BOK Financial
Join us in the Personal Banker‑Retail role at BOK Financial.
Application Information Req ID:
77465 Location:
Tulsa -TUL Application Deadline:
01/14/2025
Job 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 this program you’ll receive hands‑on guidance from a dedicated success team, 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.
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 relationships.
Open a full range of retail products, including loan products, by making recommendations during routine banking center service and teller transactions.
Educate clients about bank services such as online banking, Bill Pay, E‑Statements, and mobile/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 (e.g., cash checks, process withdrawals, balances) while seeking opportunities to deepen relationships.
Comply with internal control, audit, security, and compliance policies and procedures, laws, and regulations.
Participate in professional development through training, coaching, and skill‑building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
Education & Experience Requirements
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 with proper grammar and punctuation.
Problem‑solving and conflict resolution skills.
Ability to follow standards and use judgment to determine escalation.
Strong basic math skills for reconciling accounts.
Working PC application skills (word processing, spreadsheets) and the ability to learn various internal systems.
Ability to multitask.
Excellent interpersonal skills, sales and client relations in person and via telephone.
Detail oriented with a high degree of accuracy.
Ability to work in a fast‑paced environment under pressure.
Advertising Source BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support the long‑term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Equal Opportunity Employer 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 recruiting_coordinators@bokf.com with any questions.
#J-18808-Ljbffr
Application Information Req ID:
77465 Location:
Tulsa -TUL Application Deadline:
01/14/2025
Job 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 this program you’ll receive hands‑on guidance from a dedicated success team, 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.
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 relationships.
Open a full range of retail products, including loan products, by making recommendations during routine banking center service and teller transactions.
Educate clients about bank services such as online banking, Bill Pay, E‑Statements, and mobile/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 (e.g., cash checks, process withdrawals, balances) while seeking opportunities to deepen relationships.
Comply with internal control, audit, security, and compliance policies and procedures, laws, and regulations.
Participate in professional development through training, coaching, and skill‑building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
Education & Experience Requirements
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 with proper grammar and punctuation.
Problem‑solving and conflict resolution skills.
Ability to follow standards and use judgment to determine escalation.
Strong basic math skills for reconciling accounts.
Working PC application skills (word processing, spreadsheets) and the ability to learn various internal systems.
Ability to multitask.
Excellent interpersonal skills, sales and client relations in person and via telephone.
Detail oriented with a high degree of accuracy.
Ability to work in a fast‑paced environment under pressure.
Advertising Source BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support the long‑term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Equal Opportunity Employer 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 recruiting_coordinators@bokf.com with any questions.
#J-18808-Ljbffr