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Personal Banker
Personal BankerJobs at BOK Financial • Kansas City, Kansas, USA
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Personal Banker

Personal Banker

Jobs at BOK Financial • Kansas City, Kansas, USA
30+ days ago
Job type
  • Full-time
Job description

Req ID : 77266

Location : Kansas City -KSCY

Areas of Interest : Consumer Banking

Pay Transparency Salary Range : Not Available

Application Deadline : 11 / 29 / 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 ready to make a real difference At BOK Financial were passionate about supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator programa 9-week training program designed to equip you with the skills knowledge and confidence to excel.

In our 9-week Banking Navigator training program youll receive hands-on guidance from a dedicated success team. This comprehensive program includes virtual facilitation self-paced eLearning on-the-job training and skill application exercises. Upon graduation youll be fully prepared to thrive as a Personal Bankerknowledgeable confident and committed to delivering best-in-class service. Start your path to becoming a Personal Banker and help drive long-term growth at BOK Financial. Your banking career begins here!

Please note : Your initial training schedule may differ from your regular hours and you may train at a different location before being permanently assigned to your branch.

Job Description

The Personal Banker provides the best client experience possible for BOKFs 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 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

Were 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.

Weve 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 Youll 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 with any questions.

    Key Skills

    Academics,Business Objects,CAD CAM,Corporate Finance,Electronics,Audio Visual

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Personal Banker • Kansas City, Kansas, USA

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