Personal Banker

BOK Financial; Dallas (TX); On-site; USD 35,000 - 50,000; Full time

Job summary

BOK Financial is seeking a Personal Banker in Dallas, Texas. The role focuses on providing an exceptional client experience, answering queries about various products, and building strong client relationships. Candidates should have a high school diploma or equivalent, with 1+ years in sales or customer service.

Joining BOK will involve participation in a comprehensive training program designed to enhance your banking skills while ensuring compliance with company policies. A team-oriented and customer-focused approach is essential for success.

Qualifications

• High school diploma or equivalent and minimum 1+ years of sales or customer service experience.
• Knowledge of consumer financial products and banking operations.
• Excellent communication and problem-solving skills.

Responsibilities

• Deliver exceptional client experience and build long-term relationships.
• Open retail products for new and existing clients.
• Educate clients about bank services and resolve problems.

Skills

Excellent verbal communication skills

Problem-solving skills

Detail-oriented

Basic math skills

Sales and client relations

Education

High school diploma or equivalent

1+ years of sales or customer service experience

Tools

Word processing applications

Spreadsheet software

Job description

Job Description

Personal Banker provides the best client experience possible for BOKF’s clients. They are empowered and responsible for delivering a superior experience on every interaction, building a permanently engaged client. Interactions include answering questions or solutions on account activity, teller transactions, digital banking products, debit cards, and a variety of other products or processes. Personal Bankers handle client interactions efficiently and exceed client expectations, giving customers confidence that their needs are completely and accurately resolved. They may interact with clients in person, via phone, and through chat, e‑mail or other digital channels.

During the first nine weeks of employment, you will participate in the comprehensive Banking Navigator training program. Training schedules 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.

How You’ll Spend Your Time

• Deliver exceptional client experience to build, expand, and retain long‑term client relationships, assessing financial needs and offering bank products and services that help clients achieve their financial goals.
• Open a full range of retail products, including loan products, for new and existing clients during routine banking center service and teller transactions.
• Educate clients about bank services such as online banking, Bill Pay, e‑Statements, and mobile and ATM deposit capabilities.
• Resolve a variety of simple to moderate client problems while ensuring a high level of client experience and satisfaction.
• Perform teller transactions (cash checks, process checking and savings account withdrawals, balances) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet financial goals.
• Comply with internal control, audit, security and compliance policies and procedures, laws and regulations.
• Participate in professional development through training, coaching, feedback sessions, and skill‑building activities to enhance product knowledge, systems knowledge, sales, and client relations.

Education & Experience Requirements

High school diploma or equivalent and a minimum of 1+ years of sales or customer service experience, or a college degree is a plus, or an equivalent combination of education and experience.

• Working knowledge of consumer financial products and services.
• Working knowledge of banking, retail sales operations and/or contact center operations, including phone, email and chat support.
• Excellent verbal communication skills, providing customer information and resolving issues courteously, using appropriate questions to gain information.
• Excellent written communication skills with professional etiquette, proper grammar, and punctuation.
• Problem‑solving and conflict resolution skills.
• Ability to follow established standards and use judgment to determine when to appropriate escalations.
• Strong basic math skills (addition, subtraction, multiplication, division) for account reconciliation.
• Working PC application skills, including word processing and spreadsheet packages, and the ability to learn various internal company systems.
• Ability to complete multiple tasks simultaneously.
• Excellent interpersonal skills, including sales and client relations, both in‑person and via telephone.
• Detail oriented, high degree of accuracy.
• Ability to work in a fast‑paced environment & under pressure, as needed.

Equal Opportunity Employment

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.