Post job

Security Service Federal Credit Union jobs in San Antonio, TX

- 55 jobs
  • Client Relationship Manager

    Security Service Federal Credit Union 4.6company rating

    Security Service Federal Credit Union job in San Antonio, TX

    Provides administrative support to include answering multi-line phone system, maintaining department records and credit union corporate records for various audits, investor application packages, and annual investor re-certifications and assists with vendor due diligence activities. Composes correspondence to internal and external recipients, oversees incoming mail distribution, and supports outgoing courier needs. Prepares various production reports and graphs for board presentations, department meetings, and standard departmental month end reports. Arranges appointments, schedules meetings, and maintains departmental calendars. Assists in updating procedural manuals and business continuity planning materials. Manages all incoming invoices, verifies their accuracy and budget limitations, and ensures prompt and timely payment. Orders supplies, subscriptions and maintains office equipment. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
    $67k-80k yearly est. 2d ago
  • AVP, Construction Project Management

    Security Service Federal Credit Union 4.6company rating

    Security Service Federal Credit Union job in San Antonio, TX

    Manages Real Estate and Corporate Service functions to include the construction and remodel project management, special projects and departmental budgeting. Prepares budget forecasts, audits and processes project invoices, controls, and justifies expenses and work within the defined departmental and overall credit union budget. Collaborate with leadership in strategic planning as it pertains to corporate servcies, construction, facility management and security operations. Assist leadership in the development and implementation of strategic and operational plans. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
    $89k-108k yearly est. 2d ago
  • HR Compensation Analyst (Must Reside in Texas)

    Randolph-Brooks Federal Credit Union 4.0company rating

    San Antonio, TX job

    and Requirements The HR Compensation Analyst will be responsible for managing s, conducting FLSA reviews and providing pay grade recommendations. The Analyst will lead the credit union's triennial project and work with various business units to evaluate new and existing job profiles and provide feedback. The vision for this role is to be self-sufficient in analyzing compensation trends, minimum wages and salary structures using industry knowledge, work experience and associated tools provided by the credit union. This position will support the HR Technology team in various aspects as assigned by the HR Technology and Compliance Manager. This position is for our ASC location, (main campus) located at: 1 Ikea-RBFCU Pkwy, Live Oak, TX 78233. The HR Compensation Analyst will have the ability to work a hybrid schedule after the successful completion of training. The training period can vary and will take place at the RBFCU Administrative Service Center - Live Oak, Texas. Essential Functions and Responsibilities: Work with the business units of the credit union (CU) to review new s (JDs) submitted to Human Resources (HR). This includes evaluating the business unit's current structure of job profiles and descriptions, reviewing salary market data and partnering with Senior Staff to obtain appropriate approvals for final grading. Utilize Kenexa/IBM/Salary.com to access the Compensation Analyst system and analyze the data for determining grading for new job profiles, and provide accurate responses to the business units, HR Management and Senior Staff. In addition to grading approvals, the HR Compensation Analyst will conduct FLSA reviews and provide analysis of exemption statuses. Coordinate and lead the triennial review of all the JDs, grades, ranges and compensation structure for the CU. Work with HR Management on final analysis of project data, and partner with business units to ensure restructuring and cleaning up of inactivated job profiles is processed correctly. Assess, analyze and provide reporting related to compensation agreements, benefit programs, compensation plans/incentives and other compensation programs throughout the CU. Review and analyze additional compensation policies and plans to ensure the CU is providing the most current, cost-effective and competitive salaries. Review and validate to ensure the HRIS system (Workday) reflects all active/current job profiles and grading on a periodic basis. Review JDs to ensure each reflects the required information, to include physical requirements, and provide feedback to business units as needed. Develop and document procedures related to the Compensation Analyst role to ensure business continuity and compliance standards are being met. Assist HR Technology team on testing and implementation of system modifications and reports as assigned by the HR Technology and Compliance Manager. All other duties as assigned (note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice). Requirements: High School Diploma/ GED Minimum of one year experience in compensation processes to include job description review, salary and market evaluations, compensation structures and benefit program reviews Knowledge of compensation systems, preferably in Kenexa/IBM/Salary.com Knowledge of HRIS systems, preferably Workday Strong ability to gather, analyze and communicate the results of compensation analysis reviews Strong attention to detail and critical thinking skills Must be able to manage several projects at one time while remaining organized Ability to work collaboratively with all areas of the organization Proficient in Microsoft Office products to include Outlook, Excel and Word Preferred: Bachelor's degree (Human Resources, Business Administration or related field) All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
    $50k-57k yearly est. Auto-Apply 59d ago
  • Graphic Designer II

    Randolph-Brooks Federal Credit Union 4.0company rating

    San Antonio, TX job

    Job Description and Requirements As a Graphic Designer II, you will prepare art and work on special projects to support the credit union's goals. In addition, will work closely with the marketing department to complete requests and will adhere to industry standards to ensure we are competitive in the market. Essential Functions and Responsibilities: Follow marketing and graphic design guidance to edit or update RBFCU collateral materials including direct mail, advertisements, brochures, etc. Meet all deadlines Assist in design and updates for multiple mediums, including web, print video and audio Participate in brainstorming, marketing and advertisement strategies to strengthen the RBFCU brand Design from the ground up with minimal direction from the Creative Director, to include complex designs that allow the credit union to stand apart form its contemporaries Support the credit unions digital channels (i.e.- in-branch digital signs) with video reels that highlight credit union products and services All other duties as assigned (note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice) Requirements: High School Diploma or G.E.D. Minimum of 3 years job-related experience Desire to continue education and stay abreast of trends and developments in the industry Demonstrate competency in layout sketching and typography in a portfolio Accuracy in design building and layout; accuracy in editing Perform well and remain organized under pressure and tight deadlines Skills: Adobe Master Collection CC - InDesign, Photoshop, Illustrator, Premiere, After Effects Preferred: Associate or Bachelor's degree Experience with digital design, video and motion graphics/animation is a plus All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
    $39k-46k yearly est. Auto-Apply 33d ago
  • Float Southeast/West San Antonio Region - Branch Member Service Representative - Full Time

    Randolph-Brooks Federal Credit Union 4.0company rating

    San Antonio, TX job

    Job Description and Requirements The RBFCU Branch Operations Team is seeking a full time float for our San Antonio Southeast/West Region starting at $20.00/hour! Bilingual in Spanish and English? Employees can earn an additional $2.00 per hour upon the successful completion of the RBFCU Bilingual Spanish/English certification. Candidates selected for this position must be able to work at all of our San Antonio Southeast/West area branch locations to meet our growing staffing needs. Branch locations include: Bandera Pointe, Brooks, Culebra, Floresville, Mission South, Potranco, Rigsby, South San. As a Branch Member Service Representative (MSR) Float you will be the face of RBFCU, providing exceptional service to our members and prospective members in a role that combines both Teller and Personal Banker functions. You'll engage with our members and prospective members to build relationships, utilize your problem-solving skills to identify needs, and educate them on products and services that will improve their financial well-being and quality of life. You'll have the opportunity to demonstrate your professionalism, initiative, and desire to learn and grow with our Path to Promotion and award-winning Learning and Development program. If you have a passion for helping others and aspire to work for a Best Places to Work in Texas employer, a career with RBFCU may be just for you. Essential Functions and Responsibilities: Provide enthusiastic, professional, quality, prompt, and courteous service to members, prospective members, and RBFCU team. Process a variety of transactions in various settings that may include in person, video conference, drive-thru, and telephonic engagement channels. Maintain control of cash and negotiable instruments in accordance with policies, procedures, and regulatory laws. Perform in the capacity of Branch Reservist taking calls for the Member Service Center to handle incoming requests from members via this channel. Assess all deposits for potential fraud and each interaction for impersonation to mitigate fraud losses. Assist members and prospective members with needs that incorporate other internal departments, such as Consumer Lending, Mortgage and Credit Union Service Organizations, and comply with applicable policies, procedures, and regulatory laws. Qualify members and assist with opening, updating, and closing accounts, and maintain a current working knowledge of the RBFCU Membership and Account Agreement. Prepare various teller reports, and escort members into designated areas when requested. Engage with members and prospective members by cross serving products and services, meeting incentive goals, and ensuring a current working knowledge of product benefits and features. Promote product engagement and meet and preferably exceed minimum sales goals by demonstrating continued and sustained initiative to learning and offering products and services to members by using communication and listening skills to determine member needs. Support our cross-serve/sales culture to ensure branch standards are achieved or exceeded. Observe safety and security procedures, and report potentially unsafe conditions. Maintain the ability to train and work at any branch within the respective region depending on business need. All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice). Requirements: High School diploma or GED Six months of work experience (financial institution, customer service or sales experience preferred) Attendance and promptness are pertinent; must be able to work a flexible Monday through Saturday schedule Must be able to cover staffing at any location within the respective region if a business need arises including branch transfers Excellent communication and interpersonal skills Ability to solve problems, make timely and informed decisions, and apply common sense to carry out detailed written or oral instructions Proficient in utilizing PC, software and other office equipment Ability to sit or stand for extended periods of time Good vision (correctable), hearing, and manual dexterity; must be able to reach with hands and arms; must be able to speak clearly Preferred: Bilingual (English/Spanish) All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
    $20 hourly Auto-Apply 5d ago
  • Lending QA Specialist

    Security Service Federal Credit Union 4.6company rating

    Security Service Federal Credit Union job in San Antonio, TX

    The Lending Quality Assurance Specialist I supports the Indirect and Consumer Operations teams by conducting quality assurance and monitoring reviews. These reviews are to verify quality and compliance of Consumer and Indirect Lending products through reviews of funded loans. The Quality Assurance Specialist I is responsible for reporting discrepancies to Lending management and validating that discrepancies are corrected. Works directly with Indirect and Consumer management and Loan Officers and Loan Processors. Identifies trends of issues identified in quality control reviews and reports these to management. Supports the development of quality assurance and operational reporting. Provides recommendations to QA and/or Lending procedure changes. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values. The Lending Quality Assurance Specialist I supports the Indirect and Consumer Operations teams by conducting quality assurance and monitoring reviews. These reviews are to verify quality and compliance of Consumer and Indirect Lending products through reviews of funded loans. The Quality Assurance Specialist I is responsible for reporting discrepancies to Lending management and validating that discrepancies are corrected. Works directly with Indirect and Consumer management and Loan Officers and Loan Processors. Identifies trends of issues identified in quality control reviews and reports these to management. Supports the development of quality assurance and operational reporting. Provides recommendations to QA and/or Lending procedure changes. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
    $44k-51k yearly est. 2d ago
  • Sr Facilities Specialist

    Security Service Federal Credit Union 4.6company rating

    Security Service Federal Credit Union job in San Antonio, TX

    Provides all maintenance support for assigned region. Completes maintenance and repair of all facets of facility and maintenance management. Ensures periodic maintenance and emergency maintenance keeps each building in working condition. Performs general maintenance and repair duties such as electrical, plumbing, roof and exterior, lighting, door/locks/keys, HVAC, life safety systems, grounds, parking/sidewalks, windows, ceilings and carpentry work. Audits building operations and ensures that the physical facilities are safety compliant. On an as needed basis, perform PPM or emergency maintenance on plumbing systems, electrical systems, generators, water coolers, ice machines, and landscaping sprinkler system controls. May supervise contractors and vendors to include scheduling day-to-day activities. Coordinate all new contractors or vendors through the AVP, Corporate Services. Oversees overall supply chain operations, including purchasing and inventory of materials. Provides budget input to facilities management regarding improvements and maintenance. Adheres to SSFCU core values at all times, and aligns to departmental goals which are part of SSFCU goals. Can independently, or through supervision satisfactorily resolve all issues and complete duties as assigned, and ensures team accomplishment. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
    $43k-50k yearly est. 2d ago
  • Insurance Sales Producer

    Security Service Federal Credit Union 4.6company rating

    Security Service Federal Credit Union job in San Antonio, TX

    Responsible for prospecting, quoting, and selling Personal Lines insurance products to SSFCU members and non-members by interacting professionally and communicating in a positive manner at all times while exceeding expectations. Must meet and/or exceed individual sales goals established by leadership on a consistent basis. Must meets call volume standards, timeliness, and adherence metrics. Every day job functions must be met with quality and integrity at all levels. Manage multiple inbound and outbound lead opportunities on a regular basis and holds themselves accountable for timely interaction with members without close supervision. Prequalifies prospects for insurability and quality of risks. Recommends coverages, completes and submits applications and related documentation to appropriate markets. Executes follow-up as appropriate. Prepare insurance proposals from multiple carriers using an automated rating system and interacts with members in answering questions while ensuring appropriate coverage is offered so the insured's needs are adequately protected. Develop relationships with members by reviewing missed opportunities on unsold leads to completing the sales process with accuracy. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
    $38k-43k yearly est. 2d ago
  • Senior Credit Risk Modeling Analyst

    Randolph-Brooks Federal Credit Union 4.0company rating

    San Antonio, TX job

    Job Description and Requirements The Senior Credit Risk Modeling Analyst will develop, validate, and enhance credit risk models to support decision-making, profitability, and compliance. The Analyst will analyze complex datasets, assess portfolio performance, and forecast credit risks to optimize lending and institution strategies. Essential Functions and Responsibilities: Utilize risk modeling techniques to identify, quantify, and forecast potential credit risk and opportunities for the institution. Develop and maintain expertise in the fields of risk quantification and modeling to support both internal and external stakeholders. Collaborate with stakeholders to understand product characteristics used for modeling while assisting in communication and education of current and expected risk exposures. Make recommendations to management on current and future strategies and profitability projections. Perform other quantitative analysis for institution stakeholders as needed. Leverage expertise to foster and expand collective knowledge within the team. Gather and analyze pertinent data to create or strengthen models that forecast risk exposure and help make informed business decisions. Continuously monitor the economic and business environments to update models as new data becomes available. Define, document, and summarize methodologies, assumptions, and results of risk models and prepare reports for management. Act as a liaison between lending and IT to assist in the aggregation and organization of institutional data for the use in models and reporting. All other duties as assigned (note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice). Requirements: Master's degree in finance, statistics or other quantitative field Minimum 3 years of job-related experience or 6+ years of job-related experience in lieu of Master's degree Strong analytical, mathematics, organizational, and planning skills Ability to articulate complex theories, concepts, methodologies, and findings in a non-technical manner to a non-technical audience Innovative self-starter with ability to meet deadlines, work independently, and think outside the box Excellent interpersonal skills, with a desire to pursue best practices in a challenging team environment Proficient to advanced knowledge of statistical modeling and other quantitative techniques including, but not limited to, linear & non-linear regression, optimization, simulation, time-series analysis, probability theory, survival analysis, and value-at-risk Knowledgeable of modeling systems and/or computer programming languages used for modeling (e.g. python & R) Ability to complete multiple projects and meet deadlines Capable of working on assignments with minimal assistance All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
    $58k-72k yearly est. Auto-Apply 60d+ ago
  • Sr. Digital Media Specialist

