Personal Banker I

BOK Financial; Tulsa (OK); On-site; USD 35,000 - 50,000; Full time

Job summary

Join a leading financial institution as a Personal Banker I, where you'll provide exceptional client experiences and support. In this role, you'll engage with clients to meet their financial needs, educate them on banking services, and build lasting relationships. The company values integrity, teamwork, and a commitment to client satisfaction. Comprehensive training will be provided to ensure your success in this dynamic environment.

Benefits

Excellent training and development

Long-term career opportunities

Diversity and inclusion commitment

Qualifications

• 1+ years of sales or customer service experience required.
• Knowledge of consumer financial products and services.

Responsibilities

• Deliver exceptional client experiences and build long-term relationships.
• Educate clients about digital banking services.
• Perform teller transactions and resolve client problems.

Skills

Communication

Problem-solving

Interpersonal skills

Education

High school diploma

College degree

Tools

PC applications

Job description

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Req ID: 76532
Location: Tulsa - TUL
Areas of Interest: Consumer Banker
Application Deadline: 05/29/2025

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.

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 other products or processes. The Personal Banker will handle client interactions effectively and efficiently, exceeding client expectations and providing support that makes clients feel assured their needs are fully resolved. Interactions may occur in person, via phone, chat, email, or other digital channels.

During your first nine weeks, you will participate in comprehensive training, which may occur at a different location and schedule from your regular work hours.

Team Culture

We’re passionate about our work and helping clients achieve their financial goals. We foster a fun, safe space for brainstorming, questions, and solutions. Everyone is encouraged to share ideas for positive change, regardless of role or level. We support and uplift each other, valuing recognition, integrity, and a desire to help others.

How You'll Spend Your Time

• Deliver exceptional client experiences to build, expand, and retain long-term relationships, assessing financial needs and offering bank products and services.
• Open and recommend a full range of retail products, including loans, during routine banking transactions.
• Educate clients about digital banking services like online banking, Bill Pay, E-Statements, and mobile/ATM deposits.
• Resolve client problems while maintaining high satisfaction levels.
• Perform teller transactions and seek opportunities to deepen relationships and meet financial goals.
• Follow internal controls, policies, laws, and regulations.
• Engage in professional development, training, and coaching to enhance skills and product knowledge.

Education & Experience Requirements

Typically, a high school diploma or equivalent plus 1+ years of sales or customer service experience; a college degree is a plus, or an equivalent combination of education and experience.

• Knowledge of consumer financial products and services.
• Experience with banking, retail sales, or contact center operations.
• Excellent verbal and written communication skills.
• Problem-solving and conflict resolution abilities.
• Ability to follow standards and escalate issues appropriately.
• Basic math skills for account reconciliation.
• Proficiency with PC applications and internal systems.
• Ability to multitask in a fast-paced environment.
• Strong interpersonal skills, both in person and via phone.
• Attention to detail and accuracy.

Additional Information

BOK Financial offers excellent training and development, fostering long-term careers. We are an equal opportunity employer committed to diversity and inclusion. Contact [e-mail] for questions.