Personal Banker II-Retail

BOK Financial Corporation; Englewood (CO); On-site; USD 45,000 - 60,000; Full time

Job summary

Join a forward-thinking financial services company as a Personal Banker II, where your commitment to customer satisfaction can truly shine. In this role, you will engage with clients to provide tailored solutions and support across various banking products. You'll receive comprehensive training to ensure you are well-prepared to exceed client expectations. This is an exciting opportunity to be part of a team that values passion and dedication while making a positive impact in the community. If you are ready to take your career to the next level and help clients achieve their financial goals, this position is perfect for you.

Benefits

Industry-leading benefits

Physical health support

Financial health support

Emotional health support

Qualifications

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

Responsibilities

• Provide exceptional client experience through various communication channels.
• Resolve client inquiries efficiently and accurately.

Skills

Verbal Communication Skills

Written Communication Skills

Problem-Solving Skills

Interpersonal Skills

Basic Math Skills

Customer Service Experience

Sales Experience

Ability to Work Under Pressure

Education

High School Diploma or Equivalent

College Degree

Tools

PC Applications

Word Processing Software

Spreadsheet Software

Job description

Pay Transparency Salary Range: $45,000 - $60,000

Application Deadline: 03/26/2025

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.

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 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 building relationships
• 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

Benefits

BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.

About BOK Financial Corporation

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.

• Operations focused in an eight-state footprint
• 4,800 team members
• $49 billion in assets
• $100 billion in assets under management and administration
• $6.1 million donated to local nonprofits in 2022
• 33,000+ volunteer hours by our employees in 2022