Personal Banker

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. 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 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 for BOKF’s clients, ensuring a superior experience on every interaction.
• Handle client interactions including account activity, teller transactions, digital banking products, debit cards, and other products or processes.
• Deliver exceptional client experiences to build, expand, and retain long-term client relationships through consultative conversations.
• Assess financial needs of existing and prospective clients and offer bank products and services to help accomplish their financial 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 a variety of simple to moderate client problems while ensuring high levels 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 and procedures, as well as 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, set goals, and achieve 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, with 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 reconciling accounts.
• Proficiency in PC applications, including word processing and spreadsheet packages, with the ability to learn internal company systems.
• Ability to multitask and work in a fast-paced environment under pressure.
• Excellent interpersonal skills, including sales and client relations, both in-person and via telephone.
• Detail-oriented with a high degree of accuracy.

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 their 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.