Personal Banker

BOK Financial; Phoenix (AZ); On-site; USD 42,000 - 56,000; Full time

Job summary

BOK Financial in Phoenix is launching a Personal Banker track through our Banking Navigator program—a 9-week training that equips you with the skills to excel in client service and financial guidance. During the program you’ll receive hands-on guidance, virtual learning, on-the-job training, and exercises.

Upon graduation you’ll be prepared to deliver best-in-class service and help clients meet their financial goals.

Qualifications

• High school diploma or equivalent; 4+ years in sales or customer service.
• College degree is a plus.
• Business Banking certification is preferred.
• Strong verbal and written communication.
• Ability to follow established standards and balance priorities.
• Proficient in MS Office and CRM software.

Responsibilities

• Lead by example through superior client experience delivery using a consultative needs-based approach to understand priorities and offer bank products.
• Resolve a variety of moderate to complex client problems and own/lead efforts to solve issues, escalating when appropriate.
• Perform teller transactions and deepen client relationships to help meet financial goals.
• Maintain BOKF brand experience through execution of key plays to drive loyalty while balancing long-term effects.
• Participate in coaching and training to develop product knowledge, systems skills, and client relations.

Skills

Client relationship

Sales experience

Excellent communication

Problem solving

Team collaboration

Education

High school diploma or equivalent

College degree a plus

Tools

Microsoft Office

CRM software

Job description

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 Personal Banker 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 Personal Banker—knowledgeable, confident, and committed to delivering best‑in‑class service. Start your path to becoming a Personal Banker and help drive long-term growth at BOK Financial. Your banking career begins here!

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

• You will lead by example through superior client experience delivery, while supporting client financial expectations through a consultative needs based approach to understanding priorities. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals.
• You will resolve a variety of moderate to complex client problems while ensuring the highest level of client experience and satisfaction. You will own and lead efforts to solve client problems and service breaks and escalates issues to leadership when appropriate.
• You will provide a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.
• You will ensure individual and team ownership of the BOKF brand experience through the delivery of a best in class client experience. You will own individual execution of key plays to drive client experience and loyalty while exercising sound judgment and empowerment in exception scenarios while balancing the long term effects to BOKF and the client.
• You will participate in professional development through training, engaging in self‑improvement initiatives and skill‑building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 4+ years of sales or customer service experience or 2+ years of directly related experience in customer service, branch delivery or contact center experience; a college degree is a plus or equivalent combination of education and experience.

Business Banking certification is preferred.

• Advanced knowledge of consumer financial products and services
• Advanced knowledge of bank banking, retail sales operations and/or contact center operations including phone, email and chat support
• Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and build relationships to gain information by asking appropriate questions
• Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation
• Excellent problem-solving and conflict resolution skills
• Excellent product presentation skills, especially via telephone/e‑mail/chat
• Ability to follow established standards and use judgment to determine when appropriate to escape
• Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
• Strong PC application skills including word processing and spreadsheet packages and the ability to successfully navigate a variety of programs while maintaining efficiency is required for success
• Ability to complete multiple tasks at a time
• Strong interpersonal skills including sales and client relations skills, both in‑person and via telephone
• Ability to effectively communicate in real‑time via chat
• Detail oriented, high degree of accuracy
• Ability to work in a fast‑paced environment & under pressure, as needed
• Multi‑channel experience is preferred
• Strong business banking acumen is preferred.

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! and take the first step towards your next career opportunity!

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.

Please contact [e-mail] with any questions.