Financial Center Leader

BOK Financial•Oklahoma City, OK

21d•Onsite

About The Position

We’re hiring a Financial Center Leader for our MacArthur & Memorial location in Northwest Oklahoma City. This financial center is located in a rapidly expanding area with continued residential and commercial development, creating strong opportunity to grow relationships, expand business banking, and deepen community presence. This role is ideal for a confident people leader who thrives in a goal-driven environment and enjoys working with relationship-based clients and small businesses. The right leader brings a professional, consultative approach, is comfortable engaging in sophisticated client relationships, and is energized by networking and being visible in a growing market. While prior banking experience is preferred, we are open to leaders from financial services, sales, or higher-end retail environments who have a proven track record of leading teams, driving results, and building long-term relationships.

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

Nice To Haves

Prior banking experience is preferred
Leaders from financial services, sales, or higher-end retail environments who have a proven track record of leading teams, driving results, and building long-term relationships.

Responsibilities

Plan and execute financial center retention and growth activities.
Own a book of branch-based clients and lead the team in building a strong pipeline of relationship-based clients and small businesses.
Leverage ongoing residential and commercial development to drive growth and referrals.
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.