Banking Associate - CD/IRA/Decedent
MidFirst Bank
This position is part of the CD, IRA, and Decedent department within our Bank Operations group. The CD, IRA, and Decedent department is responsible for ensuring new account documentation associated with CDs and IRAs is collected, accurate, and complete. They also ensure maintenance and activity on these accounts are performed according to policy and while adhering to applicable regulations. The team is also responsible for ensuring deposit accounts transactions are properly handled in the event a customer is identified or reported as being deceased. This position plays a key role in maintaining the integrity of our accounts, supporting front line personnel in a trusted advisor role, and collaborating with other departments as needed. Typical hours for this position are Monday-Friday 8am-5pm. Occasional weekend and/or holiday hours may be required. Position Requirements 1-3 years banking experience is preferred CD/IRA knowledge is preferred, but not required Ability to accurately 10-key Ability to use standard computer software (MS Outlook, MS Excel) and quickly learn to navigate and operate job‑specific software and web‑based applications Problem‑solving skill with strong attention to detail Excellent verbal and written communication skills Ability to provide a high degree of customer service Ability to perform job functions independently In addition, the position is expected to read, reference, and interpret written departmental procedures, cross‑train on department tasks, make suggestions to correct or enhance existing processes, and take advantage of available opportunities to develop a deeper understanding of applicable regulations, operational compliance, and the banking industry to support career development and growth. #J-18808-Ljbffr MidFirst Bank
- Description The position will oversee and manage projects and day-to-day operations of the CD/IRA/Decedent department in Bank Operations. The CD/IRA/Decedent department acts as a resource to support the opening, maintaining, and closing of Certificate of Deposit and IRA...Suggested
- ...personal or business accounts including checking and savings accounts, certificates of deposit (CD), safe deposit boxes, individual retirement accounts (IRA), internet banking services, ATM and debit cards, and credit cards. Accurately prepare all related documentation....SuggestedWork at officeRemote work
$20 - $22.36 per hour
...Bankerprovides exceptional customer care to the Bank’s customers, advising them on financial... ...opening, retirement products including CD’s and IRA’s and assistance with loan applications... ...Relationship Banker II Education: Associate’s degree preferred and willingness to pursue...SuggestedShift work- ...Applicants: Please apply through Prosperity Bank's Career Center at . Applying through... ...Internal Applicants: If you are a current associate of Prosperity Bank, please apply through... ...maintaining all checking, savings, time deposits, IRA's, safe deposit boxes and savings bonds...SuggestedFull timeWork at officeWork from homeMonday to FridayNight shiftAfternoon shiftWeekday work
$25.75 - $30.9 per hour
...Relationship Banker III will provide exceptional customer care to the Bank’s customers assisting them with daily transactions, inquiries,... ...opening (business and personal), home equity loans and lines, IRAs, etc. Ability to execute more complex account openings and transactions...SuggestedShift work- ...Universal Banker Job Category: Retail Banking Full-Time On-site Broadway Extension Branch Oklahoma City, OK 73114, USA Description UNIVERSAL BANKER Qualified applicants are eligible for a $1000 signing bonus. Job Overview: As the face of Oklahoma...Full timeRelocation package
- ...Job Overview: Now, more than ever, customers deserve bankers who act with courage and integrity. Our Commercial banking team stands ready to help businesses meet challenges with confidence and empower their progress through cash management, credit, and capital services...Flexible hours
- ...and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas... ...level of knowledge is normally acquired through completion of an Associate's Degree and 2-3 years related mortgage lending experience....Minimum wageWork at officeLocal area
- ...Commercial Lending Location: Oklahoma City, OK (On-Site) Job Type: Full-Time/Salary Jump start your career at Equity Bank ! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class...Full timeCurrently hiringWork at officeLocal areaFlexible hours
- ...OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's...Work at officeRemote work
$41.71k - $49k
...BMO Financial Group Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively...Contract workPart timeLocal areaDay shift- ...VP, Commercial Banker We are excited to welcome a Commercial Lender to our commercial banking powerhouse team in Oklahoma City! We are open to candidates at varying experience levels; we will welcome inquiries from seasoned commercial banking professionals or an energetic...Work experience placementLocal area
