Personal banker jobs in Midwest City, OK - 114 jobs
All
Personal Banker
Banker
Relationship Banker
Branch Banker
Universal Banker
Finance Representative
Mortgage Banker
Finance Service Advisor
Finance Service Representative
Bank Specialist
Finance Sales Consultant
Finance Associate
Relationship Banker
Bank of America 4.7
Personal banker job in Oklahoma City, OK
Oklahoma City, Oklahoma
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*********************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$22k-26k yearly est. 4d ago
Looking for a job?
Let Zippia find it for you.
Personal Banker - To 21/hr - Oklahoma City, OK - Job 3693B
The Symicor Group
Personal banker job in Oklahoma City, OK
PersonalBanker - To $21/hr - Oklahoma City, OK - Job # 3693BWho We AreThe Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.The PositionOur bank client is seeking to fill a PersonalBanker role in the greater Oklahoma City area. The successful candidate will be responsible for working with customers to help recommend products and services that meet their needs, and is driven by results and enjoys selling. This role is responsible for working as both a Teller and PersonalBanker. The opportunity has a generous hourly rate of up to $21/hr plus generous incentives and a benefits package. (This is not a remote position.) PersonalBanker responsibilities include:
Greeting customers and facilitating a welcoming and customer-focused environment
Building and maintaining relationships with customers to help identify financial products and services that meet their personal needs
Processing customer transactions efficiently and accurately in a fast-paced environment
Opening accounts, assisting with processing, and taking loan applications
Performing daily/weekly sales reporting
Who Are You?You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.You also bring the following skills and experience:
Minimum of one year of successful sales experience in an incentive-driven or relational selling environment; demonstrated performance in meeting and exceeding performance goals
Minimum of six months of cash handling experience in a retail sales environment
Ability to generate referrals, including making on-site visits with local businesses
Ability to work effectively as a team member and with customers
Strong work ethic and high integrity
Proficient with all Microsoft applications
Friendly, outgoing, confident, assertive, and enthusiastic personality
Must demonstrate a business professional image and demeanor
Must be able to communicate professionally verbally and in writing
Must be flexible and able to work additional hours when crucial to the branch environment
Regular and consistent attendance and punctuality an essential functions of the job
The next step is yours. Email us your current resume along with the position you are considering to: ************************
$21 hourly Auto-Apply 55d ago
Private Client Banker - Covell and Sooner (New Build) - Edmond, OK
Jpmorganchase 4.8
Personal banker job in Edmond, OK
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Share the value of Chase Private Client with eligible clients.
Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adheres to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses though JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience in cultivating relationships with affluent clients.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
$33k-65k yearly est. Auto-Apply 15d ago
Retail Relationship Banker
BMO (Bank of Montreal 4.7
Personal banker job in Oklahoma City, OK
Application Deadline: 02/01/2026 Address: 12000 N. Pennsylvania Ave. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
* Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
* Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
* Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
* Supports customer transactions needs based on customer traffic.
* Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
* Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
* Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
* Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
* Acts as a key member of a collaborative and versatile branch and market team.
* Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
* Organizes work information to ensure accuracy and completeness.
* Takes the initiative to find creative approaches that make each customer's experience feel personal.
* Looks for ways to contribute to the ongoing improvement of the overall customer experience.
* Contributes to business results and the overall experience delivered.
* May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
* Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
* Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
* Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
* Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
* Complies with legal and regulatory requirements for the jurisdiction.
* Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
* Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
* Analyzes issues and determines next steps.
* Broader work or accountabilities may be assigned as needed.
Qualifications:
* Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
* Appropriate lending qualifications and designations.
* Working knowledge of personal and small business customer needs and solutions.
* Working knowledge of retail investments and lending products.
* Experience in financial services is an asset.
* Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
* Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
* Passionate commitment to helping our customers.
* Drive to deliver a personal customer experience.
* A focus on results and the ability to thrive in a consultative sales and team-based environment.
* Resourceful self-starter with courage and confidence to approach customers.
* Readiness to collaborate and work in different capacities as part of a team.
