Personal Banker I

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 effectively and efficiently handle client interactions and exceed client expectations, providing 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, chat, email, or other digital communication channels. Responsibilities You will be responsible for delivering 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 (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. 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, systems knowledge, sales, and client relations skills, including actively participating in coaching and feedback sessions by setting goals and achieving results. Education & Experience Requirements 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 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 & 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. Please contact View email address on click.appcast.io with any questions. #J-18808-Ljbffr