Accounting & Finance jobs in Oklahoma City, Oklahoma - Page 2Create job alerts

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development, • Tuition assistance, • Vision insurance About Rigil Rigil is an award-winning strategy, technology, and products company committed to making life better for every individual and community we support. Founded in 2005 as a woman-owned business, on the premise: There is always a better way. A better way to serve customers, develop solutions, and foster a balanced working community. We value teamwork and strive to build strong leaders. Location: Oklahoma City, OK Job Type: Full-Time Duties and responsibilities: • Identifies and analyzes problems that may occur in the ongoing processing, • Collects and analyzes data, applying policies and procedures, • Reconciles general ledger, • Prepares monthly, quarterly, and annual financial reportsRequired Skills and Experience:, • Minimum of 5 years of accounting experience, • Solid understanding of Financial Systems, • Microsoft Excel/Access experience a plus, • Oracle and Delphi experience a plusEducation requirements(MUST):, • Bachelors degree from an accredited four year university with a minimum of 24 hours of accounting. (6 hours can be business law)

Job Description Job Title: Financial Technology Consultant Department: Sales - Bank Equipment Solutions Reports To: Regional Sales Manager Location: Oklahoma City Position Overview: 56 year old Professional Security Company seeking a Financial Technology Consultant. The (FTC) is at the forefront of driving sales for Federal Protection, Inc.'s comprehensive suite of banking equipment solutions. Covering a designated territory, the TC establishes and nurtures relationships with financial institutions to achieve sales objectives, grow market share, and ensure customer retention. Roles & Responsibilities: • Sales & Business Development:, • Lead the sales of a wide range of bank equipment, including ATM/ITM's, video solutions, access control systems, pneumatic solutions, intrusion detection systems, and construction services., • Identify and target prospective clients within the territory, leveraging industry insights and analytics., • Client Relationship Management:, • Foster strong relationships with existing clients, ensuring their needs are met and encouraging retention and referrals., • Regularly update clients on new product offerings, enhancements, and industry trends., • Technical Consultation:, • Provide technical consultations to financial institutions, ensuring they understand the benefits and features of each product., • Resolve any technical inquiries or challenges that prospective or current clients might face., • Market Analysis & Strategy:, • Continuously analyze market trends and competitor offerings to identify potential opportunities or threats., • Develop and implement sales strategies to optimize market share within the assigned territory., • Reporting & Forecasting:, • Regularly report sales progress, client feedback, and market insights to the Regional Sales Manager., • Provide accurate sales forecasts and projections for strategic planning., • Training & Development:, • Stay updated with the latest in banking equipment technology and sales methodologies., • Bachelor’s degree in business, Sales, Finance, or a related field. Industry-specific experience can be considered in lieu of a degree., • years of experience in sales, preferably in financial technology or bank equipment., • Exceptional communication and presentation skills., • Strong technical acumen and ability to convey complex information in simple terms., • Relationship-building and networking expertise., • Analytical thinking with a strategic mindset., • Fieldwork involving travel within the designated territory., • Regular use of computers, communication tools, and specialized sales software.

Job Description Job Title: Bookkeeper – CPA Firm Location: North Oklahoma City, OK Job Type: Full-Time Experience Required: Minimum 3 years Industry: Accounting / CPA Firm About Us: Our Client is a well-established CPA firm known for our commitment to excellence and personalized client service. As they continue to grow, they are seeking a skilled and detail-oriented Bookkeeper to join our team. Key Responsibilities: * Manage day-to-day bookkeeping tasks for multiple clients * Process accounts payable and receivable * Reconcile bank and credit card statements * Prepare financial reports and assist with month-end close * Handle payroll processing and related tax filings * Maintain accurate and organized financial records Qualifications: * Minimum 3 years of bookkeeping experience * Proficiency in QuickBooks (Online and/or Desktop) * Payroll experience is required * Strong attention to detail and organizational skills * Ability to manage multiple client accounts efficiently * Excellent communication and time management skills Benefits: * Competitive salary based on experience * Opportunities for professional development * Supportive and collaborative team culture If interested in the above position, please apply today! Pay Details: $50,000.00 to $60,000.00 per year Search managed by: Jennifer Lansford Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: • The California Fair Chance Act, • Los Angeles City Fair Chance Ordinance, • Los Angeles County Fair Chance Ordinance for Employers, • San Francisco Fair Chance Ordinance Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Job Description We’re looking for a Junior Account Associate to support our sales and insurance team. You’ll help with client outreach, basic policy tasks, and general office support while learning the industry. Responsibilities: • Contact prospects and help schedule appointments, • Gather simple client info for quotes, • Keep records of leads and client interactions, • Assist with follow-ups, renewals, and customer questions Qualifications: • No insurance or sales experience required — we provide training, • Strong communication skills, • Organized, dependable, and able to multitask, • Comfortable working with customers and learning new systems

Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at . Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. POSITION PURPOSE Perform numerous functions including processing deposits, withdrawals, posting to 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 for the efficient, effective, and accurate performance of Teller functions., • Represents the bank in a courteous and professional manner., • Receives and processes deposits., • Receives and processes loan payments., • Cashes checks and other negotiable instruments for clients., • Examines documents for endorsements and negotiability., • Processes transfers between accounts., • Sells traveler’s checks, official checks, and money orders., • Processes credit card cash advances., • Verifies and balances cash daily., • Detects and resolves discrepancies promptly., • Offers other Bank products to meet customer needs and strengthen the relationship., • Has no more than one proof error within a 30-day period., • Follow Teller procedures consistently and adheres to compliance requirements., • Other duties as assigned., • Assumes responsibility for establishing and maintaining effective, professional business relations with clients., • Ensures that client requests and inquiries are promptly resolved., • Operates online teller terminal., • Maintains privacy of customer information., • Ensures that the Bank’s quality reputation is maintained and projected., • Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management., • Assists area personnel as required., • Assists with training or orientation as needed., • Keeps supervisor informed of area activities and of any problems or concerns., • Completes required reports and records accurately and promptly., • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays., • Assumes responsibility for related duties as required or assigned., • Performs night drop functions as assigned., • Performs related clerical duties as assigned., • Ensures that work areas are clean, secure, and well maintained., • Teller functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures., • Cash is balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained., • Good business relations exist with clients. Client problems and inquiries are courteously and promptly resolved., • Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Tellers and staff as needed. Supervisors are appropriately informed of area activities., • Required reports and records are accurate, complete, and timely., • Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services. Education/Certification: High school graduate or equivalent. Required Knowledge: Understanding of Bank operations preferred. Experience Required: At least one year of related experience/cash handling required. Previous Teller experience preferred. Skills/Abilities: Good communication skills. Professional appearance, dress, and attitude. Good math skills Good typing skills. Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin and money counting machines, and telephone. Monday - Friday: 9:15 AM - 6:15PM. Saturday: 8:45AM - 12:00PM (Rotating).

