Dallas Financial Center Leader | Growth & CX Champion

BOK Financial; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Discretionary bonus

9-week Banking Navigator training

Job summary

BOK Financial is seeking a Financial Center Leader in Dallas to oversee sales, service, operations, compliance, client experience, and profitability across assigned financial centers. You will lead a team as a player‑coach, driving CX excellence and staff development while collaborating with partners to deliver comprehensive client solutions.

During the initial nine weeks, you’ll train in a comprehensive program and may train at different locations before permanent assignment.

Qualifications

• Bachelor’s degree in business or related field.
• 3 years of management or supervisory experience, or 5+ years of combined education and experience.
• Strong leadership, coaching, and client-service skills.
• Experience in financial services a plus.

Responsibilities

• Plan and execute the financial center’s retention and growth activities.
• Own a book of business with a branch-based client base and grow pipeline.
• Oversee client experience and branch operations to ensure CX excellence.
• Lead coaching, performance management and development for the team.
• Ensure compliance with policies and regulatory requirements; manage risk.

Skills

Coaching

Leadership

Client relationship management

Sales and business development

Performance management

Staff development

Regulatory knowledge

Education

Bachelor’s degree in business or related field

3 years of management or supervisory experience, or 5+ years of combined education and experience

Job description

BOK Financial is seeking a Financial Center Leader in Dallas to oversee sales, service, operations, compliance, client experience, and profitability across assigned financial centers. You will lead a team as a player‑coach, driving CX excellence and staff development while collaborating with partners to deliver comprehensive client solutions.

During the initial nine weeks, you’ll train in a comprehensive program and may train at different locations before permanent assignment.