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Regents Bank jobs - 32 jobs

  • Vendor Management Coordinator

    Regent Bank 4.1company rating

    Regent Bank job in Tulsa, OK

    Job Description About the Role: The Vendor Management Coordinator plays a crucial role in ensuring that our organization maintains strong relationships with our vendors while optimizing procurement processes. This position is responsible for overseeing vendor performance, negotiating contracts, and ensuring compliance with service level agreements. The coordinator will analyze vendor data to identify opportunities for cost savings and efficiency improvements. By collaborating with various departments, the coordinator will facilitate communication and resolve any issues that arise with vendors. Ultimately, the goal of this role is to enhance vendor partnerships that contribute to the overall success of the organization. Minimum Qualifications: Bachelor's degree in Business Administration, Supply Chain Management, or a related field. At least 2 years of experience in vendor management, procurement, or a similar role. Strong analytical skills with the ability to interpret data and make informed decisions. Preferred Qualifications: Certification in Supply Chain Management or Vendor Management. Experience with contract negotiation and management. Familiarity with procurement software and vendor management systems. Responsibilities: Manage and maintain relationships with existing vendors to ensure high levels of service and satisfaction. Conduct regular performance evaluations of vendors and provide feedback to improve service delivery. Negotiate contracts and pricing with vendors to secure favorable terms for the organization. Collaborate with internal teams to understand their needs and ensure that vendor services align with organizational goals. Monitor compliance with contractual obligations and service level agreements, addressing any discrepancies promptly. Skills: The required skills for this role include strong communication and negotiation abilities, which are essential for building and maintaining vendor relationships. Analytical skills are utilized daily to assess vendor performance metrics and identify areas for improvement. Attention to detail is crucial when reviewing contracts and ensuring compliance with agreements. Preferred skills, such as familiarity with procurement software, enhance efficiency in managing vendor data and streamlining processes. Overall, a combination of these skills enables the Vendor Management Coordinator to effectively support the organization's procurement strategy and vendor partnerships.
    $28k-41k yearly est. 29d ago
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  • SBA Director

    Regent Bank 4.1company rating

    Regent Bank job in Tulsa, OK

    Job Description The Director of SBA Lending manages all SBA activities for Regent Bank. Lending activities include loan origination, loan underwriting, loan servicing, portfolio management and reporting. This position is responsible for ensuring compliance with SBA and organizational lending policies and procedures and SBA lending activities to meet organizational goals and objectives. Essential Duties and Responsibilities: Directing all SBA lending activity, ensuring that organizational goals and objectives are met. Managing relationships with SBA lender service providers. Facilitating/Managing the sales of SBA loans on the secondary market. Approve loans for eligibility with government requirements. Assist loan operations and crediting in maintaining an effective loan process for government loans. Report status of governmental lending programs to management including reporting loan originations, portfolio data, past due status, and status of reimbursement efforts with SBA on loans over 90 days past due. Direct the servicing of government loan's in compliance with the Regent Bank's lending policies and procedures and program requirements. Maintain a great working relationship with the SBA and other government loan agency personnel in our markets. Perform periodic review of close loan files for program compliance. Other duties as assigned. Education And/Or Experience: Bachelor's Degree in Business Administration, Accounting, Finance, or businesses related degree. Ten Years (10) experience with focus in Commercial and SBA lending. Five (5) years of direct management experience. Knowledge/Skills/Abilities: Strong leadership and relationship building skills Knowledge of Microsoft Office applications (Excel, Word, Powerpoint). Strong verbal and written communication skills. Detail oriented and ability to work under pressure of deadlines. All candidates will be required to complete a pre-employment background, credit, and drug screening. Physical Requirements: Must be able to exert up to 10 pounds of force occasionally and/or negligible amount of force frequently. Must be able to occasionally lift and/or move up to 25lbs. Specific vision abilities required by this job include close vision and the ability to adjust focus. Sitting for long periods of time. Working Conditions: The working conditions are generally comfortable with minimal exposure to noise, heat, dust and other related items. All employees are required to maintain a neat and safe work area.
    $90k-128k yearly est. 17d ago
  • Premier Mortgage Client Servicing Escalation Manager

