Client-Focused Personal Banker & Financial Guide
BOK Financial
BOK Financial is seeking a Personal Banker in Tulsa, Oklahoma. This role focuses on delivering exceptional client experiences while managing a range of banking services. Ideal candidates will have a strong background in sales or customer service, coupled with good verbal and written communication skills. The position entails handling client interactions across various channels while providing guidance on financial products. Join a collaborative team committed to client success! #J-18808-Ljbffr BOK Financial
- ...Personal Banker Tulsa, OK, US, 74101 Location: Tulsa -TUL Areas of Interest... ...Deadline: 06/04/2026 BOK Financial Corporation Group includes... ...about supporting our clients and each other. Join us as a... ...Facts: ~ Operations focused in an eight-state footprint...FinancialLocal area
- ...SUMMARY The Personal Banker is responsible for building meaningful, lasting relationships and providing exceptional service to new and existing clients. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them...FinancialWork experience placementFlexible hoursRotating shift
- ...A financial services organization based in Owasso, Oklahoma, is seeking a candidate to deliver personalized investment solutions to help clients achieve their financial goals. Responsibilities include providing financial service information to members, networking within...Financial
- ...National Bank and Trust Job Description: Personal Banker Department: Retail Status: Full... ...banking career path. This role focuses on developing foundational knowledge and... ...customer service, cash handling, bank or financial service provider or college hours. Military...FinancialFull timeFlexible hours
$48k - $60k
LPL Financial is seeking a Financial Advisor to join Oklahoma Central Credit Union in Tulsa, OK. The role involves servicing existing clients and building new relationships through the credit union’s referral system. Candidates must have Series 7 and 66 licenses, along...Financial- ...Responsible for performing a broad variety of financial services such as opening and closing... ...time deposit accounts, and assisting clients with account inquiries, maintenance,... ...experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker...FinancialFull timeWork at officeMonday to FridayAfternoon shiftWeekday work
$80k
...consider becoming an Entry‑Level Financial Advisor to drive a positive impact... ...development team and sales support to guide your success. About New York Life... ...or outside investors. We are focused on the long‑term success of the clients. Awards & Accolades We’re proud of...Financial- ...comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a... ...and be driven to grow professionally and personally. Responsibilities Work with wealth advisor team...Financial
- ...volume of applicants. Join a financial services firm where your contributions... ...first. With over 9 million clients and 20,000 financial advisors... ...privately-owned, placing the focus on our clients rather than... ...accelerate trust and create personalized, comprehensive strategies to...FinancialTraineeshipHome officeFlexible hours
- ...Merit is a fast growing, pioneering financial services firm that invests heavily in the growth... .... By offering an array of services, clients can receive tailored solutions that promote... ...working population and retirees alike. This focus on comprehensive financial wellness...FinancialTemporary workFlexible hours
$50k
...our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit... ...concerns to accelerate trust and create personalized, comprehensive strategies to help clients...FinancialWork at officeWork from homeHome officeFlexible hours- ...is looking to hire a Relationship Banker!We're a company that believes in taking... ..., with a consultative approach focused on identifying customer financial needs and recommending appropriate... ...primary customer contact through in-person, telephone, and digital channels, while...FinancialWork at officeLocal area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...business where you can help your clients achieve their goals through... ...a financial representative focused on client-building and... ...client experience Build personalized, holistic financial plans tailored...FinancialFull timeContract workFor contractorsWork at office- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda... ...and Wealth Management Client Associates help clients pursue... ...life they envision through a personal relationship with their advisory... ...driven, resilient, results focused and effective Job Description...FinancialWork at officeShift workDay shift
$50k - $70k