Job Description The Member Advocate I will deliver extraordinary service while accurately and efficiently processing a variety of cash and inquiry transactions for members while adhering to applicable policies and procedures. The Member Advocate I will proactively suggest appropriate products and services to help members better manage their financial needs and provide information about the Credit Union, its mission, and its products and services. • Provide extraordinary member service by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards. Accurately process transactions for members, including but not limited to, cashing checks, receiving deposits and payments, processing withdrawals, conducting information inquiries., • Listen actively to fully understand and answer members’ questions/concerns, and offer guidance to appropriate products and services. Proactively identify and make appropriate, qualified referrals for members that will save them time, money and/or provide peace of mind. Look for ways to enhance members’ relationships by building trust and confidence., • Ensures proper policies, procedures, risk mitigation activities, and operating controls are followed. (i.e. security, member identification, fraud prevention, etc.). Reports gaps in policies, procedures and operating controls to leadership to ensure member impact and risk is mitigated., • Prepares and verifies official checks and money orders., • Balance assigned cash drawer during and at the end of each work day., • Perform miscellaneous duties such as end of day activities, filing, answering phones, maintaining supplies, etc. Critical Results: • Exceptional service will be provided by being knowledgeable, engaging with members, making members feel valued and consistently applying defined service standards., • Products and services are proactively recommended based on member needs. Asks open‐ended questions to uncover additional opportunities to save members money and/or time., • Operate within the acceptable ranges of balancing and quality work parameters, while maintaining a high level of member service., • All activities are efficiently conducted, generally error free, and are completed following the appropriate policies, procedures, operational controls, and compliance controls. (i.e. security, member identification and fraud prevention)., • Losses, errors, and risks are controlled and mitigated by adhering to all applicable policies and procedures. Manager approval required for any exceptions., • Work according to schedules and department attendance guidelines. Need may arise whereby this position may provide coverage at other Member Relationship Centers., • Perform other duties as assigned. Qualifications: Specialized or Technical Knowledge and Skills: • Must have a High School Diploma or equivalent, • Encouraged to earn or hold Certified Credit Union Financial Counselor (CCUFC) designation, • Must be able to learn and apply a variety of software applications., • Must have accurate keyboarding skills., • Prior experience in a retail service environment to include cash handling and member service preferred., • While performing the duties of this Job, the Member Advocate I is regularly required to stand; use hands to handle, or feel; reach with hands and arms and talk or hear., • The employee is frequently required to walk and sit. The employee is occasionally required to climb, balance and stoop, kneel, or crouch., • Employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds., • Behavioral Competencies: Behavioral competencies are the skills and personal characteristics that an individual should possess in order to be successful in this position., • Core Competencies: Core competencies are consistent for all positions across the organization and are aligned with WFCU’s core values., • Member Focus (internal and external): Builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving member problems, ensures commitments to members are met, solicits opinions and ideas from members, and responds to internal members., • Dependability: Meets commitments, works independently, accepts accountability, handles change, sets personal standards, stays focused under pressure, and meets attendance/punctuality requirements., • Integrity/Ethics: Deals with others in a straightforward and honest manner, is accountable for actions, maintains confidentiality, supports company values, conveys good news and bad., • Job Specific Competencies: The position requires a well‐rounded and level‐headed individual who is able to maintain composure in a variety of situations. The following stand out among along list of behavioral competencies for this position:, • Job Knowledge: Understand duties and responsibilities, has necessary job knowledge, has necessary technical skills, understands company mission/values, keeps job knowledge current, is in command of critical issues., • Productivity: Manages a fair workload, volunteers for additional work, prioritizes tasks, develops good work procedures, manages time well, handles information flow., • Quality: Is attentive to detail and accuracy, is committed to excellence, looks for improvements continuously, monitors quality levels, finds root cause of quality problems, owns/acts on quality problems., • Interpersonal Skills: Has good listening skills, builds strong relationships, is flexible/open- minded, negotiates effectively, solicits performance feedback and handles constructive criticism., • Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to see details at a close range. The employee may be required to occasionally lift and/or move up to 50 pounds., • Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The worker is not substantially exposed to adverse environmental conditions. The noise level in the work environment is usually moderate. EQUAL EMPLOYMENT OPPORTUNITY/AFFIRMATIVE ACTION EMPLOYER WEOKIE does not and shall not discriminate on the basis of Protected Status, marital status, and political belief or any other status or condition protected by applicable federal and/or state law. Bona fide occupational qualifications will be applied impartially. These activities include, but are not limited to, hiring of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all our members, our staff, clients, volunteers, subcontractors, vendors, and clients.