    Security Service Federal Credit Union 4.6company rating

    Security Service Federal Credit Union job in San Antonio, TX

    This position is responsible for leading and implementing a comprehensive cross-channel digital media strategy. The role will oversee the planning and execution of daily digital media activities across various platforms and channels, leveraging cross-channel insights to optimize performance outcomes. The role will monitor and report on the impact of digital marekting efforts. Use data-driven insights to make adjustments and improve campaign performance. The Senior Digital Specialist will manage relationships with our third-party digital agency to ensure effective coordination, successful execution and desirable results from our paid media investments. The role will monitor the digital media budget and confirm that agency spend aligns with plan. Collaborates with various teams to align strategies and ensure effective exectution. Additionally, the role will perform competitive analysis and market research, remaining informed about emerging digital media trends, algorithms, technologies and industry best practices. Completes any other job-related duties needed to help drive our Vision, fulfill our Purpose, and abide by our Organization's Values.
    $47k-52k yearly est. 2d ago
  • Title Escrow Assistant I

    Randolph-Brooks Federal Credit Union 4.0company rating

    New Braunfels, TX job

    Job Description and Requirements Preserve Title is looking for an experienced resilient individual who will be responsible for handling all aspects of processing files for residential transactions. This position is for our Alamo Heights location, located at: 6606 N New Braunfels Ave, Suite 106 San Antonio, TX 78209 Essential Functions and Responsibilities: Answering incoming calls Greeting and assisting customers Assisting title staff with Order Entry, receipting of Earnest Money Contracts and client follow up Reviewing title commitments as well as curative work in order to clear title Understanding residential & commercial contracts Preparing Settlement Statements or Closing Disclosures per sales contracts and instructions from lenders Preparing Closing Packages Conducting real estate closings Receipt of escrow monies and disbursements of files Requirements: High School Diploma or GED Strong analytical and problem solving skills to resolve complex issues Minimum one year of previous job related work experience Minimum one year of customer service experience Must be able/willing to commute to the work location at 6606 N New Braunfels Ave, Suite 106 San Antonio, TX 78209 Self-motivated with strong organization skills Proficient computer skills and knowledge of Microsoft products Ability to maintain high level of confidentiality Teamwork and dedication to developing strong relationships with coworkers Knowledge of The Texas Title Insurance Procedural and Rate Rules, preferred Knowledge of FHA, VA, and Conventional transactions, preferred Excellent communication, interpersonal, and organizational skills, ability to work in a paperless environment All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
    $54k-65k yearly est. Auto-Apply 5d ago
  • Vice President - Information Security Risk

    Randolph Brooks Federal Credit Union 4.0company rating

    San Antonio, TX job

    Job Description and Requirements The Vice President - Information Security Risk will provide key leadership in identifying, assessing, and managing information technology/security risk across the Credit Union ensuring the risk exposure is aligned to strategic objectives, risk profile, and regulator expectations. In addition, will collaborate with senior management, business units, and regulators to develop and implement effective risk management frameworks, policies & practices. This includes establishing a second line of defense information technology / security risk oversight program to identify, measure, monitor, and report related risks along with the overall effectiveness of the Credit Union's Information Security Program. Essential Functions and Responsibilities: * Develop and establish a second line of defense information technology/security risk framework and oversight program to oversee information technology/security activities across the enterprise * Develop, establish, and enforce information technology/security risk standards; measure and report on adherence to defined standards * Perform oversight activities such as risk reviews, risk assessments, control monitoring, and validation testing to identify information technology/security risks or non-compliance with policies, program procedures and standards, applicable laws, rules or regulations * Engage with key stakeholders to develop proactive risk mitigation strategies for areas of non-compliance or increased risk; review and validate mitigation plans to ensure identified risk is mitigated to an acceptable level * Develop and maintain key metrics to monitor and oversee information technology/security risks in accordance with the Credit Union's Risk Appetite; report results to management, senior leadership, and applicable risk or Board-level committees * Collaborate with the Enterprise Risk Management (ERM) function to ensure integration and reporting of information technology/security risks within the ERM program * Monitor industry trends and emerging risks to inform or recommend enhancements to the information security program accordingly * Collaborate with senior management and business units to establish a culture of information security by actively promoting security awareness and shared responsibility * Actively seek regular discussions with key stakeholders to provide risk guidance, consultation, and credible challenge for implementations or changes in information technology/ security activities * Serve as liaison and support during internal/external audits or regulatory examinations of the information security program * Consistently model conflict resolution, tact, and negotiation skills through appropriate persuasion and genuine empathy throughout all interactions * Coach and train direct reports in information technology/security risk identification, risk analysis, risk measurement, control development & testing; also provide mentoring and professional development opportunities to direct reports * All other duties as assigned (Note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice) Requirements: * Bachelor's Degree (Information Systems, Cybersecurity, Computer Science, Business preferred) * Minimum 5 years of information technology, cybersecurity, governance, risk management or other related work experience OR 10 years of related work experience in leu of degree (within financial institutions or other regulated industry is a plus) * Minimum 5 years of management experience * Comprehensive knowledge and experience in applying IT and Information Security standards and governance frameworks (NIST CSF,CIS Controls, etc.) * Knowledge and experience in applying risk management practices, including risk identification, risk analysis, risk measurement, control development and testing Skills and/or Certification/Licensing: * Information security, risk or audit related designation or certification, such as Certified Information Systems Security Professional (CISSP), Certified in Risk and Information Systems Control (CRISC), Certified Information Systems Auditor (CISA) or other equivalent * Proficient oral and written communication and presentation skills, specifically for briefings to upper management and executive committees with both technical and non-technical backgrounds * Strong leadership, staff management, and project management skills * Strong organizational and time management skills * Strong relationship building and problem solving skills * Sound judgment and critical thinking skills, ability to think strategically considering impact to credit union operations and safety and soundness All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
    $123k-180k yearly est. Auto-Apply 12d ago
  • Teller/Banker (SW Military)

