Oklahoma Banking & Financial Services Job Listings

Treasury Management Officer - To 120K + Bonus - Oklahoma City, OK - Job 344263845363081857120

Workable

Treasury Management Officer - To 120K + Bonus - Oklahoma City, OK - Job 3442

Treasury Management Officer – To $120K + Bonus – Oklahoma City, OK – Job # 3442 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our client is seeking to fill a Treasury Management Officer role based in the Oklahoma City, OK market. The selected candidate will be responsible for business development, consultative sales, and relationship management to commercial clients. The position includes a generous salary of up to $120K plus a bonus and an excellent benefits package. (This is not a remote position) Treasury Management Officer responsibilities include: Achieving new sales targets and portfolio revenue growth objectives. Partnering with lenders and others to target and build opportunities for Treasury Management solutions. Influencing and enriching the sales process through industry trend analysis, product innovation, and consultative relationship reviews. Executing strategic market-based sales plan to target prospects and existing customers. Achieving annual performance metrics for new business sales, call expectations and retention of strategic client relationships. Growing non-interest income. Managing pipeline for accuracy. Representing Treasury Management in internal and external settings. Building brand awareness. Performing other duties as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: BA/BS degree in Business, Finance or related degree or equivalent. Five or more years proven treasury management sales experience. Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred. Proven ability to drive deposits. Experience with territory management in sales. High level of Treasury Management product knowledge and product innovation. Knowledge of credit and operational risk-ability to quantify potential exposure. Industry or vertical market expertise. Strong knowledge of market/industry trends. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Oklahoma City, OK, USA

$120,000/year

Commercial Lender - To 140K + Bonus - Oklahoma City, OK - Job 344663845343814145121

Workable

Commercial Lender - To 140K + Bonus - Oklahoma City, OK - Job 3446

Commercial Lender – To $140K + Bonus – Oklahoma City, OK – Job # 3446 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Lender role to be based in the Oklahoma City, OK market. The successful candidate will make and service a variety of CRE & C&I loans. The candidate will also assist senior officers in handling larger and more complicated loans and provide other customer services as may be required. The position includes a salary of up to $140K + Bonus and an excellent benefits package. (This is not a remote position) Commercial Lender responsibilities include: Developing and managing commercial loan accounts that meet established lending requirements and provide maximum profitability at minimum risk. Soliciting commercial clients; actively seeking and obtaining quality new business through client and prospect calls, referrals, and cross-selling efforts. Obtaining and maintaining COIs and attending various networking events in the assigned geographic area. Generating a wide variety of commercial and real estate loans. Contributing to deposit growth by cross-selling and promoting additional banking products Collecting and analyzing information that reflects the current creditworthiness of customers and the current merits of existing loans. Reviews and analyzes title reports or surveys to determine issues and any present or potential risks. Analyzing the applicant’s financial status, credit, and property evaluation to determine the feasibility of granting the loan or submitting an application to a credit analyst for verification and recommendation. Meeting with applicants to obtain information for loan applications and to answer questions about the process. Guiding loans through the approval and closing process. Explaining, promoting, cross-selling, or referring banks, insurance, and trust products or services. Representing the Bank in the community through professional and civic involvement is critically important to this role. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: A bachelor’s degree in banking, finance, or other related field is preferred. Seven or more years of direct lending or credit support-related experience with a focus on business relationships. Proven background in generating both CRE and C&I loans of between $12MM and $15MM in annual production. Formally credit-trained and /or underwriting knowledge and experience are preferred. Experience analyzing financial statements. Familiarity with the sales, loan processing, and closing processes. Extensive knowledge of Commercial Banking products and services including working knowledge of C&I as well as Owner-Occupied and Investment Commercial Real Estate loans. Thorough knowledge of Federal and State regulations covering commercial banking activities. Ability to expand loans, client relationships, and cross-sell bank products. Strong analytical ability with effective written and verbal communication skills required. Efficient use of Outlook, Word, and Excel applications. Excellent interpersonal skills. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Oklahoma City, OK, USA

$140,000/year

Community Bank Chief Financial Officer - To 175K - Oklahoma City, OK 323263392073512835122

