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Bank of America 4.7
Investment banker job in Oklahoma City, OK
Oklahoma City, Oklahoma **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************* **:** 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$22k-26k yearly est. 4d ago

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Supervision and Regulation Intern- Bank Examiner
Federal Reserve Bank 4.7
Investment banker job in Oklahoma City, OK
Company Federal Reserve Bank of Kansas City Challenging and Rewarding Work | Commitment to Integrity and Service | Leadership Opportunities Consider a career with an organization focused on promoting a healthy regional and national economy. As an intern, you will directly contribute to the trust and confidence in the nation's financial system through challenging work assignments and rewarding professional experiences. We focus on personal development and growth and reward high performance with increasingly complex assignments and promotional opportunities. The internship opportunities will be available in all branches across the 10th district and will last approximately 10 weeks. Key Activities: * Completes a variety of projects and assignments, similar to those handled by full-time staff. Projects range from quantitative analytical work to qualitative presentations and write-ups. Examples include assisting on bank examinations by conducting financial analysis and reviewing compliance with laws and regulations, including those focused on consumer protection, evaluating statutory and other relevant factors that must be considered in connection with processing a bank application, and providing continuous improvement recommendations on the use of internal websites and automated tools. * Presents oral and written findings and assessments to Federal Reserve Bank Management. Requirements: * Undergraduate or graduate students within one year of graduation with a degree in finance, accounting, economics, or a business-related field. * Strong written and verbal communication, analytical, problem solving, initiative, and leadership skills. * Ability to work independently or in a team environment. * Proficient computer skills in programs including, but not limited to, Word, Excel, and PowerPoint. Please attach the following with your application: * Resume * Unofficial Transcript * Cover Letter - Optional Note: You will not be able to attach documents after application submission. Posting Close Date: Thursday, March 5, 2026 Additional Information How We Work: * On-site, full-time with 5 days per month remote work flexibility * Location(s): Kansas City, MO- Denver, CO- Oklahoma City, OK- Omaha, NE * Remote Only Eligible: No Pay Rate: * $21.00 per hour * Final offers are determined by factors including the candidate's qualifications, internal alignment considerations, district assignment, and geographic location. Screening Requirements: Bank employees may not own or control, directly or indirectly, any debt or equity interest in a depository institution and, in certain assignments, in a primary dealer of government securities. A "depository institution" means a bank, a trust company, or any institution that accepts deposits, including a bank chartered under the laws of a foreign country. This restriction also applies to an employee's spouse or minor child. Prospective hires will be required to abide by this restriction and may be asked to divest of their financial holdings as a condition of employment. This position has additional screening requirements due to the information accessed while performing the job. These additional screenings would be initiated at the time of offer acceptance and can take up to a couple of months to be completed. The candidate's start date may be impacted by completion of the screening. The areas screened may include education/employment verification, criminal history, credit history, and reference checks. In some cases, positions require access to confidential supervisory information, access to which is limited to "Protected Individuals" as defined by regulation of the Board of Governors of the Federal Reserve System, 12 CFR 268.205. Protected Individuals include, but are not limited to, U.S. citizens, U.S. nationals, and lawful permanent resident aliens (also known as "green card holders") who are eligible for and seeking United States citizenship within the requisite timeframes. Sponsorship: Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. About Us * Who We Are * What We Do Follow us on LinkedIn, Instagram, X (formerly Twitter), and YouTube Full Time / Part Time Full time Regular / Temporary Temporary Job Exempt (Yes / No) No Job Category Internship Family Group Work Shift First (United States of America) The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences. Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels. Privacy Notice
$21 hourly 7d ago
Private Client Banker - Covell and Sooner (New Build) - Edmond, OK
Jpmorgan Chase & Co 4.8
Investment banker job in Edmond, OK
