Oklahoma Banking & Financial Services Job Listings

Community Bank Chief Financial Officer - To 175K - Oklahoma City, OK 323263392073512835120

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 346563499848584451121

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

Commercial Loan Review Officer - To 130K - Oklahoma City, OK - Job 349963499970274051122

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 Specialist63392063593475123

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