* Strong interpersonal skills, including the ability to build rapport and connections with customers.
* An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
* Specialized knowledge.
* Verbal & written communication skills - Good.
* Organization skills - Good.
* Collaboration & team skills - Good.
* Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$41,714.00 - $62,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-62.5k yearly Auto-Apply 58d ago
Retail Relationship Banker
Bank of Montreal
Personal banker job in Oklahoma City, OK
Application Deadline:
02/01/2026
Address:
12000 N. Pennsylvania Ave.
Job Family Group:
Retail Banking Sales & Service
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.
Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
Supports customer transactions needs based on customer traffic.
Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures.
Acts as a key member of a collaborative and versatile branch and market team.
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
Organizes work information to ensure accuracy and completeness.
Takes the initiative to find creative approaches that make each customer's experience feel personal.
Looks for ways to contribute to the ongoing improvement of the overall customer experience.
Contributes to business results and the overall experience delivered.
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest.
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
Complies with legal and regulatory requirements for the jurisdiction.
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
Analyzes issues and determines next steps.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Appropriate lending qualifications and designations.
Working knowledge of personal and small business customer needs and solutions.
Working knowledge of retail investments and lending products.
Experience in financial services is an asset.
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
Passionate commitment to helping our customers.
Drive to deliver a personal customer experience.
A focus on results and the ability to thrive in a consultative sales and team-based environment.
Resourceful self-starter with courage and confidence to approach customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
Specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
Salary:
$41,714.00 - $62,500.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-62.5k yearly Auto-Apply 60d+ ago
Bilingual Universal Banker
Bancfirst 4.3
Personal banker job in Oklahoma City, OK
Oklahoma City, OK
909 South Meridian, Oklahoma City, OK 73102
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 PersonalBanker.
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
Regular attendance and punctuality is an essential function of the job
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
REQUIREMENTS
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
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 $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 8d ago
Professional Banker
Citizens Bank of Edmond 4.1
Personal banker job in Edmond, OK
This is the entry level Professional Banker position. The purpose of this job is to provide retail services to consumer and commercial customers.
Essential Job Functions
Provide all aspects of customer service including, but not limited to the following: cash checks, accept deposits and loan payments and loan applications, open accounts, close accounts and implement check holds.
Help achieve financial goals for the retail team
Handle customer complaints and resolve issues utilizing knowledge of Bank policies and procedures.
Prepare and maintain account paperwork, including signature cards, check orders, transfers and service charges.
Provide personalized customer service to depositors, cross-marketing bank products and services to generate new business for the bank as necessary.
Meet with and assist potential customers, handling all details in order to establish or maintain relationship.
Maintain contact with customers to ensure services and products are adequate and useful - recommending additional services as appropriate.
Complete arrangements and necessary documents for special services such as direct deposits, ACH transactions and exchanges of savings bonds.
Assist customers in establishing safe deposit boxes.
Balance vault and determine adequate money supply.
Maintain a professional and customer-friendly atmosphere in the lobby area
Ensure compliance with Bank policies and procedures.
Keep up with market changes and ensure compliance with external and internal bank rules and regulations
If scheduled for the opening and closing shift, open and closes office and ensure daily work is completed.
Complete understanding of security policies and procedures relevant to the Branch and any unique situations.
Represent CBE during community activities and civic organizations.
Perform other duties as request by Retail Officer or Operations Officer.
Qualifications
Qualifications
A bachelor's degree in Business, Finance, or a related field.
One to three years' banking experience
Any similar combination of education and experience
Strong preference placed on cash handling and prior banking experience
Knowledge, Skills, and Abilities
Requires excellent oral and written communication skills
Excellent interpersonal skills and ability to establish long-term relationships with customers and clients.
Customer service skills and ability to show compassion and professionalism through this customer facing role
Willingness to solve problems and cater to the needs of the customer.
Excellent organizational skill and accuracy in day-to-day tasks
Exceptional attention to detail
Ability to understand all aspects of retail banking, bank used applications and products.
