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Personal banker jobs in Broken Arrow, OK - 33 jobs

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  • Assistant Trader

    Angott Search Group

    Personal banker job in Tulsa, OK

    Angott Search Group is pleased to partner with a financial planning firm in Oklahoma, in their search for an Assistant Trader. This full-time, on-site role is essential for supporting the firm's day-to-day trading operations. You'll be involved in trade execution, order management, and portfolio rebalancing, working in a dynamic, fast-paced environment. You'll also work closely with the investment team to analyze market trends, contribute to the development of investment strategies, and ensure the firm's trading activities are executed efficiently. This position requires a high level of attention to detail and strong collaborative skills. What You'll Do Support daily trading activities, including executing trades and managing orders. Assist with portfolio rebalancing to align with investment strategies. Collaborate with the investment team to analyze market trends and contribute to strategy development. Work effectively with team members, ensuring seamless communication and support for all trading operations. Qualifications Strong analytical and problem-solving skills. Experience in trade execution and order management. Knowledge of financial markets and investment principles. Proficiency in trading platforms and portfolio management software. Excellent communication and interpersonal skills to work effectively in a team. Attention to detail with strong organizational skills. Bachelor's degree in Finance, Economics, or a related field. Series 65 Licensure. Experience with trading Mutual Funds, ETFs, Treasuries, and Options is preferred.
    $67k-111k yearly est. 60d+ ago
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    Spherexx

    Personal banker job in Tulsa, OK

    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!
    $75k-132k yearly est. 60d+ ago
  • Universal Banker

    Bancfirst Corporation 4.3company rating

    Personal banker job in Claremore, OK

    Claremore, OK BancFirst, Claremore 1698 S Lynn Riggs Blvd Claremore, OK 74018 HOURS Full Time, Monday - Friday Saturdays as scheduled POSITION SUMMARY Ideal candidate is seeking long term employment with room for advancement, is committed to excellent customer service while complying with policy and procedure, and has an outstanding personality. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Paying and Receiving Teller for retail and commercial businesses, knowledge of a Recycler useful. Receives and processes multiple transactions with emphasis on accuracy. Sells money orders and official checks. Promotes BancFirst services through cross selling banking products to new and existing clientele, minimum goals and sales incentive will apply. Extraordinary customer service will be required at all times. Consistent execution of policies and procedures. Regular and consistent attendance and punctuality is an essential function of the job. Perform other job related duties and projects as assigned. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. REQUIREMENTS High School Diploma/GED Strong customer service skills. Previous teller experience a plus, but will train. Knowledge of teller cash limits, teller machines, and preparation of teller work. Ability to balance teller cash and maintain acceptable balancing percentages as defined by management. Maintain Branch cash vault (if applicable). Knowledge of consignment items and their issuance. Able to perform in a highly sensitive environment, deal with confidential matters and meet deadlines. Work well individually and with a team while maintaining a positive attitude. Must demonstrate a business professional image and demeanor. Outstanding listening and communication skills, both written and verbal. Work well under stress and deadlines while managing multiple tasks. Critical thinking skills. Excellent work ethic. Ability to work various hours as assigned to meet the needs of the business (open/close branch). Able to perform opening and closing duties while maintaining security standards. PREFERRED SKILLS AND QUALIFICATIONS Bilingual (Spanish) a plus PHYSICAL REQUIREMENTS Constant use of computer screens. Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear. Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching. Ability to sit and/or stand for long periods of time during the workday. Long periods of typing and repetitive motion. Ability to lift and/or move and carry 10-25 pounds (cash canisters, coin boxes/bags). Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers. EOE - BancFirst is an Equal Opportunity employer. Diversity…Our differences enhance business performance.
    $29k-34k yearly est. Auto-Apply 60d+ ago
  • Private Wealth Banker

