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Req ID: 75611 Location: Tulsa -TUL Areas of Interest: Investment Management; Investment Sales; Portfolio Management; Relationship Management; Risk Management; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 10/24/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Formula Based <h2>Summary</h2> You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound financial advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as an Investment Manager. You’ll be positioned for a great career! <h2>Job Description</h2> The Senior Investment Manager manages investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee. Consults with Wealth Advisors and/or Trust Officers (if applicable) and client to develop investment strategies based on customer objectives. <h2>Team Culture</h2> We are a collaborative, conscientious, and goal-oriented team. Everyone is equal and treated as such. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities. We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial’s generous contributions to local organizations and the numerous ways we give back. You’ll be front and center representing the bank and our brand in the market you serve. <h2>How You'll Spend Your Time</h2> <ul> <li>You will manage investment portfolios to maximize investment returns commensurate with an acceptable level of risk; analyze portfolios, and asset allocation to ensure adherence to investment objectives and maximize investment returns within client and investment management group guidelines.</li> <li>You will pro-actively communicate with clients about their investment activity, account performance, securities markets, and economic trends. </li> <li>You will set and lead execution of the data and analytics reporting plan, create strategies and templates to report data in a meaningful way. Create, present, and communicate high impact data and analytics insights and recommendations to critical internal and external stakeholders</li> <li>You will adhere to all established corporate risk &amp; compliance guidelines. </li> <li>You will manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and manage the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans</li> <li>You will act as a subject matter expert in an area of technology, policy, regulation, or operational management for the team and beyond in the function. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attend conferences, and read specialist media.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 6-8 years of directly related experience in investments and/or 8-10 years of experience in investments or equivalent combination of education and experience. <ul> <li>Experience in managing large-sized client accounts.</li> <li>Experience in BOKF approved strategies</li> <li>Excellent decision making and problem solving skills</li> <li>Excellent oral, written and communication skills, including interpersonal skills</li> </ul> <h2>Advertising Source</h2> BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Bank of Oklahoma

Senior Investment Manager

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Hillcrest Medical Center

Daycare / Childcare Teacher

Req ID: 75369 Location: Tulsa -TUL Areas of Interest: Consumer Banking; Consumer Banker Pay Transparency Salary Range: Not Available Application Deadline: 09/29/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Formula Based <h2>Summary</h2> Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I. <h2>Job Description</h2> The Personal Banker I provides the best client experience possible for BOKF’s clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes. The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. <h2>Team Culture</h2> We’re passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding. We’ve created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. <h2>How You'll Spend Your Time</h2> <ul> <li>You will be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals. </li> <li>You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions.</li> <li>You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities. </li> <li>You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction. </li> <li>You will provide a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.</li> <li>You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations.</li> <li>You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. </li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience. <ul> <li>Working knowledge of consumer financial products and services</li> <li> Working knowledge of banking, retail sales operations and/or contact center operations including phone, email and chat support </li> <li>Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions</li> <li>Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation</li> <li>Problem-solving and conflict resolution skills</li> <li>Ability to follow established standards and use judgment to determine when appropriate to escalate </li> <li>Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts </li> <li>Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems</li> <li>Ability to complete multiple tasks at a time</li> <li>Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone</li> <li>Detail oriented, high degree of accuracy</li> <li>Ability to work in a fast-paced environment &amp; under pressure, as needed</li> </ul> <h2>Advertising Source</h2> SF-IND BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Personal Banker I - Express Bank

