly and/or by referring to the appropriate channel to best meet the customer's needs. * Proactively solicits new business relationships through aggressive calling efforts on prospects developed through referrals from existing customers, cultivation of key referral sources and prospect lists. * Collects and analyzes financial and related data to determine the general creditworthiness of Commercial customer/prospects and the merits of specific credit requests. * Develop information for and make loan presentations to appropriate loan committees when required. * Establish and negotiate, when necessary, terms under which credit will be extended. * Monitor loan repayment activities and take necessary action to collect from past due accounts. * Participate in community affairs to increase bank's visibility and enhance new business opportunities. * Supervise and direct Portfolio Manager(s). * Promotes a positive spirit by contributing to balancing team and individual responsibilities.
    $60k-66k yearly est. 2d ago
  • Commercial Banking Relationship Manager

    Commerce Bancshares 4.4company rating

    Oklahoma City, OK job

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $104,650.00 - $211,600.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to be involved in both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $15MM and over. Essential Functions Reach out to assigned customers and targeted prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk Facilitate the resolution of customer problems, engaging product experts as needed Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace Ensure compliance with all bank policies, procedures, regulations, and laws Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $100MM to $150MM Average deposit portfolio of $50MM to $100MM Annual contribution of $750M to $1.5MM Perform other duties as assigned Knowledge, Skills & Abilities Required Strong knowledge of full range of commercial products, credit policies, procedures and terminology Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Strong time management skills, with ability to appropriately prioritize calling activities and strategies Goal oriented with well-developed sales skills Strong strategic, analytical, and problem-solving skills Ability to mentor and provide leadership to junior roles Experienced at structuring complex credit requests Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Basic proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree in Business Administration, or equivalent combination of education and experience required 5+ years of commercial banking experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. **Level of role is determined by knowledge, experience, skills, abilities, and education ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Relationship Manager II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $104,650 to $211,600 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 3503 NW 63rd Street, Oklahoma City, Oklahoma 73116 Time Type: Full time
    $66k-94k yearly est. Auto-Apply 60d+ ago
  • Personal Banker

    First Fidelity Bank 4.8company rating

    Norman, OK job

    At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun! SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services. A critical success factor for this position is to proactively identify client needs and look for opportunities to refer clients to additional lines of business that provide value and make their lives more convenient. Sales and service responsibilities include expanding existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. To be successful, the Personal Banker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank. PRIMARY DUTIES/RESPONSIBILITIES: 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. Client Relations and Sales * Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to offer Bank products and services. * Engages in professionally curious conversations with prospective and existing clients in order to uncover service opportunities. Asks questions to understand what is important to the client and how the Bank can help meet the client's financial needs. Uses a consultative approach while tailoring recommendations and solutions. * Presents options to clients about ways to make their banking more beneficial, easy and convenient, while ensuring the needs of the client always come first. * Works to bring the client's expectations in line with the Bank's capabilities in order to achieve the client's desired outcome. In every interaction looks for ways to say "yes" to the client, adapting, as needed, to meet the ever-changing needs of our clients and the communities where we do business. * While consulting with the client, thoroughly explains product and account features, statements and service charges in a manner that the client can easily understand. * Develops strong relationships with other colleagues at the Bank in order to introduce clients to specialists who can assist with specific financial needs. * Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems. Dedicated to resolving client service issues in a manner that is efficient and favorable to the client and the Bank. Teller Transactions As needed, opens new accounts and assists with Teller transactions: * Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks. * Assists clients with questions on accounts and researches to identify and resolve problems. * Accurately processes transactions while working within defined limits of authority. Maintains accurate cash and coin supply in drawer, keeping currency and coin in a neat and orderly arrangement. * Verifies deposit amounts, examines checks, bonds and cashier's checks to determine negotiability. Accurately verifies signatures and client balances on withdrawals. Enters transactions into Bank records via online terminal. Completes and records accurate documentation on large transactions. * Responsible for accuracy in balancing each day's transactions and verifying cash. Balances drawer and coin vault within defined accuracy standards. Other Duties * Leads by example, exceeding the expectations of the Bank's Mission, Core Values, and Golden Rules of Service. * Complies with all policies, procedures and regulatory banking requirements. * Demonstrates good work habits, attendance and follows policies and procedures. * Performs other relevant duties as assigned. * Regular and reliable attendance at work is an essential function of the job.
    $25k-28k yearly est. 10d ago
  • Universal Teller I

