Personal Banker

BOK Financial; Santa Fe (NM); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

9-week Banking Navigator training

Job summary

BOK Financial is seeking a Bilingual Personal Banker II in Santa Fe to deliver exceptional client experiences across in-person, phone, chat, and email interactions. You will participate in a nine-week Banking Navigator training program designed to equip you with the skills and confidence to succeed as a Personal Banker and drive client growth.

During training, you’ll receive hands-on guidance from a dedicated success team and complete on-the-job learning.

Qualifications

• High school diploma or equivalent with 3+ years in sales or customer service.
• Knowledge of consumer financial products.
• Strong communication and problem-solving skills.
• Ability to work across channels (in person, phone, chat, email).

Responsibilities

• Deliver exceptional client experience to build, expand, and retain long-term client relationships.
• Resolve a variety of moderate to complex client problems and escalate issues when appropriate.
• Perform teller transactions and assist clients with deposits, withdrawals, and balances.
• Ensure brand experience through best-in-class client service and adherence to standards.
• Engage in professional development through training and coaching to enhance product, systems, sales, and client relations skills.

Skills

Bilingual (English/Spanish)

Customer service

Sales experience

Verbal communication

Interpersonal skills

Education

High school diploma or equivalent

College degree (preferred)

Tools

PC applications

Banking systems

Job description

Req ID: 78509

Location: Santa Fe -STFE

Areas of Interest: Consumer Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 09/28/2026

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

Formula Based

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 Bilingual Personal Banker II 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!

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 Bilingual Personal Banker II provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes. The Bilingual Personal Banker II will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Bilingual Personal Banker II may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels.

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

• You will be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships. 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 3+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.

• In-depth knowledge of consumer financial products and services


• Strong knowledge of bank banking, retail sales operations and/or contact center operations including phone, email and chat support


• Working knowledge of banking laws and regulations, i.e. Reg E, Reg CC, Reg DD, BSA, HMDA


• 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


• Ability to follow established standards and use judgment to determine when appropriate to elevate


• 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 learn to use various internal company systems


• Ability to complete multiple tasks at a time


• Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone


• Detail oriented, high degree of accuracy


• Ability to work in a fast-paced environment & undercover under pressure, as needed


• Candidate must meet minimum language requirements in designated second language.

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.