    Security Service Federal Credit Union 4.6company rating

    Security Service Federal Credit Union job in San Antonio, TX

    As a Teller/Banker, you will often deliver the very first impression of the credit union to our members (credit union lingo for customers). You will become an expert and champion of Security Service products and services to help our members reach their financial goals. You will build and nurture long-lasting relationships by promoting our checking and savings accounts, loans, credit cards, and insurance services, to name a few. You will only offer products and services that meet our member's needs and contribute to their financial success. You will be a team player and support the credit union in becoming America's Best by meeting sales goals, proactively identifying cross-sell opportunities, and educating members on digital services available to them. You will provide "universal" service and will be cross-trained in both teller and banker functions to better serve our members. This means additional learning and growth opportunities for you! Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
    $36k-41k yearly est. 2d ago
  • Sr Business Analyst

    Security Service Federal Credit Union 4.6company rating

    Security Service Federal Credit Union job in San Antonio, TX

    Acts as a liaison among stakeholders, performs analysis in order to understand the business needs, policies, and operations of the credit union, and recommends solutions that support and enable the credit union to achieve its goals. Works on projects of varying magnitude and helps to ensure the implementation from beginning to end is timely and satisfactory to stakeholders. Works under minimal supervision, with wide latitude for independent judgment. Provides application(s) support including: responding quickly to user questions and/or issues, documenting issues requiring programmer resolution, testing of solutions and coordination of implementations, and following up with users to ensure application(s) continue to operate as designed. Performs complex analysis of business and technical information, gathered through collaboration with various stakeholders, along with application(s) capabilities, to support decision making of proposed solutions / requirements. Prepares required documentation, including but not limited to High-Level Requirements, Process Flow documents, Detailed Functional Requirements, Scope documents, Production Problem Recaps and Testing Scenarios, for all service requests and projects as deemed necessary by current methodologies. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
    $72k-83k yearly est. 2d ago
  • Private Wealth Advisor

    Bok Financial Corp 4.6company rating

    San Antonio, TX job

    Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 02/02/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Formula Based Summary This team is passionately dedicated to the communities they serve, forging meaningful relationships built on trust. Our seasoned professionals excel at understanding clients' needs and crafting bespoke solutions through a comprehensive, client-centric approach. They provide a wide range of investment, deposit, lending, and trust solutions designed to help clients grow, preserve, and seamlessly transition their wealth. Job Description The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities. The Advisor is responsible for managing client relationships including ongoing financial planning (as agreed upon with each client), education, and coaching with a focus on achieving the client's long-term financial goals. Advisor monitors client activity and provides input to the investment analysts responsible for portfolio and asset allocation to achieve the client's investment objectives. The Advisor is also responsible for identifying and developing business opportunities through existing clients, professional referral sources, and networking within the community. Team Culture Our private wealth team emphasizes trust, integrity, and personalized service, focusing on long-term client relationships and tailored financial solutions. The department fosters a collaborative environment where team members work closely to understand and meet clients' unique financial goals, ensuring discretion and confidentiality. Continuous learning, professional development, and ethical practices drive the team to deliver exceptional value and expertise. How You'll Spend Your Time * You will build, maintain, and expand strong client relationships through consistent engagement and support. * You will help manage and monitor client portfolios by conducting investment analysis and financial planning aligned with their objectives. * You will meet with clients and prospects to educate them on BOKF's investment philosophy and approach. * You will conduct client analysis to determine financial goals and recommend managed account solutions. * You will represent BOKF professionally while ensuring compliance with all regulatory, legal, and internal policies. * You will develop and implement marketing and business development strategies tailored to your strengths. Education & Experience Requirements This level of knowledge is normally acquired through completion of a bachelors and 5 - 7 years of experience or an advanced post-graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience. * Experience in an investment advisory firm environment with significant background in investment strategy, portfolio design and modern portfolio theory. * Highly professional appearance. * Excellent verbal and written communication skills. * Highly organized individual with the ability to work in a fast-paced, team environment. * Self-directed and self-motivated individual. * Good knowledge of Microsoft Office; experience with portfolio accounting systems, CRMs and trade rebalancing software. * May carry FINRA licensure. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions. Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us. * Empowered employees * Award-winning culture * Community commitment BOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits. About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between. Facts: * Operations focused in an eight-state footprint * 5,000 team members * $49.7 billion in assets * $114.6 billion in assets under management and administration * $8 million donated to local nonprofits in 2024 * 59,000+ volunteer hours by our employees in 2024
    $51k-78k yearly est. Easy Apply 13d ago
  • ACH & Programs Supp Specialis