JobID: 210700944 JobSchedule: Full time JobShift: : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities * Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. * Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. * Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. * Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. * Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. * Adheres to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. * 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. * Ability to create memorable experiences for our clients - elevate the client experience. * Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. * Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. * Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. * High school degree, GED, or foreign equivalent. * The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. * Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills * College degree or military equivalent. * Experience in cultivating relationships with affluent clients. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$33k-65k yearly est. Auto-Apply 15d ago
Professional Banker
Citizens Bank of Edmond 4.1
Investment banker job in Edmond, OK
This is the entry level Professional Banker position. The purpose of this job is to provide retail services to consumer and commercial customers. Essential Job Functions Provide all aspects of customer service including, but not limited to the following: cash checks, accept deposits and loan payments and loan applications, open accounts, close accounts and implement check holds. Help achieve financial goals for the retail team Handle customer complaints and resolve issues utilizing knowledge of Bank policies and procedures. Prepare and maintain account paperwork, including signature cards, check orders, transfers and service charges. Provide personalized customer service to depositors, cross-marketing bank products and services to generate new business for the bank as necessary. Meet with and assist potential customers, handling all details in order to establish or maintain relationship. Maintain contact with customers to ensure services and products are adequate and useful - recommending additional services as appropriate. Complete arrangements and necessary documents for special services such as direct deposits, ACH transactions and exchanges of savings bonds. Assist customers in establishing safe deposit boxes. Balance vault and determine adequate money supply. Maintain a professional and customer-friendly atmosphere in the lobby area Ensure compliance with Bank policies and procedures. Keep up with market changes and ensure compliance with external and internal bank rules and regulations If scheduled for the opening and closing shift, open and closes office and ensure daily work is completed. Complete understanding of security policies and procedures relevant to the Branch and any unique situations. Represent CBE during community activities and civic organizations. Perform other duties as request by Retail Officer or Operations Officer. Qualifications Qualifications A bachelor's degree in Business, Finance, or a related field. One to three years' banking experience Any similar combination of education and experience Strong preference placed on cash handling and prior banking experience Knowledge, Skills, and Abilities Requires excellent oral and written communication skills Excellent interpersonal skills and ability to establish long-term relationships with customers and clients. Customer service skills and ability to show compassion and professionalism through this customer facing role Willingness to solve problems and cater to the needs of the customer. Excellent organizational skill and accuracy in day-to-day tasks Exceptional attention to detail Ability to understand all aspects of retail banking, bank used applications and products. Ability to connect customer needs and appropriately communicate bank products Willingness to grow professionally and gain additional knowledge about the job through trainings. Equipment Operated Word Processor on personal computer, calculator, fax, copier, telephone, computer printer, check encoder, scanner and the following software: Jack Henry-Vertex system, Jack Henry banking system. Work Environment Work is performed both standing and at a desk with regular contact with customers and other employees, in person and on the phone. The noise level in the work environment is usually moderate. Physical Demands While performing the duties of this job, the employee is required to communicate effectively with others while standing, sitting or walking, and using hands to handle keyboard, telephone, paper, files, and other equipment and objects. The position requires the ability to review detailed documents and read computer screens. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job responsibilities.
$25k-40k yearly est. 10d ago
Private Client Banker - Covell and Sooner (New Build) - Edmond, OK
JPMC
Investment banker job in Edmond, OK
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adheres to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience in cultivating relationships with affluent clients. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$24k-44k yearly est. Auto-Apply 15d ago
Personal Banker
First Fidelity Bank 4.8
Investment banker job in Norman, OK
