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Manage client relationships and provide financial products, develop marketing strategies, conduct sales activities, and ensure compliance with banking regulations.

Lead and grow Central Bank's Tulsa commercial lending presence by coaching a lender team, originating and managing commercial, real estate, and construction loans, executing market strategies, analyzing financials, structuring credit, and ensuring portfolio quality, compliance, and strong client service.

Provide part-time administrative and program support for customer experience initiatives: monitor and route feedback, maintain tracking tools, prepare communications, identify recurring issues, and collaborate cross-functionally to improve customer and employee experience.

Provide phone, email, and occasional in-person support for consumer, small business, and debit/credit card customers; process payments and applications, maintain CRM records, resolve account issues, follow bank procedures, and complete training and special projects.

The Credit Analyst evaluates financial conditions, conducts credit reviews, prepares reports for credit decisions, and ensures compliance with banking regulations.

The Financial Advisor provides investment advice, manages client portfolios, ensures compliance with regulations, and fosters relationships for referrals and business growth.

Provide administrative support to commercial loan officers, maintain customer accounts, ensure compliance with lending policies and Bank Secrecy Act, train and lead lending assistants, liaise with loan operations, credit, and external parties (title, appraisal, insurance), and implement procedures and training to address regulatory changes.

Answer the switchboard, direct callers to appropriate bank departments or employees, distribute faxes, complete between-call projects, train backup personnel, and ensure compliance with Bank Secrecy Act and information security initiatives. Measured on accuracy, timeliness, problem solving, and customer service.

Provide day-to-day support for business credit card customers and market sales teams, including onboarding, documentation, procedure development, and ongoing program maintenance. Assist with proposals, scheduling, and cross-team projects while ensuring accurate setup and operational support of customer programs.

Manage trust, estate, IRA, and investment accounts; administer fiduciary duties per trust documents and law; advise clients on estate, tax, and financial planning; coordinate external advisors; deepen client relationships and handle complex family dynamics while collaborating with bank referral sources.