Investment banker jobs in Oklahoma - 117 jobs

Thank you for exploring opportunities at Spherexx! Didn't spot your dream role because it's currently occupied? Or perhaps you're a student looking for an assessment of your resume to identify any skills gaps? Whatever your situation, we want to know about it. At Spherexx, we're continually growing and scouting for fresh talent. If you'd like a chance to be notified of exciting roles before they go public, this is your gateway. Submit your resume here, and our dedicated hiring team will ensure your details are aligned with upcoming positions that match your skills and aspirations. To help us get a better sense of your fit for potential roles, we might ask you to complete some job-specific questionnaires. This step will not only give you a head start but will also make our hiring process more seamless and efficient. Stay Connected! Follow us on LinkedIn and Facebook to be in the loop with all things Spherexx: Facebook: Spherexx Careers LinkedIn: Spherexx LinkedIn One Last Tip: During your job hunt, remember to check your spam folder regularly. Recruitment emails often end up there, and we wouldn't want you to miss out on a golden opportunity!

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

Areas of Interest: Commercial Banking Pay Transparency Salary Range: 45760 Application Deadline: 02/19/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Not Bonus Eligible Summary Start your career in financial services by gaining broad knowledge of our industry and organization. Our Internship program is designed to benefit students completing their Junior year of college. Your training will combine classroom sessions, on-the-job training, computer and technical training, and group projects. Your training will take place in your specific market location and will include a 10 week immersive experience in the line of business. Following successful completion of the Internship, you will be considered for a role in our Associate rotational development program after graduation. Job Description The Accelerated Career Track Intern is primarily responsible for a variety of assigned duties, responsibilities, and studies throughout the bank in a competitive 10-week internship program designed to develop financial, analytical and sales skills to prepare for a career within the organization as determined through the training and rotational process. Participates in internal training programs and self-study courses in order to develop skills to be used on the job; specific focus on the Bank's operations, markets and strategies. Team Culture We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships. How You'll Spend Your Time * You will participate in classroom, self-study, and hands-on curriculum. * You will build relationships with managers, mentors, and peers. * You will participate in special projects, present data, analyze situations, draw conclusions, and make recommendations when required. * You will participate in Battle of the Interns on a project team. Education & Experience Requirements This level of knowledge is normally acquired through work towards completion of a Bachelor's degree. Working Conditions & Physical Requirements Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.

Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available Application Deadline: 12/01/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial . Bonus Type Formula BasedSummary Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve. Job Description The Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. Additional responsibilities include the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses. Team Culture We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic. Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience. How You'll Spend Your Time You will develop and implement a relationship management plan for potential customer accounts to identify and build relationships; and actively identify new prospects and develop new loan and deposit business. You will negotiate loan proposals with customers; this includes analyzing and evaluating credit requests and underwriting loan commitments, coordinating with the Private Wealth Underwriting group, and recommending appropriate credit grade. You will present to the loan committee and implement approval or declination action. You will monitor and manage existing credit relationships in coordination with the Private Wealth Underwriting group , including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. You will manage deposit portfolios by fulfilling client requests and overseeing resolution of account issues. You will serve as the relationship manager in delivery of products and services across departmental and divisional lines while facilitating resolution of operational problems for customers across all divisions. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 3-5 years of directly related experience in credit/banking and/or 6-8 years of equivalent combination of education and experience. Knowledge and understanding of commercial and consumer lending practices and loan documentation, and loan servicing requirements Good knowledge of accounting principles and practices Demonstrated capacity to sell products/services within the financial services industry Good understanding of credit underwriting, documentation, loan policy, and regulations Good knowledge of financial analysis including ratio and trend analysis and projections Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and Insurance products and services. Strong communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations Good PC skills including knowledge of word processing and spreadsheet applications Advertising Source BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.

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: ****************************************************************

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.

SUMMARY: Responsible for furnishing Cashiers in the casino cage with money; accurately reconciling vault inventory; verifying all money drops and deposits. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal or sensitive nature. The ultimate objective of this position is to help advance the Seminole Nation by delivering value and signature moments every day.ESSENTIAL DUTIES AND RESPONSIBILITIES: include, but are not limited to the following:• Creates and supports a work environment/culture focused on building high-trust relationships by extending support and respect to all• Assists various departments in counting gratuities.• Verifies all money drops and deposits money into appropriate accounts.• Reconciles cage cashier banks accurately.• Accurately complete prize checks when necessary.• Maintains various records of Main Bank activities.• Maintains the accuracy of vault inventory during ALL shifts.• Pulls and counts mutilated money; preparing it to be returned to the bank.• Ensures proper fills and reconciliation for ATM's / Kiosks.• Held accountable, to a high degree, for the accuracy, confidentiality, and thoroughness of departmental records and reports.• Complies with Title 31 requirements and other internal control standards.• Prepares reports as requested.• Seeks efficiency in Cage departments without undermining the rules/regulations.• Demonstrate effective computer literacy skills with Microsoft programs and database systems.KNOWLEDGE AND SKILLS - EXPERIENCE and/or EDUCATION:Equivalent to a high school education with one (1) year to three (3) years of similar or related experience.

