Personal Banker II-Retail

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

Job summary

A forward-thinking company is seeking a Personal Banker II to enhance client experiences in the retail banking sector. This role involves engaging with clients through various channels, ensuring their needs are met with excellence. The ideal candidate will possess strong communication and problem-solving skills, with a commitment to delivering outstanding service. Join a collaborative team that values integrity and innovation, where your contributions will help shape the future of banking. If you are passionate about making a difference and thrive in a dynamic environment, this opportunity is perfect for you.

Qualifications

• Completion of high school diploma or equivalent and 3+ years of sales or customer service experience.
• In-depth knowledge of consumer financial products and services.

Responsibilities

• Provide superior client experience and resolve account issues effectively.
• Interact with clients through various channels including in-person and digital.

Skills

Verbal Communication Skills

Written Communication Skills

Problem-Solving Skills

Customer Service Skills

Sales Skills

Basic Math Skills

Interpersonal Skills

Detail Oriented

Ability to Work Under Pressure

Education

High School Diploma or Equivalent

College Degree

Tools

PC Applications

Word Processing Software

Spreadsheet Software

Job description

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

Req ID: 76462
Location: Albuquerque -ALBQ
Areas of Interest: Consumer Banking
Pay Transparency Salary Range: Not Available
Application Deadline: 05/09/2025

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 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 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