    Security Service Federal Credit Union 4.6company rating

    Security Service Federal Credit Union job in San Antonio, TX

    Serves as a subject matter expert for ACH processing rules, regulations, and requirements for all ACH operations. Maintain thorough knowledge of policies, procedures, guidelines, regulations, timeframes and/or processes. Supports other payment programs through a variety of functions related to researching compliance rules and regulations, reviewing and verifying of systematic processing, exception processing of multiple payment channels and providing production support where needed. Prepares and processes ACH loan origination set up and cancellations, unauthorized ACH debit claims and stop payments. Responsible for Payment Channel exception processing through multiple touch points such as ATM Networks, Federal Reserve, Frost Bank, Share Branching and internal SSFCU batch processes. Responds to inquiries regarding ACH, overdraft limits assigned by SmarterPay and negative share activities, from members and other department employees (Production related issues, triage production related issues). Collaborates with other team members to complete complex work assignments and problem resolution related to debit card, credit card, ATM, ACH and check processing by applying functional knowledge of payment service systems, structure and related applications. Adheres to Federal Regulation guidelines while maintaining quality control and productivity standards. Processes transit chargebacks and prepare legal Image Replacement Documents for delivery to membership daily. Processes check adjustment requests to/from Federal Reserv, Frost or Catalyst and processes foreign and collection items. Analyze workflows and recommend innovative methods to improve production operations and member experience by applying basic workflow methodologies. . Transfer data from system applications to digital databases, and review data for deficiencies or errors correcting any incompatibilities and checking output. Analyze, research, resolve and respond to ACH disputes from members by applying critical thinking, judgment, and business sense to make final determinations and provide responses within regulatory time frames. Prepare and provide case summaries to seniors/and or management for escalated member complaints. Understand ACH & Exception systemic processes to identify and troubleshoot production outage, and report to management. Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
    $38k-44k yearly est. 2d ago
  • Senior Investment Manager

    Bok Financial Corp 4.6company rating

    San Antonio, TX job

    Location: Austin -AUS, Houston -HOUS, Fort Worth -FTWT, San Antonio -SANAN, Grapevine -GRPV, McKinney -MCKI, Woodlands -WDLND Areas of Interest: Investment Management Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. . Bonus Type Formula Based Summary You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound financial advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as an Investment Manager. You'll be positioned for a great career! Job Description The Investment Manager III manages difficult or complex investment portfolios for a mix of larger fiduciary accounts and investment agency relationships with broad investment strategy authority within established investment policy guidelines. This position is expected to play a key role in the development and closing of new business opportunities and to be viewed as a source of new account growth. Team Culture We are a collaborative, conscientious, and goal-oriented team. Everyone is equal and treated as such. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities. We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial's generous contributions to local organizations and the numerous ways we give back. You'll be front and center representing the bank and our brand in the market you serve. How You'll Spend Your Time * You'll communicate with new and existing clients and administrators regarding their accounts, securities markets, and economic conditions. * You'll prepare presentations for your client and prospect meetings. * You'll provide support for security transactions, analyze portfolios, provide research reports, work on special projects, prepare reports for senior investment managers, and keep us compliant. * You'll keep up-to-date on trends in portfolio management and capital markets. * You'll consult with clients to develop investment objectives and review accounts and assets regularly and manage their investment return. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or related field of study and 6-8 years of directly related experience in investments or 12-14 years equivalent combination of education and experience. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions. Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us. * Empowered employees * Award-winning culture * Community commitment BOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits. About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between. Facts: * Operations focused in an eight-state footprint * 5,000 team members * $49.7 billion in assets * $114.6 billion in assets under management and administration * $8 million donated to local nonprofits in 2024 * 59,000+ volunteer hours by our employees in 2024
    $94k-118k yearly est. Easy Apply 13d ago
  • Mortgage Banker

