Personal Banker I

Summary Are you ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. 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. In our 9‑week Banking Navigator training program you'll receive hands‑on guidance from a dedicated success team. 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. Job Description The Personal Banker provides the best client experience possible for BOKF's clients. They are empowered and responsible for delivering a superior experience on every interaction, building permanently engaged clients. Interactions include answering or solving account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes. The Personal Banker will efficiently handle client interactions and exceed client expectations, ensuring clients feel confident that their needs have been resolved accurately. They may interact with clients in person, by phone, and via chat, email, or other digital channels. During your first nine weeks of employment, you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule, and you may be required to train at a different location before being permanently assigned to a branch. Team Culture We're passionate about what we do and it shows. Working with peers across the bank to help clients achieve financial goals is rewarding. We've created a fun, safe space to brainstorm, ask questions, and find solutions. Everyone is encouraged to share ideas for positive change, no matter what role or level. We support and lift one another, 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 an 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 (e.g., cashing checks, processing checking and savings account withdrawals and balances) while seeking opportunities to deepen client relationships and identify ways 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, system 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 Requirements This level of knowledge is normally acquired through completion of a high‑school diploma or equivalent and a minimum of 1+ year 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 elevate 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 Equal Opportunity Employer 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 View email address on click.appcast.io with any questions. #J-18808-Ljbffr