    City National Bank 4.9company rating

    Oklahoma City, OK job

    WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra-high net worth clients that will require additional white glove servicer, offers U.S. based clients and their advisors the personalized service of a dedicated premier servicing team and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs to encompass all mortgage servicing activities. This person is responsible for the day-to-day interaction with customers of the U.S. Wealth, Entertainment, and all other internal lines of business for premier wealth clients for issues our sub-servicer. They are the primary contact person providing proactive emails and calls will offer expert mortgage and servicing heloc expertise to provide consultative support to resolve operational questions, confusion, or issues that may from time to time arise within end-to-end servicing. Advises clients of the most effective combinations of products and services for their individual situation. Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing business and operational needs. As the operational expert for the client, the Account Officer/Manager is positioned to proactively execute on the concepts developed by the Relationship Manager with minimal supervision. Is also instrumental as a liaison with other internal departments to provide the operational excellence to clients. WHAT WILL YOU DO? * Coordinates the implementation of the service and operational functions necessary to ensure proper servicing of clients and the timely/accurate execution of any mortgage or HELOC servicing activities, issues, or inquiries * Acts as a liaison and owner of every escalation or issue between the advisors, their clients & internal departments to provide day-to-day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities. * Identify, track, and route new business inquiries or cross-selling opportunities to sales or the deposits team * Drive new project rollouts, regulatory change control, process updates, and ideas calls and research meetings to stay current on all Mortgage activities with champions from LOBs and RBC wealth, their advisors, and bankers with deck and training documentation prepation. * Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current * Onboard and maintain client accounts, including collecting client information and require documentation, processing money movement transactions as an example * Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Be on call if we a weekend escalated matter requires acknowledgement or support outside of operating business hours and be willing to work overtime as needed * Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance * Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests * Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes. * Performs other necessary duties and participates in Firm projects assigned. * Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment * Strong organizational skills including strong verbal and written skill set for complaint responses with concise summaries * Prepare executive level decks, reporting, overviews, and materials weekly/monthly/quarterly * Flexible and willing to perform other tasks as assigned * Meet the volume, SLA, and quality metrics including scorecard tracking and contact center metrics including average speed to answer, abandonment rate, and all other inbound outbound calling expectations * Ability adapt to changing scalable environment and willing to take on new initiatives and strategies * Travel as needed * Prepare weekly executive decks, monthly roll-up, and quarterly presentations to the executive leadership team as a required discipline. * Able to handle any adhoc service requests through solution or partner with another line for a warm hand-off * Be tied to productivity tracking, IVR, SLA, and quality metrics and ensure positive surveys are obtained. * Track through reporting or trackers all complaints needed for trending and follow through with remediation action steps or issues that may need to be raised * Take full ownership of any itemwhile having the ability to work with urgency and work through high stress levels from clients and high stress situations that need resolution * Maintain excellent working relationships with both internal and external partners * Adhere to any other requirements requested of the role not listed WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 10 years of mortgage or banking experience * 10 years of mortgage servicing experience in a senior capacity * 5 years of Call center experience or of experience handling complaints, escalations, requests verbally with a client * 5 years' experience preparing executive level presentations and reporting * 5 years of experience working with high-net worth clients * Excellent leadership and written and verbal communication skills * Proficiency with excel, word, power point and Adobe *Additional Qualifications* * Experience with Black Knight Mortgage Servicing Package systems and products highly preferred * Strong organizational, research, analytical and problem solving skills * Working knowledge of mortgage servicing financial performance, metrics, Mortgage Servicing Rights valuations and forecasting * Good verbal and written communication skills * High attention to detail * A problem solver and critical thinker * Ability to handle multiple projects at the same time while prioritizing client escalations * Client obsessed self-starter with a friendly positive personality that can be firm when needed *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $37.97 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. *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.
    $38-60.6 hourly 10d ago
  • Investment Consultant

    City National Bank 4.9company rating

    Remote or Oklahoma City, OK job

    *INVESTMENT CONSULTANT - Remote based in CO* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal Bank of Canada (RBC) Rochdale and to communicate and meet high net worth investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based on the acquisition of new assets under management. WHAT WILL YOU DO? * Develop and implement programs designed to increase the quality and quantity of Independent Financial Advisors, accounting and law firms referring clients to RBC Rochdale. * Ensure that Independent Financial Advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Facilitate the new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. * Communicate regularly with centers of influence to ensure that products and services are meeting their needs, expectations and specifications. * Facilitate and conduct individual meetings and presentations in assigned territory. * Generate new assets to the firm using a highly professional consultative sales approach. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * FINRA Series 7 and 63 or 66 licenses * Ability to travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *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-DN1 \#CA-DN1
    $101.2k-172.4k yearly 60d+ ago
  • Relationship Manager Senior CB

    City National Bank 4.9company rating

    Oklahoma City, OK job

    WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. WHAT WILL YOU DO? * Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank. * Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank. * Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc. * Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank. * Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management. * Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues. * Maintains awareness of competitive products, practices, rates and changes in market conditions. * Analyzes problem credits and meets with client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations. * Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of lending experience required. * Minimum 5 years of credit experience required *Additional Qualifications* * Good understanding of all products and services applicable to target client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting skills. * Capable of working well independently and in teams. * Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility. * Strong interpersonal, verbal, and written communication skills. * Strong demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction. * Sound credit analysis and accounting skills. * Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility. * Must be capable of working well independently and in teams. * Strong interpersonal, verbal, and written communication skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *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.
    $122.5k-208.7k yearly 60d+ ago
  • Apply today by visiting CNB1901.com

    City National Bank & Trust 4.9company rating

    Oklahoma City, OK job

    Apply now by visiting: CNB1901.com A Retail Banker at City National Bank is a very unique and exciting position. Our success as a banking and financial company has been sustained by a dedication to superior customer service. Other banks sell similar products to ours; therefore we rely on our Retail Bankers to set the bar high with a traditional friendly, fast, and accurate banking experience. This position is fast-paced, challenging, and rewarding. There's no better time to be a Retail Banker with City National Bank! We have a lot to offer. Our greatest asset is our employees. We strive to provide a stable & successful culture for our employees. Our benefits assist employees in preparing for retirement, savings, premier health care, leisure time and opportunities to serve in the local community. Find out more about our culture and benefits by visiting ********************************* What to expect. As a Retail Banker, you will be expected grow the bank by marketing and cross-selling products and services to meet and exceed the sales goals of the branch. This may be done through prospecting customers directly in a retail environment and/or in the local community. As the face of the bank, you will process customer transactions efficiently and accurately in a fast-paced environment; maintain and balance a cash drawer; and adhere to policies and procedures in a non-traditional retail atmosphere. Here are a few questions to consider about the position. Can you work flexible shifts-including evenings, Saturdays, and most holidays? Are you able to meet and exceed sales and customer service goals? Are you reliable and present yourself well? Would standing behind the teller line and doing some light lifting (no more than 50 lbs.) and bending once in a while for an 8 hour shift be a problem? Do you have cash handling or retail experience and are you able to always follow bank policies and procedures? Are you comfortable with paperwork and great at math? Do you like meeting new people and work well with others? A career you can bank on. A Retail Banker is your next step on the path to something even bigger. Beyond the initial classroom training as a new employee, we provide ongoing training to help you grow your career. Whether you want to be a rock star Retail Banker or you have a bigger goal of being a Branch Manager, we want you to be the best employee you can be and we give you the tools to do just that. Additional Information All your information will be kept confidential according to EEO guidelines.
    $65k-91k yearly est. 60d+ ago
  • Business Banking Specialist

    City National Bank & Trust 4.9company rating

    Oklahoma City, OK job

    City National Bank and Trust Job title: Business Banking Specialist Status: Full time Description: Reports to the Chief Lending Officer. Full time position to assist in growing and developing the bank's business account relationships. Build and maintain business customer relationships by ensuring customers are utilizing bank products and services to best fulfill their business needs. Must have strong initiative and work ethic, great communication skills, team player mentality, and exceptional customer service skills. Must be able to meet and exceed sales goal requirements through proactive prospecting and customer follow-up. Responsibilities: Support and advocate the bank's business customers, provide exceptional customer service and resolve customer issues promptly and effectively Regular follow up with business customers to ensure satisfaction of services, and assess any new needs through follow-up and cross-selling opportunities Make proactive calls and visits to prospective and current bank customers Meet monthly sales/contact goal requirements Maintain working knowledge of products and services, to include loan and non-loan products Ensure compliance with bank policies and regulations Interact with Loan Officers. Branch Management, and support staff for collaborative business sales efforts Qualifications: Proficient knowledge of Microsoft Office applications Excellent communication (oral, written, phone) and negotiating skills Ability to maintain interpersonal relationships Ability to work and contribute in a team environment Professionalism Organizational skills Valid Driver's License Education and Experience Required: High School Diploma or equivalent; college degree preferred No less than 2 years sales experience required Previous business banking experience preferred Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to drive and make outside visits to customer and branch locations Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear, carry or transport light weight equipment Ability to sit or stand for extended periods of time Close vision and ability to adjust focus Other Duties: 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.
    $28k-40k yearly est. 11d ago
  • Contact Center Rep.

    City National Bank & Trust 4.9company rating

    Lawton, OK job

    City National Bank and Trust Customer Service Representative Department: Call Center Description: Call Center Customer Service Representative provides excellent customer service while serving as a liaison between customers and all other departments and branches of CNB on incoming calls to the Call Center of City National Bank and Trust Company located in Lawton, Oklahoma. Responsibilities: Achieve and maintain all Call Center goal metrics. Complete training on professionalism, telephone etiquette, and OTJ software & achieve 80% or higher passing score on written situational test following training. Provide exceptional customer service to resolve customer issues promptly and effectively using proficient communication skills. Work effectively under pressure during times of high call volume or when assisting escalated customer situations. Comply with banking and departmental regulations, policies, and procedures. Qualifications: Demonstrated aptitude for learning new technology and working knowledge of MS Office. Problem solving and conflict resolution skills. Flexible in scheduling in order to meet business needs between 8:00 am & 6:00 pm weekdays and 9:00 am to 4:00 pm Saturdays. Ability to balance business and customer considerations through multi-tasking. Strong interpersonal skills and ability to work alone and with others in a team environment. Must have a strong work ethic with the ability and desire to meet goals. Professional and adaptable to change. Demonstrated positive attitude and willingness to help others. Education and Experience: High school diploma or equivalent required Previous work experience in customer service position or one year of college or military education. Experience taking Inbound calls in a call center environment is preferred. Proficient in office skills, working knowledge of MS Office Sales experience a plus Bi-lingual a plus Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Constant use of computer screens Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Ability to sit for long periods of time Long periods of typing and repetitive motion Close vision and ability to adjust focus Other Duties: 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.
    $35k-45k yearly est. Auto-Apply 14d ago
  • Residential Lending Loan Officer Associate

