Personal Banker Team Lead
BOK Financial, Bedford, TX, United States
Req ID:
77457 |
Location:
Hurst -HURS |
Areas of Interest:
Consumer Banking; Branch Business Banking; Consumer Lending |
Pay Transparency Salary Range:
Not Available |
Application Deadline:
05/28/2026
Overview BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
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 Team Lead 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. During this program you’ll receive hands-on guidance from a dedicated success team, including virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Upon graduation, you’ll be prepared to thrive as a Personal Banker Team Lead, delivering best-in-class service and driving long-term growth at BOK Financial.
Training & Schedule Please note: Your initial training schedule may differ from your regular hours, and you may train at a different location before being permanently assigned to your branch.
Responsibilities
Deliver an acutely focused client experience while assisting clients in achieving their financial goals.
Lead by example through superior client experience delivery, using a consultative needs-based approach to understand priorities and offer bank products and services.
Support day-to-day banking center client interactions and experience delivery, including research and resolution of complex problems to retain and grow client relationships.
Foster an environment of team engagement, support teammate development, and achieve shared resource commitments.
Move between Banking Centers as needed to provide peer coaching and subject matter expertise to achieve client experience outcomes.
Support the implementation of department programs to comply with internal control, audit, security, and compliance policies and applicable laws and regulations.
Develop and maintain partnerships with representatives of other Bank lines of business.
Education & Experience Requirements This level of knowledge is normally acquired through completion of an Associate's degree and a minimum of 5+ years of sales or customer service or an equivalent combination of education and experience.
Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues, and gaining information by asking appropriate questions.
Excellent written communication skills demonstrated by professional etiquette, proper grammar, and punctuation.
Strong computer skills, including the ability to navigate a variety of programs efficiently.
Excellent problem-solving and conflict-resolution skills.
Strong time management skills including the ability to manage multiple tasks and meet deadlines.
Digitally dexterous; adept at using digital technology and leading change by developing tasks and objectives toward goals.
Strong basic math skills (addition, subtraction, multiplication, division) for account reconciliation.
Good PC application skills including word processing, spreadsheets, and other systems.
Knowledge of consumer banking products/services; familiarity with core and non-core banking center products (mortgage, investment, business banking, treasury) preferred.
Strong knowledge of retail bank operations.
Company & Equal Opportunity BOK Financial Corporation Group
is a stable and financially strong organization that provides training and development to support building long-term careers. The companies in the group are equal opportunity employers and we are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other employment aspects without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Contact Please contact recruiting_coordinators@bokf.com with any questions.
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77457 |
Location:
Hurst -HURS |
Areas of Interest:
Consumer Banking; Branch Business Banking; Consumer Lending |
Pay Transparency Salary Range:
Not Available |
Application Deadline:
05/28/2026
Overview BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
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 Team Lead 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. During this program you’ll receive hands-on guidance from a dedicated success team, including virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Upon graduation, you’ll be prepared to thrive as a Personal Banker Team Lead, delivering best-in-class service and driving long-term growth at BOK Financial.
Training & Schedule Please note: Your initial training schedule may differ from your regular hours, and you may train at a different location before being permanently assigned to your branch.
Responsibilities
Deliver an acutely focused client experience while assisting clients in achieving their financial goals.
Lead by example through superior client experience delivery, using a consultative needs-based approach to understand priorities and offer bank products and services.
Support day-to-day banking center client interactions and experience delivery, including research and resolution of complex problems to retain and grow client relationships.
Foster an environment of team engagement, support teammate development, and achieve shared resource commitments.
Move between Banking Centers as needed to provide peer coaching and subject matter expertise to achieve client experience outcomes.
Support the implementation of department programs to comply with internal control, audit, security, and compliance policies and applicable laws and regulations.
Develop and maintain partnerships with representatives of other Bank lines of business.
Education & Experience Requirements This level of knowledge is normally acquired through completion of an Associate's degree and a minimum of 5+ years of sales or customer service or an equivalent combination of education and experience.
Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues, and gaining information by asking appropriate questions.
Excellent written communication skills demonstrated by professional etiquette, proper grammar, and punctuation.
Strong computer skills, including the ability to navigate a variety of programs efficiently.
Excellent problem-solving and conflict-resolution skills.
Strong time management skills including the ability to manage multiple tasks and meet deadlines.
Digitally dexterous; adept at using digital technology and leading change by developing tasks and objectives toward goals.
Strong basic math skills (addition, subtraction, multiplication, division) for account reconciliation.
Good PC application skills including word processing, spreadsheets, and other systems.
Knowledge of consumer banking products/services; familiarity with core and non-core banking center products (mortgage, investment, business banking, treasury) preferred.
Strong knowledge of retail bank operations.
Company & Equal Opportunity BOK Financial Corporation Group
is a stable and financially strong organization that provides training and development to support building long-term careers. The companies in the group are equal opportunity employers and we are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other employment aspects without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Contact Please contact recruiting_coordinators@bokf.com with any questions.
#J-18808-Ljbffr