Job Description We are seeking a highly organized, detail-oriented, and people-friendly Administrative Assistant / Bookkeeper for our client. This vital role supports all internal office functions while serving as the front-line representative for their company. From answering phones and welcoming guests to managing their financial records, the person in this position helps ensure smooth day-to-day operations and contributes to a positive company image. This role requires a professional who is comfortable working independently, juggling multiple tasks, and communicating clearly with people at all levels. If you thrive in a fast-paced environment, love variety in your day, and enjoy helping others succeed—this position is for you. KEY RESPONSIBILITIES: Office & Administrative Support • Answer and direct phone calls, screen telemarketing calls, • Greet guests and act as a liaison for customer inquiries, • Handle incoming/outgoing mail, faxes, and emails, • Replenish office and break room supplies, • Maintain and archive corporate and financial documents, • Monitor office equipment (copier, supplies, etc.) Financial & Bookkeeping Duties • Manage accounts receivable and accounts payable (invoicing, payments, reconciliation), • Process payroll and handle related recordkeeping, • Verify and track royalties and commissions, • Make bank deposits and handle related banking duties, • Reconcile credit card receipts and statements Data Management & CRM • Maintain and update sales databases (Excel/Smartsheet), • Manage CRM contacts and mailing lists, • Generate ad hoc Excel spreadsheets and reports, • Assist with Power BI and report development (a plus) Customer & Vendor Support • Communicate with clients and vendors regarding inquiries, invoices, and payments, • Investigate cost-saving opportunities with suppliers, • Assist with insurance, utilities, credit card, and telecom account management Sales & Marketing Support • Prepare and ship marketing collateral, sales kits, and literature, • Support inside sales efforts and customer follow-up, • Help organize holiday mailings and licensee outreach Additional Duties • Assist in travel arrangements for staff, • Provide occasional support for project coordination and marketing presentations, • Perform other office-related tasks as assigned REQUIRED SKILLS & QUALIFICATIONS: • High School Diploma required; some college preferred, • Proficient in Microsoft Office (Word, Excel, Outlook), • Experience with QuickBooks Online (QBO), • CRM familiarity (HubSpot, Zoho, or similar), • Excellent verbal and written communication skills, • Strong organizational and time-management skills, • Able to multitask and work independently, • Positive, outgoing, and team-oriented attitude, • Comfortable interfacing with clients at various education levels BONUS SKILLS (Not Required but Preferred): • Experience in inside sales or lead generation, • Familiarity with PowerPoint and sales presentation support, • Project management experience, • Experience using SmartSheet, Power BI, Sharepoint, Confluence, or similar tools Company DescriptionTaylor Staffing is a full service generalized staffing service specializing in light industrial, manufacturing, and clerical positions in the United States. Our temporary hire periods are shorter than other agencies, and we have many other benefits and much more flexibility than our competition. We look forward to meeting you!Taylor Staffing is a full service generalized staffing service specializing in light industrial, manufacturing, and clerical positions in the United States. Our temporary hire periods are shorter than other agencies, and we have many other benefits and much more flexibility than our competition. We look forward to meeting you!

Job DescriptionBenefits: • 401(k) matching, • Competitive salary, • Health insurance, • Paid time off ROLE DESCRIPTION: As an accountant associate for Jeremy Henley State Farm, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Licensing paid by agency, • 401(k) matching, • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off Our team of 11 is a mix of long-tenured professionals and newer faces, which creates a balance of experience and fresh energy. We work hard, but we also laugh a lot, compete in fun office games, and celebrate wins together. Whether in person or connecting daily with our remote teammates on Zoom, we keep a strong sense of family. Team members enjoy a retirement match, life insurance, health care, and opportunities to earn incentive trips to destinations like Mexico, Alaska, the Bahamas, and New York City. Were looking for people who want to perform at the top of their field while being supported by a high-performing, close-knit team. If youre competitive, community-minded, and want to grow in a winning environment, wed love to meet you! ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Jim Evans - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Licensing paid by agency, • Bonus based on performance, • Competitive salary, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Opportunity for advancement, • Training & development My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.We are located in Oklahoma City, OK and help customers with their insurance and financial services needs, including: • Auto insurance, • Home insurance, • Life insurance, • Retirement planning ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Ryan Williams - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage customer accounts and update information in the database., • Assist customers with policy changes and inquiries., • Process insurance claims and follow up with customers on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job DescriptionExternal Applicants: Please apply through Prosperity Bank's Career Center at . Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for performing a broad variety of financial services as needed at multiple locations including teller functions, (deposits, withdrawals, loan payments, cashiers’ checks, money orders, and cash advances), Customer Service functions (opening and closing accounts, renewing certificate accounts, and assisting customers with bookkeeping and checking account problems, answer customer questions regarding Bank services provided and performs a variety of account maintenance), and Customer Advocate functions (courteously and promptly resolves customer questions or problems, assists customers with all telephone inquiries regarding bank accounts and bank services, completes appropriate documentation to complete customer transactions). Cross sells services as required. Responsible for providing excellent customer service and maintaining strong professional relationships. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for the effective and professional performance of financial service functions. • Presents and explains Bank services and products to clients and assists in meeting their financial needs including the following: opening, closing and maintaining all checking, savings, time deposits, IRA’s, safe deposit boxes and savings bonds, • Answers questions and solves problems for clients by listening to problems, collecting data, securing answers., • Assists clients with disputes involving Bank online, Master Money, ATM services or deposit accounts., • Tele-consulting, • Meets goals set on scorecard Assumes responsibility for the efficient, effective, and accurate performance of Teller functions. • Represents the Bank in a courteous and professional manner., • Receives deposits in person or by mail., • Receives loan payments in person or by mail. Properly computes interest., • Processes cash advances, travelers’ checks, cashiers’ checks, money orders, government bonds, and similar transactions., • Disburses cash or check withdrawals in person, by telephone, or by mail., • Processes transfers., • Opens and closes computer terminal accounts daily. Processes assigned cash and transactions and balances at end of day., • Receives and processes payroll deduction starts, stops, and increases., • Verifies transactions. Monitors deposit amounts and examines documents for endorsement and negotiability. Detects and resolves discrepancies promptly., • Has no more than one proof error within a 30-day period, • Follows Teller procedures consistently Assumes responsibility for the effective and professional performance of financial service functions in the Call Center. (Lubbock Division only) • Assists customer with all inquiries involving checking, savings, certificates of deposit, IRA, loan, business, and trust accounts., • Performs file maintenance and account changes as needed., • Assist customers with Bank on Call, Bank online, and Debit/Tillie card services., • Performs research needed to resolve customer account issues., • Maintains files for each customer assisted., • Researches and resolves problems with customer accounts., • Meets goals set on scorecard, • Other duties include working with wire transfers, interest rate inquiries, safe deposit boxes, error resolution, deceased customers, lost or stolen account related items or information and forged or fraudulent activity, and teller services Assumes responsibility for establishing and maintaining effective, professional business relations with customers. • Ensures that customers' requests and questions are promptly resolved., • Operates online teller terminal. Provides in person, by telephone, or by mail, information that customers may authorize concerning their account status., • Receives and processes new customer accounts and changes to existing accounts., • Receives and processes changes of name, addresses, and other account information as needed., • Maintains privacy of customer account information., • Ensures that the Bank's quality reputation is maintained and projected. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management. • Assists area personnel as required., • Keeps supervisor informed of area activities and significant problems., • Completes required reports and records accurately and promptly., • Attends meetings and training classes that may be held on weekday, evenings, and/or Saturdays Assumes responsibility for related duties as required or assigned. • Actively and professionally cross sells Bank services., • Performs related clerical duties as needed., • Ensures that work area is clean, secure, and well maintained., • Performs research and NSF duties as needed. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. SUPERVISORY RESPONSIBILITIES This role has no supervisory responsibilities. PERFORMANCE MEASUREMENTS • Teller functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures., • Cash is balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained., • Good business relations exist with clients. Client problems and inquiries are courteously and promptly resolved., • Good working relationships and coordination exist with area personnel and with management. Assistance is provided to other Tellers and staff as needed. Supervisors are appropriately informed of area activities., • Required reports and records are accurate, complete, and timely., • Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services., • The Bank’s professional reputation is maintained and conveyed. QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Understanding of Bank operations preferred. PROFICIENCIES: Mentor Program All required training and webinars in 90-day plan GS3 Program Precision Integrated Teller – Advanced functions (split, cash advance, CC, etc.) CTR/MIL understanding IVIEW Product Knowledge SCO ATM Balancing WITS/Wires – min. domestic Risk Management Skill Dual Control Experience Required: At least one year of related experience/cash handling required. Previous Teller experience preferred. Skills/Abilities: Good communication skills. Professional appearance, dress, and attitude. Good math skills. Good typing skills. Ability to operate related computer applications and business equipment including adding machine, typewriter, copy machine, coin, and money counting machines, and telephone. TRAVEL REQUIREMENTS: Regular travel to branch locations within the division (includes out of town travel) Dependable transportation Overnight or multiple night stays in some out-of-town locations. Any mileage driven outside a 25-mile radius of associates home or designated base location will qualify for reimbursement in accordance with the Banks Mileage Allowance Policy. Monday - Friday: available 7:45AM - 6:15PM (as needed by BC). Saturday: 8:45AM - 12:15PM (occasional). 40 hours

