Financial Center Leader (North Dallas)

BOK Financial Corporation; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

BOK Financial Corporation is seeking a Financial Center Leader in the Dallas area. The role combines people leadership, sales and service accountability, and operational excellence to drive branch success.

You'll lead a client-focused team, develop talent, and execute CX-driven strategies to sustain growth and profitability. Training and development are emphasized, with emphasis on community involvement and compliance.

Qualifications

• Bachelor's degree in business or related field; minimum 3 years of management or supervisory experience, or 5+ years of 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.

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 client feedback, address escalations, and support loan closings.
• Coaching and Development: ensure team performance through coaching, skill-building, and development planning.
• Profitability and Growth: grow branch revenue through acquisition, expansion, and retention activities.
• Partnerships and Risk: develop partnerships with other bank lines of business and ensure regulatory compliance.
• Community Involvement: participate in local market activities and promote the BOKF brand.

Skills

Coaching

Team leadership

Business development

Client relationships

Communication

Education

Bachelor's degree in business

Job description

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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.

In our 9-week Banking Navigator program - a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel.

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.

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: Dallas
Nearest Secondary Market: Fort Worth
Job Segment: Bank, Banking, Financial, Performance Management, Finance, Human Resources