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: **************************************************************************

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.

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry's most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. Seeking and paying for medical care is a significant challenge for many Americans. As an R1 Financial Counseling Associate, you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service(s). You will be expected to accurately and compassionately explain financial options and obligations during financial counseling sessions held directly with patients. In this role, a successful candidate must display excellent customer service, commitment to assisting patients, and attention to detail. To thrive in this job, you'll need to be able to multi-task, use and navigate multiple systems, and communicate with compassion and authenticity to build trust with patients when discussing sensitive situations. Additionally, you will need to gain and display a thorough understanding of Medicaid and other funding programs to provide patients with clear and concise information. Previous experience as a financial counselor with a background in medical terminology, understanding State and Federal assistance programs, or relevant healthcare experience is a plus. Here's what you can expect working as a Financial Counseling Associate: * You will have the opportunity to help patients navigate some of the most difficult times in their lives by reducing financial burdens related to their medical care. * You will see, hear about, and/or be in the presence of illness and injuries. You may need to be up to date on all vaccinations (including but not limited to an annual flu shot), pass a drug test, and pass a background check prior to hire. * This is a fast-paced work environment; you will need to be able to communicate complex coverage enrollment information with patients and assist with their applications effectively and efficiently. R1 training and Financial Counseling leaders are ready to help you gain the knowledge you need to be successful in this role. * We at R1 care about your professional growth and development. Financial Counseling leaders are committed to fostering individual growth, and R1 provides a multitude of career and leadership development courses and programs. Requirements: * High School Diploma or GED * Excellent customer service skills * Compassionate communication This role involves frequent movement between work areas and requires the ability to remain mobile throughout the day in order to perform essential job duties. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. R1 is an equal opportunity employer and does not discriminate on the basis of any protected status. For this US-based position, the base pay range is $15.35 - $23.13 per hour . Individual pay is determined by role, level, location, job-related skills, experience, and relevant education or training. The healthcare system is always evolving - and it's up to us to use our shared expertise to find new solutions that can keep up. On our growing team you'll find the opportunity to constantly learn, collaborate across groups and explore new paths for your career. Our associates are given the chance to contribute, think boldly and create meaningful work that makes a difference in the communities we serve around the world. We go beyond expectations in everything we do. Not only does that drive customer success and improve patient care, but that same enthusiasm is applied to giving back to the community and taking care of our team - including offering a competitive benefits package. R1 RCM Inc. ("the Company") is dedicated to the fundamentals of equal employment opportunity. The Company's employment practices , including those regarding recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person's age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status or any other characteristic protected by federal, state or local law. Furthermore, the Company is dedicated to providing a workplace free from harassment based on any of the foregoing protected categories. If you have a disability and require a reasonable accommodation to complete any part of the job application process, please contact us at ************ for assistance. CA PRIVACY NOTICE: California resident job applicants can learn more about their privacy rights California Consent To learn more, visit: R1RCM.com Visit us on Facebook #healthcare #customerservice #financialcounseling #rcm #insurance #hospital #medicaid #LI-TJ2022

