Personal Banker - Retail

Personal Banker - Retail

Are you ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Personal Banker I 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 you'll 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, you'll 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.

The Personal Banker I 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 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 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.

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.

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