Personal Banker I

BOK Financial Corporation; Oklahoma City (OK); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking financial services company as a Personal Banker I, where your passion for client service will shine. This role focuses on delivering exceptional client experiences, building long-term relationships, and providing solutions to a variety of banking needs. You'll engage with clients in person, over the phone, and through digital channels, ensuring their needs are met with accuracy and care. With a commitment to professional development, you'll thrive in a supportive environment that values your contributions. If you're ready to make a difference and grow your career in a dynamic setting, this opportunity awaits you.

Qualifications

• High school diploma or equivalent with 1+ years of sales or customer service experience.
• Working knowledge of consumer financial products and services.

Responsibilities

• Deliver exceptional client experience and build long-term relationships.
• Open retail products and educate clients on bank services.
• Resolve client problems while ensuring satisfaction.

Skills

Verbal Communication

Written Communication

Problem-Solving

Conflict Resolution

Sales Skills

Client Relations

Basic Math Skills

Multitasking

Attention to Detail

Ability to Work in Fast-Paced Environment

Education

High School Diploma or Equivalent

College Degree

Job description

Personal Banker I

Location: Oklahoma City - OKC

Areas of Interest: Consumer Banker; Consumer Banking; Consumer Lending

Pay Transparency Salary Range: Not Available

Application Deadline: 02/20/2025

Summary

Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker I.

Job Description

The Personal Banker I 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 Personal Banker 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 Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels.

How You'll Spend Your Time

• You will be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships.
• You will open a full range of retail products, including loan products, for new and existing clients.
• You will educate new and existing clients about bank services that provide additional convenience.
• You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
• You will provide a variety of teller transactions for clients while seeking opportunities to deepen client relationships.
• You will comply with internal control, audit, security, and compliance policies and procedures.
• You will participate in professional development through training and skill-building activities.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.

• Working knowledge of consumer financial products and services
• Excellent verbal and written communication skills
• Problem-solving and conflict resolution skills
• Strong basic math skills
• Ability to complete multiple tasks at a time
• Excellent interpersonal skills including sales and client relations skills
• Detail oriented, high degree of accuracy
• Ability to work in a fast-paced environment

About BOK Financial Corporation

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.