Req ID: 75230 Location: Tulsa -TUL, Albuquerque -ALBQ, Dallas -DAL, Houston -HOUS Areas of Interest: Bank Operations; Consumer Banker; Consumer Banking; Consumer Operations; Consumer Operations Support Pay Transparency Salary Range: Not Available Application Deadline: 08/11/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Formula Based <h2>Summary</h2> Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker III. <h2>Job Description</h2> The Personal Banker III is an expert in providing the best client experience possible for BOKF’s clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes. The Personal Banker III will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker III may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. <h2>Team Culture</h2> We’re passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding. We’ve created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination. <h2>How You'll Spend Your Time</h2> <ul> <li>You will lead by example through superior client experience delivery, while supporting client financial expectations through a consultative needs based approach to understanding priorities. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals. </li> <li>You will resolve a variety of moderate to complex client problems while ensuring the highest level of client experience and satisfaction. You will own and lead efforts to solve client problems and service breaks and escalates issues to leadership when appropriate.</li> <li>You will provide a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.</li> <li>You will ensure individual and team ownership of the BOKF brand experience through the delivery of a best in class client experience. You will own individual execution of key plays to drive client experience and loyalty while exercising sound judgment and empowerment in exception scenarios while balancing the long term effects to BOKF and the client.</li> <li>You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. </li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 4+ years of sales or customer service experience or 2+ years of directly related experience in customer service, branch delivery or contact center experience; a college degree is a plus or equivalent combination of education and experience. Business Banking certification is preferred. <ul> <li>Advanced knowledge of consumer financial products and services</li> <li>Advanced knowledge of bank banking, retail sales operations and/or contact center operations including phone, email and chat support</li> <li>Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and build relationships to gain information by asking appropriate questions</li> <li>Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation</li> <li>Excellent problem-solving and conflict resolution skills</li> <li>Excellent product presentation skills, especially via telephone/e-mail/chat</li> <li>Ability to follow established standards and use judgment to determine when appropriate to escalate </li> <li>Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts </li> <li>Strong PC application skills including word processing and spreadsheet packages and the ability to successfully navigate a variety of programs while maintaining efficiency is required for success</li> <li>Ability to complete multiple tasks at a time</li> <li>Strong interpersonal skills including sales and client relations skills, both in-person and via telephone</li> <li>Ability to effectively communicate in real-time via chat</li> <li>Detail oriented, high degree of accuracy</li> <li>Ability to work in a fast-paced environment &amp; under pressure, as needed</li> <li>Multi-channel experience is preferred</li> <li>Strong business banking acumen is preferred.</li> </ul> BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Personal Banker III - Virtual Banking

Req ID: 75488 Location: Tulsa -TUL Areas of Interest: Risk Management, Compliance Pay Transparency Salary Range: Not Available Application Deadline: 10/05/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! <h2>Job Description</h2> The Corporate Compliance Officer II is responsible for establishing standards and implementing processes and procedures to ensure that the compliance programs throughout the Company are effective and efficient in identifying, preventing, detecting and correcting noncompliance with applicable laws and regulations. The Level II works with limited oversight on moderately complex to complex compliance issues. <h2>Team Culture</h2> We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities. <h2>How You'll Spend Your Time</h2> <ul> <li>You'll assist in the design, delivery, and maintenance of our best-in-class compliance monitoring programs. You'll partake in risk assessments, remediation tasks, process reviews, testing, and other monitoring activities.</li> <li>You'll work with your manager and the Compliance team to conduct targeted reviews of business lines to assess their compliance practices' effectiveness. You'll work with this team to interpret compliance-related issues and regulatory requirement gaps.</li> <li>You'll interact with the line of business representatives to guide compliance. If necessary, you'll assist with remediation plan timelines and execution.</li> <li>You'll follow business and applicable state/federal regulatory requests to gather and review data related to compliance tests, internal audits, and regulatory exams.</li> </ul> <h2>Education &amp; Experience Requirements</h2> The required level of knowledge is typically acquired through completion of a Bachelor’s degree in Business, Finance or related field and 5 - 7 years’ regulatory compliance experience with at least 3 years in Consumer compliance or equivalent combination of education and experience. Completed or working towards completion of a professional certification (CRCM, CAMS, CFIRS, CIA, IAACP or equivalent). <ul> <li>Well-developed knowledge of Compliance regulations for financial institutions.</li> <li>Broad knowledge and understanding of the impact of consumer compliance to banking operations, lending and deposit banking activities, and wealth management. </li> <li>General understanding of Consumer Compliance regulations to include but not limited to: UDAAP – Unfair, Deceptive, or Abusive Acts or Practices; Reg Z – Truth-in-Lending Act; Reg X – Real Estate Settlement Procedures; Reg DD – Truth-in-Savings Act; Reg F – Fair Debt Collections Practices Act; Reg CC – Expedited Funds Availability Act.</li> <li>Comprehensive knowledge and understanding of the impact of consumer compliance to banking operations, lending and deposit banking activities, and wealth management. </li> <li>General knowledge of federally recognized examination procedures and strong ability to evaluate compliance with applicable laws and regulations.</li> <li>Excellent analytical ability and organization skills (collecting and evaluation of financial and other data to determine trends, core problems/solutions and overall compliance with accepted financial/accounting practices).</li> <li>Well-developed oral and written communication skills to effectively represent self and BOKF, as well as ability to present complex information and issues in a clear and concise manner.</li> <li>Advanced Excel and Word experience.</li> <li>Strong sense of accountability, taking ownership over projects and responsibilities, and resolving issues proactively.</li> <li>Ability to effectively plan time, method, manner and sequence of own work assignments.</li> </ul> <h2>Working Conditions &amp; Physical Requirements</h2> Office - Occasional Travel BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Corporate Compliance Officer II