Ability to connect customer needs and appropriately communicate bank products
Willingness to grow professionally and gain additional knowledge about the job through trainings.
Equipment Operated
Word Processor on personal computer, calculator, fax, copier, telephone, computer printer, check encoder, scanner and the following software: Jack Henry-Vertex system, Jack Henry banking system.
Work Environment
Work is performed both standing and at a desk with regular contact with customers and other employees, in person and on the phone. The noise level in the work environment is usually moderate.
Physical Demands
While performing the duties of this job, the employee is required to communicate effectively with others while standing, sitting or walking, and using hands to handle keyboard, telephone, paper, files, and other equipment and objects. The position requires the ability to review detailed documents and read computer screens. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job responsibilities.
$25k-40k yearly est. 9d ago
Personal Banker- Oklahoma City, OK (Penn)
Equity Bank 4.2
Personal banker job in Oklahoma City, OK
PersonalBanker Department: Retail Banking Job Type: Full-Time/Hourly Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we'll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
Responsibilities and Expectations
Key Responsibilities
Build Client Relationships
* Conduct professional client conversations that build and sustain trust and credibility
* Discover key life events happening with clients to ensure bank products and services are meeting financial needs
* Recommend and provide accounts, loans, and services that match clients' financial needs
* Promote bank products and services within and outside the bank
* Proactively make referrals to bank partners that result in additional revenue to the bank
* Demonstrate operational soundness to minimize risk exposure or loss and maintain quality production
* Adhere to operating procedures and protocols
Deliver a Consistently Superior Client Experience
* Demonstrate excellent customer service skills
* Behave in a manner to create a welcoming, engaging, professional environment for clients to experience
* Proactively resolve client issues in absence of or as directed by Bank Manager
* Respond to routine client inquiries and requests
* Perform teller duties as needed and process client transactions
* Approve transactions for other employees within your assigned authority limit
* Assist with bank opening and/or closing as directed
Demonstrate Compliance with Applicable Laws and Regulations
* Understand and follow applicable laws and regulations for your job responsibilities, including but not limited to Equity Bank Business Ethics and Conduct policy, Bank Secrecy Act, Anti-Money Laundering, Information Security, Suspicious Activity Reporting requirements, policies, and procedures
* Follow deposit account opening procedures and internal suspicious activity referral requirements and processes, as appropriate for this position
* Actively work with clients to understand each client's normal account activity, as appropriate for this position
* Complete periodic compliance training
* This position requires the employee to obtain and maintain NMLS certification in accordance with the SAFE Act and applicable lending regulations
Required Skills & Education
Requirements
* High School Diploma or equivalent
* Excellent interpersonal, verbal, and written communication skills
* Computer proficiency in Windows-based systems
* Ability to maintain a high degree of confidentiality
* Strong attention to detail and organizational skills
* Capable of working with a team to determine solutions
* Ability to travel to Wichita, KS during first week of employment for required week-long training
Preferred
* Previous Banking Experience
* Customer service experience
Who We Are
Equity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with over 80 bank offices throughout Kansas, Nebraska, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We're searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
What's in it for you?
We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
Benefits Available:
* Health, Dental & Vision Insurance
* Group Life & Long-Term Disability Insurance
* Flexible Spending & Health Savings Accounts
* Group Cancer Insurance
* 401(K) Retirement Plan w/Company Match
* Generous Vacation & Sick Time
* Employee Stock Purchase Plan (ESPP)
* Pet Insurance
* Retail Banking Benefits
Find your future at Equity Bank!
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant's race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$23k-29k yearly est. 40d ago
Bilingual Personal Banker- Retail
Bok Financial Corp 4.6
Personal banker job in Oklahoma City, OK
Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 12/17/2025 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
Are you ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Bilingual PersonalBanker and kickstart your career with our industry-leading Banking Navigator program-a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel.