    City National Bank 4.9company rating

    Remote or Oklahoma City, OK job

    WHAT IS THE OPPORTUNITY? Provide support to one or more Residential Loan Officer to facilitate the timely review and submission of completed mortgage loan application packages, including supporting documentation required to process loan requests or modification requests. Support the Loan Officer in loan preparation and coordination with the operation teams to obtain/transmit necessary documentation and condition requests. Track and update Loan Officer on loan and pipeline status. WHAT WILL YOU DO? * Assists the Loan Officer with new loan application by collecting supporting documentation, entering information into loan operating system and any other administrative responsibilities related to the preparation of a mortgage application. * Managing all loan related documents in a share drive or other repository for such documents. * Manage reporting to track needs by loan and the Loan Officer. * Assists the Loan Officer in submitting conditions, monitoring expiration date on credit commitments. * Contacts borrowers directly for additional information related to loan requests including documentation require to meet conditions necessary to complete the successful closing of the loan. * Provide ongoing support for compliance with all applicable laws, regulations and administrative duties. * Answers calls from borrowers, escrow, title, agents etc. regarding status and general questions throughout the process of the loan. * Maintains a proactive commitment to established Bank programs, such as Customer first, Community Reinvestment Act (CRA) and Equal Employment Opportunity. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 1 year of Customer Service experience or financial experience * SAFE Act Registration. 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. *Additional Qualifications* * Bachelor's degree highly preferred * Excellent verbal and written communication skills. Must have good analytical skills and the ability to pay close attention to detail. * Utilizes independent judgment under general supervision. * May interact with clients, and occasionally with vendors and other outside lending institutions to obtain information and/or request documents. * Considerable knowledge of the job and the practical application to problems and situations ordinarily encountered. *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
    $34k-45k yearly est. 36d ago
  • Sales Ops Service Mgr-RBC/CNB Synergies

    City National Bank 4.9company rating

    Remote or Oklahoma City, OK job

    WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Relationship Manager/Banking Advisor clients, and relieves the Relationship Manager/Bank Advisor from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, Mobile Banking, Online Banking, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported. WHAT WILL YOU DO? * Client Services * Act as primary liaison between the client and all areas of the bank. Perform follow up with all client requests to ensure completion and satisfaction. * Resolve client inquiries and complaints and take appropriate action to prevent future problems. Contact clients regarding overdrafts (or other related problems) and perform follow-up necessary to resolve situation. Determine appropriate method of approach. * Analyze client needs in order to cross-sell a wide variety of Bank services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, and Treasury Management. Maintain complete knowledge of all bank products and services. * Participate in cross sell activities with the Relationship Manager/Banking Advisor, as appropriate. * Risk Management/Compliance * Perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Prepare and approve (within authority) outgoing wire transfers. Initiate debit and credit entries to checking/saving accounts for transfers, branch settlements, loan payments, etc. Assist with inquiries and transactions related to mobile banking and online banking activities. * Review deposits and either approve, decline, or place holds on immediate credit based on knowledge of clientele, account balance, account history and other related factors, within delegated authority. Process/approve transfers, overdrafts, and waivers of fees, within specified authority limit. * Maintain up-to-date knowledge of account activity by reviewing various reports (e.g., overdraft reports, large item reports, UCF, New Accounts reports, etc.) on a daily basis. Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank. * Ensure early identification and proper escalation of potential risk to appropriate level of authority. * Facilitate new deposit account requests by providing disclosures, gathering documents and initiate ongoing communication with the client. * Complete KYCs for new clients/entities/loans. * Approve items from Banking Offices, EIP, Non Post, etc. * Maintains and update DARS report. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 5 years' experience in client service, banking operations or banking relationship management support required. * Minimum 5 years' experience in a banking or financial services environment required * Minimum 5 years of experience with bank products and services (e.g. deposits, wealth management, cash management, international, etc.) required. *Additional Qualifications* * Bachelor's Degree preferred * Excellent risk management knowledge. * Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels. * Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires). * Excellent analytical skills. * Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook). *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *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.
    $65.3k-104.3k yearly 3d ago
  • Full Time Teller

