Private Banking Specialist

2 weeks ago


Tulsa, United States CareerBuilder Full time

Location field must contain 'city, state' or a zip code to perform a radius search (e.g.,

Denver, CO

or

46122 ). City and state must be separated by a comma followed by a space (e.g.,

Houston, TX )
JOB REQUIREMENTS: Job Description Overview Primary responsibility is toprovide banking and portfolio administrative support to Private BankingRelationship Managers within a specific geographic area. The PrivateBanking Specialist must be able to work with highly confidentialinformation while delivering an exceptional level of professionalismthat will enhance the Johnson Financial Group experience and positivelyimpact new business development, client referral and retention efforts.Key Responsibilities Understanding of and ability to articulate fullscope of JFG products and services. Responsible for accurately opening,closing and performing maintenance on accounts within bank operatingsystems including the administration of the NAICS coding assignments.Proactively assist and train clients on effective use of full breadth ofJFG products including on-line and mobile banking solutions. Assistswith loan requests including: compiling information for loan packages,requesting document preparation, prepare and review documents foraccuracy prior to closing and submitting closed loans for processing.Process various client requests including but not limited to; wiretransactions, funds transfers, line draws and loan payments. Researchand assist in resolving client inquiries and issues to resolution;displays initiative to problem solve and escalate when appropriate, hasthe ability to work independently. Prepare correspondence, documents,reports, proposals, and other administrative work as requested.Proactively schedules client appointments and meetings, acts as the keyliaison for organizing and managing Private Banking events. Utilizeeffective use of the JFG CRM system as the primary tool for managingclient relationships. Job Requirements Bachelor's degree and minimum of3 years experience in the financial services industry with at least 1year in a Relationship Banker role; work experience may be considered inlieu of education. Consumer or commercial credit experience highlydesired. Excellent interpersonal skills, a high degree of businessprofessionalism, initiative, and ability to manage multiple tasks andprioritize without sacrificing quality. Proven organization andanalytical skills; attention to detail and thorough follow-up skillscritical. Excellent oral and written communication skills. Proficientwith full MS Office Suite of products and all applicable bank operatingsystems. National Mortgage Licensing System (NMLS) registration underthe terms of the Safe Act of 2008 required. Equal Opportunity Employerof Minorities, Females, Protected Veterans, and Individuals withDisabilities ***** APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/349D13414A284500

#J-18808-Ljbffr


  • Credit Specialist III

    Found in: Appcast US C2 - 4 days ago


    Tulsa, United States Financial Staffing LLC Full time

    Credit Specialist III (Credit Administration)Summary: A Credit Specialist III assists the Managing Director of Credit Administration, Credit Specialist Lead, and Loan Processing Team ensuring compliance with the Bank’s loan policy and all regulatory requirements.Primary Responsibilities:Performs daily post-closing review of new and renewed loans, reviews...


  • Tulsa, United States Financial Staffing Full time

    Credit Specialist III (Credit Administration) Summary: A Credit Specialist III assists the Managing Director of Credit Administration, Credit Specialist Lead, and Loan Processing Team ensuring compliance with the Banks loan policy and all regulatory requirements. Primary Responsibilities: Performs daily post-closing review of new and renewed loans,...

  • Credit Specialist III

    Found in: Appcast Linkedin GBL C2 - 4 days ago


    Tulsa, United States Financial Staffing LLC Full time

    Credit Specialist III (Credit Administration)Summary: A Credit Specialist III assists the Managing Director of Credit Administration, Credit Specialist Lead, and Loan Processing Team ensuring compliance with the Bank’s loan policy and all regulatory requirements.Primary Responsibilities:Performs daily post-closing review of new and renewed loans, reviews...


  • Tulsa, United States Parkside Hospital Full time

    Job DetailsJob LocationParkside Hospital - Tulsa, OKMedical Billing SpecialistDo you enjoy making a difference in a patient's life? Do you want to make a difference in your community? Come work at Parkside! Where healing happens. Every day.Parkside is a 120 bed, private, non-profit psychiatric hospital, and provides outpatient services as well. Each...


  • Tulsa, United States Snell Motor Company Full time

    Job DescriptionJob DescriptionAs a Vehicle Acquisition Specialist at Riverside Ford of Tulsa, you will play a crucial role in the success of our dealership by acquiring Retail and wholesale vehicles for our inventory. You will be responsible for sourcing vehicles through various channels, negotiating purchase prices, completing necessary paperwork, and...


  • Tulsa, United States Ascension Health Full time

    Details * Department: Patient Accounting * Schedule: Full time, Day Shift. 8am-5pm, Monday - Friday * Facility: Ascension Medical Group St. John * Location: Tulsa, OK Benefits Paid time off (PTO) Various health insurance options & wellness plans Retirement benefits including employer match plans Long-term & short-term disability Employee assistance...


  • Tulsa, United States B2BCFO Full time

    Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while building a...