Workable

Community Bank Chief Financial Officer - To 175K - Oklahoma City, OK 3232

Community Bank Chief Financial Officer – To $175K – Oklahoma City, OK – Job # 3232 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our community bank client is seeking to fill a Community Bank Chief Financial Officer role in the Oklahoma City, OK area. They are seeking a dynamic, innovative individual to oversee all the bank’s accounting functions. This senior leader will have a track record of providing successful growth strategies for various banks. They will guide the organization’s financial area toward growth and expansion. This position offers a competitive salary of up to $175K and a full benefits package. Community Bank Chief Financial Officer responsibilities include: Directing all financial activities, including reporting, planning, supervision, and investments for all the organization. Helping the Executive Team in forecasting, budgeting, and preparing for the next level. Preparing and filing annual tax returns or preparing financial information so that outside accountants can complete tax returns. Preparing or directing the preparation of financial statements, business activity reports, financial position forecasts, annual budgets, or reports required by regulatory agencies. A member of or Chairman of the bank’s ALCO committee. Supervising employees performing financial reporting, accounting, billing, collections, payroll, and budgeting duties. Maintaining current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards. Conducting or coordinating audits of company accounts and financial transactions to ensure compliance with state and federal requirements and statutes. Receiving, recording, and authorizing requests for disbursements in accordance with company policies and procedures. Monitoring financial activities and details such as reserve levels to ensure that all legal and regulatory requirements are met. Monitoring and evaluating the performance of accounting and other financial staff, recommending, and implementing personnel actions, such as promotions and dismissals. Coordinating and directing the financial planning, budgeting, procurement, or investment activities of all or part of the organization. Developing internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting. Analyzing the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed. Evaluating needs for procurement of funds and investment of surpluses and making appropriate recommendations. Leading staff training and development in budgeting and financial management areas. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree in finance and accounting from a four-year college or university required (Master’s Degree Preferred). CPA designation preferred. Four or more years of related experience and/or training; or equivalent combination of education and experience. Proficient in PC software such as Excel, Word, and Access. Excellent attention to detail and emphasis on accuracy. Excellent communication skills: verbal, listening, and written. Ability to work well under pressure, set priorities, meet deadlines, and resolve highly complex financial problems. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Oklahoma City, OK, USA

$175,000/year

Treasury Management Officer - To 120K - Oklahoma City, OK - Job 346563499848584451123

Workable

Treasury Management Officer - To 120K - Oklahoma City, OK - Job 3465

Treasury Management Officer – To $120K – Oklahoma City, OK – Job # 3465 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our client is seeking to fill a Treasury Management Officer role based in the Oklahoma City, OK market. The selected candidate will be responsible for business development, consultative sales, and relationship management to commercial clients. The position includes a generous salary of up to $120K plus a bonus and an excellent benefits package. (This is not a remote position) Treasury Management Officer responsibilities include: Achieving new sales targets and portfolio revenue growth objectives. Partnering with lenders and others to target and build opportunities for Treasury Management solutions. Influencing and enriching the sales process through industry trend analysis, product innovation, and consultative relationship reviews. Executing strategic market-based sales plan to target prospects and existing customers. Achieving annual performance metrics for new business sales, call expectations and retention of strategic client relationships. Growing non-interest income. Managing pipeline for accuracy. Representing Treasury Management in internal and external settings. Building brand awareness. Performing other duties as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: BA/BS degree in Business, Finance or related degree or equivalent. Five or more years proven treasury management sales experience. Certified Treasury Professional (CTP) or Certified Cash Management (CCM) certification preferred. Proven ability to drive deposits. Experience with territory management in sales. High level of Treasury Management product knowledge and product innovation. Knowledge of credit and operational risk-ability to quantify potential exposure. Industry or vertical market expertise. Strong knowledge of market/industry trends. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Oklahoma City, OK, USA

$120,000/year

Personal Banker - Choctaw, OK - Job 332463392057589889124

Workable

Personal Banker - Choctaw, OK - Job 3324

Personal Banker – Choctaw, OK – Job # 3324 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our community bank client is seeking to fill a Personal Banker role in the Choctaw, OK market. The successful candidate will be performing all customer service functions while maintaining positive relationships with coworkers and customers. Personal Banker responsibilities include: Managing customer accounts. Opening, closing, and overseeing all transactions. Processing various deposit transactions. Communicating with customers and resolving basic inquiries for deposit and basic loan questions. Performing account maintenance for customers who are interested in other banking products. Ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services. Accepting and inputting loan applications to assist customers in completing the loan process and helping to obtain the required documentation. Processing additional functions including detailed reporting as assigned. Providing solutions to customers regarding financial products and services. Developing and maintaining a working knowledge of all Banks’ products and services. Escalating issues to supervisor when necessary. Assisting management in training and mentoring less experienced personal financial officers. Performing other duties as assigned. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: High School Diploma or equivalent. Two years of experience in customer service or comparable positions. Experience in loan sales, application generation, and loan closing experience at a financial institution. Previous experience in understanding and explaining credit bureau reports, liaising with members in satisfying loan stipulations, scheduling closings, and processing loan documents. Successful ability to sell ancillary insurance products. Ability to build positive relationships within the bank and capable of establishing professional expertise through integrity, dedication, and strategic counsel. Strong written and oral communication skills; must be able to convey complex concepts in a clear and concise manner. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Choctaw Nation, OK, USA

Commercial Loan Review Officer - To 130K - Oklahoma City, OK - Job 349963499970274051125

Workable

Commercial Loan Review Officer - To 130K - Oklahoma City, OK - Job 3499

Commercial Loan Review Officer – To $130K – Oklahoma City, OK – Job # 3499 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position Our bank client is seeking to fill a Commercial Loan Review Officer role in the Oklahoma City, OK area. The position is responsible for building and maintaining strong customer relationships. Candidates must possess a high-level of personal accountability, strong credit knowledge, and analytical skills, and previous lending experience. The opportunity has a generous salary of up to $130K and a benefits package. (This is not a remote position). Commercial Loan Review Officer responsibilities include: Developing and managing commercial loan accounts that meet established lending requirements and provide maximum profitability at minimum risk. Soliciting commercial clients; actively seeking and obtaining quality new business through client and prospect calls, referrals, and cross-selling efforts. Obtaining and maintaining COIs and attending various networking events in the assigned geographic area. Generating a wide variety of commercial and real estate loans. Contributing to deposit growth by cross-selling and promoting additional banking products Collecting and analyzing information that reflects the current creditworthiness of customers and the current merits of existing loans. Reviews and analyzes title reports or surveys to determine issues and any present or potential risks. Analyzing the applicant’s financial status, credit, and property evaluation to determine the feasibility of granting the loan or submitting an application to a credit analyst for verification and recommendation. Meeting with applicants to obtain information for loan applications and to answer questions about the process. Guiding loans through the approval and closing process. Explaining, promoting, cross-selling, or referring banks, insurance, and trust products or services. Representing the Bank in the community through professional and civic involvement is critically important to this role. Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Applicants should have a bachelor’s degree in finance or related area A minimum of 3-5 years of experience in a commercial lender role responsible for business development and credit administration Previous credit analyst experience preferred Excellent communication and customer service skills are required Proficient in PC usage and standard office applications (i.e. Microsoft Word, Excel & Outlook) The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com

