Private Wealth Banker | Oklahoma, OK

Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.. Bonus Type Formula Based Summary Acting as a trusted advisor, finding and recommending the right financial solutions to help our high: net: worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker.

We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve. Job Description

The Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature.

Additional responsibilities include the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses. Team Culture We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic. Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to

handle your client base and provide a personal touch experience.

How Youll Spend Your Time: You will develop and implement a relationship management plan for potential customer accounts to identify and build relationships; and actively identify new prospects and develop new loan and deposit business. : You will negotiate loan proposals with customers; this includes analyzing and evaluating credit requests and underwriting loan commitments, coordinating with the Private Wealth Underwriting group, and recommending appropriate credit grade. You will present to the loan committee and implement approval or declination action.You will monitor and manage existing credit relationships in coordination with the Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.You will manage deposit portfolios by fulfilling client requests and overseeing resolution of account issues.

: You will serve as the relationship manager in delivery of products and services across departmental and divisional lines while facilitating resolution of operational problems for customers across all divisions.

Education and Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 3:5 years of directly related experience in credit/banking and/or 6:8 years of equivalent combination of education and experience. : Knowledge and understanding of commercial and consumer lending practices and loan documentation, and loan servicing requirements: Good knowledge of accounting principles and practices: Demonstrated capacity to sell products/services within the financial services industry: Good understanding of credit underwriting, documentation, loan policy, and regulations: Good knowledge of financial analysis including ratio and trend analysis and projections: Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and

protect money, and use technology that makes banking easy. We want you on our team if you have a natural curiosity, attention to detail, and a passion for engaging conversations that lead to results. Our branch environment is extremely fast paced with several daily priorities which means you have a wealth of opportunities to expand your base of knowledge - aka you will never be bored.

You will contribute to the success of the Retail branch by: Use a consultative questioning approach to turn every transaction and customer service interaction into an opportunity to learn your clients' financial life priorities and connect them to our solutions that meet their financial goals. Grow the branch

customer base through proactive outbound business development activities including workplace banking, developing referral networks, appointment setting and outbound calling campaigns.

Assist customers with transactions, completing service requests, opening new accounts, and submitting credit applications while delivering a meaningful conversation that improves our customers' financial wellbeing. Participate in delivery of the unparalleled customer experience by building relationships through proactive outreach to help customers succeed financially. Collaborate with partners in small business, mortgage, and investments to grow customer's share of wallet. Follow established policies and

procedures and play an active role in branch daily operations to ensure safety and soundness for both the customer and the bank.

We are passionate about helping our team members develop their careers! You will have deep relationships with your Branch manager, Regional Delivery Manager, and specialists. These leaders invest in your success through daily feedback, personalized coaching and helping you create action plans to be successful. From day one, you will receive training including hands-on practice, and dedicated support throughout your on-boarding experience. With demonstrated success, you will have unlimited opportunity to grow throughout the company.

We're excited to talk with you if you have: HS Diploma or equivalent One year experience in a Retail environment engaging with customers and making product recommendations that lead to sales or relevant demonstrable experience Ability to work branch hours, including weekends and some evenings NMLS registration within 90 days Ability to learn products, services, and procedures quickly and accurately Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs Basic math skills and ability to problem solve while operating within established risk parameters/tolerances Professional, thorough, and organized with strong computer skills to manage complex transactions and service tasks across multiple systems Demonstrate ability to make personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust and build lasting relationships Exude confidence and possess the drive, initiative, and knowledge to provide financial options for customers using a consultative approach Must have the ability to work Monday-Friday 8:00AM-6:00PM, Saturdays 8:00AM-12:00PM Associate will be required to work at least one Saturday 9:00am to 12:00pm at our Penn Square branch Bonus points if you have: At least one year experience in Retail banking sales, or financial services sales, or Consultative relationship sales role in another industry, with proven success in establishing new clients, deepening customer relationships, and delivering results College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required Demonstrated success on a commissions-based compensation plan Bilingual Compensation Range: Minimum: $31,080.00 - Mid Point: $41,423.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.

In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits.

Benefit offerings and eligibility requirements vary. Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community.

Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, interaction (including gender, pregnancy, interactionual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

If you need accommodation for any part of the employment process because of a disability, please send an e-mail to xyz X@ to let us know the nature of your request. If you are a California resident, please visit our Privacy Notice for California Job Candidates (p1. /umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy_Notice_for_California_Candidates_Original_file. pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (p1. /umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB_Tuce_Book_Original_file. pdf) Check out the road to a career at UMB

Contractors. ISN is was also on the Business Inc. Magazine's 5000 List of Fastest Growing Private Companies for two years. We are looking for an energetic, self-starting, organized, detail-oriented candidate with the ability to multitask in a fast-paced environment to join our team.

Job Description ISN is seeking a Loan Servicing Manager to assist on a government contract providing mortgage loan servicing to the federal government. Must have prior experience managing loan servicing. Duties and Responsibilities: Management assistance on a large mortgage servicing program. Assist the Contract Manager through direct oversight of loan servicing staff. Proven track record of guiding staff

in providing exceptional customer service. Providing guidance to staff of activities related to program coordination, training and compliance, quality management, and other related work in a mortgage servicing environment.

Qualifications Reverse and forward Loan Servicing experience to include direct management of, and daily interaction with at least 50 employees Mortgage Servicing Experience Staffing Experience Program Coordination Experience Experience ensuring Quality improvement All relevant experience must be from within the last three years to qualify. Additional Information ISN Corporation is an Equal Opportunity Employer ISN Corporation is an Equal Employment Opportunity/Affirmative

Action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, interaction, interactionual orientation, gender identity, age, national origin, protected veteran status, disability status, marital status, genetic information, or any other characteristic protected by law.

ISN Corporation is a Drug-Free Workplace. Candidates are required to pass a pre-employment background investigation before beginning employment.

As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.

You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and

over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect

customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.

All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.

As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.

Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase.

Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting.

Further information about NMLS and registration requirements of registration can be found at: http: //mortgage. nationwidelicensingsystem. org/SAFE/Pages/default. aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.

We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, interactionual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans