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? At BOK Financial, we’re passionate about supporting our clients and each other. 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 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 Personal Banker—knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a Personal Banker 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

• Provide the best client experience possible for BOKF’s clients, ensuring a superior experience on every interaction to build permanently engaged clients.
• Handle client interactions including account activity, teller transactions, digital banking products, debit cards, and other products or processes.
• Deliver exceptional client experience 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 by making recommendations 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 the highest level of client experience and satisfaction.
• Provide teller transactions for clients (e.g., cash checks, process withdrawals, balance accounts) 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 by setting goals and achieving results.

Requirements

• Completion of high school diploma or equivalent.
• Minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and 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.
• 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.
• 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 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.