    International Bancshares Corp 4.2company rating

    Lindsay, OK job

    IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. Time Type: Full time This is an in-office position. Department: 705 Teller Operations Job Summary: The Universal Teller I position is responsible for conducting and processing various types of customer bank transactions while delivering the "IBC Experience". This includes providing prompt, efficient, and friendly customer service to customers while adhering to bank teller policy and procedure guidelines. This position also requires tellers to maintain a balanced cash drawer and become skilled in the ability to build customer relationship to identify products and services to meet the customer's banking needs. : ESSENTIAL JOB FUNCTIONS The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents. * Process paying and receiving teller transactions * Deliver the IBC Experience by providing prompt, efficient and friendly customer service * Balance and maintain assigned cash box and vault if applicable as well as perform end of day process * Meet customer financial needs by promoting bank products and services through lobby, motor bank and outreach activities * Perform successfully to the Sales Performance Goals and Referral Programs * Participate in product and service initiatives for bank growth * Attend company meetings * Process foreign currency transactions * Follow proper procedures to minimize errors and reduce losses * Assist in solving issues that pertain to customer transactions * Answer all banking related inquiries * Operate and maintain all necessary teller equipment * Assist with branch procedures under dual control requirements including the branch opening/ closing * Assist on-the-job training for their branch and other branches * Flexibility to report to work and assist other branches * Perform the duties of the sales functions * Perform other duties as assigned SKILLS * Good oral and written communication (Bilingual preferred for border markets). * 10 Key * Focus on Quality/ Accuracy * Teamwork * Sensitivity to Guidelines * Focus on Sales/ Results * Service Oriented * Learning Strategies * Mathematics * Critical Thinking * Problem solver * Judgement and sound decision-making abilities EDUCATION & EXPERIENCE * High school graduate or GED equivalent * 1 to 6 months cash handling preferred * 1 + years of experience interacting with people preferred
    $25k-28k yearly est. Auto-Apply 48d ago
  • Market Financial Center Manager - Oklahoma Market

    Bank of America 4.7company rating

    Oklahoma City, OK job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: Operates as a back up financial center leader within a market Manages client traffic, engaging and appropriately routing clients, and fostering client retention Manages business results through formalized management routines and coaching Creates a world class client experience environment Manages market-level initiative prescribed by market leaders Drives operational excellence Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications: 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability Proven record of balancing risk and making sound decisions while achieving business goals Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Proficiency in computer skills and professional programs (for example, Microsoft Office) Must be able to work weekends and/or extended hours and travel to any financial center within the defined market Desired Qualifications: 1+ years of management experience including hiring, coaching and developing direct reports Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality Bachelor's Degree in related field Bilingual (fluent verbal and written) Skills: Coaching Customer Service Management Customer and Client Focus Performance Management Talent Development Business Operations Management Recruiting Result Orientation Risk Management Sales Performance Management Inclusive Leadership Leadership Development Prioritization Problem Solving Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $68k-100k yearly est. Auto-Apply 9d ago
  • Wealth Management Summer Analyst Program - Merrill Wealth Management Client Associate 2027

