Personal Banker I - Express Bank

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 will provide exceptional client experiences and support. Engage with clients through various channels, educate them about banking services, and recommend the best financial solutions to help them achieve their goals. This role emphasizes teamwork, professional development, and a commitment to client satisfaction in a dynamic environment.

Qualifications

• 1+ years of sales or customer service experience.
• Working knowledge of consumer financial products.

Responsibilities

• Deliver outstanding client experience via calls, chats, and messages.
• Educate clients on bank services and recommend products.

Skills

Communication

Problem-solving

Client relations

Education

High school diploma or equivalent

College degree

Tools

PC applications

Job description

Req ID: 76566

Location: Tulsa - TUL

Areas of Interest: Consumer Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 06/08/2025

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 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 and accurately resolved. Interactions may occur in person, via phone, chat, email, or other digital channels.

During your first eight weeks, you will participate in a comprehensive training program, which may differ from your regular schedule.

Team Culture:

We’re passionate about what we do. Working with peers across the bank to help clients achieve their financial goals is rewarding. 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 one another, emphasizing recognition, integrity, and a desire to help others.

How You'll Spend Your Time:

1. Deliver outstanding client experience by communicating effectively with BOKF clients via inbound calls, chats, follow-up outbound calls, and responding to digital messages.
2. Demonstrate good decision-making, mitigate risk, escalate concerns appropriately, and ensure clients feel confident their needs are addressed.
3. Educate clients about bank services such as online banking, Bill Pay, E-Statements, and mobile/ATM deposit capabilities.

1. Confidently recommend a full range of consumer products and services, including deposit accounts, loans, digital banking, and self-service options to help clients reach their financial goals.

1. Participate in professional development through training, self-improvement, and skill-building activities, including coaching and feedback sessions, to enhance product knowledge, sales, and client relations skills.

Education & Experience Requirements:

This knowledge is typically obtained through a high school diploma or equivalent and at least 1+ years of sales or customer service experience; a college degree is a plus, or an equivalent combination of education and experience.

• Working knowledge of consumer financial products and services.
• Knowledge of banking, retail sales, operations, and contact center support via phone, email, and chat.

• Excellent verbal and written communication skills, including professional etiquette, proper grammar, and punctuation.
• Problem-solving and conflict resolution skills.
• Ability to follow standards and use judgment to escalate when necessary.
• Strong basic math skills for account reconciliation.
• Proficiency with PC applications, including word processing and spreadsheets, and ability to learn internal systems.
• Ability to multitask effectively.
• Interpersonal skills, including sales and client relations, both in person and via phone.
• Detail-oriented with a high degree of accuracy.
• Ability to work in a fast-paced, high-pressure environment.

BOK Financial Corporation Group is a stable, financially strong organization that offers excellent training and career development. With passion, skill, and partnership, you can impact the success of the bank, its customers, and your career. Apply today to take the first step towards your next opportunity!

The companies within BOK Financial Corporation Group are equal opportunity employers, committed to providing fair employment opportunities without regard to sex, race, color, religion, national origin, age, disability, pregnancy, sexual orientation, genetic information, or veteran status.

For questions, please contact: [e-mail]