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. Qualifications QUALIFICATIONS EXPERIENCE REQUIREMENTS: A minimum of six months' work experience providing customer service support or cash handling experience in the financial services, retail sales or other goal-oriented environment. Previous teller and sales experience preferred. Proficient knowledge of bank products and services. EDUCATION REQUIREMENTS: High school degree or equivalent required. Some college preferred. OTHER REQUIREMENTS (SKILLS, ABILITIES, CHARACTERISTICS): Strong work ethic and high integrity. Represents the Bank and oneself in a positive, courteous and friendly manner. Maintains professional appearance and behavior at all times. Excellent client-service skills, displaying a friendly, outgoing, assertive, confident, and enthusiastic personality. Exceptional interpersonal and communication skills with the ability to effectively build relationships. Must be able to interface at all levels of the organization, build collaborative relationships across departments and teams, and display confidence when speaking with internal and external customers. Demonstrates an outgoing, enthusiastic and sales-oriented personality. Must have great sales skills and be comfortable working in a goal-oriented environment. Actively participates in the Bank's sales program and is able to meet and exceed the expectations of established sales and referral activities. Established organizational skills leading to high accuracy rates in all areas. Proficient computer and technical skills, including the ability to use bank software products and branch capture equipment. ADDITIONAL INFORMATION SUPERVISORY RESPONSIBILITY: None PHYSICAL REQUIREMENTS: May require long periods of standing or sitting. Ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing over 25 pounds. May require long periods of typing and repetitive motion. AA/EOE/D/V/MEMBER FDIC
$25k-28k yearly est. 17d ago
Financial Representative
Five Rings OKC
Investment banker job in Oklahoma City, OK
Job Description Financial Representative Life Insurance • Financial Planning • Tax Strategy Job Type: Full-time or Part-time About the Role We are seeking a dedicated and motivated Financial Representative to join our team. In this role, you will be responsible for providing expert financial advice and services to clients, helping them navigate their financial goals, and manage their wealth effetively. The ideal candidate will possess a strong understanding of financial conepts, estate planning, and investment management, along with excellent customer relationship management skills. Pay Structure Compensation is based entirely on objective, quantitative performance results and offered across multiple income tracks --including commission-only options with uncapped earning potential, full ownership of your book of business and client relationships, and long-term residual income. Responsibilities Develop and maintain strong relationships with clients to understand their financial needs and objectives. Develop comprehensive financial plans that include investments, insurance, and retirement. Recommend and implement insurance strategies to protect clients' assets and income. Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Build and maintain a network of clients through referrals, community involvement, and professional associations. Engage in ongoing professional development to stay current with industry trends and best practices in financial services. Requirements Experience in financial sales or a related field is preferred but not required. Training is provided whether experienced or new to the industry. Ability to communicate clearly and effectively to clients. Relevant certifications or licenses in finance or investment management are preferred but not required at the time of application. Benefits Flexible schedule Professional development assistance Direct mentorship and training with Vice President Virtual training system to learn at your own pace Join us as a Financial Representative where you an make a significant impact on the lives of our clients by helping them achieve their financial aspirations through expert guidance and support. Hybrid Remote Five Rings OKC 1000 W Wilshire Blvd #220 Oklahoma City, OK 73116 #hc217016
$21k-34k yearly est. 21d ago
Personal Banker
City National Bank & Trust 4.9
Investment banker job in Oklahoma City, OK
City National Bank and Trust : Personal Banker Department: Retail Status: Full time Equal Opportunity Employer Description: The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank. Responsibilities: Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments. Develop and expand customer growth through daily prospecting and follow-up activities. Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies. Effectively cross-sell and market bank products and services to customers and prospects. Protect customer confidentiality and privacy while practicing branch security procedures. Participate in daily branch operations, gaining proficiency in various areas of personal banking. Actively log customer interactions and follow-ups into Synapsys with detailed notes. Embody CNB's values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues. Qualifications: Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus. Proficiency with Microsoft products, general computer skills, and basic math skills. Ability to work flexible or extended hours with consistent attendance and punctuality. Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure. Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude. Education and Experience: High School diploma or equivalent Demonstrate alignment with City National Bank's values and vision. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear. Ability to lift/carry no more than 20lbs. Ability to stand for the majority of the assigned work schedule. Clear verbal communication and close vision with the ability to adjust focus. Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.