...Financial Advisor – Build an Independent Practice with Fortune-500-Level Resources Flexible... ..., and technology while owning your client relationships. Uncapped Earnings – Residual... ...excel. Mind‑Set: Entrepreneurial, client-focused, and comfortable in a commission / fee‑based...FinancialFull timeWork at officeRemote workFlexible hours- ...Financial Solutions Advisor Registration Candidate -... ...Bank of America, we are guided by a common purpose to... ...and delivering for our clients, teammates,... ...receive dedicated and personalized classes for your Securities... ...Customer and Client Focus Portfolio Management...FinancialWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- A financial services agency in the United States is seeking a dedicated individual for a role focused on securing families' financial well-being. The position offers work-from-home... ...conducting virtual consultations, assessing client needs, and maintaining long-term...FinancialRemote workWork from home
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory... ...culture driven, resilient, results focused and effective. The Advisor...FinancialInterim roleWork at officeLocal areaImmediate startShift workDay shift
$45k - $100k
...volume of applicants. Join a financial services firm where your... ...come first. With over 9 million clients and 20,000 financial advisors... ...privately-owned, placing the focus on our clients rather than... ...that you need to balance your personal and professional lives - the...FinancialTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Deadline : 04 / 30 / 2025 BOK Financial Corporation Group includes... ...an experienced mortgage banker with an established client base who isn't afraid to... ...business. You value a company focus on providing your clients... ...criticism. We believe in personal and shared accountability....FinancialMinimum wageWork at office
- Private Wealth Banker job at BOK Financial. Tulsa, OK. Req ID: 76643 Location: Tulsa... ...to help our high-net-worth clients grow, preserve, and protect... ...a conversation. We are guided by our commitment to serving... ...client base and provide a personal touch experience. How You'll...Financial
$20 - $22 per hour
Position Summary The Relationship Banker role combines the duties of a... ...a relationship banker, offering personalized customer service, conducting financial transactions, and cross‑selling products... .... Loan & Credit Processing Refer clients with credit needs to the...FinancialTemporary workWork at officeLocal areaFlexible hoursShift work- A leading financial services company is seeking a Senior Equity Trader to lead equity trade strategies. This role involves analyzing... .... Join a team committed to fostering a collaborative work environment focused on client success. #J-18808-Ljbffr BOK Financial CorporationFinancial
- Job Description Financial Solutions Advisor Stage I (FSA I) at Bank of America is an entry‑level... ...foundational training in securities, client relationship management, and financial advisory... .... Results‑driven mindset with a focus on clients’ interests in a fast‑paced environment...FinancialApprenticeshipMonday to FridayShift workDay shift
$64.2k - $116.4k
...and manages engagement level financial and operational activities throughout... ...risk. Lead and coordinate client and engagement acceptance... ...needed, in order to provide focused advice. Ability to adapt quickly... ...roles to work together in person 40‑60% of the time over the course...FinancialContract workWork experience placementSummer holidayWork at officeFlexible hours- ...If you are customer-focused, enjoy building relationships, and collaborating... ...partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.... ...role is to be the focal point of client acquisition and ongoing relationships...FinancialLocal areaFlexible hours
- BOK Financial Corporation Group includes BOKF, NA; BOK Financial... ...has been helping clients achieve their financial... ...services, we deliver personalized strategies backed by deep expertise. Guided by our core principles—... ...between. Facts Operations focused in an eight-state...FinancialLocal areaWorldwide
- ...and healthcare verticals. Job Summary As a Client Support Specialist, you will be the... ...data discrepancies, and workflow errors. Guide users through technical processes with patience... ...clients in a fintech, lending, or financial services environment. Home improvement or...Financial
$64.2k - $116.4k
...today’s fast-changing world, our clients’ needs are increasingly... ...consistent, timely and insightful financial and operational information/... ...needed, in order to provide focused advice. Ability to adapt... ...serving roles to work together in person 40-60% of the time over the...FinancialContract workWork experience placementSummer holidayWork at officeFlexible hours- ...Client Service Associate Location: Tulsa -TUL Areas... ...Deadline: 07/30/2026 BOK Financial Corporation Group... ...supporting Wealth Advisors, Bankers, Trust Officers, and... .... We believe in personal and shared accountability... ...Company Facts Operations focused in an eight-state...FinancialWork at officeLocal area
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