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. 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 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.
- 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 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.
- Actively engage in coaching and feedback sessions, 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.
- Working knowledge of consumer financial products and services.
- Experience in banking, retail sales operations, and/or contact center operations (phone, email, and chat support).
- Excellent verbal and written communication skills, including professional etiquette and proper grammar.
- Strong problem-solving and conflict resolution skills.
- Ability to follow standards and escalate issues when appropriate.
- Strong basic math skills (addition, subtraction, multiplication, division) for account reconciliation.
- Proficiency in PC applications, including word processing and spreadsheets, with the ability to learn internal 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.
Pay
$45,000 - $57,000 annual salary. Bonus type: formula-based.
Benefits
- 9-week Banking Navigator training program with hands-on guidance from a dedicated success team.
- Professional development opportunities through training, coaching, and feedback sessions.
- Supportive team culture focused on collaboration, recognition, and integrity.