    American Nation Bank 4.3company rating

    Ardmore, OK job

    American Nation Bank is seeking a full‑time Bank Teller to join our team and provide exceptional customer service in a welcoming, professional environment. This role is responsible for processing a variety of routine financial transactions-including deposits, withdrawals, check cashing, and loan payments-with accuracy, efficiency, and attention to detail. The ideal candidate will demonstrate strong communication skills, a commitment to customer satisfaction, and the ability to work collaboratively with both customers and coworkers. Join a Team That Invests in You! American Nation Bank is a local community bank built on exceptional customer service and a genuine commitment to the communities we serve. As we grow, we are looking for positive, ethical, enthusiastic individuals to grow with us. If you're excited about learning the financial services industry from the ground up , and you're willing to put in the time to build both your knowledge and your earning potential, we'd love to hear from you. Experience is always a plus, but the right attitude and a willingness to learn matter even more. If this sounds like the opportunity you've been waiting for, we invite you to submit your resume and take the first step toward a rewarding career. EOE Minorities/Females/Protected Veterans/Disabled Qualifications Basic computer knowledge Strong customer service and communication skills Strong attention to detail Knowledge of basic mathematical concepts
    $23k-27k yearly est. 6d ago
  • Mortgage Loan Underwriter Senior

    City National Bank 4.9company rating

    Oklahoma City, OK job

    WHAT IS THE OPPORTUNITY? The role of the Underwriter III is to evaluate the credit risk against company standards and to determine the borrower's ability to repay a residential mortgage. The Underwriter III analyzes and interprets the most complex financial and non-financial data decisioning the requests with the goal of achieving the optimal quality asset for the bank while satisfying the needs of borrower. The Underwriter III is also responsible for LLCs along with other complex borrower types. The Underwriter III works within established lending authorities and guidelines, with complex or unusual situations escalated to the next highest authority level for resolution. This includes mentoring and training of Underwriters I and II including second level reviews. What you will do * Reviews the loan package received to ensure completeness verifying that all supporting documents are included to make a credit decision per established policies * Identifies issues and recommends appropriate resolution within policy service level agreements * Analyzes and determines the financial capacity of the borrower's ability to repay: * Performs credit analysis, financial statement analysis, cash flow analysis, liquidity qualification and payment calculation spreads * Reviews for stability of residency and employment * Verifies income per established policy * Identifies any exceptions to current policies * Documents a reasonable conclusion mitigating any identified risks supporting the request will be repaid * Accurately sets and clears conditions * Interacts with RLC and Processor throughout the life cycle of the loan, providing information, updates and assistance as required * Updates System(s) with pertinent information and appropriate data as required * Renders a decision within his/her lending authority. If deal is outside of lending authority, provides a recommended decision and submits for appropriate level signing authority * Originates appropriate client letters; Commitment, Counter Offer, Declination * Certifies and provides a final Workbook to the Processor * Ensures compliance with bank and statutory/regulatory guidelines * Client Satisfaction * Promotes a team environment fostering a positive working environment * Functions as a collaborator and innovator to drive continuous improvement * Provides guidance and support to the RLC and Processor when required * Utilizes systems and tools to ensure that the RLC's are updated on the status of loans * Interacts and communicates daily with all levels as required to support business units, Processors, Funding/Doc Prep to ensure requirements are understood and met * Provides timely, complete and accurate response to inquiries * Handles all situations in a professional and ethical manner * Takes the lead in resolving problems for his/her own loans; assisting Underwriters I and II with resolutions * Supports and contributes to the quality and customer satisfaction goals of the bank * Productivity * Ensures all goals and service level agreements (SLAs) are met * Tracks, logs and provides daily, weekly, monthly, quarterly reporting of production statistics as defined by management * Consistently meets quality control and data integrity standards * Effectively utilizes available systems, workflow and imaging tools * Mentor and train Underwriters I and II * 2nd level review of Underwriters I and IIs' work * Performs other duties as assigned by Management, including participation in projects, process improvement initiatives, etc. *Must-Have** * Minimum 7 years of experience as an Underwriter in a financial services or mortgage banking environment required. * Minimum 7 years of experience in jumbo and super jumbo underwriting to investor or organization's guidelines required * Minimum 7 years of experience with state and federal lending regulations (i.e., Ability to Repay (ATR), RESPA, Reg B, Reg O, Reg Z, Fair Lending, etc.). *Skills and Knowledge* * Bachelor's degree in Business, Finance or Economics or related discipline with 10 or more years of experience in a mortgage banking environment required * Familiar with FNMA/FHLMC guidelines * Computer literate with experience using Microsoft applications with mortgage industry standard software, preferably InterLink E3 or NetOxygen/Gallagher. * Superior ability to communicate effectively in both verbal and written form * Strong time management skills to plan and organize a high daily loan volume * Strong ability to be very detail oriented * Must be a team player and work constructively with their fellow colleagues * Specific knowledge and exposure to funding and loan documentation to resolve more complex situations such as occur with LLC's, irrevocable trusts, and Co-operatives *Compensation* Starting base salary: $41.83 - $66.81 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *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. Get an inside look at our **************************************************************************************************** ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit ********************* *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. ************************************************************************************************** If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $41.8-66.8 hourly 60d+ ago
  • Supervisor Mortgage Servicing Oversight

