Relationship Banker (Floater)
$20 - $24.95 per hourArvest Bank
Pay is based on a number of factors including the successful candidate's job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit
Position is located at 4117 S Peoria Ave Tulsa, OK 74105. Incumbent will float to area branch locations as needed. Availability is needed Monday through Friday 8:00 am to 6:00 pm. The story of Arvest is one of commitment started by our founders in 1961 with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers and associates first as we continue to fulfill our mission - People helping people find financial solutions for life. Job Title: Relationship Banker The Relationship Banker will primarily focus on product sales and exceptional customer service. The associate develops new customer relationships and strengthens existing relationships by ensuring each customer knows and offers appropriate products and services to meet their existing and future financial needs. The Relationship Banker provides expert product advice, clear and concise directions on using self-service banking solutions, transacts business accurately and provides account servicing and problem resolution per established procedures and regulations. The Relationship Banker is a leveled position, beginning with an entry Level 1 and advancing to Level 3. Additionally, with the successful completion of all three Relationship Banker levels, there could be an opportunity to advance into the Relationship Banker 4 leadership position.• Level 1 - Training: The primary focus will be training and development while working with a seasoned mentor. Progression to Level 2 is dependent upon the successful completion of all training.
• Level 2 - Proficient: Works independently on routine tasks and with general guidance on complex tasks. Demonstrates superior product knowledge and excellent needs-based selling skills. Upon the recommendation of the Branch Manager or Regional Management and upon demonstrated proficiency in all performance expectations, the associate could advance to Level 3.
• Level 3 - Advanced: Demonstrating independent action and high initiative, the associate resolves problems, develops recommendations and determines the course of action on new tasks. Tasks could range from complex to highly specialized in nature. Additionally, the Level 3 will also serve as a mentor to Level 1 associates. What You Will Do at Arvest: (Other duties may be assigned.)
• Contribute to achieving branch sales goals through a consultative sales approach with new and existing customers, following the sales process defined in the CFB Retail Sales Playbook. Through discovery conversations, identify and uncover the customer's financial needs and offer appropriate solutions as Arvest strives to provide a seamless, one-stop shopping experience. Refer qualified customers to specialized sales forces.
• Proactively make outbound calls to generate sales to strengthen further the customer relationship and/or begin customer relationships.
• Identify opportunities to sell consumer loans, accept consumer loan applications and facilitate loan closings. You must also work effectively with the centralized underwriting department.
• Deliver consistent, exceptional customer service by acknowledging every customer promptly, smiling and greeting each customer, introducing yourself, using eye contact, and thanking the customer. Acknowledge customer complaints and follow the established complaint process to ensure customer satisfaction.
• Opens and processes simple, moderately, or highly complex deposit accounts.
• Answer and assist customers' questions and concerns, including, but not limited to, helping customers with deposit risk management and day-to-day banking business.
• Maintains in-depth knowledge of products and services, including digital services and delivery options. Support customer usage of products and services that will provide the services they need in the manner most convenient for them. Maintain in-depth knowledge of competitors' products, practices, facilities, and prices to sell bank products effectively.
• Participate in branch promotions and marketing initiatives as directed.
• Use sound judgment in applying bank standards, policies, and procedures regarding customers.
• Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to completing compliance training and adhering to internal procedures and controls; reporting any known violations of compliance policy, laws, or regulations; and reporting any suspicious customer and/or account activity.
Supervisory Responsibilities: NA Responsibilities: Toolbox for Success: Level 1:
• High School Diploma or General Education Degree (GED) required.
• Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
• Demonstrated sales and customer service experience preferred.
• Financial service provider experience preferred.
• College degree preferred. Level 2:
• High School Diploma or General Education Degree (GED) required.
• Achievement of defined competencies of Level 1 required.
• Current NMLS SAFE Act Registration or the ability to be registered within 30 days required. Level 3:
• High School Diploma or General Education Degree (GED) required.
• Successful achievement of defined competencies of Level 2 or relevant related experience required.
• Current NMLS SAFE Act Registration or the ability to be registered within 30 days required. Relevant military experience is considered for veterans and transitioning service members.
Physical Demands: Regular attendance is an essential function of the job. The associate must be able to travel occasionally within the US, possibly overnight. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. We offer competitive compensation, benefits packages, and significant professional growth. Arvest Bank is committed to providing equal opportunity to all persons regardless of race, color, race-based hairstyles and textures, religion, marital status, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability, veteran status, or any other basis, which now or in the future may be specified by law.
Along with an excellent benefits package, our associates are engaged, rewarded for performance, and encouraged to grow professionally and personally. Our associates drive our future. We urge you to apply if you want to be recognized for your results and empowered to reach your potential.
