Credit Union Financial Advisor
4 weeks ago
We are seeking a highly skilled and experienced Credit Union Financial Advisor to join our team at TTCU. As a key member of our team, you will be responsible for building and maintaining strong relationships with our members, providing exceptional customer service, and promoting our credit union products and services.
Key Responsibilities- Assist members with loan applications, including gathering information, auditing for completeness, and keeping them informed of the status of their loan concerns.
- Open new accounts, including all deposit-related products, and ensure all required information is obtained and is complete, accurate, and compliant with TTCU policies and procedures.
- Assist Branch Management with duties, including building relationships with members, providing technical support, and demonstrating how our products and services can contribute to their overall financial well-being.
- Contribute to the achievement of production and service goals by building trusting relationships with members and fellow employees, staying informed on current products and services, and utilizing KeyInsight to help determine member needs and refer appropriate services.
- High School Diploma or GED required; Bachelor's degree in business, finance, or other related discipline preferred.
- Must have and maintain a valid driver's license and a clean driving record.
- Ability to become a notary public and qualify and maintain an Oklahoma Resident Limited Producer License (NMLS).
- Must successfully complete TTCU's Teller Training Program and Credit Union Advisor Training Program within 60 and 90 days of hire, respectively.
- Must pass Branch Operations Credit Union Advisor III Exam (80% or higher) within 18 months of hire.
- Customer service experience in banking, retail, or other related field: 4 Years, Intermediate.
- Bilingual Skills in Spanish or another language preferred.
Routinely perform work indoors in a climate-controlled shared work area with a moderate level of noise. Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
-
Commercial Loan Operations Specialist
4 weeks ago
Edmond, Oklahoma, United States Tinker Federal Credit Union Full timeJob Summary:Tinker Federal Credit Union is seeking a highly skilled Commercial Operations Specialist to join our Business Services team. As a key member of our team, you will be responsible for ensuring the smooth operation of our commercial lending platforms and document management systems.Key Responsibilities:Serve as the expert for all systems, processes,...
-
Senior Commercial Administrative Specialist
4 weeks ago
Edmond, Oklahoma, United States Tinker Federal Credit Union Full timeJob Summary:Tinker Federal Credit Union is seeking a highly skilled Senior Commercial Administrative Specialist to join our Business Services department. As a key member of our team, you will be responsible for ensuring the accuracy and completeness of commercial loan documentation, while maintaining compliance with regulatory guidelines.Key...
-
Commercial Administrative Specialist I
4 weeks ago
Edmond, Oklahoma, United States Tinker Federal Credit Union Full timeOverview:Tinker Federal Credit Union's Business Services department has an immediate opening for a Commercial Administrative Specialist I. This role is part of a dynamic team that provides administrative support services during the commercial lending process to ensure its successful completion.Key Responsibilities:Perform due diligence to comply with...
-
Senior Portfolio Manager
4 weeks ago
Edmond, Oklahoma, United States BOK Financial Full timeJob SummaryThe Senior Portfolio Manager will oversee and manage a team of Private Wealth Advisors, providing services and investment solutions to high net worth individuals. This role will be responsible for supporting Advisors and local Managers across the BOK Financial footprint, driving results and increasing success company-wide.Key...
-
Senior Portfolio Manager
4 weeks ago
Edmond, Oklahoma, United States BOK Financial Full timeJob Description:The Senior Portfolio Manager will oversee and manage a team of Private Wealth Advisors, providing services and investment solutions to high net worth individuals. This role will be responsible for supporting Advisors and local Managers across the footprint, driving results and increasing success company-wide.Key Responsibilities:• Manage...
-
Chief Medical Service
4 weeks ago
Edmond, Oklahoma, United States BOK Financial Full timeJob Summary:The Managing Director of Private Wealth is a senior leadership role responsible for overseeing and managing a team of Private Wealth Advisors. This role requires excellent leadership and management skills, as well as a deep understanding of bank risk and compliance considerations.Key Responsibilities:Manage and supervise a team of portfolio...
-
Client Service Specialist
4 weeks ago
Edmond, Oklahoma, United States BOK Financial Full timeJob SummaryThe Client Service Specialist is a key role within our Financial Operations team, responsible for providing exceptional support to our Financial Consultants. This includes performing daily servicing activities, such as documentation, information gathering, and compiling, under general supervision. The ideal candidate will have a strong...
-
Financial Services Professional
4 weeks ago
Edmond, Oklahoma, United States Simmons Bank Full timeWealth Advisor Role at Simmons BankAt Simmons Bank, we're committed to delivering exceptional service and passion to our customers. As a Wealth Advisor, you'll play a crucial role in analyzing and interpreting clients' investment objectives and risk tolerances, providing individualized investment advice tailored to their needs.Key Responsibilities:Act in the...