    Bok Financial Corp 4.6company rating

    San Antonio, TX job

    Areas of Interest: Mortgage, Loan Origination Pay Transparency Salary Range: Not Available Application Deadline: 01/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type This position typically pays minimum wage plus a draw against commission. Summary You're an experienced mortgage banker with an established client base who isn't afraid to generate new business. You value a company focus on providing your clients with full-service financial offerings and recommending the right BOK Financial products at the right time. To achieve this, you build relationships, both externally in your market and throughout the bank. You're a counselor, connector, and relationship maker. Our Mortgage Bankers change people's lives! Job Description The Mortgage Banker is primarily responsible for representing a full range of mortgage financing; generates mortgage and development loans through solicitation of individual consumers, groups, real estate brokers and builders/developers. Maintains an active call schedule for purposes of educating targeted business sources regarding the features and benefits of BOK Mortgage financing. Team Culture BOK Financial Mortgage is dedicated to being a respected and recognized top Mortgage Lender in our markets, as well as to being the employer of choice for all mortgage professionals. We are committed to our employees, customers, and community partners, and our mission is to deliver the highest quality mortgage experience with integrity, knowledge, and award-winning service. We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence. We are a fun group! We participate in group learning and idea sharing, and we practice candid communication through our open-door policy. Problems are brought to the surface, and so are solutions; we're receptive to feedback and constructive criticism. We believe in personal and shared accountability. How You'll Spend Your Time * You will build and nurture relationships internally and externally to set yourself up for long-term sales success. * You'll be actively engaged in your community, making meaningful connections with both individuals and businesses. * You'll generate business and close on time to ensure a seamless lending process. * You'll collect and analyze clients' financial information to ensure loan eligibility and to determine if they are a good investment for the bank. * You will train new real estate agents and brokers in areas of financing, qualifying buyers, and lending guidelines. Education & Experience Requirements This level of knowledge is normally acquired through completion of an Associate's Degree and 2-3 years related mortgage lending experience. Bachelor's degree strongly preferred. * Thorough knowledge of mortgage lending guidelines and regulations (FHA, VA Conventional, FHLMC, FNMA and private investor) * Ability to perform complex mathematical calculations and to learn complex technical information * Ability to operate PC and 10 key by touch * Working knowledge of underwriting criteria * Excellent interpersonal skills, and oral and written communication skills * NMLS required Working Conditions & Physical Requirements Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions. Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us. * Empowered employees * Award-winning culture * Community commitment BOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits. About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between. Facts: * Operations focused in an eight-state footprint * 5,000 team members * $49.7 billion in assets * $114.6 billion in assets under management and administration * $8 million donated to local nonprofits in 2024 * 59,000+ volunteer hours by our employees in 2024
    $20k-33k yearly est. Easy Apply 13d ago
  • Solutions Architect

