Personal Banker II
BOK Financial
Job Summary Personal Banker positions at BOK Financial. The role focuses on providing exceptional client experience, resolving client issues, and building long‑term relationships. Training includes a 9-week Banking Navigator program covering virtual facilitation, self‑paced eLearning, on‑the‑job training, and skill application exercises. Initial training schedule may differ from regular hours and may be conducted at a different location before assignment to a branch. The training schedule may vary. Responsibilities Deliver exceptional client experience, building, expanding, and retaining long‑term client relationships by providing consultative conversations and offering bank products and services. Resolve moderate to complex client problems while ensuring the highest level of client experience and satisfaction. Provide teller transactions for clients (cash checks, process checking and savings withdrawals and balances within standards) while seeking opportunities to deepen client relationships. Ensure individual and team ownership of the BOKF brand experience through delivery of a best‑in‑class client experience. Participate in professional development through training and coaching, engaging in self‑improvement initiatives and skill‑building activities. Education & Experience Requirements High school diploma or equivalent, or a college degree is a plus. Minimum 3+ years of sales or customer service experience. In‑depth knowledge of consumer financial products and services. Strong knowledge of bank retail sales operations and/or contact center operations. Working knowledge of banking laws and regulations (Reg E, Reg CC, Reg DD, BSA, HMDA). Excellent verbal and written communication skills. Excellent problem‑solving and conflict resolution skills. Ability to follow established standards and use judgment to determine when to escape/escalate. Strong basic math skills. Strong PC application skills and ability to learn internal systems. Ability to complete multiple tasks at a time and work in a fast‑paced environment. Detail oriented, high degree of accuracy. 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. #J-18808-Ljbffr BOK Financial
- ...passionate about supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry-leading Banking... ...a variety of other products or processes. The Personal Banker II will be able to effectively and efficiently handle client...Suggested
- BOK Financial is seeking Personal Banker positions in Tulsa, Oklahoma, focusing on delivering exceptional client experiences and building long-term relationships. You will resolve client issues and offer financial products through tailored conversations. The role requires...Suggested
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- BOK Financial in Tulsa is looking for a Personal Banker who is passionate about providing exceptional client experiences. This role includes completing a training program to equip you with the necessary skills and ensuring effective client interactions across various channels...Suggested
$20 - $22 per hour
We are looking for a personal banker to cover our Tulsa Location! Personal Bankers are relationship-driven experts who provide tailored financial solutions to help customers achieve long-term well-being through an unparalleled service experience. This role emphasizes professional...Hourly pay- BOK Financial Corporation is seeking a Personal Banker in Tulsa. This role involves providing exceptional client experiences, managing banking transactions, and educating clients on various products and services. Ideal candidates will possess strong communication and problem...
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$19 - $24 per hour
Position: Personal Banker Fuse3 Solutions is seeking a customer-focused Personal Banker to support daily branch operations by providing efficient and accurate financial transactions while delivering excellent customer service. This position assists with opening new deposit...Remote work- The First National Bank and Trust of Broken Arrow seeks a full-time Personal Banker at our Broken Arrow, OK location. The role involves assisting customers with banking needs, including account management, deposits, and personalized financial advice. The ideal candidate...Full time
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$19 - $24 per hour
Fuse3 Solutions in Broken Arrow, Oklahoma, is seeking a customer-focused Personal Banker to support daily branch operations. Responsibilities include processing financial transactions, promoting deposit products, and assisting with customer inquiries. The ideal candidate...- ...Arrow. Known for its customer‑first approach, the bank offers personalized service, allowing clients to connect directly with leadership... ...Description This is a full‑time on‑site position for a Personal Banker at our Broken Arrow, OK location. The Personal Banker will...Full time
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- ...traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies backed by deep expertise, guided by our core principles of knowledge‑driven relationships, objective advice, and...Worldwide
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$50k - $70k
Bank Financial Advisor - Central Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Central Bank in Tulsa, OK would allow you...Local area$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$90k - $100k
Financial Advisor - Small Wealth Management Small Wealth Management - Tulsa, OK Salary: $90,000-$100,000 per year Schedule: Monday-Friday, 8am-5pm Work Location: Onsite About the Company Since 1999, Small Wealth Management has been driven by a commitment...Full timeTemporary workPrivate practiceWork at officeMonday to Friday- ...advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities Responsible for client relationship cultivation and retention, inspiring confidence through...
$50k
...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to...Work at officeWork from homeHome officeFlexible hours$16.48 - $23.13 per hour
...recruitment, hiring, assignment, promotion, compensation, benefits, training, discipline, and termination shall not be based on any person’s age, color, national origin, citizenship status, physical or mental disability, medical condition, race, religion, creed, gender...Hourly payLocal area- Investment Advisor Provide investment advice, portfolio analysis, and trade execution. Recommend investment plans aligned with client goals. Conduct periodic client reviews and adjust portfolios as needed. Prioritize client interests and cross-sell bank products...Work at office
$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office
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