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BOK Financial

Personal Banker-Retail

BOK Financial, Tulsa, Oklahoma, United States, 74145

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Job Details Req ID:

77325

Location:

Tulsa - TUL

Areas of Interest:

Consumer Banking

Pay Transparency Salary Range:

Not Available

Application Deadline:

12/19/2025

Bonus Type:

Formula Based

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’ll be fully prepared to thrive as a Personal Banker—knowledgeable, confident, and committed to delivering best‑in‑class service. Start your path to becoming a Personal Banker and help drive long‑term growth at BOK Financial.

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. They may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels.

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.

How You’ll Spend Your Time

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 centre 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 (e.g., cashes checks, processes 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. This will also be accomplished by 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 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 elevate.

Strong basic math skills (addition, subtraction, multiplication, division) 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.

Seniority level Not Applicable

Employment type Full‑time

Job function Finance and Sales

Industries Banking, Financial Services, and IT Services and IT Consulting

Apply today and take the first step towards your next career 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, colour, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions.

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