Financial Center Leader (Park Cities)

BOK Financial • Addison, TX

11d

About The Position

The Financial Center Leader is the primary people and performance leader accountable for all aspects of an assigned financial center or centers, including sales, service, operations, compliance, client experience, talent development, and profitability. Operating as a player-coach, the leader builds team capability, contributes personally to client development, and drives consistent execution of the Client Experience (CX) Playbook. The role adapts staffing, priorities, and leadership presence to the needs of the assigned center and collaborates with internal partners to deliver comprehensive client solutions and sustained business results.

During the first nine weeks of employment, the employee participates in the Banking Navigator training program, which includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. The initial training schedule may differ from regular hours, and training may take place at another location before permanent branch assignment.

Requirements

• Bachelor’s degree in business or a related field and at least 3 years of related management or supervisory experience, or 5+ years of equivalent combined education and experience.
• Ability to coach, motivate, engage, and develop employees through in-person and virtual leadership routines.
• Experience leading a client-facing team in a fast-paced, high-volume environment and building a pipeline, managing client relationships, and driving acquisition, retention, referrals, and relationship expansion.
• Ability to recruit, support selection, onboard, manage performance, delegate, and build team capability.
• Strong client experience, relationship-building, business development, pipeline management, and service-recovery skills.
• Strong working knowledge of financial center sales and service operations, consumer financial products and services, and consultative needs-based engagement.
• Ability to apply business, financial, and credit acumen to understand client needs and make sound decisions.
• Strong knowledge of applicable consumer laws, regulations, policies, procedures, internal controls, security requirements, and sales practice expectations.
• Ability to prioritize effectively, solve problems, manage competing demands, and make empowered decisions in a fast-paced environment.
• Effective communication, influence, collaboration, change leadership, and community relationship skills.
• Ability to use performance data, client and employee feedback, and business insights to identify opportunities and drive action.

Responsibilities

• Plan and execute financial center retention and growth activities.
• Personally manage a book of branch-based clients and lead the team in building a pipeline of prospects and clients.
• Oversee the delivery of a differentiated branch client experience, review client feedback, and implement improvement plans.
• Lead problem resolution and escalations, and address team-member feedback from surveys and interviews.
• Provide notary services for clients, including support for loan closings.
• Manage team performance and activity expectations through ongoing performance management.
• Develop team members through skill-building, one-on-one coaching, observation coaching, team meetings, and development planning.
• Use the Client Experience (CX) Playbook to meet sales and service expectations and support clients’ financial well-being.
• Grow branch revenue and business banking through acquisition, expansion, and retention activities, following CX Playbook and Sales University protocols to achieve sales targets.
• Ensure the team conducts effective consultative conversations and follows role-based leadership, management activities, and protocols.
• Develop and maintain partnerships with representatives of other Bank lines of business.
• Ensure compliance with operating policies, procedures, regulatory requirements, internal controls, security requirements, and sales practice expectations.
• Authorize transactions, deposits, official checks, and wire transfers within established authority levels while mitigating sales practice risk.
• Participate in local market and community activities, preferably in a leadership capacity, promote the BOKF brand, and support community initiatives.
• Use performance data, client and employee feedback, and business insights to identify opportunities and drive action.

Benefits

• Nine-week Banking Navigator training program with virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises.
• Training and development to support employees’ long-term careers.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager