Bilingual Personal Banker

BOK Financial•Addison, TX

2d•Onsite

About The Position

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 Bilingual Personal Banker and kickstart your career with our industry-leading Banking Navigator program—a 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 Banker—knowledgeable, 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.

Requirements

High school diploma or equivalent
A minimum of 3+ years of sales or customer service experience
In-depth knowledge of consumer financial products and services
Strong knowledge of bank 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 build relationships to gain information by asking appropriate questions
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
Candidate must meet minimum language requirements in designated second language.

Nice To Haves

A college degree is a plus or equivalent combination of education and experience.

Responsibilities

Delivering exceptional client experience to build, expand, and retain long-term client relationships.
Providing consultative conversations to existing and prospective clients, assessing their financial needs and offering bank products and services to help clients accomplish their financial goals.
Resolving a variety of moderate to complex client problems while ensuring the highest level of client experience and satisfaction.
Owning and leading efforts to solve client problems and service breaks and escalating issues to leadership when appropriate.
Providing 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.
Ensuring individual and team ownership of the BOKF brand experience through the delivery of a best in class client experience.
Owning individual execution of key plays to drive client experience and loyalty while exercising sound judgment and empowerment in exception scenarios while balancing the long term effects to BOKF and the client.
Participating 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.
Actively participating in coaching and feedback sessions by setting goals and achieving results.