$23k-30k yearly est. Auto-Apply 27d ago
Personal Banker - To 21/hr - Oklahoma City, OK - Job 3693B
The Symicor Group
Investment banker job in Oklahoma City, OK
Personal Banker - To $21/hr - Oklahoma City, OK - Job # 3693BWho We AreThe Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.The PositionOur bank client is seeking to fill a Personal Banker role in the greater Oklahoma City area. The successful candidate will be responsible for working with customers to help recommend products and services that meet their needs, and is driven by results and enjoys selling. This role is responsible for working as both a Teller and Personal Banker. The opportunity has a generous hourly rate of up to $21/hr plus generous incentives and a benefits package. (This is not a remote position.) Personal Banker responsibilities include: Greeting customers and facilitating a welcoming and customer-focused environment Building and maintaining relationships with customers to help identify financial products and services that meet their personal needs Processing customer transactions efficiently and accurately in a fast-paced environment Opening accounts, assisting with processing, and taking loan applications Performing daily/weekly sales reporting Who Are You?You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.You also bring the following skills and experience: Minimum of one year of successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding performance goals Minimum of six months of cash handling experience in a retail sales environment Ability to generate referrals, including making on-site visits with local businesses Ability to work effectively as a team member and with customers Strong work ethic and high integrity Proficient with all Microsoft applications Friendly, outgoing, confident, assertive, and enthusiastic personality Must demonstrate a business professional image and demeanor Must be able to communicate professionally verbally and in writing Must be flexible and able to work additional hours when crucial to the branch environment Regular and consistent attendance and punctuality an essential functions of the job The next step is yours. Email us your current resume along with the position you are considering to: ************************
$21 hourly Auto-Apply 56d ago
Personal Banker I
Great Plains Bank 4.0
Investment banker job in Yukon, OK
Summary: As a Personal Banker, you have a passion for helping customers, building relationships, and delivering superior customer service. You are energetic and enthusiastic as the face of Great Plains Bank to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of advancement and training opportunities. This position is eligible to participate in the Team Incentive Plan (TIP). As a Personal Banker, you will take a lead role in delivering a superior experience to Great Plains customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. Essential Duties and Responsibilities include the following: (Other duties may be assigned) Delivers a superior customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs and tailor product and service recommendations. Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to Great Plains technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our products and services work together Works in partnership with Specialists (Consumer Loan, Financial Advisors, Mortgage Bankers, Treasury Management, and Business Banking) to connect customers to experts who can help them with specialized financial needs. Opens checking, savings, certificate of deposits, safe deposit boxes and all account types and maintains customer files. Receives funds for deposit or distributes funds after verification of accounts and balances and examines checks for endorsements. Enters customers' transactions into computer to memo post transactions, and issues teller machine and manually generated receipts. Places holds on accounts for uncollected funds. Orders daily supply of cash and counts incoming cash. Balances currency and coin in cash drawer at end of shift and compares totaled amounts with data displayed on teller machine and/or other corresponding reports. Processes incoming and outgoing collection items. Processes branch daily insufficient checks online. Orders customer checks and pays invoices. Performs customer wire transfer services. Processes forms received in person or by mail. Files forms. Ability to effectively contribute to a positive team environment and work towards achieving goals. Other duties can be as assigned. Qualifications Supervisory Responsibilities This job has no direct supervisory responsibilities at this time, although future opportunities are possible. Education and/or Experience Associates degree from two-year college or university; or 3-5 years of experience in Retail banking sales, financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results. Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Skills Ability to read, analyze, and interpret technical procedures and/or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from other employees, customers and the general public. Ability to calculate basic math figures and amounts. Ability to apply concepts of basic algebra and geometry. To perform this job successfully, an individual should have knowledge of Microsoft Internet Explorer and Microsoft Office software. Physical Demands This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The environment would be consistent with a typical business office with moderate noise, services open to the public and the ability to work in a confined area typically indoors. All employees are required to attend training as required by GPB, as well as support the overall compliance program by complying with all laws, policies and procedures. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran and basis of disability or any other federal, state or location protected class.
