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? At BOK Financial, we’re passionate about supporting our clients and each other. 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. Start your path to becoming a Financial Center Leader and help drive long-term growth at BOK Financial. Your banking career begins here!

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

• Oversee all aspects of branch performance, including building 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 in a multi-channel environment, making banking safe and easy.
• Collaborate with a broad range of business line partners.
• Participate in a 9-week comprehensive training program during your first nine weeks of employment.

How You'll Spend Your Time

Business Development

• Plan and execute the financial center’s retention and growth activities.
• Personally own a book of business with a set number of branch-based clients.
• Drive the team to build a strong pipeline of prospects and clients.

Client Experience and Engagement

• Oversee ownership of BOKF branch experience through delivery of a differentiated client experience.
• Review client feedback and enact plans to improve.
• Lead effective problem resolution and escalations.
• Drive the employee experience and lead discussions to address team member feedback from Q12, pulse surveys, and onboarding/exit interviews.
• Provide notary service for clients, including supporting loan closings.

Coaching and Development

• Ensure team members achieve performance and activity expectations through effective and ongoing performance management.
• Develop the team through skill builds, one-on-one coaching, observation coaching, and team meetings.
• Utilize the Client Experience (CX) playbook to achieve sales and service expectations and enable clients’ financial well-being.
• Prioritize development planning with team members.

Profitability and Growth

• Grow branch revenue and business banking through acquisition, expansion, and retention activities while following CX Playbook and Sales University protocols to achieve sales targets.
• Ensure the team can effectively provide consultative conversations that improve client well-being.
• Execute expected role-based, situational leadership and management activities and protocols.

Partnerships and Risk

• Develop and maintain partnerships with representatives of other Bank lines of business.
• Ensure the financial center is in compliance with established operating policies and procedures and all outside regulatory requirements.
• Authorize transactions, deposits, official checks, and wire transfers within pre-established levels of authority while mitigating sales practice risk.

Community Involvement

• Participate in local market/community activities, preferably in a leadership capacity.
• Promote the BOKF brand and support community initiatives.

Requirements

• Completion of a 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 to 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.

Team Culture

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.

Pay

$70,000 - $95,000 annual salary. Bonus type: Discretionary.