Entry-Level Personal Banker — 9-Week Training

BOK Financial Corporation; Houston (TX); Hybrid; USD 35,000 - 48,000; Full time

Job summary

BOK Financial Corporation invites you to join as a Personal Banker in Houston. This entry level role focuses on building client relationships through consultative conversations and offering retail banking products.

You will participate in a comprehensive 9‑week Banking Navigator training program to develop skills, knowledge, and confidence for long‑term success. The training includes virtual facilitation, self‑paced eLearning, on‑the‑job training, and practice exercises.

Qualifications

• High school diploma or equivalent with 1 year of sales, retail, or customer service experience.
• Knowledge of consumer financial products and retail banking services.
• Basic understanding of banking laws, regulations, policies, and procedures.
• Excellent verbal and written communication skills.
• Strong interpersonal, sales, and client relationship skills.
• Ability to follow established procedures and know when to escalate.
• Knowledge of digital banking tools and self‑service capabilities.
• Ability to learn and navigate multiple systems and applications.
• Strong attention to detail and accuracy; ability to manage multiple priorities.

Responsibilities

• Deliver exceptional client experience to build, expand, and retain long‑term relationships.
• Open a full range of retail products for clients by making recommendations during routine banking transactions.
• Educate clients about online banking, Bill Pay, E‑Statements, and mobile/ATM deposits.
• Resolve simple to moderate client problems while maintaining high client satisfaction.
• Perform teller transactions and identify opportunities to deepen client relationships.
• Comply with internal controls, policies, procedures, and applicable laws.
• Participate in professional development and coaching to improve product and systems knowledge.

Skills

Consultative communication

Relationship building

Verbal communication

Written communication

Attention to detail

Multi-tasking

Digital banking tools

Education

High school diploma or equivalent

College degree preferred

Job description

BOK Financial Corporation invites you to join as a Personal Banker in Houston. This entry level role focuses on building client relationships through consultative conversations and offering retail banking products.

You will participate in a comprehensive 9‑week Banking Navigator training program to develop skills, knowledge, and confidence for long‑term success. The training includes virtual facilitation, self‑paced eLearning, on‑the‑job training, and practice exercises.