    Bank of America Corporation 4.7company rating

    Oklahoma City, OK job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management Work with a team of experienced Merrill employees to learn key aspects of wealth management, including investment and banking products and solutions, relationship building, digital capabilities and client interaction. Interns play a critical role in assisting with client service opportunities, client engagement, acquisition efforts, and relationship management. Training and Development Your training and development are our top priority. Our team will support you with dedicated programs, including formal web-based and in-person training, on the job support, educational speaker events, professional development opportunities and mentorship throughout the summer internship program. As a summer intern your key tasks and responsibilities may include, but are not limited to: Supports day-to-day Advisor team activities including client onboarding, account maintenance, and the digital experience Identifies, deepens, and maintains relationships by providing excellent service with a client first mindset Ensures timeliness, accuracy, and completeness with client and business partner requests while communicating outputs to the aligned team Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect clients, and manage risk Build your network through the collaboration with core banking and investment partners to prepare for a future career Required Qualifications: Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028 Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results Demonstrates a client-centric mindset, always acting in the best interest of the client Has the ability to learn and adapt to new information and technology platforms Preferred Qualifications: Possesses industry knowledge and an understanding of investment products Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience Is comfortable operating in a fast-paced environment with changing and evolving responsibilities Is detail oriented Demonstrates a commitment to continuous learning and professional growth Exhibits sound judgment and discretion when handling sensitive information Demonstrates professional verbal and written communication skills Strong technical application skills, including proficiency with Microsoft Word, Excel, and PowerPoint Bilingual Spanish (written and spoken) preferred in some locations (e.g. New York and Miami) 3.2 minimum GPA Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC. This job will be open and accepting applications for a minimum of seven days from the date it was posted. Travel: On needs basis Full / Part-time: Fulltime Hours Per Week: 40.00 Shift: 1st Shift
    $61k-83k yearly est. 4d ago
  • Loan Documentation Specialist

    First Fidelity Bank 4.8company rating

    Oklahoma City, OK job

    At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun! SUMMARY Supports Commercial and Retail Banking Teams through timely and accurate preparation of commercial, real estate, and consumer loan documents, both simple and complex. Has thorough understanding of most types of loans and other related requirements and can independently act to meet those requirements. Gathers, compiles, and evaluates information, as well as obtains documents necessary for timely completion of a loan. Works under minimal supervision while supporting the Commercial and Retail Banking functions. Has a thorough understanding of regulatory requirements and legal requirements for all bank markets. PRIMARY DUTIES/RESPONSIBILITIES: This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency. * Represents the bank in a positive, courteous, friendly, and professional manner, including telephone, email, and other methods of communicating. * Gathers, and evaluates information from loan clients, title companies, and other parties, such as tax returns, collateral information, financial documents, etc. * Responsible for creating commercial, real estate, and consumer loan promissory notes, loan agreements and all other types of documents in accordance with the terms and conditions of credit policy and approval and in compliance with local, state, and federal regulatory requirements. * Responsible for security of loan documents, including the perfection of the Bank's interest in collateral and protection of documents which represent the Bank's security interest (i.e. security agreements, recorded deeds, vehicle titles, UCC-1 forms, etc.) * Responsible for ensuring that loan document packages are complete and ready for funding and boarding including coordination with title and/or escrow companies for closing. * Responsible for meeting service level guarantees for provision of loan documents based on scheduled loan closings. * Communicates and coordinates with bank colleagues to collect additional information needed to prepare loan documents. * Responsible for timely and accurate booking and funding of loans. Performs a pre- and post-documentation review of loan documentation. * Responsible for requesting title work, appraisals, and flood determinations for real estate secured loans * Responsible for requesting new credit card requests as well as increases to credit cards for consumer and commercial clients. * Prepares general correspondence and all types of commercial, real estate, and consumer loan documents * Responsible for payment of loan related invoices. * Completes special projects as assigned by Loan Operations Management. * Performs other related duties as assigned.
    $39k-44k yearly est. 20d ago
  • Wealth Management Summer Analyst Program - Merrill Advisor Development 2027

    Bank of America Corporation 4.7company rating

    Oklahoma City, OK job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management Work with a team of experienced Merrill employees to learn key aspects of wealth management, including investment and banking products and solutions, relationship building, digital capabilities and client interaction. Interns play a critical role in assisting with client service opportunities, client engagement, acquisition efforts, and relationship management. The campus internship program is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team. The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in: Developing a book of business in order to meet and exceed established performance hurdles Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements Training and Development Your training and development are our top priority. Our team will support you with dedicated programs, including formal web-based and in-person training, on the job support, educational speaker events, professional development opportunities and mentorship throughout the summer internship program. As a summer intern your key tasks and responsibilities may include, but are not limited to: Client Service including client onboarding, account servicing, digital engagement Strategic projects focused on the client experience including Relationship Management, Operations and delivering the enterprise Grow your business knowledge by using a defined consultative approach with clients and projects to systematically identify client and business leader needs to recommend appropriate solutions Build your network through the collaboration with core banking and investment partners to prepare for a future career as a Merrill Financial Advisor We'll help you: Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from our-award winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Required Qualifications: Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028 Displays confidence working as a self-starter in a sales role Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Seeking a detail oriented, highly motivated individual who enjoys multi-tasking within a dynamic environment Superior relationship and interpersonal skills The candidate should respond well to evolving job duties and expectations Sets and accomplishes goals, achieving whatever you put your mind to Communicates clearly and confidently Works well with others and collaborates productively Thorough and will incorporate relevant regulatory due diligence into daily requirements and long-term strategies for clients Client service oriented- professional, courteous Preferred Qualifications: Learns and adapts to new technology or applications Executes multiple tasks simultaneously Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships 3.2 minimum GPA Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC. This job will be open and accepting applications for a minimum of seven days from the date it was posted. Travel: On needs basis Full / Part-time: Fulltime Hours Per Week: 40.00 Shift: 1st Shift
    $36k-57k yearly est. 4d ago
  • Project Manager

    First Fidelity Bank 4.8company rating

    Oklahoma City, OK job

    The Project Manager (PM) leads end-to-end project delivery while performing the business analysis required to achieve measurable outcomes. This integrated role merges project management (scope, schedule, risk, stakeholder alignment) with requirements, process design, and solution validation, embedding a Lean mindset, a Human Centric AI approach, and a KPI-driven culture into every initiative. The PM operates within established project management standards and partners closely with business units, technology teams, vendors, and colleagues to ensure value, compliance, and transparency. Primary Duties & Responsibilities 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. Project Management (Delivery): * Own outcomes from initiation through closure; manage scope, schedule, budget, dependencies, risks, and issues. * Communicate effectively with stakeholders and sponsors to keep them informed and engaged. * Maintain a right-sized project plan, RAID (Risk, Assumptions, Issues, Dependencies) log, stakeholder communication plan, and change control. * Drive cross-functional execution and coordinate vendor work. * Use Organizational Process Assets (OPAs): templates, stage gates, playbooks, and lessons learned. Business Analysis (Requirements & Design): * Lead discovery and elicitation (interviews, workshops, observation, document analysis) to define current state, pain points, and desired outcomes. * Produce clear, testable requirements (business requirement documents, user stories, acceptance criteria), process maps, and solution options with impact analysis. * Partner with technical teams to ensure feasibility, security/compliance alignment, and effective user acceptance testing, and change management. Lean Mindset & Continuous Improvement: * Model and coach a Lean mindset (waste identification, value focus, standard work, visual management) within day-to-day project practices. * When project work uncovers waste, rework, control gaps, or improvement opportunities, initiate appropriate Lean improvements within the project scope (e.g., refine handoffs, standardize work, simplify steps) and coordinate with designated Lean facilitators or process owners for any formal Kaizen events. Note: This role is not responsible for leading Kaizen events; those are conducted outside the PM/BA role. Human Centric AI Practices: * Identify and scope AI/automation use cases and opportunities (task automation, copilots, predictive dashboards) to increase throughput and quality. * Partner with Data Engineering/IT to assess risks/controls and adoption; track realized value against plan. KPI Definition & Transparency: * Define KPIs/OKRs for projects (value delivery, budget adherence, on-time milestones, adoption/utilization, error/defect rate). * Embed KPI tracking in project artifacts and PM reporting; ensure post-go-live benefit realization. * Governance, Compliance & Risk: * Operate within project management governance, vendor/risk policies, and banking regulatory expectations (e.g., SOC/GLBA/PCI/FFIEC as applicable). * Ensure proper evidence and documentation for audits, model/use-case reviews (for AI), and vendor oversight. Collaboration & Culture: * Mentor colleagues on PM standards; provide clear tasks, templates, and feedback. * Support training sessions on Lean mindset (non-Kaizen leadership), AI usage, OPAs, and KPI discipline. Other Duties: * Perform other duties as assigned by the Project Management Manager or Director of Electronic Banking. * Regular and reliable attendance is a requirement of any job at the Bank.
    $57k-66k yearly est. 6d ago
  • Wealth Management Client Associate