    City National Bank 4.9company rating

    Oklahoma City, OK job

    WHAT IS THE OPPORTUNITY? We are seeking a Supervisor Mortgage Servicing Oversight to lead our mortgage servicing operations with a focus on compliance and performance excellence. This role involves managing vendor relationships, ensuring subservicers meet contractual obligations and regulatory requirements.Key responsibilities include developing and implementing controls for servicing regulatory themes, conducting regular audits, and establishing a data scorecard to monitor key performance indicators. The supervisor will oversee training initiatives for subservicer staff, create standardized documentation practices, and prepare comprehensive reports for senior leadership.Managing all Servicing Escalations and Client Interactions:The supervisor will also handle escalation management with urgency, addressing any critical issues or breaches in service level agreements swiftly. This role requires effective communication with clients, ensuring their concerns are resolved promptly and professionally. Building strong relationships with clients and providing timely updates will be essential to maintain trust and satisfaction.Collaboration with internal departments such as Analytics, Legal, and Risk is essential to align vendor performance with compliance goals. A commitment to continuous improvement will drive the refinement of controls and processes in response to regulatory changes. WHAT WILL YOU DO? * Serve as the primary point of contact for sub-servicers, ensuring communication and coordination. * Monitor and evaluate sub-servicer performance against contractual obligations and performance standards. * Develop and implement controls for servicing regulatory themes to ensure adherence to compliance and legal requirements. * Conduct regular audits of subservicer operations and compliance practices. * Establish a data scorecard to track key performance indicators (KPIs) related to compliance and service delivery. * Analyze performance metrics to identify areas for improvement and drive corrective actions. * Implement training programs for subservicer staff on compliance standards and best practices. * Update training materials to reflect regulatory changes. * Define documentation standards to ensure consistency and accountability in operations. * Prepare and present detailed reports on vendor performance, compliance issues, and risk management to senior leadership. * Maintain a feedback loop to refine controls and scorecards based on performance data and stakeholder input. * Stay updated on regulatory changes and adjust processes accordingly. * Partner with internal departments (Analytics, Legal, Risk) to align vendor performance with organizational compliance goals. * Oversee default-related activities managed by subservicers, including collections, loss mitigation, bankruptcy, and foreclosure. * Address and resolve issues or breaches of service level agreements identified through monitoring and audits. * Build and lead the bank's mortgage department, focusing on strategy, staffing, and revenue goals. * Create a comprehensive suite of mortgage products and services. * Establish policies, procedures, and workflows to ensure compliance and operational efficiency. * Recruit, train, and manage Mortgage Loan Originators (MLOs) and operations staff. * Drive growth and profitability within the mortgage division. * Ensure underwriting standards are met and loans comply with regulatory and secondary market guidelines. * Manage vendor relationships and mortgage software applications. * Represent the bank in community and civic activities to enhance market presence. * Manage foreclosure and bankruptcy processes, overseeing files related to default law, including title issues and contested foreclosures. * Provide oversight of the sub-servicer's foreclosure and bankruptcy attorney network, ensuring proper case management and cost allocation. * Implement standardized processes and best practices for insurance policy placement to enhance customer experience and ensure compliance. * Conduct assessments and measurements of sub-servicing activities, particularly focusing on property and casualty insurance matters. * Establish rigorous quality control measures to maintain high standards of service and compliance. * Collaborate with stakeholders to evaluate the impact of climate factors on affordability, ownership costs, and Mortgage Servicing Rights (MSR) valuations. * Train team members and strategic partners on best practices related to foreclosure and bankruptcy. * Assist the Sub-Servicing Oversight Team in ensuring all sub-servicers and third parties comply with standards and regulatory requirements. * Engage with investors and insurers to advocate for policies beneficial to all stakeholders. * Undertake special projects or strategic initiatives as assigned by senior leadership. * Perform other duties as necessary, including travel. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 12+ years of mortgage servicing experience to include responsible risk management and strategic decision-making and ability to manage complex projects and initiatives * Minimum of 5 years of Mortgage Default Experience * Minimum of 5 Years of Mortgage Subservicing Experience *Additional Qualifications* * Deep knowledge of mortgage regulations and secondary market guidelines (Fannie Mae, Freddie Mac). * Running servicing operations and establishing an end to end servicing oversight control for a bank. * Strong leadership, communication, and analytical skills. * Proficiency in loan origination software (e.g., Encompass) and Microsoft Office. * Excellent leadership, consulting, and communication skills, including the ability to lead direct and indirect reports and influence all levels within the organization * Excellent negotiation skills and highly collaborative planning ability, excellent diplomacy, tact, judgment, problem-solving and decision-making skills * Ability to think critically and strategically and drive change; capability of successfully managing multiple projects concurrently * Strong quantitative, governance, and analytical abilities * Ability to solve complex problems and drive structure through ambiguity * Strong verbal and written communication skills with ability to provide effective challenge to senior management and cross functional leadership * Advanced proficiency in Microsoft Office technologies (PowerPoint, Excel, Word, Visio) *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $0 - $0 per hour. Exact compensation may vary based on skills, experience, and location. *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.
    $85k-107k yearly est. 2d ago
  • Community Lending Mortgage Banker

