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 will 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 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 handles client interactions efficiently and exceeds client expectations, ensuring clients feel assured that their needs have been completely and accurately resolved. Clients may be served in person, via phone, chat, email, or other digital channels. During the first nine weeks of employment, you will participate in a comprehensive training program. 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 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 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 Deliver exceptional client experience to build, expand, and retain long‑term client relationships; offer bank products and services during consultative conversations. Open a full range of retail products, including loans, for new and existing clients 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 teller transactions for clients (e.g., cashing checks, processing withdrawals, and maintaining balances) while seeking opportunities to deepen client relationships. Comply with internal control, audit, security, and compliance policies, procedures, and laws. Participate in professional development through training, self‑improvement initiatives, and skill‑building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. Actively participate in coaching and feedback sessions to set goals and achieve results. Education & Experience Requirements This role typically requires a high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or an 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 and the ability to build relationships through effective questioning. 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 to elevate issues. Strong basic math skills for reconciling accounts. Working PC application skills, including word processing, spreadsheets, and the ability to learn internal systems. Ability to complete multiple tasks simultaneously. Excellent interpersonal skills for sales and client relations, both in person and via telephone. Detail oriented with a high degree of accuracy. Ability to work in a fast‑paced environment and under pressure as needed. 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