Job Description:We are in search of a highly skilled, results oriented SVP Public Sector, with a strong desire to succeed in a dynamic, hyper growth, SaaS environment. This role will provide a vision and creative solutions in leading both our Federal and State/Local Education sales teams. This individual will leverage their leadership skills and experience, incorporate Pluralsight’s sales methodology, to ensure effective sales execution, team development and customer success.Who you’re committed to being:<ul> <li>Enthusiastic and creative leader with the ability to inspire others</li> <li>Deep understanding of value drivers in recurring revenue business models</li> <li>Ability to manage influence through persuasion, negotiation and agreements of distinction</li> <li>Being able to expertly multi-task numerous sales projects simultaneously, while ensuring revenue targets are met</li> <li>Strong communication, presentation, problem solving and analytical skills</li> <li>Team oriented and driven to help others succeed</li> </ul>What you’ll do:<ul> <li>Successfully lead, coach, develop and manage the leaders and managers responsible for the Federal Enterprise &amp; State and Local Education Account Executives, ensuring that the team achieves and exceeds their sales goals leveraging your strong background and network within the Federal &amp; SLED space.</li> <li>Delivering regular and accurate forecasts and ensuring monthly, quarterly and annual revenue and pipeline targets are achieved.</li> <li>Drive executive relationships at the CxO level, and successfully support large complex sales cycles in the Pub Sec space.</li> <li>Build strong relationships internally particularly within the broader sales, product and customer success functions</li> <li>Engage and develop senior CxO client/prospect relationships, in partnership with the Federal &amp; SLED Enterprise Account Executives, to establish, drive and grow strategic relationships</li> <li>Partner closely with all key business orgs (Strategy, Marketing, Product, Content, etc.) to create possibilities in all you do</li> <li>Formulating and implementing a strategic sales strategy, processes and reporting/analytics to improve and measure performance and efficiency</li> <li>A deep understanding of industry trends, product capabilities and customer requirements to drive business performance</li> <li>Living and breathing our values to guide your decisions and interactions with both internal and external stakeholders</li> </ul>Experience you’ll bring:<ul> <li>You have proven experience leading best-in-class sales teams plus exceeding quotas from $20-$50M within the Federal/SLED vertical</li> <li>Federal government (Civilian and DoD) and Systems Integrator market knowledge and 10+ years of Federal sales experience</li> <li>Experience leading SLED teams and exceeding revenue targets</li> <li>A solid understanding of the Federal government procurement process</li> <li>Federal executive relationships are a plus</li> <li>You’re an expert on Value Selling</li> <li>Experience managing a pipeline and closing large contracts</li> <li>Excellent verbal, written and presentation communication skills both with customers and within Pluralsight</li> <li>Proven strategic negotiation and closing skills with a successful track record of navigating with all stakeholders within large complex organizations and at Pluralsight</li> <li>You are able to think in scenarios and multiple steps ahead and observe and mitigate risks early</li> <li>Takes an active interest in increasing customer value and satisfaction and deepening customer relationships</li> </ul>Requirements:<ul> <li>Ability to travel is a requirement</li> <li>Depth of experience (10+ years or equivalent experience) in sales, preferably in a SaaS organization.</li> </ul>Travel Requirements:While Pluralsight operates under a remote and hybrid work model, we believe that in-person connection and collaboration are important. Recurring travel to our HQ in Utah may be required depending on the role and team member location.Why you’ll love working here:<ul> <li>We’re remote- and hybrid-friendly</li> <li>We’re mission driven and guided by our culture pillars</li> <li>We have a strong commitment to diversity and belonging</li> <li>We cultivate a culture of trust, autonomy, and collaboration</li> <li>We’re lifelong learners and champion team member growth and advancement</li> <li>We’ve got you covered - team member benefits include competitive compensation packages, medical coverage, unlimited PTO and Summer Fridays, wellness reimbursements, Pluralsight subscription, professional development funds and more.</li> </ul>About us:We’re Pluralsight, the technology workforce development company that helps teams build better by knowing more and working better together. Using our Skills, Flow, and Cloud products, teams can develop critical skills, improve processes and gain data-driven insights.Learning and development are at the core of who we are. We’re out to help every technologist build better, and we’re looking for curious, talented people to help us inspire and empower the tech workforce to achieve their goals. Our culture of autonomy, continuous learning, and collaboration creates an environment for growth and empowers us to drive impact through innovation.Physical and Mental RequirementsWork is performed in an office (or home office) environment and requires the ability to operate office equipment and keyboards. Sedentary work. Repetitive work. Ability to perform tasks related to documentation, data analysis, transcription and extensive content analysis. Learn new tasks, remember processes, complete tasks independently, and make timely decisions in the context of a workflow.EEOC StatementBring yourself. Pluralsight is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, age or protected veteran status. Pluralsight will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please visit the <a href="https://www.pluralsight.com/careers" target="_blank">bottom of our website</a> to learn how to request an accommodation.For more information on Pluralsight’s commitment to building a more diverse and inclusive workforce, please review our most recent Diversity, Equity, Inclusion and Belonging report <a href="https://www.pluralsight.com/about/diversity-and-belonging" target="_blank">here</a>.The annual base salary + variable for this role is $425,300 - $472,550 USD. Pluralsight's pay ranges vary based on work location. Talent Acquisition can share more detail during the hiring process when applicable. Each candidate’s compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. In addition to the base salary and variable, this role may also be eligible for benefits and bonuses.Applications must be submitted within 90 days after the initial posting date to be considered.#LI-NB #LI-Remote