- ...responsible for efficiently processing a variety of customer transactions while providing the highest level of service and identifying bank products and services that would be beneficial to potential and existing customers. Tellers must be proactive, friendly and...Full timeBank staffMonday to FridayShift workWeekend work
$30k
.... Provide an elevated level of exceptional customer service by welcoming customers, minimizing wait times and assisting with their banking needs. Process transactions, including deposits, withdrawals, and transfers. Handle cash and maintain accurate cash drawer balances...Full timePart timeWork experience placementWork at officeShift workAfternoon shift$14 - $14.5 per hour
...Job Full Description Bank Teller Express Employment Professionals is recruiting for Teller roles for a client in Guthrie, OK. Candidates will be responsible for a range duties that include handling customer transactions, processing deposits and withdrawals,...Monday to FridayFlexible hoursShift work- ...general ledger accounts, cashing negotiable items, processing loan payments, savings bonds, and cashier's checks while promoting the bank's products and services and providing excellent customer service. Essential Functions and Basic Duties Assumes responsibility...Full timeWork at officeMonday to FridayNight shiftAfternoon shiftWeekday work
- ...phone and facilitating a welcoming and customer-focused environment. Accurately and efficiently process and record transactions for bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments, and conducting money transfers. Understand...Work at officeRemote work
- ...Kirkpatrick Bank is seeking a Part-Time Teller in Edmond, Oklahoma. This role acts as the first point of contact for customers, delivering exceptional service while processing a range of financial transactions. Applicants should have a high school diploma and possess...Part time
- ...Prosperity Bank is seeking a Part Time Teller for its Oklahoma City branch. In this role, you will perform a variety of tasks including processing deposits and loan payments while promoting bank products and providing excellent customer service. Preferred candidates will...Part timeMonday to Friday
- ...transactions with emphasis on accuracy Sells money orders and official checks Promotes BancFirst services through cross selling banking products to new and existing clientele, minimum goals and sales incentive will apply Extraordinary customer service will be...Full time
- ...for correctly setting up a teller station and cash drawer; determining acceptability of checks according to legal requirements and bank policies; correctly balancing daily; answering customer questions about banking products and services; and accurately processing all...Flexible hours
- ...responsible for efficiently processing a variety of customer transactions while providing the highest level of service and identifying bank products and services that would be beneficial to potential and existing customers. Tellers must be proactive, friendly and...Part timeBank staffMonday to FridayWeekend work
- ...operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as Bank’s main point of customer contact; maintains working knowledge of established policies and operating procedures. Key Accountabilities...Work at office
- ...integral to delivering TD’s Brand promise by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement of business objectives that enable growth through identifying appropriate...Work at officeLocal areaWork from homeFlexible hours
$34.5k - $53k
..., long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk and defending against fraud. Sales...Full timeContract workWork experience placementWork at officeShift workAfternoon shift$25.5 - $36 per hour
...open dialogue with your recruiter who can provide you more specific details for this role. Line of Business Personal & Commercial Banking Job Description The Retail Banker II Float is a Customer liaison that is integral to delivering TD’s Brand promise by utilizing financial...Work at officeLocal areaWork from homeFlexible hours- ...deposit accounts, offering various products or services and helping the Branch meet sales goals, contributing to the success of the Bank. Tellers have an in-depth understanding of the banks’ systems and possess keyboarding and data entry skills necessary to perform daily...Work at officeRemote workNight shift
- TD is seeking a Retail Banker I in North Andover, Massachusetts. The role requires engaging with customers to provide banking solutions that meet their needs and contributes to business objectives. Candidates should have a high school diploma or GED and 1+ years of customer...
- ...positive can-do attitude and a genuine desire to work with customers in a caring and empathetic way, you are responsible for executing the bank’s promises by proactively identifying opportunities to deepen customer relationships, create a positive work environment, and...Live inWork at officeFlexible hours
- ...additional hours when crucial to the branch environment PREFERRED SKILLS AND QUALIFICATIONS Successful sales record in a retail banking environment; with knowledge of bank products and services PHYSICAL REQUIREMENTS Constant use of computer screens Ability to operate...Full timeLocal areaFlexible hours
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