Personal Banker

Overview Req ID: 78287 Location: Tulsa - TUL Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 07/24/2026 Job Description The Personal Banker provides the best client experience possible for BOKF’s clients. They are empowered and responsible for providing 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. Training & Start 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 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 their 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. Responsibilities Deliver exceptional client experience to build, expand, and retain long-term client relationships. Provide consultative conversations to existing and prospective clients, assess 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 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 balances) while seeking opportunities to deepen client relationships and help clients meet their financial goals. Comply with internal control, audit, security, and compliance policies and 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; engage in coaching and feedback sessions by setting goals and achieving results. Education & Experience 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 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 escalate Strong basic math skills suitable for account reconciliation Working PC application skills including word processing and spreadsheets, and the ability to learn various internal company systems Ability to complete multiple tasks simultaneously Excellent interpersonal skills including 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 Equal Opportunity 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. Contact Please contact View email address on click.appcast.io with any questions. #J-18808-Ljbffr