$23k-29k yearly est. 18d ago
Part Time Personal Banker - Oklahoma City (44th & Western)
Midfirst Bank 4.8
Investment banker job in Oklahoma City, OK
The Personal Banker is responsible for generating business and deepening relationships by promoting products and services to potential and existing customers. Responsibilities include providing high quality customer service while achieving sales goals and supporting banking center staff as needed. Duties will include, but are not limited to, the following: Greet customers and facilitate a welcoming and customer- focused environment Provide extraordinary customer service while achieving goals and supporting the banking center staff as needed Build and maintain relationships with customers to help identify financial products and services that meet their needs Promote financial products and services Open deposit accounts and take loan applications, process consumer loan/credit line requests for customers Process customer transactions efficiently and accurately in a fast-paced environment while maintaining a balanced cash drawer and adhering to internal controls and procedures Generate new business and expand relationships with current customers through networking and Centers of Influence Respond to customer inquiries and concerns and create positive solutions Support other employees as needed 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. Required Skills: Minimum of one year successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding goals Minimum of 6 months cash handling and/or Point of Sale (POS) transaction experience in a retail sales or food industry environment Must have a current Notary or be willing to become one (pursue application, bond and notary seal) at the Bank's expense. Ability to generate referrals including making on-site visits with local businesses Ability to work effectively as a team member and with customers Strong work ethic and high integrity Proficient with all Microsoft applications (Word, Outlook, Excel etc.) Friendly, outgoing, assertive, confident, and enthusiastic personality This position is required to participate in both informal and formal training (paid) and must successfully pass our Teller Certification test to be allowed to operate a Teller drawer. Formal training consists of one full week of training/testing which is conducted within your first 3 weeks of employment and is scheduled Monday through Wednesday from 8:00 a.m. - 5:00 p.m. Preferred Skills: Successful sales record in a retail banking environment; with knowledge of bank services and products. Bilingual (fluent verbal and written Spanish) skills Physical Requirements: This position requires long periods of standing or sitting as well as typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. MidFirst Banking Center Hours of Operations: Monday - Friday from 7:15 a.m. - 6:15 p.m. and Saturday from 8:45 a.m. to 1:15 p.m. (Part time employees are scheduled for 20 hours per week within these time frames) Candidates must be available to work weekend hours.
$23k-27k yearly est. 22d ago
Personal Banker
Exchange Bank & Trust Co 3.2
Investment banker job in Stillwater, OK
Summary/Objective: The Personal Banker assists clients with problems or questions regarding their accounts; provides services to new and existing clients by promoting, selling and opening bank deposit services, such as checking or savings accounts, Certificates of Deposit (CD), Individual Retirement Accounts (IRA), safe deposit boxes, etc. This position requires thorough knowledge and familiarity of the various accounts, products offered by the bank and is responsible for day-to-day service and sales activities necessary to achieve an excellent level of customer service and satisfaction. Required hours are Monday - Friday 8:00 am to 5:00 pm and up to two Saturdays per month from 8:00 am to 1:00 pm. Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Responsible for performing all deposit duties including opening new accounts (consumer and business), CD/IRA and Safe Deposit Boxes. Provides prompt, efficient, and accurate service in response to requests, inquiries, or problems concerning retail products and services. Complies with all regulatory requirements and ensures that appropriate documentation is completed. Builds and maintains relationships with clients. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to promote products offered by the bank. Follows bank policies and procedures. Represents oneself and the bank in a positive, courteous, friendly, and professional manner. Cross-sells products and makes referrals to other Exchange Bank departments and locations as necessary to ensure the best products are available to fit customer needs. Attends training as required by Exchange Bank as well as support the overall compliance program by complying with all laws, policies and procedures. Performs other relevant duties as assigned. Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The employee must occasionally lift and/or move up to 25 pounds. This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must also have the ability to stoop, bend and squat in order to fulfill physical demands Qualifications Required Education and Experience: High school diploma or GED. One to two years of related experience and/or training, or equivalent combination of education and experience. Proficient with all Microsoft applications (Word, Outlook, Excel etc.) Preferred Education and Experience: Associate's degree or bachelor's degree from four-year college or university. Jack Henry experience. Exchange Bank is an Equal Employment Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
$24k-28k yearly est. 18d ago
Personal Banker I
Vision Bank
Investment banker job in Meeker, OK
Part-time Description Personal Banker I - Job Description Vision Bank has been serving our friends and neighbors in southeast Oklahoma for over 120 years. With that comes a deep sense of community pride, and a commitment to our customers that is unparalleled by banks with national and regional interests. We know that we wouldn't be where we are today if not for one of our greatest assets - our employees! That's why we encourage a strong work-life balance, offer a comprehensive employee benefits package, and provide incentives for our employees to lead healthy lives. Job Summary Vision Bank is currently looking for a qualified candidate to fill the role of Personal Banker I. This candidate will provide excellent service to customers in a professional and friendly manner, develop expertise with Vision Bank products and services, accurately and efficiently process customer transactions, and fully comply with company and industry policies and regulations. This is an exciting opportunity for the right candidate to work in a dynamic and fast-paced environment with a competitive salary and benefits package. What You Can Expect You will deliver exceptional experiences to build, expand, and retain long-term customer relationships with individuals and small business customers. You will make a difference in our customers' lives by meeting their needs and offering them the best products and services to reach their financial goals. You will join a team that will support you, cheer you on, and celebrate your success. Your leadership team will help you as you continue learning new things. Vision Bank will provide you with the tools and resources you need to be successful. As a Personal Banker at Vision Bank you will be expected to work hard at being part of a team, always exhibit a positive attitude, and be open to new challenges each and every day. A Personal Banker role will start you on a path to a great career at the bank. Many of our leaders have advanced their careers through internal mobility. Doors may open to you as you collaborate with partners across the bank in various lines of business. How You'll Spend Your Time You will perform efficient transactions, develop relationships with customers, and identify opportunities to help customers meet their financial goals. You will prioritize customer demands and time sensitive requests while providing excellent customer service. You will collaborate with multiple lines of business to meet our customers' needs. You will be expected to have in depth knowledge of all banking products and services along with company systems. Adhering to bank policies, compliance, and regulations is critical. You will continually learn by being exposed to different financial situations and working with other teams throughout Vision Bank. What Skills & Attributes Do You Need? Technical Expertise: You'll be switching back and forth between applications and educating customers on our banking technology, so we'd like you to have excellent computer skills and a tremendous technical aptitude to learn systems quickly. You need to know basic math skills; however, much of our work is automated. Communication: You will have interactions with both customers and bank employees daily that require you to show empathy and be conscientious of your own emotions and those of others. Detail-Oriented: A major part of this role will be adhering to bank standards and recognizing when situations need to be escalated to your supervisor or a member of management. The environment you'll be working in is often fast-paced so doing the job right the first time, following-up, following-through, and ensuring accuracy are vital to this role. What Are the Education and Experience Requirements? Must have a high school diploma or equivalent. A minimum of 1-2 years' experience in customer service and/or handling cash is preferred.
$23k-30k yearly est. 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Ryan Russ-State Farm Agent
Investment banker job in Purcell, OK
Job DescriptionBenefits: License reimbursement Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development Position Overview: Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies. This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs. Responsibilities: Consult customers on financial planning and life/health insurance coverage. Conduct financial reviews and recommend personalized product solutions. Maintain compliance with financial and insurance regulations. Perform customer needs analysis and engage in sales conversations. Qualifications: Active Life & Health license (or willingness to obtain within 30 days). Previous experience in financial services and/or insurance preferred. Strong communication and analytical skills. Professional, trustworthy, and customer-focused demeanor.
