Personal Banker I -Retail

BOK Financial Corp.; Dallas (TX); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Personal Banker I to join their team in Dallas. This role is centered around providing exceptional customer service and building lasting client relationships. You will engage with clients through various channels, addressing their banking needs and offering tailored solutions. The company fosters a supportive and collaborative environment, encouraging personal and professional growth through comprehensive training. If you are passionate about helping others achieve their financial goals and thrive in a fast-paced setting, this opportunity is perfect for you. Join a team that values integrity, recognition, and the drive to make a difference.

Qualifications

• High school diploma required; 1+ years in sales or customer service preferred.
• Knowledge of consumer financial products and banking operations is essential.

Responsibilities

• Deliver exceptional client experiences and build long-term client relationships.
• Open retail products and educate clients on banking services.
• Resolve client issues while ensuring high satisfaction levels.

Skills

Verbal Communication Skills

Written Communication Skills

Problem-Solving Skills

Conflict Resolution Skills

Basic Math Skills

Interpersonal Skills

Sales Skills

Customer Service Experience

Education

High School Diploma or Equivalent

College Degree

Tools

PC Applications (Word Processing, Spreadsheets)

Job description

Join to apply for the Personal Banker I -Retail role at BOK Financial

Req ID: 76322

Location: Dallas -DAL

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

Pay Transparency Salary Range: Not Available

Application Deadline: 05/30/2025

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 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.

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 be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals.
• You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions.
• 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 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 (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.
• You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations.
• 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.

Advertising Source: 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

• Not Applicable

Employment type

• Full-time

Job function

• Finance and Sales
• Industries
• Banking, Financial Services, and IT Services and IT Consulting