    Bok Financial Corp 4.6company rating

    Personal banker job in Tulsa, OK

    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 Based Summary 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. Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us. * Empowered employees * Award-winning culture * Community commitment BOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits. About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between. Facts: * Operations focused in an eight-state footprint * 5,000 team members * $49.7 billion in assets * $114.6 billion in assets under management and administration * $8 million donated to local nonprofits in 2024 * 59,000+ volunteer hours by our employees in 2024
    $20k-30k yearly est. Easy Apply 35d ago
  • Personal Banker

    Commerce Bancshares 4.4company rating

    Personal banker job in Tulsa, OK

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Hourly: $20.00 - $24.40 (Amount based on relevant experience, skills, and competencies.) About This Job Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you'll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. You'll be helping yourself too, because Commerce has a tradition of recognizing and rewarding people for their talent, skills, and contributions. If this sounds like a fit for you, we're looking for a new Personal Banker to join our team at our Tulsa location. Personal Bankers are the key ambassadors of the Commerce Bank brand. In this retail banking role, you will develop and maintain long lasting relationships with not only your customers, but with your co-workers and other areas of the business within Commerce. As a Personal Banker, your goal is to uncover the financial needs of each customer and provide them with solutions to address those needs. As a Personal Banker, you'll: Receive the tools, resources, and training you need to be successful in your role and have opportunities to further your career with Commerce Bank. Deliver an excellent customer experience both in person and over the phone to ensure we meet customers' financial needs. Actively listen to our customers so you can make appropriate recommendations that match their needs. Educate customers on a variety of retail products and digital solutions that improves their financial wellness. Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements. Establish relationships with other internal departments and refer customers to bank specialists when complex financial needs are identified. Be able to earn more than your base pay through our quarterly incentive program. Essential Functions Interact with customers both in person and over the phone to ensure their financial needs are being met through needs-based conversations and sales fulfillment Actively listen, understand, and make recommendations of products and services based on customer needs to ensure individual and team sales and services goals are achieved. Educate customers on a variety of retail products and digital solutions that enhance the customer experience and contribute to achieving sales goals Ensure financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory requirements Identify complex financial needs and refer customers to bank specialists when appropriate. Perform other duties as assigned Work Schedule Monday - Friday 7:45am-5:15pm Knowledge, Skills & Abilities Required Strong sales skills with the ability to provide an excellent customer experience by easily connecting with customers in-person and over the phone. Ability to meet personal and branch sales and customer services expectations Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable to a variety of situations with an optimistic outlook that is aligned with our culture and Core Values Proficient with Microsoft Word, Excel and Outlook Education & Experience High School diploma or equivalent combination of education and experience required 1+ years sales or customer service experience required Experience working in an environment with individual and team sales goals preferred Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education. For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Personal Banker I or II level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $20.00 to $ 24.40 per hour. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 5314 S Yale Ave, Tulsa, Oklahoma 74135 Time Type: Full time
    $20-24.4 hourly Auto-Apply 60d+ ago
  • Resume Bank: Future Opportunities

    Avisto Mangement LLC

    Personal banker job in Tulsa, OK

    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.
    $23k-43k yearly est. 16d ago
  • New

    Desknote

    Personal banker job in Tulsa, OK

    Every job you create doesn't actually go live on the Rooster platform. We've created a comprehensive list of Do's and Don'ts so job posts that you create, go live!Every job you create doesn't actually go live on the Rooster platform. We've created a comprehensive list of Do's and Don'ts so job posts that you create, go live!
    $31k-40k yearly est. 60d+ ago
  • Universal Banker

    Central Bank 4.2company rating

    Personal banker job in Tulsa, OK

    Meet and greet customers as they enter the department or facility. Assess the needs of the customer, explain the accounts and services available, and assist in the selection of the most appropriate product or service for the customer's needs. Open new personal or business accounts including checking and savings accounts, certificates of deposit (CD), safe deposit boxes, individual retirement accounts (IRA), internet banking services, ATM and debit cards, and credit cards. Accurately prepare all related documentation. Provide accurate and timely service on account maintenance and research requests, change of address requests, stop payment requests, telephone and wire transfer requests, check orders, funds transfers, and other customer requests. Respond to customer inquiries and concerns and resolve problems or discrepancies with customer accounts. Accurately and efficiently process and record teller transactions for Bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments, conducting money transfers, placing stop payments, conducting cash advances, and other related services. Verify and balance cash drawer daily. Assist in identifying cash offages. Demonstrate sound risk management in decision making, including displaying solid knowledge of guidelines for fraud prevention and robbery. Understand and comply with loss control measures by maintaining cash drawer within prescribed limits. Prepare necessary forms for proper completion of Bank Secrecy Act (BSA) requirement, including obtaining appropriate documentation from customers and non-customers. Actively participate in the Retail sales program; attend appropriate sales training; utilize sales program initiatives; work with manager to set goals and make every effort to reach targeted goals. Make referrals to other business units for traditional and non-traditional banking products and services. Acquire and maintain thorough knowledge and understanding of compliance, security, and regulatory issues relating to teller and customer service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, etc.) evidenced by appropriate application of these regulations in day-to-day operations. Consistently deliver Legendary Service by promptly and professionally greeting customers in-person and by phone and facilitating a welcoming and customer-focused environment. May be assigned vault balancing responsibilities. Assist others in the department or facility as needed and/or directed.
    $30k-34k yearly est. 4h ago
  • Universal Banker

    Central Bancompany

    Personal banker job in Tulsa, OK

    Meet and greet customers as they enter the department or facility. Assess the needs of the customer, explain the accounts and services available, and assist in the selection of the most appropriate product or service for the customer's needs. Open new personal or business accounts including checking and savings accounts, certificates of deposit (CD), safe deposit boxes, individual retirement accounts (IRA), internet banking services, ATM and debit cards, and credit cards. Accurately prepare all related documentation. Provide accurate and timely service on account maintenance and research requests, change of address requests, stop payment requests, telephone and wire transfer requests, check orders, funds transfers, and other customer requests. Respond to customer inquiries and concerns and resolve problems or discrepancies with customer accounts. Accurately and efficiently process and record teller transactions for Bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments, conducting money transfers, placing stop payments, conducting cash advances, and other related services. Verify and balance cash drawer daily. Assist in identifying cash offages. Demonstrate sound risk management in decision making, including displaying solid knowledge of guidelines for fraud prevention and robbery. Understand and comply with loss control measures by maintaining cash drawer within prescribed limits. Prepare necessary forms for proper completion of Bank Secrecy Act (BSA) requirement, including obtaining appropriate documentation from customers and non-customers. Actively participate in the Retail sales program; attend appropriate sales training; utilize sales program initiatives; work with manager to set goals and make every effort to reach targeted goals. Make referrals to other business units for traditional and non-traditional banking products and services. Acquire and maintain thorough knowledge and understanding of compliance, security, and regulatory issues relating to teller and customer service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, etc.) evidenced by appropriate application of these regulations in day-to-day operations. Consistently deliver Legendary Service by promptly and professionally greeting customers in-person and by phone and facilitating a welcoming and customer-focused environment. May be assigned vault balancing responsibilities. Assist others in the department or facility as needed and/or directed. Education and/or Experience High school diploma or equivalent Previous teller or cash handling experience preferred Previous customer service experience preferred Previous sales experience preferred Knowledge of bank accounts and services, policies and procedures, and regulations preferred Experience with banking software preferred Computer and Equipment Skills Ability to operate teller and office equipment including computers, calculators/adding machines, telephones, voicemail, electronic typewriters, copy machines, fax machines, automatic currency counter, coin machine, check encoder, remote capture machine, and security devices. Knowledge of spreadsheet and word processing software preferred Communication Skills Ability to read, write, and speak English Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals Ability to write routine reports and correspondence Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization Strong sales, interpersonal, and communication skills Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals Ability to compute rate, ratio, and percent Ability to accurately and efficiently count, receive, and disburse cash Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form Ability to deal with problems involving several concrete variables in standardized situations
    $30k-39k yearly est. 60d+ ago
  • Personal Banker

