Personal Banker

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

Join us as a Personal Banker 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 this program, you’ll receive hands-on guidance from a dedicated success team through virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Upon graduation, you’ll be fully prepared to thrive as a Personal Banker—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

• Provide the best client experience possible, ensuring every interaction builds a permanently engaged client.
• Handle client interactions including account activity, teller transactions, digital banking products, debit cards, and other products or processes.
• Deliver exceptional client service to build, expand, and retain long-term relationships through consultative conversations.
• Assess financial needs of existing and prospective clients and offer bank products and services to help accomplish their goals.
• Open a full range of retail products, including loan products, for new and existing clients during routine banking center service and teller transactions.
• Educate clients about bank services such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities.
• Resolve simple to moderate client problems while ensuring the highest level of client satisfaction.
• Perform teller transactions (e.g., cashing checks, processing withdrawals) while identifying opportunities to deepen client relationships.
• Comply with internal control, audit, security, and compliance policies, procedures, laws, and regulations.
• Participate in professional development through training, self-improvement initiatives, and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
• Actively engage in coaching and feedback sessions by setting goals and achieving results.

Requirements

• Completion of high school diploma or equivalent; a college degree is a plus.
• Minimum of 1+ years of sales or customer service experience.
• Working knowledge of consumer financial products and services.
• Experience in banking, retail sales operations, and/or contact center operations (including phone, email, and chat support).
• Excellent verbal and written communication skills, including professional etiquette, proper grammar, and punctuation.
• Strong problem-solving and conflict resolution skills.
• Ability to follow established standards and escalate issues when appropriate.
• Strong basic math skills (addition, subtraction, multiplication, division) for account reconciliation.
• Working PC application skills (word processing, spreadsheets) and ability to learn internal company systems.
• Ability to multitask and work in a fast-paced environment under pressure.
• Excellent interpersonal and sales skills, both in-person and via telephone.
• Detail-oriented with a high degree of accuracy.

Benefits

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support long-term career growth. Bonus opportunities are formula-based.