    Bok Financial Corp 4.6company rating

    San Antonio, TX job

    Location: Tulsa -TUL, Oklahoma City -OKC, Dallas -DAL, Houston -HOUS, Kansas City -KSCY, Overland Park -OVPK, San Antonio -SANAN, Fayetteville -FAY, Irving -IRV, Lincoln -LNCL, Little Rock -LTLRK, Memphis- Memph, Springfield -SPRI, St Louis -STLPL, Topeka -TOPE Areas of Interest: Information Technology; Information Services; Software Development Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. Bonus Type Discretionary Summary BOKF is on a continuous improvement journey to help drive growth both today and well into the future. We are looking for high performing technical experts with a growth mindset to help us execute on strategic initiatives such as rationalizing and modernizing our application portfolio using a cloud-smart strategy, building an API integration ecosystem, maturing our Data Lakehouse, core modernization, and so much more. Job Description The Solutions Architect leads architecture activities to guide the development, evolution, and management of a portfolio of solutions within a line of business. The incumbent creates designs for solutions using existing patterns and reference architectures that enhance technical capabilities necessary to execute enterprise strategy and meet corporate objectives. These solutions consist of not only hardware and software, but also the people, processes, and information that together form the end-to-end system. They understand the concepts of business goals and objectives, targeted outcomes, business and technical capabilities, and value-streams that support and inform solutions architecture. They bring to bear leadership, analysis and design skills to ensure that solutions meet business needs. They also work closely with Business Architecture and Enterprise Architecture to align with business strategies and roadmaps, as well as architectural standards and governance. They create deliverables for managing the organization's portfolio of "to be" and "as is" solutions to enable and drive targeted business outcomes and support future business agility. They effectively communicate with IT management, project managers, other architects, development teams, and line of business management to provide transparency and properly manage expectations. Team Culture Our team thrives on collaboration, continuous learning, and innovation. We work closely together, leveraging cutting-edge technologies and sharing our expertise to solve complex problems efficiently. By encouraging creativity and adaptability, we experiment with new tools and methodologies, fostering a dynamic and tech-forward work environment. Additionally, we focus on creating a positive and supportive atmosphere, ensuring everyone feels valued and motivated to excel. How You'll Spend Your Time * You will provide strategic and technical leadership to evolve architecture and solve complex problems for current and future business needs. * You will develop high-level solution visions through upfront assessments for specific business cases. * You will deliver solution designs aligned with business and technology strategies, roadmaps, and reference architectures. * You will perform hands-on development with engineering teams to build and evolve solutions, including prototypes and resolving complex issues. * You will conduct architecture reviews to ensure alignment with principles, strategies, and standards, and provide actionable recommendations. * You will assess technology options for business needs, including trade-off analysis and recommendations. * You will offer internal consulting, training, and knowledge sharing to enhance architectural capabilities and foster collaboration. Education & Experience Requirements This level of knowledge is normally acquired through completion of a bachelor's degree in Computer Science, Computer Engineering, Management Information Systems, or a related field and 7+ of technical experience. Minimum of five years of experience in at least two IT solution development disciplines, including application development, middleware development, cloud development, technical or infrastructure architecture, network management, or database management. Minimum of two years building cloud native applications in AWS, Azure, or GCP. Minimum of two years building modern applications using serverless, containerization and orchestration. Minimum of two years developing APIs using various protocols such as REST, gRPC, or GraphQL. Additional experience can be used in lieu of a degree. * Knowledge of software engineering fundamentals including data structures, algorithms, programming paradigms and SOLID design principles. * Knowledge of software architecture fundamentals including modularity, architectural styles, design patterns and anti-patterns, risk analysis and assessment, trade-off analysis, diagramming and modeling, and governance. * Experience in multiple and diverse technologies, platforms and processing environments. * Experience in multiple backend development languages such as Java, C#, Python, Go, etc. * Experience in multiple architectural styles such as layered, microkernel, service-based, event-driven, etc. * Experience in multiple database technologies such as relational, document, key-value, graph, vector, in-memory, etc. * Knowledge of frontend web development languages and frameworks. * Understanding of strategic and emerging technology trends, and the practical application of existing and emerging technologies to new and evolving business and operating models. * Understanding of product management and experience in the full SDLC using modern ways of working such as Agile, Kanban, DevOps, etc. * Knowledge of formal or informal modeling languages such as UML, ArchiMate, C4, etc. * Knowledge of formal or informal architecture frameworks such as TOGAF, Zachman, AWS Well-Architected Framework, Azure Well-Architecture Framework, etc. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions.
    $103k-122k yearly est. Easy Apply 13d ago
  • Senior Trust Officer

    Bok Financial Corp 4.6company rating

    San Antonio, TX job

    Areas of Interest: Trust Pay Transparency Salary Range: Not Available BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. . Bonus Type Formula Based Summary Success starts with incredible talent. If you find satisfaction in building meaningful relationships and helping others by providing sound advice, then bring your knowledge, skills, and abilities to BOK Financial! We need an investment and client experience enthusiast like yourself to join our Private Wealth team as a Trust Officer. You will make the most out of every opportunity and be positioned for a great career! Job Description The Trust Officer III is primarily responsible for administering a wide variety of complex/high profile and larger/more profitable personal trust, custody and estate, investment agency and IRA accounts. Works closely with Portfolio Managers, Specialty Asset Managers, and external advisors to define clients' requirements including investment goals and objectives, as well as the legal, tax and specialized accounting aspects of accounts. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary accounting standards consistent with BOKF policy. Team Culture BOKF is ever-changing, and so are our clients' needs. We have multiple teams across our footprint that are committed to the Private Wealth line of business. Our Trust Officers are supported by a full turn-key group that includes in-house tax, investment, real estate, and mineral management teams. How You'll Spend Your Time * You will use your knowledge of trust administration to carry out instructions for complex trusts, and respond to internal and external inquiries around trust documents. * You will ensure accounts are set up appropriately, and distributions are completed accurately, in accordance with policy and procedures. * You will utilize your interpersonal skills to meet business development and retention goals by developing new business through relationships with business partners, existing clients, and centers of influence. * You will work closely with Portfolio Managers, Specialty Asset Managers, and Internal Auditors. * You will leverage your customer service skills to go above and beyond to provide an exceptional client experience. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Business or related and professional certification or post-graduate degree and 6-8 years of directly related experience in trust or 12-14 years equivalent combination of education and experience. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact recruiting_********************* with any questions. Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us. * Empowered employees * Award-winning culture * Community commitment BOK Financial Corporation Group adheres to state specific pay transparency requirements. In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline. Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits. About BOK Financial Corporation For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between. Facts: * Operations focused in an eight-state footprint * 5,000 team members * $49.7 billion in assets * $114.6 billion in assets under management and administration * $8 million donated to local nonprofits in 2024 * 59,000+ volunteer hours by our employees in 2024
    $22k-35k yearly est. Easy Apply 13d ago

Learn more about Security Service Federal Credit Union jobs

Most common locations at Security Service Federal Credit Union