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Business Banker

Business Banker

BOK FinancialDallas, TX, United States
7 days ago
Job type
  • Full-time
Job description

Req ID : 77185

Location : Dallas -DAL

Areas of Interest : Commercial Banking, Business Banking; Business Banking Credit; Business Development; Relationship Management

Pay Transparency Salary Range : Not Available

Application Deadline : 11 / 13 / 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

BOK Financial seeks exceptional talent to build and maintain long-term client relationships. As part of a dynamic team, you'll assess client needs, offer financial solutions, and uphold high standards. This role involves working in a fast-paced environment, collaborating with colleagues, and maximizing client value. If you're passionate about innovation, growth, and teamwork, BOK Financial is the right place for you.

Job Description

The Senior Business Banker is primarily responsible to facilitate a consistent experience providing Cash Flow Management advice to clients that originate from banking centers and other channels throughout the bank, including the contact center, email and other sources.

The Senior Business Banker will be responsible for driving Business Sales and Revenue growth in all branches within the BOKF Footprint during branch originated interactions. This will be accomplished by working to grow business deposits, loans and revenue through the retention and cross sell of business products and services to existing and prospective business customers through phone, video and online interactions.

The Senior Business Banker is both a producer and expert resource for the Branch Delivery Channel as well as serving as a mentor to other Virtual Business Experts as it pertains to business credit and addressing complex transactions.

Team Culture

At BOK Financial, the culture is characterized by ambition, collaboration, and client-focused inspiration. Employees work together tenaciously, aiming to get things done right while imagining and achieving their clients' best possible futures. The company emphasizes engagement, empowerment, and inclusivity, creating a winning environment for long-term success.

How You'll Spend Your Time

  • You will create and implement cash flow management plans for clients, meet with them to identify needs, and recommend banking solutions, including deposits, credit, treasury, merchant services, and partner products like consumer and wealth management referrals.
  • You will collaborate with banking center staff to boost business production and revenue, provide coaching and support for virtual business product referrals, and identify large business opportunities for referral to specialized managers.
  • You will assist branches with business development calls through phone or video.
  • You will build and maintain relationships with your assigned clients.
  • You will support the Team Lead in enhancing Branch Business Banking results by coaching the sales process, assisting with complex accounts, guiding less experienced team members, leading projects, and serving as a resource in marketing, business development, loan analysis, and servicing.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors Degree in Business or a related field and at least 8-10 years of Small Business Banking experience. A minimum of 8-10 years Financial Services experience with business banking sales or outside consultative business to business sales experience; OR 15+ years of equivalent work related experience.

  • Strong knowledge and understanding of Small Business Banking lending practices
  • Working knowledge of accounting principles and practices
  • Strong knowledge of Small Business Banking products, process and policies
  • Broad working knowledge of Consumer Banking, Business Banking, Merchant and Treasury Services
  • Demonstrated capacity to sell business products / services within the financial services industry to business clients
  • Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations
  • Excellent problem solving skills
  • Proficient PC skills including knowledge of word processing and spreadsheet applications
  • Proficient phone skills including knowledge of Cisco phone systems
  • Ability to partner and influence with advanced leadership skills
  • Strong organizational and time management skills
  • Working Conditions & Physical Requirements

    Office - Occasional Travel

    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 recruiting_coordinators@bokf.com with any questions.

    Top 3 reasons to apply

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

  • Empowered employees
  • Award-winning culture
  • Community commitment
  • BOK Financial Corporation Group adheres to state specific pay transparency requirements.

    In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.

    Base salary range explanation :

    The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type.

    Benefits :

    BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.Click here to see our benefits.

    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.

    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
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    Banker • Dallas, TX, United States

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