Personal Banker I

BOK Financial Corporation; Tulsa (OK); On-site; USD 35,000 - 55,000; Full time

Job summary

Join a forward-thinking company as a Personal Banker I, where your passion for customer service will shine. This role offers an opportunity to build meaningful client relationships and provide exceptional service in a dynamic environment. You will be empowered to resolve client inquiries, educate them about banking services, and ensure their needs are met with precision and care. With a comprehensive training program and a focus on professional development, you'll be well-equipped to thrive in this position. If you're looking to make a difference in clients' lives while advancing your career in the financial services industry, this is the perfect opportunity for you.

Qualifications

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

Responsibilities

• Deliver exceptional client experience to build and retain long-term relationships.
• Open a full range of retail products for new and existing clients.
• Resolve client problems while ensuring high satisfaction.

Skills

Verbal communication

Written communication

Problem-solving

Conflict resolution

Basic math skills

Interpersonal skills

Sales skills

Detail oriented

Education

High school diploma or equivalent

College degree

Job description

If you encounter any issues while trying to apply for a position, please email us [e-mail].

Personal Banker I

Location: Tulsa, OK, US, 74101

Areas of Interest: Consumer Banker

Pay Transparency Salary Range: Not Available

Application Deadline: 05/02/2025

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.

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.

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

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.

Investing in our talent and building a great workplace is a top priority for us.

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