    Bank of America 4.7company rating

    Stillwater, OK job

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Responsibilities: Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset Desired Qualifications: Energetic individual that is self-motivated, coachable and flexible in thought Enjoys a fast-paced environment with changing and evolving responsibilities Detail oriented Invested in personal development Consistently pursues client experience excellence Works quickly to fulfill client needs, delivering complex solutions Frequent communication and an abundance of discretion with sensitive information Microsoft Word, Excel and PowerPoint experience with Salesforce a plus Professional verbal and written communication Skills: Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written Communications Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent For internal employees, participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 37.5 Pay Transparency details US - MN - Stillwater - 219 MAIN ST N - MERRILL LYNCH (MN9219) Pay and benefits information Pay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
    $25-44 hourly Auto-Apply 46d ago
  • Healthcare Credit Analyst (Multiple Levels)

    U.S. Bank 4.6company rating

    Oklahoma City, OK job

    Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application. At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** The successful candidate should have prior experience in originating or monitoring a commercial loan portfolio consisting of borrowers in healthcare related industries - including spreading, financial analysis, etc. Responsible for approving the extension of credit and/or making recommendations to the person(s) making the final lending decisions on new, renewal and extension loans to approve or deny the extension of credit. Prior to making the credit decision or advising the person(s) making the final credit decision, the Credit Analyst conducts a complete credit analysis including gathering, analyzing, and interpreting all types of credit information on existing and prospective customers. Reviews customer accounts and portfolios to identify, evaluate and determine the appropriate course of action on potential credit quality issues in order to maximize credit quality and minimize risk and potential loss to the company. May use technological tools, including computer software, to assist in the credit analysis process by helping evaluate a particular credit or a portfolio. The Credit Analyst will use such tools to compare and evaluate possible courses of action and will make recommendations and/or decisions after various possibilities are considered. This active posting is for a Healthcare Credit Analyst role: Healthcare Credit Analyst 4, Healthcare Credit Analyst 5, Healthcare Credit Analyst 6. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting. **Healthcare Credit Analyst 4** **Basic Qualifications** - Bachelor's degree, or equivalent underwriting experience - Typically one or more years of underwriting experience **Preferred Skills/Experience** - Underwriting experience focused on credit analysis and analytical skills working with complex healthcare credits - Thorough knowledge of credit analysis, credit administration, credit policy and procedures, and risk analysis - Background in economics, accounting, and/or finance - Excellent verbal and written communication skills - Proficient computer navigation skills using a variety of software packages including EXCEL and nCino **Healthcare Credit Analyst 5** **Basic Qualifications** - Bachelor's degree, or equivalent underwriting experience - Typically three or more years of underwriting experience **Preferred Skills/Experience** - Strong underwriting, credit analysis and analytical skills working with complex healthcare credits - In-depth knowledge of credit analysis, credit administration, credit policy and procedures, and risk analysis - Background in economics, accounting, and/or finance - Strong verbal and written communication skills - Proficient computer navigation skills using a variety of software packages - including nCino - Advanced background in MS Office suite of products and skillset with MS Excel **Healthcare Credit Analyst 6** **Basic Qualifications** - Bachelor's degree, or equivalent underwriting experience - Typically five or more years of underwriting experience **Preferred Skills/Experience** - Three or more years of advanced underwriting credit analysis and analytical skills working specifically with complex healthcare credits - In-depth knowledge of credit analysis, credit administration, credit policy and procedures, and risk analysis - Background in economics, accounting, and/or finance - Strong verbal and written communication skills - Proficient computer navigation skills using a variety of software packages - including nCino and Credit Lens - Advanced background in MS Office suite of products and skillset with MS Excel This role is posted remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following: + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Review our full benefits available by employment status here (************************************************* . U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**
    $86.4k-101.6k yearly 60d+ ago
  • Personal Banker