Serves as a liaison between the member and the credit union. Responsible for providing account information and professionally handling members' daily credit union needs. Provides a variety of transaction services for members including deposits, withdrawals, cash advances, loan payments, redemption of US Saving Bonds, transfers and check cashing. Sells travel cards, money orders and official checks. Open and close accounts, provides member service duties including card services and account information updates. Duties and Responsibilities: Perform routine transactions, including processing deposits, withdrawals, loan payments, transfers, domestic wires, issuing and cashing checks, receiving credit card payments and processing cash advances. Process mail payments and deposits. Process and log night drop transactions. Receive payments for installment and share secured loans, ensuring that payments equal amount due and all late charges. Perform Shared Branch transactions. ATM, CDM and card balancing as needed. Operate and balance the coin machine. Balance to system generated proof to verify no cash on hand in drawer. Review, verify and consolidate checks within teller capture. Report any discrepancies to supervisor. Sell travel cards, gift cards, and other “sale” items and maintain logs and inventories. Answer telephone account inquiries from members and process their requests including; transfers between accounts, check reorders, order check copies, payroll allocations, stop payment orders, credit and debit card transactions and membership file updates. Maintain a working knowledge of the many aspects of the credit union to better serve members including knowledge of all FSFCU products. Proficient in check ordering, credit/debit card ordering, processing simple adjustments to members' accounts, researching member disputes and problem resolution. Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine checks for proper endorsement, negotiability and/or fraud, and enter deposits into computer records. Adhere to check hold policy. Process stop payments on checking accounts and on official checks. Maintain equipment and files necessary to keep accurate records of member accounts, including membership forms and account change forms. Respond promptly to members' requests and/or concerns. If necessary, direct member to proper person for information and assistance. Research and resolve member account problems. Process IRA and CD account transfers, rollovers and withdrawals. Prepare and process direct deposit forms and payroll allocations. Close accounts according to procedures. Accurately open new member accounts in a timely manner while cross selling products and services. New account duties include interviewing potential members to obtain information and explain available financial services. Verify potential members for field of membership qualifications, complete and obtain signature in workflow, prepare temporary checks, open accounts for members. Ability to accurately review credit report for OFAC/ID alerts when required and use AML. Process requests for new membership accounts. Sending correspondence to obtain necessary documentation to open memberships/accounts. Provide information on products, services or policies, including eligibility for membership, types of accounts, dividend and interest rates, office locations, hours, etc. Cross-sell credit union products, including ability to explain features and benefits of each. Answer basic loan questions including next due date, payment amount, frequency, payment method and final payment date. May be required to open and/or close branch. Maintain a working knowledge of procedures and may have the authority to provide overrides for other FSR's. Ensure station is properly stocked with forms, supplies, etc. Scan information into the computer system. Basic understanding of back office procedures and daily routines. Represent FSFCU in a courteous, efficient and professional manner at all times. Maintain positive attitude when dealing with members and co-workers. Work cooperatively in a team environment with other staff members. Maintain professional appearance and good attendance. Ensure highest level of accuracy and confidentiality in all credit union business. Identify member needs through building rapport and asking open-ended questions and strive to meet those needs. Present, promote, and recommend products and services to meet member needs and to contribute to overall branch performance goals. Cross-sell CU products by answering inquires, informing members of new services and product promotions, determining member needs and recommending alternate channels when applicable Perform outbound relationship calls according to guidelines set if applicable. Acquire and retain member relationships through relationship building, financial goal planning and overcoming objections. Educate members on how to use alternate channels/digital platforms to bank on the go. Attend and participate in Morning Brews and complete action items as set. Comply with BSA and Fair Lending regulations when performing all job requirements, and stay abreast of updates/requirements of BSA/OFAC/CIP through the completion of training courses assigned annually by trainer as well as meetings discussing BSA compliance activities. Complete all required training programs. Skills: This position requires the associate to work well with others and be extremely detail oriented. Basic math and money skills and the ability to apply common sense and to reason are expected. Good people skills as well as oral and written communication skills are essential. Ability to read, analyze, and interpret technical procedures and regulations are required. Excellent phone skills and manners are required. Typing and PC skills are required. 10 key by touch, Word and Excel experience preferred. Education: High school diploma, equivalent, or an equivalent combination of education and experience are required. Physical Demands/Work Environment: Duties of this job frequently require associate to talk, hear, stand, sit, write and type. Associate is occasionally required to walk or bend. Associate is frequently required to use hands and fingers, handle and feel objects, tools, or controls. Associate may be required to occasionally lift and/or move up to 50 pounds. Job requires close vision for computer work and ability to adjust focus from computer to member interface. The work environment is an office setting. Noise level is usually moderate. While safety precautions are in place, due to the nature of the industry, robbery is possible. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Remote Work: Remote work is not available due to the nature of the job. This job description is not a complete list of all the duties and responsibilities, nor does it constitute an employment contract. Duties and responsibilities may be added, deleted, or changed at any time at management's discretion.

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

Job Description We're always on the lookout for great talent! If you don't see a role that fits your skills right now, feel free to submit your resume here for future consideration. Our team will review your background and may reach out as new positions become available.

World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $19 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.

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.

Tulsa, 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.

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: ****************************************************************

SUMMARY: Responsible for furnishing Cashiers in the casino cage with money; accurately reconciling vault inventory; verifying all money drops and deposits. A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal or sensitive nature. The ultimate objective of this position is to help advance the Seminole Nation by delivering value and signature moments every day. ESSENTIAL DUTIES AND RESPONSIBILITIES: include, but are not limited to the following: • Creates and supports a work environment/culture focused on building high-trust relationships by extending support and respect to all • Assists various departments in counting gratuities. • Verifies all money drops and deposits money into appropriate accounts. • Reconciles cage cashier banks accurately. • Accurately complete prize checks when necessary. • Maintains various records of Main Bank activities. • Maintains the accuracy of vault inventory during ALL shifts. • Pulls and counts mutilated money; preparing it to be returned to the bank. • Ensures proper fills and reconciliation for ATM's / Kiosks. • Held accountable, to a high degree, for the accuracy, confidentiality, and thoroughness of departmental records and reports. • Complies with Title 31 requirements and other internal control standards. • Prepares reports as requested. • Seeks efficiency in Cage departments without undermining the rules/regulations. • Demonstrate effective computer literacy skills with Microsoft programs and database systems. KNOWLEDGE AND SKILLS - EXPERIENCE and/or EDUCATION: Equivalent to a high school education with one (1) year to three (3) years of similar or related experience.

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: ****************************************************************