Personal Banker II-Retail

BOK Financial Corporation; Albuquerque (NM); On-site; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Personal Banker II, where your passion for customer service can shine. This role focuses on delivering outstanding client experiences, whether in person, over the phone, or through digital channels. You'll engage with clients, providing them with insights on financial products while ensuring their needs are met with care and precision. With a supportive team culture that values integrity and recognition, you will have the opportunity to grow your career in a stable and financially strong organization. If you are ready to make a meaningful impact, this is the perfect opportunity for you.

Qualifications

• 3+ years of sales or customer service experience required.
• High school diploma or equivalent is mandatory; college degree is a plus.

Responsibilities

• Provide exceptional client experiences through various communication channels.
• Resolve client inquiries and ensure their needs are met effectively.

Skills

Customer Service

Sales Experience

Communication Skills

Problem-Solving Skills

Basic Math Skills

Detail Oriented

Interpersonal Skills

Education

High School Diploma

College Degree

Tools

PC Applications

Job description

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Personal Banker II-Retail

Areas of Interest: Consumer Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 05/09/2025

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 II.

Job Description

The Personal Banker II 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 II 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 II 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

From the Job Profile, choose either the Retail, Virtual, or Multi-Channel duties to input for posting.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 3+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.

• In-depth knowledge of consumer financial products and services
• Strong knowledge of bank banking, retail sales operations and/or contact center operations including phone, email and chat support
• Working knowledge of banking laws and regulations, i.e. Reg E, Reg CC, Reg DD, BSA, HMDA
• Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and build relationships to gain information by asking appropriate questions
• Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation
• Excellent 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
• Strong 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 todayand 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.

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

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.

Facts:

• Operations focused in an eight-state footprint
• 5,000 team members
• $49.7 billion in assets
• $114.6 billion in assets under management and administration
• $8 million donated to local nonprofits in 2024
• 59,000+ volunteer hours by our employees in 2024