    First Fidelity Bank 4.8company rating

    Oklahoma City, OK job

    At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun! SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services. A critical success factor for this position is to proactively identify client needs and look for opportunities to refer clients to additional lines of business that provide value and make their lives more convenient. Sales and service responsibilities include expanding existing relationships through profiling, proactively seeking retail and small business lending opportunities, and closing loans. To be successful, the Personal Banker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank. PRIMARY DUTIES/RESPONSIBILITIES: 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. Client Relations and Sales * Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to offer Bank products and services. * Engages in professionally curious conversations with prospective and existing clients in order to uncover service opportunities. Asks questions to understand what is important to the client and how the Bank can help meet the client's financial needs. Uses a consultative approach while tailoring recommendations and solutions. * Presents options to clients about ways to make their banking more beneficial, easy and convenient, while ensuring the needs of the client always come first. * Works to bring the client's expectations in line with the Bank's capabilities in order to achieve the client's desired outcome. In every interaction looks for ways to say "yes" to the client, adapting, as needed, to meet the ever-changing needs of our clients and the communities where we do business. * While consulting with the client, thoroughly explains product and account features, statements and service charges in a manner that the client can easily understand. * Develops strong relationships with other colleagues at the Bank in order to introduce clients to specialists who can assist with specific financial needs. * Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems. Dedicated to resolving client service issues in a manner that is efficient and favorable to the client and the Bank. Teller Transactions As needed, opens new accounts and assists with Teller transactions: * Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks. * Assists clients with questions on accounts and researches to identify and resolve problems. * Accurately processes transactions while working within defined limits of authority. Maintains accurate cash and coin supply in drawer, keeping currency and coin in a neat and orderly arrangement. * Verifies deposit amounts, examines checks, bonds and cashier's checks to determine negotiability. Accurately verifies signatures and client balances on withdrawals. Enters transactions into Bank records via online terminal. Completes and records accurate documentation on large transactions. * Responsible for accuracy in balancing each day's transactions and verifying cash. Balances drawer and coin vault within defined accuracy standards. Other Duties * Leads by example, exceeding the expectations of the Bank's Mission, Core Values, and Golden Rules of Service. * Complies with all policies, procedures and regulatory banking requirements. * Demonstrates good work habits, attendance and follows policies and procedures. * Performs other relevant duties as assigned. * Regular and reliable attendance at work is an essential function of the job.
    $24k-28k yearly est. 26d ago
  • Trailer Technician

    Great Western Trailer 4.6company rating

    Great Western Trailer job in Oklahoma City, OK

    Great Western Trailer (GWT) is actively hiring skilled and motivated Trailer Technicians to join our growing team at our Oklahoma City, OK facility. If you have experience in semi-trailer maintenance and repair and are looking for a company that values your skills and dedication, we encourage you to apply today. Be a part of our team - Apply now! What's in it for you? * Weekly Paychecks - Get paid on time, every time. * Weekday Schedule - Monday-Friday, 8:00 AM - 4:30 PM (No weekends!). * Comprehensive Benefits Package - Health, dental, vision, and life insurance. * 401K, Flexible Spending & Health Savings Account options. * Paid Time Off & Sick Leave - Enjoy work-life balance. * Employee Perks - Discounts, Employee Assistance Program, and a $400 Benefit Card. Who We're Looking For GWT is looking for dedicated individuals who are: * Quick Learners - Willing to follow instructions, ask questions, and grow their skills. * Team Players - Punctual, reliable, and able to work independently or collaboratively. * Detail-Oriented - Focused on quality, accuracy, and safety. Trailer Technician Responsibilities * Inspect and repair semi-trailers, including brakes, wiring, bodywork, lift gates, and more. * Install and replace add-on components such as toolboxes, winches, and ramp kits. * Perform fabrication and welding as needed. * Complete service reports and ensure all work meets quality and safety standards. Required Qualifications * Reliable transportation to and from work. * Own a personal set of hand tools. * Strong mechanical aptitude and experience with semi-trailer equipment and maintenance. * Ability to operate hand tools, power tools, and pneumatic tools safely and efficiently. * Willingness to work overtime when needed. Preferred Qualifications * Valid driver's license (a plus, but not required). * 3+ years of experience in semi-trailer repairs. * Industry certifications such as ASE or welding certification. * Bilingual (Spanish) is a valuable asset. Physical Demands & Work Environment * Frequent standing, walking, kneeling, and lifting (up to 50 lbs.). * Work may be performed in a shop, yard, or mobile service environment. * Exposure to mechanical parts, chemicals, fumes, and varying temperatures. * Moderate to loud noise levels. About Great Western Trailer Great Western Trailer (GWT) is a fast-growing Semi-Trailer Sales, Leasing, Rental, and Service company with 10 locations across 8 states-and more expansions coming soon! We operate in Fontana, CA; Albuquerque, NM; Phoenix, AZ; Grants Pass, OR; Dallas, TX; Houston, TX; Dearborn, MI; Salt Lake City, UT; Oklahoma City, OK; and Tulsa, OK. Apply Today! If you have the skills and passion for semi-trailer repair, we want to hear from you. Join a company that values your hard work and offers opportunities for career advancement. Apply now and take your career to the next level with Great Western Trailer in Oklahoma City, OK! This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Other duties, responsibilities, and activities may change or be assigned at any time with or without notice.
    $33k-53k yearly est. 4d ago
  • Market Financial Center Manager - Oklahoma Market

