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

Are you ready to make a real difference? 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. During your first nine weeks of employment, you will participate in a comprehensive training program that 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.

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 by delivering exceptional service on every interaction, including account activity, teller transactions, digital banking products, debit cards, and other products or processes.
• Handle client interactions effectively and efficiently, exceeding client expectations through in-person, phone, chat, email, or other digital communication channels.
• Support clients by ensuring their needs are completely and accurately resolved, making them feel assured.
• Build, expand, and retain long-term client relationships through consultative conversations, assessing financial needs, and offering bank products and services.
• Open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions.
• Educate clients about additional convenience services such as online banking, Bill Pay, E-Statements, mobile, and ATM deposit capabilities.
• Resolve a variety of simple to moderate client problems while ensuring the highest level of client satisfaction.
• Perform teller transactions (e.g., cashing checks, processing withdrawals, balancing accounts) while identifying opportunities to deepen client relationships and meet financial goals.
• 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.
• Working knowledge of 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 reconciling accounts.
• Working PC application skills, 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 as needed.
• Excellent interpersonal skills, including sales and client relations skills, 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 peers across the bank to help clients achieve their financial goals is rewarding. We’ve created a fun, safe space for brainstorming, asking questions, and finding solutions. Everyone is encouraged to share ideas for positive change, regardless of role or level. We support and lift one another up, fostering recognition, integrity, and a desire to help others.