Personal Banker – Client Experience Pro

BOK Financial; Houston (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

BOK Financial is seeking a Personal Banker to provide exceptional client experiences and to advance through the Banking Navigator training program. You will support clients with accounts, loans, digital banking, and teller transactions while developing depth in financial products and services.

During the 9‑week training, you’ll receive guided onboarding and hands-on practice. The role emphasizes sales and service excellence, with potential relocation or training location changes as needed.

Qualifications

• Minimum 1+ years of sales or customer service experience.
• Knowledge of consumer financial products and services.
• Familiarity with banking operations and channels (in-person, phone, chat).
• Strong written and verbal communication with professional etiquette.

Responsibilities

• Deliver exceptional client experience to build and retain long-term relationships.
• Open a full range of retail products, including loan products, for clients.
• Educate clients about online banking, Bill Pay, E‑Statements, and mobile/ATM deposits.
• Resolve simple to moderate client issues while maintaining high service levels.
• Manage teller transactions and assist clients in meeting financial goals.
• Follow internal controls, policies, and regulatory requirements.
• Engage in coaching and self-improvement to enhance product knowledge and client relations.

Skills

Verbal communication

Written communication

Problem solving

Multi-tasking

Attention to detail

Consumer banking knowledge

Education

High school diploma or equivalent

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Job description

BOK Financial is seeking a Personal Banker to provide exceptional client experiences and to advance through the Banking Navigator training program. You will support clients with accounts, loans, digital banking, and teller transactions while developing depth in financial products and services.

During the 9‑week training, you’ll receive guided onboarding and hands-on practice. The role emphasizes sales and service excellence, with potential relocation or training location changes as needed.