Job DescriptionBenefits: • License reimbursement, • Bonus based on performance, • Competitive salary, • Health insurance, • Opportunity for advancement, • Paid time off Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: • Manage client accounts and update information in the database., • Assist clients with policy changes and inquiries., • Process insurance claims and follow up with clients on claim status., • Coordinate with underwriters to ensure timely policy issuance.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job Description The Financial Operations Manager oversees accurate and timely payroll processing, employee expense reimbursements, corporate credit cards, and manages the AP department. This role will also require cash forecasting and treasury needs. This role requires strong analytical skills, attention to detail, and managing multiple tasks efficiently. The ideal candidate will have extensive experience in accounts payable and payroll processing, with a solid understanding of accounting principles and compliance regulations. RESPONSIBILITIES INCLUDE BUT ARE NOT LIMITED TO: • Manage Accounts Payable, making sure the AP team are paying invoices and processing invoices accurately and in a timely manner., • Cash management and forecasting cash needs. · Process and track company credit card transactions. · Manage and oversee the end-to-end payroll process, ensuring accurate and timely employee payment. · Process employee expense reimbursement, coding and making sure everyone is following company policy. · Maintain accurate payroll records, including employee departments and employee default GL Codes · Collaborate with the HR department to ensure accurate employee data for payroll processing. · Respond to employee inquiries regarding payroll & expense reimbursement issues promptly and professionally. · Identify and implement process improvements to enhance efficiency and accuracy in payroll and accounts payable processing. QUALIFICATIONS INCLUDE: · Bachelor’s degree in Accounting, Finance, Business Administration, or a related field. · Minimum of 2-4 years of experience or related work experience in accounts payable and payroll processing, with at least 2 years in a supervisory or management role. SKILLS & KNOWLEDGE · Strong knowledge of accounts payable and payroll-related laws and regulations. · Proficiency in payroll software and Microsoft Office Suite, particularly Excel. · Excellent analytical and problem-solving skills. · Strong attention to detail and accuracy. · Forecasting capabilities and understanding. · Effective communication and interpersonal skills. · Ability to manage multiple tasks and meet deadlines in a fast-paced environment. · Experience with payroll software is a plus. · Certified Payroll Professional (CPP) designation is a plus. ENVIRONMENTAL/WORKING CONDITIONS · No travel required for this position · Indoor office environment PHYSICAL REQUIREMENTS Usual office environment with frequent sitting, walking, and standing, and occasional climbing, stooping, kneeling, crouching, crawling, and balancing. Frequent use of eye, hand, and finger coordination enables the use of office machinery. Oral and auditory capacity enables interpersonal communication and communication through automated devices like the telephone.

Job Description City National Bank and Trust Job Description: Personal Banker Department: Retail Status: Full time Equal Opportunity Employer Description: The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank. Responsibilities: • Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments., • Develop and expand customer growth through daily prospecting and follow-up activities., • Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies., • Effectively cross-sell and market bank products and services to customers and prospects., • Protect customer confidentiality and privacy while practicing branch security procedures., • Participate in daily branch operations, gaining proficiency in various areas of personal banking., • Actively log customer interactions and follow-ups into Synapsys with detailed notes., • Embody CNB’s values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues. Qualifications: • Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus., • Proficiency with Microsoft products, general computer skills, and basic math skills., • Ability to work flexible or extended hours with consistent attendance and punctuality., • Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure., • Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude. Education and Experience: • High School diploma or equivalent, • Demonstrate alignment with City National Bank’s values and vision. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear., • Ability to lift/carry no more than 20lbs., • Ability to stand for the majority of the assigned work schedule., • Clear verbal communication and close vision with the ability to adjust focus. Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.