In our 9-week Banking Navigator training program you'll receive hands-on guidance from a dedicated success team. This comprehensive program includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Upon graduation, you'll be fully prepared to thrive as a PersonalBanker-knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a PersonalBanker and help drive long-term growth at BOK Financial. Your banking career begins here!
Please note: Your initial training schedule may differ from your regular hours, and you may train at a different location before being permanently assigned to your branch.
Job Description
The Bilingual PersonalBanker provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes. The Bilingual PersonalBanker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Bilingual PersonalBanker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels.
During your first nine weeks of employment, you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule, and you may be required to train at a different location before being permanently assigned to a branch.
Team Culture
We're passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.
We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level.
We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination.
How You'll Spend Your Time
* You will be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals.
* You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions.
* You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities.
* You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
* You will provide a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.
* You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations.
* You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.
* Working knowledge of consumer financial products and services
* Working knowledge of banking, retail sales operations and/or contact center operations including phone, email and chat support
* Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions
* Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation
* Problem-solving and conflict resolution skills
* Ability to follow established standards and use judgment to determine when appropriate to escalate
* Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
* Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems
* Ability to complete multiple tasks at a time
* Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone
* Detail oriented, high degree of accuracy
* Ability to work in a fast-paced environment & under pressure, as needed
* Candidate must meet minimum language requirements in designated second language.
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
$23k-27k yearly est. Easy Apply 43d ago
Universal Banker I
Kirkpatrick Bank
Personal banker job in Oklahoma City, OK
Kirkpatrick Bank hires individuals who are committed to building long lasting relationships by delivering high quality customer service to all of our customers and within our communities. In return Kirkpatrick strives to offer a competitive and comprehensive benefit package.
Shift hours: Monday - Friday 11:00am to 6:00pm, Saturdays 8:45am to 1:00pm
Kirkpatrick Bank offers the following benefits (subject to eligibility requirement):
Company subsidized health and dental insurance for employees and dependents
Health and Dependent care flexible spending accounts, HSA account
Company provided life insurance and long term disability
Generous 401 (K) Match
Paid Sick and Vacation
Wellness Plan
Employee Banking products and services provided
Position Summary: The UB I will complete paying and receiving functions to include deposits, withdrawals, and other financial transactions while providing excellent customer service to all customers and adhering to company policies and procedures.
Supervisory Responsibilities: None
Essential Job Functions and Responsibilities:
Cash checks and disburses funds after verifying customer identity, signatures, and sufficiency of funds to support withdrawals
Accept deposits, confirming accuracy of transaction
Process money orders, cashier checks, gift cards, and savings bond redemptions
Enter transactions in Bank's core system, recording all transactions and producing customer receipts
Evaluate checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents
Encode and scan all paying and receiving transactions
Log and process night deposit envelopes (dual control)
Receive/receipt loan payments and safe deposit box rental payments
Assist customers with Safe Deposit Box entry (if applicable)
Respond to customer needs and priorities and establish meaningful customer relationships
Identify cross-selling opportunities to broaden customer banking relationships
Maintain current knowledge and constant compliance with Bank Secrecy Act (BSA)
Maintain current knowledge and constant compliance with other banking regulations and Kirkpatrick Bank policies and procedures
Commitment to Company Mission and Core Values
Other duties and responsibilities assigned as necessary
The above represents general responsibilities for the position. Other duties, responsibilities, and qualifications may be required and/or assigned as necessary.
Qualifications
Skills and Abilities:
Superior customer service skills
Professional and positive attitude
Maintain customer and Bank confidentiality at all times
Proficiency with Microsoft Office suite
Education and Experience:
High School Diploma/equivalent education required
Prior banking experience preferred
Customer service and cash handling experience preferred
Physical Requirements and Working Conditions:
Prolonged periods sitting at a desk and working on a computer
Must be able to lift up to 25 pounds at times
Professional office environment
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Kirkpatrick Bank is an Equal-Opportunity Employer who offers EEO to all persons without regard to race, color, religion, age marital or veterans status, sex, national origin, physical or mental disability or any other legally protected class.
$30k-39k yearly est. 17d ago
Personal Banker
Exchange Bank & Trust Co 3.2
Personal banker job in Stillwater, OK
Summary/Objective: The PersonalBanker assists clients with problems or questions regarding their accounts; provides services to new and existing clients by promoting, selling and opening bank deposit services, such as checking or savings accounts, Certificates of Deposit (CD), Individual Retirement Accounts (IRA), safe deposit boxes, etc. This position requires thorough knowledge and familiarity of the various accounts, products offered by the bank and is responsible for day-to-day service and sales activities necessary to achieve an excellent level of customer service and satisfaction. Required hours are Monday - Friday 8:00 am to 5:00 pm and up to two Saturdays per month from 8:00 am to 1:00 pm.
Essential Functions: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Responsible for performing all deposit duties including opening new accounts (consumer and business), CD/IRA and Safe Deposit Boxes.
Provides prompt, efficient, and accurate service in response to requests, inquiries, or problems concerning retail products and services.
Complies with all regulatory requirements and ensures that appropriate documentation is completed.
Builds and maintains relationships with clients. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to promote products offered by the bank.
Follows bank policies and procedures.
Represents oneself and the bank in a positive, courteous, friendly, and professional manner.
Cross-sells products and makes referrals to other Exchange Bank departments and locations as necessary to ensure the best products are available to fit customer needs.
Attends training as required by Exchange Bank as well as support the overall compliance program by complying with all laws, policies and procedures.
Performs other relevant duties as assigned.
Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
The employee must occasionally lift and/or move up to 25 pounds. This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must also have the ability to stoop, bend and squat in order to fulfill physical demands
Qualifications
Required Education and Experience:
High school diploma or GED.
One to two years of related experience and/or training, or equivalent combination of education and experience.
Proficient with all Microsoft applications (Word, Outlook, Excel etc.)
Preferred Education and Experience:
Associate's degree or bachelor's degree from four-year college or university.
Jack Henry experience.
Exchange Bank is an Equal Employment Opportunity (EEO) employer. It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
$24k-28k yearly est. 18d ago
Private Client Banker - Rockwell and 122nd - Oklahoma City, OK
JPMC
Personal banker job in Oklahoma City, OK
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$24k-44k yearly est. Auto-Apply 60d+ ago
Community Lending Mortgage Banker
City National Bank 4.9
Personal banker job in Oklahoma City, OK
WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy
* Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans
* Provide sound and ethical loan counseling to all potential applicants.
* Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service
* Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices.
* Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements
* Develop and/or implement sourcing strategies as required by written goals.
* Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand
* Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends.
* Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations
* Attend regularly scheduled sales meetings, training sessions and Bank functions.
* Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division
* Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes.
* Commitment to work of nonprofit organizations and making a positive impact in the community
* Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 5 years of retail residential mortgage sales experience
* Minimum 3 years of mortgage or financial experience as part of a community lending team
* Minimum of 5 years of experience with diverse and underserved clients
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Highly prefer network of professional and nonprofit referral sources
* Highly prefer a BA/BS degree with preference for business, finance, or economics degree
* Demonstrated superior sales and marketing ability
* Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank
* Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite
* Knowledge of mortgage credit policies and current industry compliance standards
* Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
* Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities
*WHAT'S IN IT FOR YOU?*
*Compensation*
This is a commission-based role and does not have a set salary range.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-RK
\#CA-RK
$22k-46k yearly est. 60d+ ago
Personal Banker
First Fidelity Bank 4.8
Personal banker job in Norman, OK
At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun!
SUMMARY
The PersonalBanker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The PersonalBanker 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 PersonalBanker must have thorough knowledge and familiarity of First Fidelity Bank's accounts and products, a genuine interest in our clients, and have a drive to find solutions that are beneficial for the client and the Bank.
PRIMARY DUTIES/RESPONSIBILITIES:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Client Relations and Sales
* Creates a memorable client experience by proactively building, maintaining, and growing relationships through various communication channels. Provides a superior level of service by identifying clients' needs and recognizing and acting upon opportunities to offer Bank products and services.