Pluralsight

SVP, Public Sector

Req ID: 75489 Location: Tulsa -TUL Areas of Interest: Bank Operations; Finance; Wealth Management Operations Pay Transparency Salary Range: Not Available Application Deadline: 10/06/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. <h2>Job Description</h2> The WMS Business Coordinator II is primarily responsible for the various duties related to assets held within trust and agency accounts. The WMS Business Coordinator II works very closely with BOKF line of business team members, internal processing groups, external custodians and brokers to ensure that the account reflects the needed results. <h2>Team Culture</h2> We act with honor and truthfulness and live our company values every day. Our foundation of integrity builds coworker trust, relationships, and effective interpersonal relationships. All team members are stakeholders and are encouraged to share their ideas and best practices. We provide cross-training and collaboration, as well as opportunities to take on additional responsibility. We lean in and help our teammates as needed. We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial’s generous contributions to local organizations and the numerous ways we give back to our communities. <h2>How You'll Spend Your Time</h2> <ul> <li>You will perform various duties that are centralized within the Wealth Management Services group for client accounts.</li> <li>You will serve as a backup role for other needs within the business group.</li> <li>You will pro-actively identify solutions or resources to complete any exception processing.</li> <li>You will work with management to properly document processes.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s Degree in a business related field and 1+ years’ experience in the security industry; or equivalent combination of education and experience. <h2>Working Conditions &amp; Physical Requirements</h2> Office - 20 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

