Financial Center Leader

BOK Financial•Albuquerque, NM

32d•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 Financial Center Leader 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 Financial Center Leader—knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a Financial Center Leader 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

Bachelors Degree in Business or a related field of study and 3-5 years of directly related experience in management/supervisory capacity or 5-7 years of equivalent combination of education and experience.
Ability to motivate teammates through in-person and virtual coaching methods, while providing leadership and excellent team-building skills
Ability to make empowered leadership decisions in a fast-paced, high-volume environment
Proven ability to coach, develop and delegate to achieve common goals
Strong interpersonal and collaboration skills including effective communication to build partnerships to achieve business outcomes
Ability to effectively support teammate engagement and the client experience while driving results
Excellent research and problem-solving ability combined with leadership to foster an empowered culture
Advanced knowledge of consultative needs-based concepts for client engagement
Excellent client experience, relationship-building, and business development skills
Advanced knowledge of consumer financial products and services (full technical knowledge of core branch banking products and working knowledge of non-core products such as: mortgage, investment, and business banking)
Advanced knowledge and understanding of applicable consumer laws and government regulations

Responsibilities

Responsible for all aspects of branch performance.
Builds a high-performing team through the attraction, onboarding, coaching, and development of team members.
Drives revenue through community involvement, business development activities, and customer loyalty through needs-based consultative interactions that help clients achieve financial well-being.
Creates a differentiated client experience, making banking safe and easy in a multi-channel environment.
Collaborates with a broad range of business line partners.
Plan and execute the financial center’s retention and growth activities.
Personally own a book of business with a set number of branch-based clients.
Drive the team to build a strong pipeline of prospects and clients.
Oversee ownership of BOKF branch experience through the delivery of a differentiated client experience.
Review client feedback and enact the plans to improve.
Lead effective problem resolution and escalations.
Drive the employee experience and lead discussions to address team member feedback from Q12, pulse surveys, and onboarding/exit interviews.
Provide notary service for clients including supporting loan closings.
Ensure the team members achieve performance and activity expectations through effective and ongoing performance management.
Develop the team through skill builds, one-on-one coaching, observation coaching, and team meetings.
Utilize the Client Experience (CX) playbook to achieve sales and service expectations and enable clients’ financial well-being.
Development planning with team members is a priority.
Grow the branch revenue and business banking through acquisition, expansion, and retention activities while following CX Playbook and Sales University protocols to achieve sales targets.
Ensure the team can effectively provide consultative conversations that improve client well-being and effectively executes the expected role-based, situational leadership and management activities, and protocols.
Develop and maintain partnerships with representatives of other Bank lines of business.
Ensure the financial center is in compliance with established operating policies and procedures and all outside regulatory requirements; authorizes transactions, deposits, official checks, and wire transfers within pre-established levels of authority while migrating sales practice risk.
Participate in local market/community activities, preferably in a leadership capacity.
Promote the BOKF brand and supports community initiatives.