$21k-30k yearly est. 14d ago
Relationship Banker
Bank of America Corporation 4.7
Investment banker job in Oklahoma City, OK
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. 5d ago
Private Client Banker - Covell and Sooner (New Build) - Edmond, OK
Jpmorganchase 4.8
Investment banker job in Edmond, OK
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients. Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adheres to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships. 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience in cultivating relationships with affluent clients. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$33k-65k yearly est. Auto-Apply 15d ago
Private Client Banker - Rockwell and 122nd - Oklahoma City, OK
JPMC
Investment banker job in Oklahoma City, OK
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$24k-44k yearly est. Auto-Apply 60d+ ago
Financial Representative
Five Rings OKC
Investment banker job in Oklahoma City, OK
Life Insurance • Financial Planning • Tax Strategy Job Type: Full-time or Part-time About the Role We are seeking a dedicated and motivated Financial Representative to join our team. In this role, you will be responsible for providing expert financial advice and services to clients, helping them navigate their financial goals, and manage their wealth effetively. The ideal candidate will possess a strong understanding of financial conepts, estate planning, and investment management, along with excellent customer relationship management skills. Pay Structure Compensation is based entirely on objective, quantitative performance results and offered across multiple income tracks --including commission-only options with uncapped earning potential, full ownership of your book of business and client relationships, and long-term residual income. Responsibilities Develop and maintain strong relationships with clients to understand their financial needs and objectives. Develop comprehensive financial plans that include investments, insurance, and retirement. Recommend and implement insurance strategies to protect clients' assets and income. Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Build and maintain a network of clients through referrals, community involvement, and professional associations. Engage in ongoing professional development to stay current with industry trends and best practices in financial services. Requirements Experience in financial sales or a related field is preferred but not required. Training is provided whether experienced or new to the industry. Ability to communicate clearly and effectively to clients. Relevant certifications or licenses in finance or investment management are preferred but not required at the time of application. Benefits Flexible schedule Professional development assistance Direct mentorship and training with Vice President Virtual training system to learn at your own pace Join us as a Financial Representative where you an make a significant impact on the lives of our clients by helping them achieve their financial aspirations through expert guidance and support. Hybrid Remote Five Rings OKC 1000 W Wilshire Blvd #220 Oklahoma City, OK 73116
$21k-34k yearly est. 19d ago
Personal Banker - Bilingual
First Fidelity Bank 4.8
Investment banker job in Oklahoma City, OK
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. Fluency in both Spanish and English is required, including the ability to read, write, and speak professionally in both languages. 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. Qualifications QUALIFICATIONS EXPERIENCE REQUIREMENTS: A minimum of six months' work experience providing customer service support or cash handling experience in the financial services, retail sales or other goal-oriented environment. Previous teller and sales experience preferred. Proficient knowledge of bank products and services. EDUCATION REQUIREMENTS: High school degree or equivalent required. Some college preferred. OTHER REQUIREMENTS (SKILLS, ABILITIES, CHARACTERISTICS): Strong work ethic and high integrity. Represents the Bank and oneself in a positive, courteous and friendly manner. Maintains professional appearance and behavior at all times. Excellent client-service skills, displaying a friendly, outgoing, assertive, confident, and enthusiastic personality. Exceptional interpersonal and communication skills with the ability to effectively build relationships. Must be able to interface at all levels of the organization, build collaborative relationships across departments and teams, and display confidence when speaking with internal and external customers. Demonstrates an outgoing, enthusiastic and sales-oriented personality. Must have great sales skills and be comfortable working in a goal-oriented environment. Actively participates in the Bank's sales program and is able to meet and exceed the expectations of established sales and referral activities. Established organizational skills leading to high accuracy rates in all areas. Proficient computer and technical skills, including the ability to use bank software products and branch capture equipment. ADDITIONAL INFORMATION SUPERVISORY RESPONSIBILITY: None PHYSICAL REQUIREMENTS: May require long periods of standing or sitting. Ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing over 25 pounds. May require long periods of typing and repetitive motion. EOE Disability/Vet Member FDIC