  • Relationship Banker

    Found in: Talent US C2 - 2 weeks ago


    Tulsa, United States Central Bank Full time

    Job Description Performs customer services such as opening new accounts and assisting customers with queries concerning financial institution products and services. Responsible for the development of new business relationships and maintaining existing relationships. Explores customer needs and cross-sells services that are in the best interest of the...


  • Tulsa, United States Energy Jobline Full time

    Job Description UNDERSTANDING, SERVICE, TRUST 3 Words that Guarantee Results in Recruitment AV Engineeing Manager Reading salary range circa £48.000 TOne of the UK's leading Audio/Visual Company;s with over 25 years experience in assisting its customers in adding impact to areas of their business communications with audiovisual (AV) equipment and services....


  • Tulsa, United States Veeam Software Full time

    Veeam, the #1 global market leader in data protection and ransomware recovery, is on a mission to empower every organization to not just bounce back from a data outage or loss but bounce forward. With Veeam, organizations achieve radical resilience through data security, data recovery, and data freedom for their hybrid cloud. The Veeam Data Platform delivers...


  • Tulsa, United States Family & Children's Services Full time

    Under the direction of the WJP Employment & Education (EE) Program Supervisor, the WJP EE Specialist is responsible for advancing education and employment opportunities for program clients. This will include coordinating and delivering client training and support on a broad range of education, employment and career- oriented services, data management, and...


  • Tulsa, United States Family & Children's Services Full time

    Description Under the direction of the WJP Employment & Education (EE) Program Supervisor, the WJP EE Specialist is responsible for advancing education and employment opportunities for program clients. This will include coordinating and delivering client training and support on a broad range of education, employment and career- oriented services, data...

  • Full Time Physical Medicine and Rehab Physician

    Found in: beBee jobs US - 3 weeks ago


    Tulsa, Oklahoma, United States Enterprise Medical Recruiting Full time

    We are looking for a full-time PM&R Medical Director leader interested in building a practice and growing in the Tulsa/Broken Arrow community. We will offer a solid financial package, full relocation, and an income guarantee. POSITION HIGHLIGHTSMedical Director stipend paid monthlySolid Financial PackageAttending caseload of patientsIM consults and...

  • Pediatric Dentist

    3 days ago


    Tulsa, United States Lumio Dental Full time

    Partnering with Lumio - Apply today, and we'll light the way! We're a dental partnership organization dedicated to preserving the integrity of private practice. Our philosophy is placing patients over profits, and providing the communities we serve with exceptional, affordable, and convenient dental care. Looking for a dental home that values...


  • Tulsa, United States SelectLeaders Full time

    Our firm, a New York City-based owner, operator and developer of residential and mixed-use real estate, is seeking an Acquisitions Analyst who will work across strategies and asset classes. The candidate will be responsible for generating financial analysis; preparing investment memoranda and supporting transaction execution. Joining a nimble,...


  • Tulsa, United States Apprendo Srl Full time

    Ti piacerebbe far parte di un team giovane e dinamico? Crediamo fortemente nel gioco di squadra dove tutti collaborano tra di loro in funzione dell’obiettivo aziendale. I nostri progetti ti permetteranno di lavorare con clienti del mondo Banking & Finance, Insurance, Automotive, Healthcare e molto altro, tutto senza smettere di imparare mai. Chi siamo:...

  • Design Engineer

    2 weeks ago


    Tulsa, United States Expleo Full time

    Job DescriptionJob DescriptionEXPLEO USA is looking for Aerospace Design Engineers with Metallic/Composite, Fuselage, Structure experience to join a dynamic and expanding team ON-SITE in Tulsa, OK. Expleo is a trusted partner for end-to-end, integrated engineering, quality services and management consulting for digital transformation. We are a talent...

  • Design Engineer

    2 weeks ago


    Tulsa, United States Expleo Group Full time

    Overview: EXPLEO USA is looking for Aerospace Design Engineers with Metallic/Composite, Fuselage, Structure experience to join a dynamic and expanding team ON-SITE in Tulsa, OK. Expleo is a trusted partner for end-to-end, integrated engineering, quality services and management consulting for digital transformation. We are a talent incubator. The time you...

  • Medical Director

    Found in: Jooble US O C2 - 2 weeks ago


    Tulsa, OK, United States The Vet Recruiter Full time

    Medical Director – Newport News, VA – #4951 Medical Director – Newport News, VA – #4951 We are looking for a Medical Director who is ready to lead a wonderful team at a large facility in Newport News, Virginia. If you are interested in furthering your career as a Medical Director and continuing to practice medicine with a cohesive, tenured team,...

  • Design Engineer

    Found in: Resume Library US A2 - 2 weeks ago


    Tulsa, Oklahoma, United States Expleo Group Full time

    Overview: EXPLEO USA is looking for Aerospace Design Engineers with Metallic/Composite, Fuselage, Structure experience to join a dynamic and expanding team ON-SITE in Tulsa, OK.   Expleo is a trusted partner for end-to-end, integrated engineering, quality services and management consulting for digital transformation. We are a talent incubator. The time...