Financial Center Leader

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®.

About the role

Are you ready to make a real difference? Join us as a Financial Center Leader and kickstart your career with our industry-leading Banking Navigator program—a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel.

In our 9-week Banking Navigator training program you’ll receive hands-on guidance from a dedicated success team. This comprehensive program includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Upon graduation, you’ll be fully prepared to thrive as a Financial Center Leader—knowledgeable, confident, and committed to delivering best-in-class service.

Please note: Your initial training schedule may differ from your regular hours, and you may train at a different location before being permanently assigned to your branch.

Responsibilities

• Build and lead a high-performing team through attraction, onboarding, coaching, and development of team members.
• Drive revenue through community involvement, business development activities, and customer loyalty via needs-based consultative interactions.
• Create a differentiated client experience, making banking safe and easy in a multi-channel environment.
• Collaborate with a broad range of business line partners.
• Business Development: Plan and execute the financial center’s retention and growth activities. Personally own a book of business with branch-based clients and drive the team to build a strong pipeline of prospects.
• Client Experience and Engagement: Oversee ownership of the branch experience through delivery of a differentiated client experience. Review client feedback and enact improvement plans. Lead effective problem resolution and escalations. Drive the employee experience and address team member feedback from surveys and interviews. Provide notary service for clients, including supporting loan closings.
• Coaching and Development: Ensure team members achieve performance and activity expectations through ongoing performance management. Develop the team via skill builds, one-on-one coaching, observation coaching, and team meetings. Utilize the Client Experience (CX) playbook to achieve sales and service expectations.
• Profitability and Growth: Grow branch revenue and business banking through acquisition, expansion, and retention activities while following CX Playbook and Sales University protocols. Ensure the team provides consultative conversations that improve client well-being.
• Partnerships and Risk: Develop and maintain partnerships with other Bank lines of business. Ensure compliance with operating policies, procedures, and regulatory requirements. Authorize transactions, deposits, official checks, and wire transfers within pre-established levels of authority.
• Community Involvement: Participate in local market/community activities, preferably in a leadership capacity. Promote the BOKF brand and support community initiatives.

Requirements

• Bachelor’s Degree in Business or a related field of study and 3-5 years of directly related experience in a management/supervisory capacity, or 5-7 years of equivalent combination of education and experience.
• Ability to motivate teammates through in-person and virtual coaching methods, while providing leadership and excellent team-building skills.
• Ability to make empowered leadership decisions in a fast-paced, high-volume environment.
• Proven ability to coach, develop, and delegate to achieve common goals.
• Strong interpersonal and collaboration skills, including effective communication to build partnerships and achieve business outcomes.
• Ability to effectively support teammate engagement and the client experience while driving results.
• Excellent research and problem-solving ability combined with leadership to foster an empowered culture.
• Advanced knowledge of consultative needs-based concepts for client engagement.
• Excellent client experience, relationship-building, and business development skills.
• Advanced knowledge of consumer financial products and services (full technical knowledge of core branch banking products and working knowledge of non-core products such as mortgage, investment, and business banking).
• Advanced knowledge and understanding of applicable consumer laws and government regulations.

Benefits

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building long-term careers for employees.