* Engages in professionally curious conversations with prospective and existing clients in order to uncover service opportunities. Asks questions to understand what is important to the client and how the Bank can help meet the client's financial needs. Uses a consultative approach while tailoring recommendations and solutions.
* Presents options to clients about ways to make their banking more beneficial, easy and convenient, while ensuring the needs of the client always come first.
* Works to bring the client's expectations in line with the Bank's capabilities in order to achieve the client's desired outcome. In every interaction looks for ways to say "yes" to the client, adapting, as needed, to meet the ever-changing needs of our clients and the communities where we do business.
* While consulting with the client, thoroughly explains product and account features, statements and service charges in a manner that the client can easily understand.
* Develops strong relationships with other colleagues at the Bank in order to introduce clients to specialists who can assist with specific financial needs.
* Provides prompt, efficient, and accurate service in response to client requests, inquiries, or problems. Dedicated to resolving client service issues in a manner that is efficient and favorable to the client and the Bank.
Teller Transactions
As needed, opens new accounts and assists with Teller transactions:
* Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks.
* Assists clients with questions on accounts and researches to identify and resolve problems.
* Accurately processes transactions while working within defined limits of authority. Maintains accurate cash and coin supply in drawer, keeping currency and coin in a neat and orderly arrangement.
* Verifies deposit amounts, examines checks, bonds and cashier's checks to determine negotiability. Accurately verifies signatures and client balances on withdrawals. Enters transactions into Bank records via online terminal. Completes and records accurate documentation on large transactions.
* Responsible for accuracy in balancing each day's transactions and verifying cash. Balances drawer and coin vault within defined accuracy standards.
Other Duties
* Leads by example, exceeding the expectations of the Bank's Mission, Core Values, and Golden Rules of Service.
* Complies with all policies, procedures and regulatory banking requirements.
* Demonstrates good work habits, attendance and follows policies and procedures.
* Performs other relevant duties as assigned.
* Regular and reliable attendance at work is an essential function of the job.
$25k-28k yearly est. 19d ago
Part Time (20 Hours) Associate Banker South Western and 119th Branch, Oklahoma City, OK
Chase 4.4
Personal banker job in Oklahoma City, OK
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. 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 an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$31k-36k yearly est. Auto-Apply 60d+ ago
Relationship Banker I
Simmons Bank 4.5
Personal banker job in Stillwater, OK
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
We're committed to bringing passion and customer focus to the business
Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing them with the resources of a traditional bank supported by cutting edge technology. We are passionate about guiding our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.
As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. Relationship Bankers will provide expert financial solutions to existing and prospective clients by assessing their financial needs and offering solutions through bank products and services to help clients accomplish their current and future financial goals. Relationship Bankers will be experts in marketing Simmons solutions to our existing customer base and prospects through daily interactions, outbound calling efforts, business visits, networking events and periodic ‘At Work' events. Relationship Bankers are expected to achieve and/or exceed their established individual and branch goals. They may also assist clients with account service and maintenance requests, teller transactions, problem resolution, and other transactional needs. It is expected that Relationship Bankers are professional and positive Simmons Ambassadors while meeting and exceeding our client's expectations. All Relationship Banker Positions will receive the same training on all requisite products, services, needs based conversations, and other tools necessary to perform the role.
Essential Duties and Responsibilities
Responsible to share and recommend the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources
Ensure that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for us to share valued solutions and recommendations via a needs-based philosophy
Perform all functions related to opening and closing accounts including assisting customers with the appropriate selection of accounts, performing research of customers' accounts, and complying with BSA and CIP requirements
Facilitate consumer loan requests: solicit loan requests; maintain knowledge of loan policies and procedures; assist with branch(es)' consumer loan portfolio(s)
Uncover needs and refer customers to a partner centric team that works with small business, corporate and institutional partners, and mortgage and financial advisors
Maintain a high level of client satisfaction by engaging our customers and ensuring we are providing an optimal customer experience
Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
Process customer requests and transactions in a positive, accurate and professional manner while engaging in a genuine conversation to help identify needs and recommend solutions
Performs other duties and responsibilities as assigned
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirement listed below are representative of the knowledge, skill, and/or ability required.
Skills
Ability to effectively motivate and present information in one-on-one and small group situation, to customers, clients and other employees in the organization
Embrace a team centric approach to collectively help our customers in an ever evolving and fast paced banking environment
Coach and lead the branch team according to process and protocol in the absence of an AFCM
Education and/or Experience
HS Diploma/GED
One year customer-facing and goal-oriented experience
This position requires registration with the National Mortgage Licensing System and Registry (NMLS) and/or
Obtain an NMLS license after employment. Please refer to (http:/mortgage.nationalwidelicensing.org) for more information
Computer Skills
MS Office programs
Understand and utilize social media platforms to help share brand awareness and obtain market knowledge
Other Qualifications (including physical requirements)
Occasional travel for meetings, training, bank conversion and acquisition support (sporadic and minimal overnight and/or out of town)
Ability to provide support and guidance at other banking institutions within the market
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
$27k-32k yearly est. Auto-Apply 60d+ ago
Personal Banker II
Vision Bank
Personal banker job in Prague, OK
Full-time Description
The PersonalBanker II is a financial liaison to customers while maintaining excellent customer service. The primary responsibility is acquiring, managing, and retaining meaningful relationships with customers using their financial knowledge to offer, explain and sell financial products and solutions.
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
Duties/Responsibilities:
Builds new customer relationships through frequent interactions with customers, proactively contacts customers.
Consistently looks for opportunities to improve sales efforts, branch profitability and deposit growth of the branch.
Cultivates a partnership with the Branch Retail Manager to drive sales and ensure that all customer needs are met.
Participates in a welcoming lobby experience, working with or directing customers to an appropriate team member based upon their identified needs and encourages utilization of products when necessary.
Helps to foster teamwork in the branch to ensure a positive overall customer experience by participating proactively in all branch communications and meetings.
Defines and offers solutions to resolve problems. Resolves more complex customer issues. Uses knowledge of the bank to identify helpful resources.
Identifies financial needs of customers and presents all appropriate product and service options by working cooperatively with appropriate internal team members.
Proactively educates customers on utilizing available products.
Maintains thorough knowledge of bank regulatory requirements including, but not limited to, Bank Secrecy Act, Regulation CC, Regulation E, Customer Privacy and Information Security.
Maintains proficiency in bank products and services such as internet banking, bill pay, mobile banking, mobile deposits, and other customer products.
Develops new customer relationships and/or retains and expands existing relationships by proactively identifying customer opportunities utilizing fundamentals of cross-selling to achieve personal and branch goals.
Takes ownership of the customer experience, including opening accounts with other products conveyed to the customer and resolving service issues as appropriate through follow-up.
Cultivates partnerships with back-office support to drive sales and ensure that all customer needs are met.
Maintains trustworthiness, character, professionalism, confidentiality and honesty in dealing with internal or external customers.
May be asked to assist at various branches if needed.
Education Requirements:
High school diploma or equivalent.
1 -3 year of banking experience preferred.
$23k-30k yearly est. 60d+ ago
Main Banker
Seminole Nation Gaming Enterprise
Personal banker job in Seminole, OK
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.
$24k-44k yearly est. Auto-Apply 60d+ ago
Personal Banker I
Great Plains Bank 4.0
Personal banker job in Yukon, OK
Summary: As a PersonalBanker, you have a passion for helping customers, building relationships, and delivering superior customer service. You are energetic and enthusiastic as the face of Great Plains Bank to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of advancement and training opportunities. This position is eligible to participate in the Team Incentive Plan (TIP).
As a PersonalBanker, you will take a lead role in delivering a superior experience to Great Plains customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
Essential Duties and Responsibilities include the following: (Other duties may be assigned)
Delivers a superior customer experience by acting with a customer-first attitude.
