Personal Banker I-Retail

BOK Financial

  • Tulsa, OK
  • Permanent
  • Full-time
  • 20 days ago
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®.Bonus TypeFormula BasedSummaryAre you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I.Job DescriptionThe Personal Banker I provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes. The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels.Team CultureWe'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.How You'll Spend Your Time
  • You will be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals.
  • You will 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.
  • You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities.
  • You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
  • You will provide a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.
  • You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations.
  • You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results.
Education & Experience RequirementsThis level of knowledge is normally acquired through completion of high school diploma or equivalent and a 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 communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions
  • Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation
  • Problem-solving and conflict resolution skills
  • Ability to follow established standards and use judgment to determine when appropriate to escalate
  • Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
  • Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems
  • Ability to complete multiple tasks at a time
  • Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone
  • Detail oriented, high degree of accuracy
  • Ability to work in a fast-paced environment & under pressure, as needed
Advertising SourceBOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.Please contact with any questions.Tulsa, OK, US, 74101Top 3 reasons to applyInvesting in our talent and building a great workplace is a top priority for us.
  • Empowered employees
  • Award-winning culture
  • Community commitment
In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.Base salary range explanation:The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type.Benefits:BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click to see our benefits.About BOK Financial CorporationFor more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between. Facts:
  • Operations focused in an eight-state footprint
  • 4,800 team members
  • $49 billion in assets
  • $100 billion in assets under management and administration
  • $6.1 million donated to local nonprofits in 2022
  • 33,000+ volunteer hours by our employees in 2022
Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma
Job Segment: Bank, Banking, Banker, FinanceApply nowStartPlease wait...Find similar jobs:CareersConnectBOK Financial®Life at BOK Financial Corporation GroupAttention all third-party agencies, headhunters and recruiters: BOK Financial Corporation and its subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial Corporation and its subsidiaries will be considered the property of BOK Financial Corporation Group. BOK Financial Corporation and its subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial Corporation and its subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial Corporation Group only form contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial Corporation and its subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOKF, NA Human Resources Department* by a third party will cancel any future business relationships between the third party and every BOK Financial Corporation subsidiary. *BOKF, NA provides human resources and recruiting services to all affiliates of BOK Financial Corporation. The subsidiaries of BOK Financial Corporation are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. © 2023 BOKF, NA. Member FDIC.

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