    City National Bank 4.9company rating

    Oklahoma City, OK job

    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

    City National Bank & Trust 4.9company rating

    Tulsa, OK job

    City National Bank and Trust : Personal Banker Department: Retail Status: Full time Equal Opportunity Employer Description: The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank. Responsibilities: Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments. Develop and expand customer growth through daily prospecting and follow-up activities. Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies. Effectively cross-sell and market bank products and services to customers and prospects. Protect customer confidentiality and privacy while practicing branch security procedures. Participate in daily branch operations, gaining proficiency in various areas of personal banking. Actively log customer interactions and follow-ups into Synapsys with detailed notes. Embody CNB's values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues. Qualifications: Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus. Proficiency with Microsoft products, general computer skills, and basic math skills. Ability to work flexible or extended hours with consistent attendance and punctuality. Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure. Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude. Education and Experience: High School diploma or equivalent Demonstrate alignment with City National Bank's values and vision. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear. Ability to lift/carry no more than 20lbs. Ability to stand for the majority of the assigned work schedule. Clear verbal communication and close vision with the ability to adjust focus. Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.
    $23k-30k yearly est. 15d ago
  • Apply today by visiting CNB1901.com

    City National Bank & Trust 4.9company rating

    Oklahoma City, OK job

    Apply now by visiting: CNB1901.com A Retail Banker at City National Bank is a very unique and exciting position. Our success as a banking and financial company has been sustained by a dedication to superior customer service. Other banks sell similar products to ours; therefore we rely on our Retail Bankers to set the bar high with a traditional friendly, fast, and accurate banking experience. This position is fast-paced, challenging, and rewarding. There's no better time to be a Retail Banker with City National Bank! We have a lot to offer. Our greatest asset is our employees. We strive to provide a stable & successful culture for our employees. Our benefits assist employees in preparing for retirement, savings, premier health care, leisure time and opportunities to serve in the local community. Find out more about our culture and benefits by visiting ********************************* What to expect. As a Retail Banker, you will be expected grow the bank by marketing and cross-selling products and services to meet and exceed the sales goals of the branch. This may be done through prospecting customers directly in a retail environment and/or in the local community. As the face of the bank, you will process customer transactions efficiently and accurately in a fast-paced environment; maintain and balance a cash drawer; and adhere to policies and procedures in a non-traditional retail atmosphere. Here are a few questions to consider about the position. Can you work flexible shifts-including evenings, Saturdays, and most holidays? Are you able to meet and exceed sales and customer service goals? Are you reliable and present yourself well? Would standing behind the teller line and doing some light lifting (no more than 50 lbs.) and bending once in a while for an 8 hour shift be a problem? Do you have cash handling or retail experience and are you able to always follow bank policies and procedures? Are you comfortable with paperwork and great at math? Do you like meeting new people and work well with others? A career you can bank on. A Retail Banker is your next step on the path to something even bigger. Beyond the initial classroom training as a new employee, we provide ongoing training to help you grow your career. Whether you want to be a rock star Retail Banker or you have a bigger goal of being a Branch Manager, we want you to be the best employee you can be and we give you the tools to do just that. Additional Information All your information will be kept confidential according to EEO guidelines.
    $65k-91k yearly est. 7h ago
  • SBA Director

    Regent Bank 4.1company rating

    Regent Bank job in Nowata, OK

    Job Description The Director of SBA Lending manages all SBA activities for Regent Bank. Lending activities include loan origination, loan underwriting, loan servicing, portfolio management and reporting. This position is responsible for ensuring compliance with SBA and organizational lending policies and procedures and SBA lending activities to meet organizational goals and objectives. Essential Duties and Responsibilities: Directing all SBA lending activity, ensuring that organizational goals and objectives are met. Managing relationships with SBA lender service providers. Facilitating/Managing the sales of SBA loans on the secondary market. Approve loans for eligibility with government requirements. Assist loan operations and crediting in maintaining an effective loan process for government loans. Report status of governmental lending programs to management including reporting loan originations, portfolio data, past due status, and status of reimbursement efforts with SBA on loans over 90 days past due. Direct the servicing of government loan's in compliance with the Regent Bank's lending policies and procedures and program requirements. Maintain a great working relationship with the SBA and other government loan agency personnel in our markets. Perform periodic review of close loan files for program compliance. Other duties as assigned. Education And/Or Experience: Bachelor's Degree in Business Administration, Accounting, Finance, or businesses related degree. Ten Years (10) experience with focus in Commercial and SBA lending. Five (5) years of direct management experience. Knowledge/Skills/Abilities: Strong leadership and relationship building skills Knowledge of Microsoft Office applications (Excel, Word, Powerpoint). Strong verbal and written communication skills. Detail oriented and ability to work under pressure of deadlines. All candidates will be required to complete a pre-employment background, credit, and drug screening. Physical Requirements: Must be able to exert up to 10 pounds of force occasionally and/or negligible amount of force frequently. Must be able to occasionally lift and/or move up to 25lbs. Specific vision abilities required by this job include close vision and the ability to adjust focus. Sitting for long periods of time. Working Conditions: The working conditions are generally comfortable with minimal exposure to noise, heat, dust and other related items. All employees are required to maintain a neat and safe work area.
    $89k-127k yearly est. 17d ago
  • Contact Center Rep.

    City National Bank & Trust 4.9company rating

    Lawton, OK job

    City National Bank and Trust Customer Service Representative Department: Call Center Description: Call Center Customer Service Representative provides excellent customer service while serving as a liaison between customers and all other departments and branches of CNB on incoming calls to the Call Center of City National Bank and Trust Company located in Lawton, Oklahoma. Responsibilities: Achieve and maintain all Call Center goal metrics. Complete training on professionalism, telephone etiquette, and OTJ software & achieve 80% or higher passing score on written situational test following training. Provide exceptional customer service to resolve customer issues promptly and effectively using proficient communication skills. Work effectively under pressure during times of high call volume or when assisting escalated customer situations. Comply with banking and departmental regulations, policies, and procedures. Qualifications: Demonstrated aptitude for learning new technology and working knowledge of MS Office. Problem solving and conflict resolution skills. Flexible in scheduling in order to meet business needs between 8:00 am & 6:00 pm weekdays and 9:00 am to 4:00 pm Saturdays. Ability to balance business and customer considerations through multi-tasking. Strong interpersonal skills and ability to work alone and with others in a team environment. Must have a strong work ethic with the ability and desire to meet goals. Professional and adaptable to change. Demonstrated positive attitude and willingness to help others. Education and Experience: High school diploma or equivalent required Previous work experience in customer service position or one year of college or military education. Experience taking Inbound calls in a call center environment is preferred. Proficient in office skills, working knowledge of MS Office Sales experience a plus Bi-lingual a plus Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Constant use of computer screens Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear Ability to sit for long periods of time Long periods of typing and repetitive motion Close vision and ability to adjust focus Other Duties: 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.
    $35k-45k yearly est. 15d ago
  • Business Banking Specialist

    City National Bank & Trust 4.9company rating

    Oklahoma City, OK job

    City National Bank and Trust Job title: Business Banking Specialist Status: Full time Description : Reports to the Chief Lending Officer. Full time position to assist in growing and developing the bank's business account relationships. Build and maintain business customer relationships by ensuring customers are utilizing bank products and services to best fulfill their business needs. Must have strong initiative and work ethic, great communication skills, team player mentality, and exceptional customer service skills. Must be able to meet and exceed sales goal requirements through proactive prospecting and customer follow-up. Responsibilities : Support and advocate the bank's business customers, provide exceptional customer service and resolve customer issues promptly and effectively Regular follow up with business customers to ensure satisfaction of services, and assess any new needs through follow-up and cross-selling opportunities Make proactive calls and visits to prospective and current bank customers Meet monthly sales/contact goal requirements Maintain working knowledge of products and services, to include loan and non-loan products Ensure compliance with bank policies and regulations Interact with Loan Officers. Branch Management, and support staff for collaborative business sales efforts Qualifications: Proficient knowledge of Microsoft Office applications Excellent communication (oral, written, phone) and negotiating skills Ability to maintain interpersonal relationships Ability to work and contribute in a team environment Professionalism Organizational skills Valid Driver's License Education and Experience Required: High School Diploma or equivalent; college degree preferred No less than 2 years sales experience required Previous business banking experience preferred Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Ability to drive and make outside visits to customer and branch locations Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear, carry or transport light weight equipment Ability to sit or stand for extended periods of time Close vision and ability to adjust focus Other Duties: 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.
    $28k-40k yearly est. Auto-Apply 15d ago
  • Community Lending Mortgage Banker

    City National Bank 4.9company rating

    Oklahoma City, OK job

    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.
    $22k-46k yearly est. 60d+ ago

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