BILINGUAL PERSONAL BANKER II

BOK Financial • Santa Fe, NM

5d • Onsite

About The Position

The Bilingual Personal Banker II provides an excellent client experience through in-person, phone, and potentially chat, email, or other digital interactions. The role handles questions and solutions related to account activity, teller transactions, digital banking products, debit cards, and other banking products and processes. The banker is expected to resolve client needs accurately and efficiently, build lasting client relationships, and help clients work toward their financial goals.

During the first nine weeks of employment, the successful candidate participates in the Banking Navigator training program, which includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Training schedules may differ from regular work hours, and training may take place at another location before the employee is assigned permanently to a branch. The position is located in Santa Fe, New Mexico.

Requirements

• High school diploma or equivalent, or an equivalent combination of education and experience.
• At least 3 years of sales or customer service experience.
• Meet the minimum language requirements in the designated second language.
• 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, such as Reg E, Reg CC, Reg DD, BSA, and HMDA.
• Excellent verbal communication skills, including the ability to provide information courteously, resolve issues, build relationships, and ask appropriate questions.
• Excellent written communication skills, including professional etiquette, grammar, and punctuation.
• Strong problem-solving and conflict-resolution skills.
• Ability to follow established standards and use judgment to determine when escalation is appropriate.
• Basic math skills sufficient to reconcile accounts.
• Strong PC application skills, including word processing and spreadsheets, and ability to learn internal company systems.
• Ability to handle multiple tasks at a time.
• Excellent interpersonal, sales, and client-relations skills, in person and by telephone.
• Attention to detail and a high degree of accuracy.
• Ability to work in a fast-paced environment and under pressure as needed.

Nice To Haves

• A college degree.

Responsibilities

• Deliver an exceptional client experience to build, expand, and retain long-term client relationships.
• Hold consultative conversations with existing and prospective clients, assess their financial needs, and offer bank products and services to help them achieve their financial goals.
• Resolve moderate to complex client problems and service breaks, taking ownership of solutions and escalating issues to leadership when appropriate.
• Perform teller transactions, including cashing checks and processing checking and savings account withdrawals and balances within applicable standards.
• Identify opportunities during client interactions to deepen relationships and help clients meet their financial goals.
• Deliver the BOKF brand experience and execute individual actions that support client experience and loyalty, using sound judgment in exception scenarios.
• Participate in training, self-improvement, skill-building, coaching, and feedback activities to strengthen product, systems, sales, and client-relations knowledge and achieve goals.

Benefits

• Industry-leading Banking Navigator training program with hands-on guidance and professional development.
• Training and development to support long-term employee careers.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED