Personal Banker II

Summary 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 that program you’ll receive hands‑on guidance from a dedicated success team, including virtual facilitation, self‑paced eLearning, on‑the‑job training, and skill‑application exercises. Upon graduation you’ll be fully prepared to thrive as a knowledgeable, confident Personal Banker committed to delivering best‑in‑class service. Your banking career begins here! Responsibilities Deliver an exceptional client experience to build, expand, and retain long‑term client relationships. Conduct consultative conversations with existing and prospective clients, assessing their financial needs and offering bank products and services to help them achieve their goals. Open a full range of retail products, including loan products, for new and existing clients during routine banking centre service and teller transactions. Educate 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. Perform teller transactions—cash checks, process checking and savings account withdrawals, and manage balances—while seeking opportunities to deepen client relationships and identify additional financial needs. Comply with internal control, audit, security, and compliance policies and procedures, as well as applicable laws and regulations. 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 engage in coaching and feedback sessions, 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+ 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. Experience with banking, retail sales operations, or contact‑centre 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 escalate. 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 and under pressure, as needed. Compensation & Benefits Bonus Type: Formula Based. Salary range: Not Available. EEO Statement 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