Personal Banker II

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 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 during routine banking center service and teller transactions.
• Educate clients about additional convenience 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 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 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; equivalent combination of education and experience may be considered.
• 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 account reconciliation.
• 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.

Benefits

• Industry-leading 9-week Banking Navigator training program with hands-on guidance from a dedicated success team.
• Comprehensive training including virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises.
• Professional development opportunities through training, coaching, and feedback sessions.
• Supportive team culture that encourages brainstorming, idea-sharing, and collaboration.
• Recognition, integrity, and a focus on helping others as part of the company’s values.

Pay

$45,000 - $55,000 annual salary. Bonus type: formula-based.