WMS Business Coordinator II

Req ID: 74839 Location: Tulsa -TUL Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available Application Deadline: 08/01/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, 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. . <h2>Bonus Type</h2> Formula Based <h2>Summary</h2> 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. <h2>Job Description</h2> 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. <h2>Team Culture</h2> 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. <h2>How You'll Spend Your Time</h2> <ul> <li>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. </li> <li>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.</li> <li>You will monitor and manage existing credit relationships in coordination with thePrivate 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.</li> <li>You will manage deposit portfolios by fulfilling client requests and overseeing resolution of account issues. </li> <li>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.</li> </ul> <h2>Education &amp; Experience Requirements</h2> 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. <ul> <li>Knowledge and understanding of commercial and consumer lending practices and loan documentation, and loan servicing requirements</li> <li>Good knowledge of accounting principles and practices</li> <li>Demonstrated capacity to sell products/services within the financial services industry</li> <li>Good understanding of credit underwriting, documentation, loan policy, and regulations</li> <li>Good knowledge of financial analysis including ratio and trend analysis and projections</li> <li>Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and Insurance products and services.</li> <li>Strong communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations</li> <li>Good PC skills including knowledge of word processing and spreadsheet applications</li> </ul> <h2>Advertising Source</h2> BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

Private Wealth Banker

<h2>#WeAreONEOK – Fortune 500 company. 100+ years in business. Leading midstream service provider. Safety first. Sustainable operations. Environmentally responsible. Employee focused. </h2>JOB SUMMARYWe are seeking a skilled MLops Engineer to join our enterprise Advanced Analytics and Data Science team where we are solving challenging and impactful business problems by leveraging AI, ML, and other advanced algorithms. The MLops Engineer role is essential for optimizing our data product lifecycles, from development to deployment and scaling. The ideal candidate will be passionate about AI, well-versed in cloud technologies, and adept at automating and operating ML systems. For this role, ONEOK offers the flexibility of a hybrid schedule working in the office on Mondays, Tuesdays, and Thursdays and at home on Wednesdays and Fridays.Job Profile Summary This role will lead advanced data analytics and machine learning projects to uncover critical insights and drive innovation, ensuring the implementation of best practices. This role acts as a bridge between data science teams and business leadership. The ideal candidate will have extensive experience in data science, exceptional problem-solving skills, and the ability to communicate technical information effectively to stakeholders at all levels. Essential Functions and Responsibilities<ul> <li>Collaborate with data scientists to develop and integrate ML and AI algorithms into efficient, scalable cloud deployments.</li> <li>Design and implement robust MLOps pipelines, with IaC, to automate model training, testing, deployment, and monitoring.</li> <li>Collaborate with Data Engineers to design, develop, and maintain real time, event driven feature pipelines.</li> <li>Implement a continuous improvement framework to monitor, evaluate, and improve data product pipelines to ensure they meet business requirements. </li> <li>Manage the infrastructure and data pipelines, including data observability, quality, uptime, and cost optimization.</li> </ul>Education<ul><li>Bachelor's Degree Quantitative field (Finance, Economics, Math, Engineering, Science), Computer Science, Computer Engineering, Information Technology, Systems Analysis or a related study preferred</li></ul>Work Experience<ul> <li>Minimum of 3 - 5 years related work experience</li> <li>Expert proficiency in Python and machine learning frameworks (TensorFlow, PyTorch), with a strong foundation in statistical methods and data analysis techniques.</li> <li>Experience with data engineering and architecture, including SQL, NoSQL, and Vector databases.</li> <li>Strong knowledge of DevOps, CI/CD tools (ADO, GitLab), and infrastructure as code (Cloud Formation, Terraform).</li> <li>Experience with AWS cloud services (SageMaker, Redshift, Glue, Lambda).</li> <li>Excellent problem-solving skills and the ability to work in a fast-paced environment.</li> </ul>Knowledge, Skills and Abilities<ul> <li>Skills in: Technical Skills: Advanced proficiency in data analysis tools and programming languages (e.g., Python, R, SQL). Experience with big data technologies (e.g., Hadoop, Spark) is a plus.</li> <li>Skills in: Analytical Skills: Strong analytical and problem-solving abilities with a proven track record of developing complex models and algorithms.</li> <li>Skills in: Communication Skills: Excellent verbal and written communication skills, with the ability to explain complex technical concepts to non-technical audiences.</li> <li>Skills in: Leadership Skills: Demonstrated ability to lead, mentor, and manage a team of data professionals. Strong project management skills are essential.</li> <li>Ability to: Strategic Vision: Ability to develop and execute data science strategies that align with business objectives.</li> <li>Skills in: Collaboration: Strong interpersonal skills and the ability to work effectively with cross-functional teams and senior management.</li> <li>Skills in: Innovation: A proactive approach to identifying new opportunities and improving existing processes through data science.</li> <li>Ability to: Adaptability: Flexibility to adapt to changing business needs and evolving technology landscapes.</li> </ul>Licenses and Certifications<ul><li>None required</li></ul>Strength Factor Rating - Physical Demands/Requirements<ul><li>Sedentary Work - Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.</li></ul>Strength Factor Description - Physical Demands/Requirements<ul> <li>Standing: Remaining on one's feet in an upright position at a work station without moving about (Occasionally)</li> <li>Walking: Moving about on foot (Frequently)</li> <li>Sitting: Remaining in a seated position (Constantly)</li> <li>Lifting: Raising or lowering an object from one level to another (includes upward pulling) (Occasionally)</li> <li>Carrying: Transporting an object, usually holding it in the hands or arms, or on the shoulder (Occasionally)</li> <li>Pushing: Exerting force upon an object so that the object moves away from the force (Occasionally)</li> <li>Pulling: Exerting force upon an object so that the object moves toward the force (includes jerking) (Occasionally)</li> <li>Climbing: Ladders, Stairs (Occasionally)</li> <li>Balancing: Maintaining body equilibrium to prevent falling (Occasionally)</li> <li>Stooping: Bending the body downward and forward by bending the spine at the waist (Occasionally)</li> <li>Kneeling: Bending the legs at the knees to come to rest on the knee or knees (Occasionally)</li> <li>Crouching: Bending the body downward and forward by bending the legs and spine (Occasionally)</li> <li>Crawling: Moving about on the hands and arms in any direction (Occasionally)</li> <li>Reaching: Extending hands and arms in any direction (Constantly)</li> <li>Handling: Seizing, holding, grasping, turning or otherwise working with the hand or hands (Manual Dexterity) (Constantly)</li> <li>Fingering: Picking, pinching or otherwise working with the fingers primarily (Finger Dexterity) (Constantly)</li> <li>Feeling: Perceiving such attributes of objects/materials as size, shape, temperature, texture, movement or pulsation by receptors in the skin, particularly those of the finger tips (Constantly)</li> <li>Talking: Expressing or exchanging ideas/information by means of the spoken word (Frequently)</li> <li>Hearing: Perceiving the nature of sound by the ear (Frequently)</li> <li>Tasting/Smelling: (Occasionally)</li> <li>Near Vision: Clarity of vision at 20 inches or less (Constantly)</li> <li>Far Vision: Clarity of vision at 20 feet for more (Frequently)</li> <li>Depth Perception: Three-dimensional vision; ability to judge distances and spatial relationships so as to see objects where and as they actually are (Frequently)</li> <li>Vision: Color - The ability to identify and distinguish colors (Constantly)</li> </ul>Working Conditions/Environment<ul><li>Employee is subject to inside environmental conditions</li></ul>Working Conditions<ul> <li>Well lighted, climate controlled areas (Constantly)</li> <li>Frequent repetitive motion (Constantly)</li> <li>CRT (Computer Monitor(s)) (Constantly)</li> </ul>Travel<ul><li>&lt;10%</li></ul>Driving<ul><li>Based on assigned tasks, employee may be assigned a company vehicle requiring the applicable driver's license</li></ul>ONEOK is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, sex, pregnancy, sexual orientation, age, religion, creed, national origin, gender identity, disability, military/veteran status, genetic information or any other categories protected by applicable law.The job description is not intended to be a complete list of all responsibilities, duties or skills required for the job and is subject to review and change at any time, with or without notice, in accordance with the needs of ONEOK.ONEOK is committed to making our workplace accessible to individuals with disabilities and will provide reasonable accommodations, upon request, for individuals to participate in the application and hiring process. To request an accommodation email <a href="mailto:HRSolutions@ONEOK.com" target="_blank">HRSolutions@ONEOK.com</a> or call 1-855-663-6547​.#LI-HybridExpected Salary Range$111,000.00 - $167,000.00

