Financial Center Leader — Growth & CX Coach

BOK Financial Co.; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

BOK Financial Corporation is seeking a Financial Center Leader to guide a branch team across sales, service, operations, compliance, and client experience. This role acts as a player-coach, shaping CX playbook execution and building team capability to deliver sustained results.

During the initial nine-week Banking Navigator training, you’ll receive guided onboarding with a dedicated success team, hands-on sessions, and on-the-job practice.

Qualifications

• Bachelor’s degree in business or related field.
• Minimum 3 years of related management or supervisory experience, or 5+ years of education and experience combined.
• Proven ability to coach, motivate, engage, and develop employees.
• Strong client experience, relationship-building, and sales/service skills.

Responsibilities

• Business development: plan and drive retention and growth across the branch.
• Client experience: oversee branch CX and resolve issues to improve service.
• Coaching: develop team through coaching, meetings, and performance management.
• Profitability & growth: grow branch revenue through acquisition and retention.
• Partnerships & risk: ensure compliance and collaboration with other lines of business.

Skills

Coaching

Team leadership

Client relationships

Sales & service

Performance data

Education

Bachelor's degree in business

Job description

BOK Financial Corporation is seeking a Financial Center Leader to guide a branch team across sales, service, operations, compliance, and client experience. This role acts as a player-coach, shaping CX playbook execution and building team capability to deliver sustained results.

During the initial nine-week Banking Navigator training, you’ll receive guided onboarding with a dedicated success team, hands-on sessions, and on-the-job practice.