Personal Banker

Personal Banker Sherman, TX, US, 75090 Location: Sherman -SHRM Areas of Interest: Consumer Banking, Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 08/05/2026 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 Type Formula Based Summary At BOK Financial, we’re passionate about supporting our clients and each other. Join us as a Personal Banker and kickoff 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. We want you to start your banking career here! 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 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. How You'll Spend Your Time Deliver 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. 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. 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. Resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction. Provide a variety of teller transactions for clients (i.e., cash checks, process 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. Comply with internal control, audit, security, and compliance policies and procedures and laws and regulations. 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 Requirements This 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 escalte 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 Source 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