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs and tailor product and service recommendations.
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to Great Plains technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our products and services work together
Works in partnership with Specialists (Consumer Loan, Financial Advisors, Mortgage Bankers, Treasury Management, and Business Banking) to connect customers to experts who can help them with specialized financial needs.
Opens checking, savings, certificate of deposits, safe deposit boxes and all account types and maintains customer files.
Receives funds for deposit or distributes funds after verification of accounts and balances and examines checks for endorsements.
Enters customers' transactions into computer to memo post transactions, and issues teller machine and manually generated receipts.
Places holds on accounts for uncollected funds.
Orders daily supply of cash and counts incoming cash.
Balances currency and coin in cash drawer at end of shift and compares totaled amounts with data displayed on teller machine and/or other corresponding reports.
Processes incoming and outgoing collection items.
Processes branch daily insufficient checks online.
Orders customer checks and pays invoices.
Performs customer wire transfer services.
Processes forms received in person or by mail. Files forms.
Ability to effectively contribute to a positive team environment and work towards achieving goals.
Other duties can be as assigned.
Qualifications
Supervisory Responsibilities
This job has no direct supervisory responsibilities at this time, although future opportunities are possible.
Education and/or Experience
Associates degree from two-year college or university; or 3-5 years of experience in Retail banking sales, financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results.
Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Skills
Ability to read, analyze, and interpret technical procedures and/or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from other employees, customers and the general public. Ability to calculate basic math figures and amounts. Ability to apply concepts of basic algebra and geometry. To perform this job successfully, an individual should have knowledge of Microsoft Internet Explorer and Microsoft Office software.
Physical Demands
This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The environment would be consistent with a typical business office with moderate noise, services open to the public and the ability to work in a confined area typically indoors.
All employees are required to attend training as required by GPB, as well as support the overall compliance program by complying with all laws, policies and procedures.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran and basis of disability or any other federal, state or location protected class.
$23k-29k yearly est. 18d ago
Financial Representative
Five Rings OKC
Personal banker job in Oklahoma City, OK
Life Insurance • Financial Planning • Tax Strategy Job Type: Full-time or Part-time
About the Role
We are seeking a dedicated and motivated Financial Representative to join our team. In this role, you will be responsible for providing expert financial advice and services to clients, helping them navigate their financial goals, and manage their wealth effetively. The ideal candidate will possess a strong understanding of financial conepts, estate planning, and investment management, along with excellent customer relationship management skills.
Pay Structure
Compensation is based entirely on objective, quantitative performance results and offered across multiple income tracks --including commission-only options with uncapped earning potential, full ownership of your book of business and client relationships, and long-term residual income.
Responsibilities
Develop and maintain strong relationships with clients to understand their financial needs and objectives.
Develop comprehensive financial plans that include investments, insurance, and retirement.
Recommend and implement insurance strategies to protect clients' assets and income.
Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Build and maintain a network of clients through referrals, community involvement, and professional associations.
Engage in ongoing professional development to stay current with industry trends and best practices in financial services.
Requirements
Experience in financial sales or a related field is preferred but not required. Training is provided whether experienced or new to the industry.
Ability to communicate clearly and effectively to clients.
Relevant certifications or licenses in finance or investment management are preferred but not required at the time of application.
Benefits
Flexible schedule
Professional development assistance
Direct mentorship and training with Vice President
Virtual training system to learn at your own pace
Join us as a Financial Representative where you an make a significant impact on the lives of our clients by helping them achieve their financial aspirations through expert guidance and support.
Hybrid Remote
Five Rings OKC
1000 W Wilshire Blvd #220
Oklahoma City, OK 73116
How much does a personal banker earn in Midwest City, OK?
The average personal banker in Midwest City, 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 Midwest City, OK
$26,000
What are the biggest employers of Personal Bankers in Midwest City, OK?
The biggest employers of Personal Bankers in Midwest City, OK are: