Personal Banker I - Express Bank

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

Job summary

Join a leading financial institution as a Personal Banker I in Tulsa, where you'll gain valuable experience through a comprehensive 9-week training program. This role involves delivering exceptional client service, educating clients about banking products, and fostering positive client relationships in a collaborative team environment.

Qualifications

• Minimum of 1+ years of sales or customer service experience required.
• Excellent verbal and written communication skills.
• Detail-oriented with strong problem-solving abilities.

Responsibilities

• Deliver outstanding client experience via various communication methods.
• Educate clients about banking services and products.
• Mitigate risk and escalate concerns when necessary.

Skills

Communication

Problem Solving

Client Relations

Education

High School Diploma or Equivalent

Tools

PC Applications

Job description

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Req ID: 76619

Location: Tulsa -TUL

Areas of Interest: Consumer Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 06/19/2025

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.

Bonus Type

Formula Based

Summary

Are you ready to make a real difference? At BOK Financial, we’re passionate about supporting our clients and each other. Join us as a Personal Banker I and kickstart your career with our industry-leading Banking Navigator program—a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel.

In our 9-week Banking Navigator training program you’ll receive hands-on guidance from a dedicated success team. This comprehensive program includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Upon graduation, you’ll be fully prepared to thrive as a Personal Banker—knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a Personal Banker and help drive long-term growth at BOK Financial. Your banking career begins here!

Please note: Your initial training schedule may differ from your regular hours, and you may train at a different location before being permanently assigned to your branch.

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 eight weeks of employment, you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule.

Team Culture

We’re passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.

We’ve created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level.

We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination.

How You'll Spend Your Time

• You will deliver outstanding client experience by efficiently communicating with BOKF clients by answering inbound calls and/or chats, making follow-up outbound calls, and/or responding to chats, secure messages and other communications from BOKF clients.
• You will demonstrate good decision making ability, mitigate risk, appropriately escalate appropriate concerns, and ensure BOKF’s clients feel confident that we have addressed their need.
• You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities.
• You will Confidently recommend a full range of consumer products and services such as deposit accounts, consumer loan products, digital banking, ATM and other self-service options to enable clients to reach their financial goals.
• You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results.
  
  

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
• Working knowledge of banking, retail sales operations and/or contact center operations including phone, email and chat support
• Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions
• Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation
• Problem-solving and conflict resolution skills
• Ability to follow established standards and use judgment to determine when appropriate to escalate
• Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
• Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems
• Ability to complete multiple tasks at a time
• Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone
• Detail oriented, high degree of accuracy
• Ability to work in a fast-paced environment & under pressure, as needed
  
  

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!

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

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact [e-mail] with any questions.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking, Financial Services, and IT Services and IT Consulting

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