Financial Center Leader (North Dallas)

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

Req ID: 78854

Location: Dallas -DAL

Areas of Interest: Banking Center Management; Branch Business Banking; Consumer Banking; Consumer Lending

Pay Transparency Salary Range: Not Available

Application Deadline: 11/21/2026

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—a 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 is the primary people and performance leader accountable for all aspects of an assigned financial center(s) including sales, service, operations, compliance, client experience, talent development, and profitability. Operating as a player‑coach, this role builds team capability, personally contributes to client development, and drives consistent execution of the Client Experience (CX) Playbook. The Financial Center Leader flexes staffing, priorities, and leadership presence to the needs of the assigned financial center(s) and collaborates across internal partners to deliver comprehensive client solutions and sustained business results.

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‑on‑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 bachelor’s degree in business or a related field of study and a minimum of 3 years of related management or supervisory experience, or 5+ years of equivalent 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.
• Ability to prioritize effectively, solve problems, manage competing demands, and make empowered decisions in a fast‑paced environment.
• Effective communication, influence, collaboration, change leadership, and community relationship skills.
• Ability to use performance data, client and employee feedback, and business insights to identify opportunities and drive action.

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.