4 banking advisor jobs at 3 companies in McLoud, OK
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Credit Union Advisor II - Edmond
Edmond, Oklahoma, United States
$20-$23/hr OnsiteFull Time
1+ YOEHigh school diploma/GED required; 1 year customer service experience in banking/retail; ability to complete teller and advisor training and CUNA FiCEP within required timeframes; ability to become notary; intermediate Microsoft Office and proprietary software skills.
Microsoft Office, Keystone, OnBase, KeyInsight, Concur
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Credit Union Advisor III - Crown Heights
Oklahoma City, Oklahoma, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED, 1 year customer service experience in banking or retail, reliable transportation, complete internal training and CUNA FiCEP, ability to become a notary, strong communication and interpersonal skills.
Keystone, OnBase, KeyInsight, Concur, Microsoft Office
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2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yr OnsiteFull Time
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
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Wealth Management Client Associate
Oklahoma City, Oklahoma, United States
OnsiteFull Time
1+ YOEProvide client service support for Financial Advisors, ensure timely and accurate client materials, promote banking offerings, and follow policies to manage risk.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce