Financial Center Leader (Park Cities)

BOK Financial•Addison, TX

About The Position

The Financial Center Leader is the primary people and performance leader accountable for all aspects of assigned financial center(s), including sales, service, operations, compliance, client experience, talent development, and profitability. In a player-coach capacity, the leader develops team capability, contributes personally to client development, and ensures consistent execution of the Client Experience (CX) Playbook. The role adapts staffing, priorities, and leadership presence to the needs of the assigned center(s), while collaborating with internal partners to deliver comprehensive client solutions and sustained business results. The first nine weeks of employment include the Banking Navigator training program, which combines virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Training hours may differ from the regular work schedule, and training may take place at a location other than the branch to which the employee is ultimately assigned. The position also involves local community participation and promoting the BOK Financial brand and community initiatives. The company describes a collaborative, supportive team culture that encourages idea-sharing, recognition, integrity, and helping colleagues develop.

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.
Proven 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 delivery of a differentiated branch client experience, review client feedback, implement improvement plans, and lead problem resolution and escalations.
Address employee feedback from Q12, pulse surveys, and onboarding and exit interviews.
Provide notary services to clients, including support for loan closings.
Manage team performance and activity expectations through ongoing performance management, coaching, skill-building, observation, one-on-one meetings, and team meetings.
Use the Client Experience (CX) Playbook to meet sales and service expectations and support clients’ financial well-being; prioritize team-member development planning.
Grow branch revenue and business banking through client acquisition, expansion, and retention, following CX Playbook and Sales University protocols to achieve sales targets.
Ensure the team conducts consultative conversations and carries out role-based activities, situational leadership, management routines, 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, and promote the BOKF brand and community initiatives.