Current jobs related to Financial Services Representative - Tulsa, Oklahoma - Prosperity Bancshares

  • Financial Services Representative

    3 weeks ago

    Tulsa, Oklahoma, United States Cetera Financial Group Full time

    Launch Your Career in Finance with Cetera Wealth Management GroupCetera Wealth Management Group is a dynamic and supportive network of independent financial services firms seeking motivated individuals to join as Financial Advisors in-training. Whether you're starting your career in financial advisory or looking to advance to a leadership role within a firm,...

  • Financial Services Representative

    3 weeks ago

    Tulsa, Oklahoma, United States Michael Nelson - State Farm Agent Full time

    Job Title: Financial RepresentativeWe are seeking a highly motivated and results-driven Financial Representative to join our team at Michael Nelson - State Farm Agent. As a Financial Representative, you will play a critical role in helping our customers manage their financial risks and achieve their goals.Responsibilities:Use a customer-focused approach to...

  • Financial Services Representative

    1 week ago

    Tulsa, Oklahoma, United States Tulsa Federal Credit Union Full time

    We are seeking a highly skilled and dedicated Financial Services Representative to join our team at Tulsa Federal Credit Union.The ideal candidate will be responsible for providing exceptional service to our members by performing various financial transactions, servicing accounts, and responding to their inquiries in a timely and professional manner.The...

  • Financial Services Professional

    3 weeks ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Job Title: Financial AdvisorJoin BOK Financial as a Financial Advisor and play a key role in helping clients achieve their long-term financial goals. As a member of our Institutional Wealth Management team, you will be responsible for educating and providing retirement plan participants with the knowledge and tools they need to save for retirement.Key...

  • Financial Services Specialist

    4 weeks ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Job Title: Financial AdvisorJob Summary:BOK Financial is seeking a skilled Financial Advisor to join our Institutional Wealth Management team. As a Financial Advisor, you will be responsible for educating and providing retirement plan participants with personalized guidance to help them achieve their long-term financial goals.Key Responsibilities:Consult...

  • Financial Services Representative

    1 month ago

    Tulsa, Oklahoma, United States Michael Nelson - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and sales-driven Financial Services Representative to join our team at Michael Nelson - State Farm Agent. As a key member of our team, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services.ResponsibilitiesDevelop and...

  • Financial Services Professional

    1 week ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryThe Financial Advisor - Institutional Wealth Management role at BOK Financial is a dynamic opportunity for a skilled professional to educate and support retirement plan participants in achieving their long-term financial goals. As a key member of our team, you will be responsible for creating and managing education campaigns, developing...

  • Financial Services Professional

    3 weeks ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Job Title: Financial AdvisorBOK Financial Corporation is seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for educating and providing retirement plan participants with information to help them participate and save for retirement.Key Responsibilities:Consult with clients to create and manage education...

  • Financial Services Representative

    2 weeks ago

    Tulsa, Oklahoma, United States Tulsa Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Bilingual Teller I to join our team at Tulsa Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members by performing various financial transactions, servicing accounts, and responding to their inquiries.Key ResponsibilitiesAssist...

  • Customer Service Representative

    1 week ago

    Tulsa, Oklahoma, United States Symmetry Financial Group - Gary Uyemura Full time

    Unlock Your Earning PotentialAre you ready to take your career to the next level and earn a system-driven income?Join Symmetry Financial Group - Gary Uyemura as a Customer Service Representative and discover a proven turnkey system that delivers consistent results and allows you to grow into your full potential.As a key member of our team, you will be...

  • Financial Analyst

    2 weeks ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryThe Assistant Division Controller is a key role within BOK Financial, responsible for assisting the Division Controller in financial reporting, analysis, budgeting, forecasting, and performance measurement. This position requires a strong understanding of accounting principles and practices, as well as excellent analytical and communication...

  • Mutual Fund Sales Representative

    1 week ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Job DescriptionRole SummaryThe Mutual Fund Internal Wholesaler is responsible for the distribution of Cavanal Hill mutual funds through various channels, including financial advisors affiliated with Broker/Dealers, Registered Investment Advisors, Trust Companies, and Banks. This role also involves the distribution of Cavanal Hill Investment Management...

  • Financial Center Leader

    2 weeks ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryThe Financial Center Leader is responsible for driving revenue growth and client satisfaction through effective leadership and management of a team of banking professionals. This role requires a strong understanding of consumer financial products and services, as well as excellent communication and interpersonal skills.Key ResponsibilitiesLead a...

  • Customer Service Representative

    2 weeks ago

    Tulsa, Oklahoma, United States Walmart Full time

    At Walmart, we're looking for a Customer Service Representative to join our team. As a Front End Service Associate, you'll be the face of our store, providing exceptional customer service and ensuring a positive shopping experience for our customers. Your role will involve processing returns and refunds, handling financial transactions, and answering...

  • Financial Center Director

    3 weeks ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Financial Center LeaderAre you a seasoned banking professional looking to take on a leadership role? We're seeking a Financial Center Leader to join our team at BOK Financial Corporation Group.Job SummaryThe Financial Center Leader is responsible for driving branch performance, building a high-performing team, and delivering exceptional client experiences....

  • Customer Service Representative

    1 week ago

    Tulsa, Oklahoma, United States Trulite Glass and Aluminum Solutions Full time

    Customer Service RepresentativeWe are seeking a skilled Customer Service Representative to join our team at Trulite Glass and Aluminum Solutions. As a Customer Service Representative, you will be responsible for providing top-tier customer service support in a manufacturing environment.Key Responsibilities:Receive and respond to customer inquiries regarding...

  • Customer Service Representative

    1 week ago

    Tulsa, Oklahoma, United States Security Finance Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will be the first point of contact for our customers, providing exceptional service and support to help them achieve their financial goals.Key ResponsibilitiesProvide outstanding customer service via phone...

  • Customer Service Representative I

    1 week ago

    Tulsa, Oklahoma, United States Trulite Glass and Aluminum Solutions Full time

    Customer Service Representative IAt Trulite Glass and Aluminum Solutions, we are seeking a highly skilled Customer Service Representative I to join our team. As a key member of our customer service team, you will be responsible for providing top-tier customer service support in a manufacturing environment.Responsibilities:Basic customer service related...

  • Patient Services Representative

    1 week ago

    Tulsa, Oklahoma, United States Ardent Health Full time

    About the Role:We are seeking a highly skilled Patient Services Representative to join our team at Utica Park Clinic. As a Patient Services Representative, you will play a vital role in providing exceptional customer service to our patients and visitors.Responsibilities:Welcome patients and visitors by greeting them promptly and providing courteous customer...

  • Customer Service Representative

    2 weeks ago

    Tulsa, Oklahoma, United States Tulsa Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Tulsa Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members by performing financial transactions, servicing accounts, and responding to their inquiries.Key...

Financial Services Representative

2 months ago

Tulsa, Oklahoma, United States Prosperity Bancshares Full time
Position Overview

The role of a Financial Services Representative encompasses a diverse range of financial operations across various locations. This position is essential in delivering exceptional customer service and ensuring the smooth execution of banking transactions.

Key Responsibilities
  • Teller Functions: Execute essential banking transactions including deposits, withdrawals, loan payments, and the issuance of cashiers' checks and money orders.
  • Customer Service: Assist clients in opening new accounts and addressing their banking needs with professionalism and efficiency.
  • Multi-Location Support: Provide flexible support across multiple branches, adapting to the needs of each location.
Qualifications

The ideal candidate will possess strong interpersonal skills, a commitment to customer satisfaction, and a solid understanding of retail banking operations. A background in financial services is preferred.