-
Senior Financial Reporting Accountant
4 weeks ago
Edmond, Oklahoma, United States Oklahoma AgCredit Full timeJob OverviewOklahoma AgCredit is seeking a highly skilled Senior Financial Reporting Accountant to join our team. As a key member of our accounting department, you will be responsible for preparing and reviewing financial reports, designing and implementing internal controls, and providing support to our Controller and Chief Financial Officer.Key...
-
Academic Support Associate
4 weeks ago
Edmond, Oklahoma, United States University of Central Oklahoma Full timeJob DetailsJob Location: Main CampusPosition Type: StudentSalary Range: $11.38 - $11.38 HourlyPosition OverviewThis is a Teaching Assistant (TA) position which will assist faculty members with classes and courses, as well as assist with research and instrument development/assessment. This position may also cover classes or proctor exams.Applicants must be...
-
Financial Analyst
4 weeks ago
Edmond, Oklahoma, United States Orion Security Solutions Full timeJob OverviewOrion Security Solutions is seeking a detail-oriented Staff Accountant to support the accounting department by performing standard and non-routine clerical duties in the areas of accounts payable, receivable, and general accounting.This position is located in Edmond, OK, and is not a remote opportunity.Key ResponsibilitiesVerify all vendor...
-
Wealth Management Specialist
4 weeks ago
Edmond, Oklahoma, United States Simmons Bank Full timeWealth Advisor Job DescriptionThe Wealth Advisor plays a vital role in analyzing and interpreting clients' investment objectives and risk tolerances. This expert provides individualized investment advice tailored to meet those objectives and tolerances.Key Responsibilities:Acts in the best interest of the client and delivers exceptional service.Develops and...
-
Seasonal Retail Merchandise Associate
1 month ago
Edmond, Oklahoma, United States HomeGoods Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Seasonal Retail Merchandise Associate to join our team at HomeGoods. As a key member of our sales floor team, you will be responsible for delivering an exceptional customer experience, maintaining a clean and organized store environment, and supporting the growth of your career.Key...
-
Office Assistant
4 weeks ago
Edmond, Oklahoma, United States University of Central Oklahoma Full timeJob DetailsPosition OverviewThis student position at the University of Central Oklahoma offers an exciting opportunity to gain valuable experience in an office setting while contributing to the Office of Diversity and Inclusion.Hours per WeekUp to 25 hours per week, maximum, during fall and spring semesters.Up to 35 hours per week, maximum, during summer...
-
Edmond, Oklahoma, United States Schneider Full timeJob OverviewAs a Team Van Truckload truck driver at Schneider, you'll enjoy a stable and predictable schedule with regular home time every three weeks. With 95% no-touch freight, you'll spend more time on the road and less time loading and unloading.Compensation and BenefitsMileage pay and hourly pay while on duty, not drivingWeekly paychecksWeekly...
-
Graphic Designer Assistant
1 month ago
Edmond, Oklahoma, United States University of Central Oklahoma Full timeJob SummaryThis is a Federal Work Study Program (FWSP) position in the Department of Wellness and Sport at the University of Central Oklahoma. The student will perform computer and customer service-related duties in an office setting, with a focus on graphic design and production.Key ResponsibilitiesDesign and produce visual materials for Department of...
-
Mortgage Loan Officer
4 weeks ago
Edmond, Oklahoma, United States House and Home Mortgage Full timeWe are seeking a detail-oriented and experienced mortgage loan officer to join our team at House and Home Mortgage. If you have a proven track record of creating lending solutions for your clients and a desire to assist buyers in obtaining the property of their dreams, we'd love to talk with you.Responsibilities:Ensure all phases of the loan process are...
-
Mortgage Loan Originator
1 month ago
Edmond, Oklahoma, United States FBC Mortgage LLC Full timeJob OpportunityFBC Mortgage, LLC is seeking a seasoned Mortgage Loan Originator to join our team in Edmond, OK.Job SummaryWe are looking for a highly skilled and experienced Mortgage Loan Originator to proactively identify, develop, and maintain a quality network of business relationships that will serve as a source of referrals for new mortgage lending...
-
Sales Associate
4 weeks ago
Edmond, Oklahoma, United States Knitwell Group Full timeAbout UsAt Knitwell Group, we empower women to find their authentic self-expression through our modern, feminine, and versatile clothing. Our mission is to provide a unique shopping experience that inspires confidence and self-expression in every woman who walks through our doors.Job OverviewWe are seeking a highly motivated and customer-focused Sales...
-
Branch Office Administrator
3 weeks ago
Edmond, Oklahoma, 73034, Oklahoma County, OK, United States Edward Jones Full timeWould you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...