$24k-28k yearly est. 17d ago
Personal Banker I
Great Plains Bank 4.0
Investment banker job in Tuttle, OK
Floating position among several markets to include: The OKC Metro Area. Applicant could potentially consider any of these markets to be a office location and willing to travel to other markets in need. Summary: As a Personal Banker, you have a passion for helping customers, building relationships, and delivering superior customer service. You are energetic and enthusiastic as the face of Great Plains Bank to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of advancement and training opportunities. This position is eligible to participate in the Team Incentive Plan (TIP). As a Personal Banker, you will take a lead role in delivering a superior experience to Great Plains customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. Essential Duties and Responsibilities include the following: (Other duties may be assigned) Delivers a superior customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs and tailor product and service recommendations. Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to Great Plains technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our products and services work together Works in partnership with Specialists (Consumer Loan, Financial Advisors, Mortgage Bankers, Treasury Management, and Business Banking) to connect customers to experts who can help them with specialized financial needs. Opens checking, savings, certificate of deposits, safe deposit boxes and all account types and maintains customer files. Receives funds for deposit or distributes funds after verification of accounts and balances and examines checks for endorsements. Enters customers' transactions into computer to memo post transactions, and issues teller machine and manually generated receipts. Places holds on accounts for uncollected funds. Orders daily supply of cash and counts incoming cash. Balances currency and coin in cash drawer at end of shift and compares totaled amounts with data displayed on teller machine and/or other corresponding reports. Processes incoming and outgoing collection items. Processes branch daily insufficient checks online. Orders customer checks and pays invoices. Performs customer wire transfer services. Processes forms received in person or by mail. Files forms. Ability to effectively contribute to a positive team environment and work towards achieving goals. Other duties can be as assigned. Qualifications Supervisory Responsibilities This job has no direct supervisory responsibilities at this time, although future opportunities are possible. Education and/or Experience Associates degree from two-year college or university; or 3-5 years of experience in Retail banking sales, financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results. Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Skills Ability to read, analyze, and interpret technical procedures and/or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from other employees, customers and the general public. Ability to calculate basic math figures and amounts. Ability to apply concepts of basic algebra and geometry. To perform this job successfully, an individual should have knowledge of Microsoft Internet Explorer and Microsoft Office software. Physical Demands This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The environment would be consistent with a typical business office with moderate noise, services open to the public and the ability to work in a confined area typically indoors. All employees are required to attend training as required by GPB, as well as support the overall compliance program by complying with all laws, policies and procedures. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran and basis of disability or any other federal, state or location protected class.
$24k-29k yearly est. 4d ago

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How much does an investment banker earn in Edmond, OK?

The average investment banker in Edmond, OK earns between $78,000 and $269,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average investment banker salary in Edmond, OK

$145,000

$78,00010%

$145,000Median

$269,00090%

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Investment banker jobs in Edmond, OK - 55 jobs

Relationship Banker

Supervision and Regulation Intern- Bank Examiner

Private Client Banker - Covell and Sooner (New Build) - Edmond, OK

Professional Banker

Private Client Banker - Covell and Sooner (New Build) - Edmond, OK

Personal Banker

Financial Representative

Personal Banker

Personal Banker - To 21/hr - Oklahoma City, OK - Job 3693B

Personal Banker I

Part Time Personal Banker - Oklahoma City (44th & Western)

Personal Banker

Personal Banker I

Financial Services Representative - State Farm Agent Team Member

Relationship Banker

Private Client Banker - Covell and Sooner (New Build) - Edmond, OK

Private Client Banker - Rockwell and 122nd - Oklahoma City, OK

Financial Representative

Personal Banker - Bilingual

Personal Banker I

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How much does an investment banker earn in Edmond, OK?