Dallas Financial Center Leader: Growth & Client Experience

BOK Financial Corporation; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

BOK Financial Corporation is seeking a Financial Center Leader in the Dallas area. The role combines people leadership, sales and service accountability, and operational excellence to drive branch success.

You'll lead a client-focused team, develop talent, and execute CX-driven strategies to sustain growth and profitability. Training and development are emphasized, with emphasis on community involvement and compliance.

Qualifications

• Bachelor's degree in business or related field; minimum 3 years of management or supervisory experience, or 5+ years of combined education and experience.
• Proven ability to coach, motivate, engage, and develop employees through in-person and virtual leadership routines.
• Experience leading a client-facing team in a fast-paced, high-volume environment and building a pipeline, managing client relationships, and driving acquisition, retention, referrals, and relationship expansion.
• Demonstrated ability to recruit, support selection, onboard, manage performance, delegate, and build team capability.
• Strong client experience, relationship-building, business development, pipeline management, and service-recovery skills.
• Strong working knowledge of financial center sales and service operations, consumer financial products and services, and consultative needs-based engagement.
• Ability to apply business, financial, and credit acumen to understand client needs and make sound decisions.
• Strong knowledge of applicable consumer laws, regulations, policies, procedures, internal controls, security requirements, and sales practice expectations.

Responsibilities

• Business Development: plan and execute the financial center's retention and growth activities and own a book of branch-based clients.
• Client Experience and Engagement: oversee branch experience, review client feedback, address escalations, and support loan closings.
• Coaching and Development: ensure team performance through coaching, skill-building, and development planning.
• Profitability and Growth: grow branch revenue through acquisition, expansion, and retention activities.
• Partnerships and Risk: develop partnerships with other bank lines of business and ensure regulatory compliance.
• Community Involvement: participate in local market activities and promote the BOKF brand.

Skills

Coaching

Team leadership

Business development

Client relationships

Communication

Education

Bachelor's degree in business

Job description

BOK Financial Corporation is seeking a Financial Center Leader in the Dallas area. The role combines people leadership, sales and service accountability, and operational excellence to drive branch success.

You'll lead a client-focused team, develop talent, and execute CX-driven strategies to sustain growth and profitability. Training and development are emphasized, with emphasis on community involvement and compliance.