Oklahoma City, OK, USA

$0-130,000

Retirement Plan Operations Specialist63392063593475126

Workable

Retirement Plan Operations Specialist

This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, OK. The wage for this position is $23 per hour, equivalent to an annual salary of $47,840. Does the thought of helping entrepreneurs across the country realize their dreams of building their own company excite you? For the last 21 years Guidant Financial has been on a mission to empower entrepreneurs and increase the number of people who succeed in small business. Join our team and be part of the impact by delivering innovative funding solutions and building cutting-edge technology. To date, we have put $5 billion of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs for the economy. We want you to feel as empowered as the entrepreneurs we serve, making a meaningful impact on their success and your own career. Our Values Adaptability: Embracing change is your superpower. You are always ready to seize opportunities to adapt and inspire others along the way. Connection: Building meaningful connections is at the core of what you do. Elevating others is your way of growing and empowering yourself. Excellence: You thrive outside of your comfort zone, constantly seeking ways to improve. Your unquenchable curiosity fuels your drive to make things better. Role Summary As a Retirement Plan Specialist at Guidant Financial you will take the first step down the path of learning the full process of what it takes to administer, test and report on 401(k) plans. Through accelerated learning, in-depth training and practical experience, you will quickly grow from document review to administering basic plans. You’ll review documents submitted by our clients, proactively keep clients updated on progress and help clients understand the year-end reporting documents necessary to complete government filings, including the annual 5500 return. What You'll Be Doing: Work with clients to obtain necessary information to prepare the annual reporting Review documents submitted by clients for completeness and accuracy Reconcile plans with only rollovers and plan stock using Excel and administration software Utilize administration software to complete 401(k) testing and reporting Make outgoing reminder calls and send emails to clients during the plan year reporting process Prepare required 401(k) plan government filings, including the IRS Form 5500, using filing software Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents Extra Tasks Share knowledge and explain complex topics simply Training on concepts for a Retirement Plan Administrator I Performs other duties as required Requirements Must be 18 years of age Excellent verbal and written communication skills Meticulous attention to detail and proactive approach to problem solving Skills in customer service, organization, and collaboration Adequate math and analytical skills Proficiency in using Microsoft Excel, Word, and Outlook Associate’s or bachelor’s degree in a related field (business, finance, etc.) or equivalent work experience preferred Basic knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred Ability to work in an autonomous environment where you can be a self-directed worker Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and been seen. Additional Requirements Must pass a background check Must meet work from home requirements to qualify Complete continuing education based upon current certifications For this position, we require you to meet minimum work from home requirements to ensure you can effectively carry out your responsibilities in a remote work from home (WFH) environment. These requirements consist of: A designated workspace (such as a home office) where you can concentrate and be productive. Reliable high-speed internet to ensure seamless communication and collaboration. Benefits Our People are Vital to Our Success: Join a team of intelligent, imaginative, and highly motivated individuals. Growing Together: Constantly expand your knowledge with ongoing training, career development opportunities, and supportive leaders. Over the past three years, more than 20% of our organization has been promoted into new and exciting roles! Wellness at its Best: Enjoy top-notch benefits and perks, including comprehensive health coverage (with a free premium option), competitive salary, paid parental leave, and a generous 401k match. Take advantage of 3 weeks of Paid Time Off plus 11 Paid Holidays to truly disconnect. Flexible Work Arrangements: Work comfortably from your home office. We believe in giving you the freedom to structure your work while providing all the necessary equipment. An Amazing Culture: Experience Guidant's award-winning culture, where you can connect with senior leaders over coffee or be part of our company sporting events. Empowering Equity and Inclusion: Join an inclusive work environment that values employee voices, encourages active participation, and provides unwavering support. This is a fantastic opportunity to work from the comfort of your own home! We are excited to offer a fully remote position with a reputable and thriving company. Currently, we are recruiting in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO The wage for this position is $23 per hour, equivalent to an annual salary of $47,840

Oklahoma, USA

$23

Member Services Representative II63392059859459127

Workable

Member Services Representative II

Founded in 1937, Advancial Federal Credit Union has emerged as a leading financial institution committed to enhancing the lives of its members through innovative, member-centric services. At Advancial, we pride ourselves on our dedication to creating lasting value through superior service, quality products, and a strong sense of community. As a Member Services Representative II, you will play a crucial role in our commitment to exceptional service. You will be the first point of contact for members, assisting them with their daily credit union needs, and providing them with the information they require regarding their accounts and our wide range of products. Working at Advancial means more than just having a job; it means being a part of a community where your contributions are valued and where you can develop your career in a supportive environment. We have been recognized as a Best Company to Work for in Texas for nine consecutive years, and we strive to maintain this positive and fulfilling workplace. This position is located in our Edmond, OK Branch. Key Responsibilities: Serve as a liaison between members and the Credit Union, providing information regarding accounts and services. Perform routine transactions including deposits, withdrawals, and loan payments. Open and maintain accounts, ensuring compliance with policies and procedures. Conduct interviews for loan applicants and process applications, analyzing credit history and background information. Cross-sell various credit union products and services to enhance member satisfaction and loyalty. Assist members with electronic services and promote features such as online banking. Balance cash drawers and ensure all transactions are accurately recorded. Compensation: The pay range for this position is $16.39- $20.49 per hour, based on experience. Requirements Qualifications: High School diploma or equivalent required. Minimum of one year of experience in a similar role or in customer service. Strong communication and interpersonal skills. Ability to analyze member needs and provide appropriate solutions. Proficiency in relevant software applications and technology with a willingness to learn new systems. Demonstrated commitment to outstanding service and teamwork. Advancial Federal Credit Union is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Edmond, OK, USA

$16.39-20.49