    Bank of America 4.7company rating

    Tulsa, OK job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively. Responsibilities: Operates as a back up financial center leader within a market Manages client traffic, engaging and appropriately routing clients, and fostering client retention Manages business results through formalized management routines and coaching Creates a world class client experience environment Manages market-level initiative prescribed by market leaders Drives operational excellence Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully. Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement. Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results. Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks. People Manager & Coach: Knows and develops team members through coaching and feedback. Financial Steward: Manages expenses and demonstrates an owner's mindset. Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth. Driver of Business Outcomes: Delivers results through effective team management, structure, and routines. Required Qualifications: 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability Proven record of balancing risk and making sound decisions while achieving business goals Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills Proficiency in computer skills and professional programs (for example, Microsoft Office) Must be able to work weekends and/or extended hours and travel to any financial center within the defined market Desired Qualifications: 1+ years of management experience including hiring, coaching and developing direct reports Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality Bachelor's Degree in related field Bilingual (fluent verbal and written) Skills: Coaching Customer Service Management Customer and Client Focus Performance Management Talent Development Business Operations Management Recruiting Result Orientation Risk Management Sales Performance Management Inclusive Leadership Leadership Development Prioritization Problem Solving Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $69k-101k yearly est. Auto-Apply 12d ago
  • Customer Resolution Specialist

    First Fidelity Bank 4.8company rating

    Norman, OK job

    Looking for a rewarding career in customer service? We just increased our hourly minimum rate! We're also offering a $1,000 sign-on bonus with a 1-year retention agreement. We'll provide you with the training needed to be successful! Schedule: 12:00pm - 9:00pm Mon, Tues, Wed, Thur 8:00am - 5pm Saturdays SUMMARY The Customer Resolution Specialist (CRS) provides exceptional service in the Bank's Contact Center by interacting with clients over the telephone and through online chat methods. Develops and maintains strong client relationships by recognizing client needs through effective listening skills, asking need-defining questions, using critical thinking skills, and recommending appropriate products or services. The successful CRS demonstrates a strong desire to build client respect and trust through credibility, friendliness, sincerity, empathy, and patience. Excellent communication skills over the telephone and live chats and the ability to handle a large volume of contacts are essential. The CRS role is challenging, and the environment is fast paced, yet rewarding. Our colleagues take the time to truly listen to our clients and take ownership so they can effectively resolve all inquiries and concerns. PRIMARY DUTIES/RESPONSIBILITIES: 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. * Provides prompt, courteous, and accurate service to clients, via the telephone, mobile app and live chat. Responds to client inquiries, requests, and concerns. Identifies, researches, and resolves issues using systems and resources available, taking ownership of each client interaction. * Maintains a friendly and outgoing personality to deal calmly with client problems and questions. Effectively de-escalates client issues using empathy and conflict resolutions skills. * Processes requests from both internal and external clients. * Quickly learns about Bank products, services, systems, policies and procedures through ongoing training, self-study and career development. Makes efficient use of time despite frequent interruptions and utilizes downtime to learn more about Bank. * Utilizes effective listening and discernment skills, asks need-defining questions, recognizes client needs and matches them with appropriate products through sales or referrals and applies appropriate taglines when offering bank products and services. * Utilizes effective time management and prioritization skills in order to handle a high volume of multiple communication methods in a fast-paced environment. * Works well in a group setting and maintains a courteous and professional demeanor. * Demonstrates effective teambuilding skills and contributes ideas and suggestions that benefit the team and clients. * Provides technical support for online banking and other bank-wide products. * Assists clients with loan and new account applications, including scheduling closings at a branch location. * Input disputes for clients via the telephone and internet. * Makes outbound calls to clients concerning suspected fraudulent transactions. * Maintains the highly confidential nature of client information and records. * Consistently supports the Bank and its Mission, Vision and Core Values. * Serves as support for the Virtual Bank, Banno and Chat services, Treasury service clients, and other duties as needed to meet department needs. * Performs other relevant duties as assigned by the Customer Service Managers or Director. * Arrives at work and is available to take calls at the start of scheduled shift. The contact center can only achieve our goals and properly serve clients if every colleague adheres to his or her schedule. Therefore, regular and reliable attendance and punctuality is essential.
    $25k-29k yearly est. 40d ago
  • Financial Solutions Advisor - Southern Hills

