Personal Banker – 9-Week Banking Navigator Training

BOK Financial; Oklahoma City (OK); On-site; USD 32,000 - 45,000; Full time

Job summary

BOK Financial is seeking an entry-level Personal Banker to build client relationships through consultative conversations and service excellence. You will participate in a 9-week Banking Navigator training program designed to equip you with the skills and confidence to excel as a Personal Banker.

During training and beyond, you will open retail products, educate clients on digital banking tools, and help them reach financial goals while complying with bank policies and regulatory requirements.

Qualifications

• High school diploma or equivalent with at least 1 year in sales, retail, or customer service.
• Working knowledge of consumer financial products and retail banking services.
• Basic understanding of banking laws, regulations, policies, and procedures.
• Effective consultative communication and relationship-building skills.
• Excellent verbal and written communication skills.
• Ability to learn and navigate multiple systems and applications.

Responsibilities

• Deliver exceptional client experience to build and retain long-term relationships.
• Open a full range of retail products for new and existing clients.
• Educate clients about online banking, Bill Pay, eStatements, and mobile/ATM deposits.
• Resolve client problems while maintaining high satisfaction.
• Perform teller transactions and seek opportunities to deepen relationships.
• Adhere to internal controls, policies, and regulatory requirements.
• Engage in coaching and training to improve product and sales knowledge.

Skills

Consultative communication

Relationship-building

Verbal communication

Written communication

Multi-tasking

Attention to detail

Customer service

Education

High school diploma or equivalent

Tools

Online banking platforms

Mobile banking apps

Job description

BOK Financial is seeking an entry-level Personal Banker to build client relationships through consultative conversations and service excellence. You will participate in a 9-week Banking Navigator training program designed to equip you with the skills and confidence to excel as a Personal Banker.

During training and beyond, you will open retail products, educate clients on digital banking tools, and help them reach financial goals while complying with bank policies and regulatory requirements.