Financial Center Leader (Multi-Site)

BOK Financial Corporation; Oklahoma City (OK); On-site; USD 85,000 - 120,000; Full time

Job summary

BOK Financial Corporation is seeking a Financial Center Leader to guide a high-performing branch team through retention, growth, and exceptional client service. You will lead coaching, onboarding, and development, using CX playbooks to meet sales and service goals.

The nine-week Banking Navigator training prepares you to manage branch operations, collaborate with partners, and drive community engagement. After graduation, you’ll oversee a multi-channel client experience and partner with business

Qualifications

• Bachelor's Degree in Business or related field.
• 3–5 years in management/supervisory capacity or 5–7 years equivalent experience.
• Ability to motivate teammates and provide leadership and coaching.

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 feedback, resolve issues, and support loan closings.
• Coaching and Development: ensure performance and activity expectations through coaching and development planning.
• Profitability and Growth: grow branch revenue via acquisition, expansion, and retention while following CX Playbook.
• Partnerships and Risk: maintain partnerships across bank lines and ensure regulatory compliance.
• Community Involvement: participate in local market activities and promote the BOKF brand.

Skills

Leadership

Coaching

Team Building

Communication

Education

Bachelor's Degree in Business or related field

5–7 years combined education and experience in management/supervisory

Job description

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Location: Oklahoma City -OKC

Areas of Interest: Consumer Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 10/03/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Discretionary

Summary

Are you ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Financial Center Leader and kickstart your career with our industry-leading Banking Navigator program - 9-week training program designed to equip you with the skills, knowledge, and confidence to excel.

In our 9-week Banking Navigator training program you'll receive hands‑on guidance from a dedicated success team. This comprehensive program includes virtual facilitation, self-paced eLearning, on‑the‑job training, and skill application exercises. Upon graduation, you'll be fully prepared to thrive as a Financial Center Leader - knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a Financial Center Leader and help drive long-term growth at BOK Financial. Your banking career begins here!

Please note: Your initial training schedule may differ from your regular hours, and you may train at a different location before being permanently assigned to your branch.

Job Description

The Financial Center Leader (FCL) is responsible for all aspects of branch performance. Builds a high-performing team through the attraction, onboarding, coaching, and development of team members. Drives revenue through community involvement, business development activities, and customer loyalty through needs‑based consultative interactions that help clients achieve financial well‑being. Creates a differentiated client experience, making banking safe and easy in a multi‑channel environment. Collaborates with a broad range of business line partners.

During your first nine weeks of employment, you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule, and you may be required to train at a different location before being permanently assigned to a branch.

Team Culture

We're passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.

We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level.

We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination.

How You'll Spend Your Time

• Business Development: You will plan and execute the financial center’s retention and growth activities. You will personally own a book of business with a set number of branch-based clients. You will drive the team to build a strong pipeline of prospects and clients.
• Client Experience and Engagement: You will oversee ownership of BOKF branch experience through the delivery of a differentiated client experience. You will review client feedback and enact the plans to improve. You will lead effective problem resolution and escalations. You will drive the employee experience and lead discussions to address team member feedback from Q12, pulse surveys, and onboarding/exit interviews. Provide notary service for clients including supporting loan closings.
• Coaching and Development: You will ensure the team members achieve performance and activity expectations through effective and ongoing performance management. You will develop the team through skill builds, one‑to‑one coaching, observation coaching, and team meetings. You will utilize the Client Experience (CX) playbook to achieve sales and service expectations and enable clients’ financial well‑being. In addition, development planning with team members is a priority.
• Profitability and Growth: You will grow the branch revenue and business banking through acquisition, expansion, and retention activities while following CX Playbook and Sales University protocols to achieve sales targets. You will ensure the team can effectively provide consultative conversations that improve client well‑being and effectively executes the expected role‑based, situational leadership and management activities, and protocols.
• Partnerships and Risk: You will develop and maintain partnerships with representatives of other Bank lines of business. You will ensure the financial center is in compliance with established operating policies and procedures and all outside regulatory requirements; authorizes transactions, deposits, official checks, and wire transfers within pre‑established levels of authority while migrating sales practice risk.
• Community Involvement: You will participate in local market/community activities, preferably in a leadership capacity. You will promote the BOKF brand and supports community initiatives.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors Degree in Business or a related field of study and 3-5 years of directly related experience in management/supervisory capacity or 5-7 years of equivalent combination of education and experience.

• Ability to motivate teammates through in-person and virtual coaching methods, while providing leadership and excellent team‑building skills
• Ability to make empowered leadership decisions in a fast‑paced, high‑volume environment
• Proven ability to coach, develop and delegate to achieve common goals
• Strong interpersonal and collaboration skills including effective communication to build partnerships to achieve business outcomes
• Ability to effectively support teammate engagement and the client experience while driving results
• Excellent research and problem‑solving ability combined with leadership to foster an empowered culture
• Advanced knowledge of consultative needs‑based concepts for client engagement
• Excellent client experience, relationship‑building, and business development skills
• Advanced knowledge of consumer financial products and services (full technical knowledge of core branch banking products and working knowledge of non‑core products such as: mortgage, investment, and business banking)
• Advanced knowledge and understanding of applicable consumer laws and government regulations

Advertising Source

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $53.2 billion in assets*
• $129.3 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• 56,000 volunteer hours by our employees in 2025

Nearest Major Market: Oklahoma City
Nearest Secondary Market: Oklahoma
Job Segment: Bank, Banking, Mortgage, Financial, Performance Management, Finance, Human Resources