Bilingual Personal Banker

BOK Financial; Denver (CO); On-site; USD 40,000 - 60,000; Full time

Job summary

BOK Financial is seeking a Bilingual Personal Banker to enhance client experience through exceptional service and support. This role is part of a comprehensive 9-week Banking Navigator training program, equipping new employees with essential skills for success as a Personal Banker.

Responsibilities include delivering personalized service, educating clients on financial products, and resolving issues efficiently. Candidates should possess strong communication skills and have prior experience in sales or customer service.

Qualifications

• Minimum of 1+ years of sales or customer service experience.
• Working knowledge of consumer financial products and services.
• Ability to handle multiple tasks and work under pressure.

Responsibilities

• Deliver exceptional client experience to build long-term relationships.
• Educate clients about bank services for additional convenience.
• Resolve client problems while ensuring satisfaction.

Skills

Excellent verbal communication skills

Excellent written communication skills

Problem-solving and conflict resolution skills

Detail oriented

Interpersonal skills

Education

High school diploma or equivalent

College degree (preferred)

Job description

Summary

We are looking for a Bilingual Personal Banker to provide the best client experience possible for BOKF’s clients. This role is part of a 9‑week Banking Navigator training program that equips you with the skills and confidence to excel as a Personal Banker. You will receive hands‑on guidance through virtual facilitation, eLearning, on‑the‑job training, and skill application exercises. Upon graduation you will be fully prepared to thrive as a Personal Banker and help drive long‑term growth at BOK Financial.

Responsibilities

• Deliver exceptional client experience to build, expand, and retain long‑term client relationships.
• Provide consultative conversations to existing and prospective clients to assess their financial needs and offer bank products and services.
• 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 such as cashing checks, processing checking and savings account withdrawals and balances within standards.
• Comply with internal control, audit, security, and compliance policies and procedures, laws, and regulations.
• Participate in professional development through training, coaching, and feedback sessions 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 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 including phone, email and chat support.
• Excellent verbal communication skills, effectively and courteously providing customer information, resolving issues and building relationships with appropriate questions.
• Excellent written communication skills with 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 in order to reconcile accounts.
• Working PC application skills including word processing and spreadsheet packages and the ability to learn 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.
• Candidate must meet minimum language requirements of a designated second language.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.