Grade 12 Pay Range: $20.00 - $24.95 per hour
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker (Floater) in Tulsa, OK vacancy
- ...Relationship Banker Vast Bank 81st and Yale - Tulsa, OK Position Type: Full Time Education Level: High School Travel Percentage: None Category: Banking Description Vast Bank is looking to hire a Relationship Banker! We're a company that believes...SuggestedFull timeWork at officeLocal area
- Job Title Location 5705 E 71st St, Ste 100, Tulsa, OK, 74136, United States Job Category Customer Service, Cash Handling Industry Financial Services, Banking Employee Type Full Time Contact Information Name Katrina Sweaney Email ****@*****.***...SuggestedFull time
- ...accounts and facilitate maintenance on existing accounts. Review for accuracy and compliance. Uncover needs and deepen customer relationships by identifying needs and recommending appropriate bank products. Assist in training and coaching branch retail staff on all retail...SuggestedFull timeContract workWork at officeMonday to FridayFlexible hours
- ...Relationship Banker At Mabrey Bank, you'll do more than process transactions — you'll build lasting relationships and help customers reach their financial goals. As a Relationship Banker, you'll gain hands-on experience across personal banking, customer service, and...SuggestedFull timeMonday to Friday
- ...Personal Banker City National Bank and Trust The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer...SuggestedFlexible hours
$20.55 - $25.05 per hour
...Personal Banker Apply ( locations Oklahoma - Tulsa - Tulsa Yale Avenue (74135) time type Full time posted on Posted... ...to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources...Hourly payFull timeShift work- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator... ...is an entry‑level banking professional who builds client relationships through consultative conversations, solution‑based...
- ...We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success...Full time
$19.23 - $20.67 per hour
Job Description Job Description Campus OSU-Stillwater Contact Name & Email Susan Dale, ****@*****.*** Work Schedule Monday through Friday, 8:00am-5:00pm with occasional evenings and weekends. Appointment Length Regular Continuous/Until Further...Hourly payMonday to FridayAfternoon shift- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
- ...Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare...Full time
- ...Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare...Full time
$97k - $192k
Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Mallett Region of Modern Woodmen is actively...Work at officeLocal areaWork from homeFlexible hours$75k - $150k
...Summary: As a Financial Consultant, you will collaborate with our current client's clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our...Remote work$47 per hour
...comprehensive planning. We're seeking Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance. Our IARs serve as trusted partners, helping individuals, families,...Full timeContract workFor contractors$100k - $250k
...planning and investment management services to clients. The individual in this role develops tailored strategies, manages client relationships, conducts portfolio reviews, and ensures plans align with long-term objectives. The Financial Advisor also monitors market...Work at officeLocal area- ...reviews and adjust portfolios as needed.Prioritize client interests and cross-sell bank products when appropriate.Build and maintain relationships through networking and community involvement.Participate in the referral program and follow up on leads.Maintain expertise in...Work at office
$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours- ...integrate other wraparound supports (i.e. benefits, tax preparation) into counseling to achieve greater results. Engage in ongoing relationship building with clients to ensure attendance and outcomes. Become familiar and proficient in FEC database (FECBOT), including...Work experience placementLocal areaWeekend workAfternoon shift
$120k
...services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success. About...$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeFor contractorsInternshipLocal areaFlexible hours- ...comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs Effectively work with your team and available resources in...
- ...communication skills. Must have ability to demonstrate respect, courtesy and empathy to all individuals and maintain a positive work relationship with all and contributes to the team environment. Working knowledge of government and third party payers. Demonstrate...Part timeWork experience placement
$150k
...designed by advisors, for advisors. It offers comprehensive support on critical tasks, allowing you to focus on building client relationships and growing your business. AQI provides: Back-office services (billing, performance reports, account management) Compliance...Work at officeRemote work$61k - $119k
...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...Team Culture We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships. How You'll Spend Your Time Your time will be spent in classroom training and line of business overviews Credit Analysis...Rotational programWork experience placementWork at office
- ...net-worth and ultra-high-net-worth clients. Serve as a key member of the advisory team, helping manage and strengthen client relationships through proactive communication and exceptional service. Prepare and present financial planning analyses, including net worth...Permanent employmentTemporary workWork at officeFlexible hours
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...responsibilities include analyzing clients' financial situations, recommending solutions to fit their unique needs, and fostering long-term relationships through ongoing support. You will also contribute to their financial literacy and overall well-being through workshops and...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker (Floater). Be the first to apply!