    Bank of America 4.7company rating

    Tulsa, OK job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Work Schedule Monday-Friday, plus some Saturdays as Required Sample Schedule: 8am-5pm, 9am-6pm, etc Job Description: This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended Required Qualifications: • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days. • Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. • Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging all clients. • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. • Likes to learn, adapts to new information and seeks the right solutions for clients. • Efficiently manages your time and capacity. • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired Qualifications: • Strong computer skills with an ability to multitask in a demanding environment. • At least three years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). • Obtained your insurance licenses. Skills: • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications Shift: 1st shift (United States of America) Hours Per Week: 40
    $30k-49k yearly est. Auto-Apply 22d ago
  • Universal Teller I

    International Bancshares Corp 4.2company rating

    Tulsa, OK job

    IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience. Time Type: Full time This is an in-office position. Department: 705 Teller Operations Job Summary: The Universal Teller I position is responsible for conducting and processing various types of customer bank transactions while delivering the "IBC Experience". This includes providing prompt, efficient, and friendly customer service to customers while adhering to bank teller policy and procedure guidelines. This position also requires tellers to maintain a balanced cash drawer and become skilled in the ability to build customer relationship to identify products and services to meet the customer's banking needs. : ESSENTIAL JOB FUNCTIONS The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents. * Process paying and receiving teller transactions * Deliver the IBC Experience by providing prompt, efficient and friendly customer service * Balance and maintain assigned cash box and vault if applicable as well as perform end of day process * Meet customer financial needs by promoting bank products and services through lobby, motor bank and outreach activities * Perform successfully to the Sales Performance Goals and Referral Programs * Participate in product and service initiatives for bank growth * Attend company meetings * Process foreign currency transactions * Follow proper procedures to minimize errors and reduce losses * Assist in solving issues that pertain to customer transactions * Answer all banking related inquiries * Operate and maintain all necessary teller equipment * Assist with branch procedures under dual control requirements including the branch opening/ closing * Assist on-the-job training for their branch and other branches * Flexibility to report to work and assist other branches * Perform the duties of the sales functions * Perform other duties as assigned SKILLS * Good oral and written communication (Bilingual preferred for border markets). * 10 Key * Focus on Quality/ Accuracy * Teamwork * Sensitivity to Guidelines * Focus on Sales/ Results * Service Oriented * Learning Strategies * Mathematics * Critical Thinking * Problem solver * Judgement and sound decision-making abilities EDUCATION & EXPERIENCE * High school graduate or GED equivalent * 1 to 6 months cash handling preferred * 1 + years of experience interacting with people preferred
    $25k-28k yearly est. Auto-Apply 38d ago
  • Relationship Banker

    Bank of America 4.7company rating

    Oklahoma City, OK job

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.** Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
    $22k-26k yearly est. Auto-Apply 12d ago

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Great Western Bank may also be known as or be related to GREAT WESTERN BANCORP INC., Great Western Bancorp Inc, Great Western Bancorp, Inc. and Great Western Bank.