ONEOK

MLOps Engineer

Req ID: 75273 Location: Tulsa -TUL Areas of Interest: Consumer Training &amp; Development; Human Resources Pay Transparency Salary Range: Not Available Application Deadline: 08/18/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> If you are looking for a job that combines a passion for learning and development, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! <h2>Job Description</h2> The Learning Consultant I is primarily responsible for learning solutions for our business partners. This position provides training support and project management to ensure the design, development, and delivery of learning both in-person and online curriculum. The Learning Consultant I addresses the training needs of new and existing employees to include technical skills required to perform their jobs, implementation of new technology and/or upgrades and enhancements as well as new or revised policies and procedures. They will support team strategies in the areas of technical development, new hire on-boarding, and the delivery of surveys to participants for data management and reporting of learning events. <h2>Team Culture</h2> We are a collaborative, conscientious, and goal-oriented team. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide opportunities for growth. <h2>How You'll Spend Your Time</h2> <ul> <li>You will facilitate a select group of virtual and in-person courses for individual contributors.</li> <li>You will develop and deliver monthly reporting to key stakeholders around digital learning, in-person learning, and Enterprise Learning dashboard measurements. </li> <li>You will provide support in planning classroom learning event logistics and managing supporting vendors.</li> <li>You will own the Consumer learning and Mortgage inboxes and respond to inquiries about formal learning.</li> <li>You will measure, align, assess, format and execute learning material to new and existing employees and be the face of the onboarding learning experience. </li> <li>You will regularly work with other Enterprise Learning Team member to complete preform discovery, develop curriculum and deliver training as needed. </li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 3-5 years in a learning &amp; development or similar role; Or equivalent experience of 8+ years. Experience in a financial institution is preferred. <ul> <li>Group facilitation strategies and presentation skills</li> <li>Strong analytical and project management skills: Pulls together information from a variety of sources in a user-friendly, business driven manner</li> <li>Training assessment, design, and e-learning experience</li> <li>Advanced knowledge of banking products/services, policy, procedures, delivery systems, i.e., deposit products, account maintenance, deposit regulations, and new account procedures, etc. </li> <li>Knowledge and understanding of Learning Management Systems.</li> <li>PC and software skills including spreadsheet, data base, and word processing applications.</li> <li>Experience working in a virtual environment with remote teams and customers</li> <li>Strong written, verbal, critical thinking, problem solving, and interpersonal communication skills</li> <li>Ability to develop reports, policies, and procedures</li> <li>Ability to organize multiple activities which require close attention to detail</li> <li>Ability to work independently to achieve goals</li> </ul> <h2>Working Conditions &amp; Physical Requirements</h2> Office - 40 lbs BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

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