    City National Bank & Trust 4.9company rating

    Personal banker job in Tulsa, 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 18d ago
  • Relationship Banker - Jenks - Jenks, OK

    Jpmorganchase 4.8company rating

    Personal banker job in Jenks, 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 Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. 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. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. 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 quickly and effectively resolve client issues 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 through 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 adhering to banking policies, procedures, and regulatory requirements. 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: ****************************************************************
    $23k-29k yearly est. Auto-Apply 5d ago
  • Financial Counseling Representative I

    R1 Revenue Cycle Management

    Personal banker job in Tulsa, OK

    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 - $22.48 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
    $15.4-22.5 hourly Auto-Apply 29d ago
  • Relationship Banker - Memorial and 91st - Tulsa, OK

    JPMC

    Personal banker job in Tulsa, OK

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase 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 cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase 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. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional 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 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 One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year 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 High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements 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: **************************************************************************
    $23k-30k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker Oklahoma

    Bank of America 4.7company rating

    Personal banker job in Tulsa, OK

    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.
    $22k-26k yearly est. 11d ago
  • Universal Banker | Chouteau, OK

    Welch State Bank

    Personal banker job in Chouteau, OK

    located in Chouteau, Oklahoma with regular and predictable attendance. This position is responsible for teller duties and with training and/or experience New Accounts responsibilities. We're looking for a friendly, loyal, accurate and outgoing person who wants to be part of a team-oriented environment. This candidate will need to be a detail-oriented, multi-tasker that will provide excellent customer service, in-person or phone, on a consistent basis. This candidate will possess outstanding customer service skills, have a sense of pride in a job well done, and have regular and predictable attendance. • Cash Handling and/or banking experience a plus. Hiring Requirements: Candidates must successfully pass credit review, drug screen, and criminal background check and provide professional employment references. Welch State Bank is an Equal Opportunity Employer. EEO/Vet/Disabled Monday - Friday 7:45 AM - 5:15 PM Rotating Saturday 7:45 AM - 12:15 PM
    $30k-39k yearly est. Auto-Apply 4d ago
  • Universal Banker

    Bancfirst Corporation 4.3company rating

    Personal banker job in Sand Springs, OK

    Sand Springs, OK 301 E. 2nd Street, Sand Springs 74063 Full Time: M-F, Saturdays as scheduled This role is an excellent opportunity for an individual who likes 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. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 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 Assist with other job related duties as requested by supervisor/manager Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. REQUIREMENTS Minimum of one year successful sales experience in an incentive driven or relational selling environment; demonstrated performance in meeting and exceeding performance goals. Minimum of six months 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 attendance and punctuality is an essential function of the job PREFERRED SKILLS AND QUALIFICATIONS Successful sales record in a retail banking environment; with knowledge of bank products and services Bilingual (fluent Spanish) PHYSICAL REQUIREMENTS Constant use of computer screens Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching Ability to sit and/or stand for long periods of time during the workday Long periods of typing and repetitive motion Ability to lift and/or move and carry 10-25 pounds (cash canisters, coin boxes/bags) Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers. EOE/AA - BancFirst is an Equal Opportunity and Affirmative Action employer. Diversity…Our differences enhance business performance.
    $29k-34k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker - Oklahoma North Market - Tulsa, OK

    Jpmorganchase 4.8company rating

    Personal banker job in Tulsa, 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 Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. 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. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. 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 quickly and effectively resolve client issues 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 through 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 adhering to banking policies, procedures, and regulatory requirements. 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: ****************************************************************
    $23k-29k yearly est. Auto-Apply 46d ago
  • Relationship Banker - Oklahoma North Market - Tulsa, OK

    JPMC

    Personal banker job in Tulsa, 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 Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. 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. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. 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 quickly and effectively resolve client issues 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 through 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 adhering to banking policies, procedures, and regulatory requirements. 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: ****************************************************************
    $23k-30k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker

    Central Bancompany

    Personal banker job in Tulsa, OK

    Performs customer services such as opening new accounts and assisting customers with queries concerning financial institution products and services. Responsible for the development of new business relationships and maintaining existing relationships. Explores customer needs and cross-sells services that are in the best interest of the customer or refers the customer to the appropriate internal specialist. Conducts relationships and activities consistent with established Bank policies, procedures and systems, and all applicable state and federal laws and regulations. Provides quality, personalized customer service in person and by telephone by effectively managing customer wait time and using the customer's name, greetings, and closings to ensure customer satisfaction; follows our Legendary Service Standards. Assesses the needs of the customer using the Customer Needs Assessment tool, explains different types of accounts available, and assists in the selection of the most appropriate product for the customer's needs. Opens new personal or business accounts including checking and savings accounts, certificates of deposit, safe deposit boxes, individual retirement accounts, internet banking services, ATM and debit cards, and credit cards; accurately prepares all related documentation. Provides accurate and timely service on account maintenance and research requests, change of address requests, stop payment requests, telephone and wire transfer requests, check orders, funds transfer requests, and other customer requests. Answers questions, gives explanations, and solves problems for customers in person, over the telephone, and through correspondence. Proactively contacts customers by telephone, written correspondence, or in person to develop, retain, and expand banking relationship. Develops, expands, and maximizes customer relationships by being alert and responsive to opportunities to cross-sell additional products and services that benefit the customer and promote customer retention. Recognizes opportunities and refers customers to business partners within the bank for loan, investment, and merchant products. Actively participates in iStep program; attends appropriate sales and iStep meetings and training; utilizes iStep program initiatives; works with manager to set iStep goals and takes responsibility for reaching targeted goals; tracks and submits sales in iStep system. Attends all required training. Acquires and maintains knowledge of relevant products, services, policies, and procedures. Acquires and maintains thorough knowledge and understanding of compliance and regulatory issues relating to teller and customer service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, Chex Systems, etc.) evidenced by appropriate application of these regulations in day-to-day operations. Acquires and maintains thorough understanding of security procedures; practices established procedures. Assists others in the department/facility as needed and/or directed. May be assigned teller responsibilities (see separate Teller job description). Education and/or Experience High school diploma or equivalent Previous customer service / new accounts experience preferred Previous teller or cash handling experience preferred Previous sales experience preferred Knowledge of bank accounts and services, policies and procedures, and regulations preferred Experience with banking software preferred Computer and Equipment Skills Ability to operate teller and office equipment including computers, calculators/adding machines, telephones, voice mail, electronic typewriters, copy machines, fax machines, automatic currency counter, coin machine, check encoder, and security devices. Knowledge of spreadsheet and word processing software preferred Communication Skills Ability to read, write, and speak English Ability to read and comprehend simple instructions, short correspondence, and memos Ability to write simple correspondence Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization Strong sales, interpersonal, and communication skills Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals Ability to compute rate, ratio, and percent Ability to accurately count, receive, and disburse cash Reasoning Ability Ability to apply common sense understanding to interpret and carry out instructions furnished in written, oral, or diagram form Ability to deal with problems involving several concrete variables in standardized situations
    $23k-30k yearly est. 43d ago
  • Relationship Banker Oklahoma

    Bank of America 4.7company rating

    Personal banker job in Tulsa, 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. Auto-Apply 13d ago

Learn more about personal banker jobs

How much does a personal banker earn in Broken Arrow, OK?

The average personal banker in Broken Arrow, OK earns between $21,000 and $34,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Broken Arrow, OK

$26,000
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