BOK Financial
Personal Banker – Retail
Req ID:
77311
Location:
Oklahoma City, OK
Employment type:
Full‑time
Seniority level:
Not Applicable
Job function:
Finance and Sales
Application Deadline:
12/17/2025
Overview 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.
The Banking Navigator 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.
Responsibilities
Deliver exceptional client experience to build, expand, and retain long‑term client relationships.
Conduct consultative conversations with existing and prospective clients, assess their 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 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.
Resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
Perform teller transactions for clients (e.g., cashing checks, processing checking and savings account withdrawals and balances) while seeking opportunities to deepen client relationships.
Comply with internal control, audit, security, and compliance policies and procedures 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.
Qualifications
High school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or an 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 (phone, email, chat support).
Excellent verbal communication skills, providing customer information, resolving issues, and building relationships.
Excellent written communication skills, 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 (addition, subtraction, multiplication, division) for account reconciliation.
Working PC application skills including word processing and spreadsheet packages, and ability to learn internal systems.
Ability to complete multiple tasks simultaneously.
Excellent interpersonal skills, 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.
Training & Development All new Personal Bankers participate in the 9‑week Banking Navigator training program, which includes hands‑on guidance from a dedicated success team and skill‑application exercises to ensure readiness for full branch assignment.
Equal Opportunity 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.
For any questions, please contact recruiting_coordinators@bokf.com.
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77311
Location:
Oklahoma City, OK
Employment type:
Full‑time
Seniority level:
Not Applicable
Job function:
Finance and Sales
Application Deadline:
12/17/2025
Overview 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.
The Banking Navigator 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.
Responsibilities
Deliver exceptional client experience to build, expand, and retain long‑term client relationships.
Conduct consultative conversations with existing and prospective clients, assess their 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 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.
Resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
Perform teller transactions for clients (e.g., cashing checks, processing checking and savings account withdrawals and balances) while seeking opportunities to deepen client relationships.
Comply with internal control, audit, security, and compliance policies and procedures 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.
Qualifications
High school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or an 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 (phone, email, chat support).
Excellent verbal communication skills, providing customer information, resolving issues, and building relationships.
Excellent written communication skills, 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 (addition, subtraction, multiplication, division) for account reconciliation.
Working PC application skills including word processing and spreadsheet packages, and ability to learn internal systems.
Ability to complete multiple tasks simultaneously.
Excellent interpersonal skills, 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.
Training & Development All new Personal Bankers participate in the 9‑week Banking Navigator training program, which includes hands‑on guidance from a dedicated success team and skill‑application exercises to ensure readiness for full branch assignment.
Equal Opportunity 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.
For any questions, please contact recruiting_coordinators@bokf.com.
#J-18808-Ljbffr