Personal Banker I-Retail

Bank Of Albuquerque - Albuquerque, NM

Full-time - Entry Level

Albuquerque, NM

About the position

The Personal Banker I role at BOK Financial is designed to provide exceptional client experiences and build long-term relationships with clients. This position is responsible for addressing client inquiries, facilitating transactions, and promoting bank products and services to meet clients' financial needs. The Personal Banker will engage with clients through various communication channels, ensuring their needs are met with efficiency and care.

Responsibilities

• Deliver exceptional client experience to build, expand, and retain long-term client relationships.
• Conduct consultative conversations with existing and prospective clients to assess their financial needs and recommend bank products and services.
• Open a full range of retail products, including loan products, for new and existing clients during routine banking center service and teller transactions.
• Educate clients about bank services such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities.
• Resolve a variety of simple to moderate client problems while ensuring high levels of client satisfaction.
• Perform various teller transactions, including cashing checks and processing account withdrawals, while seeking opportunities to deepen client relationships.
• Comply with internal control, audit, security, and compliance policies and procedures, as well as laws and regulations.
• Participate in professional development through training and self-improvement initiatives to enhance product knowledge and client relations skills.

Requirements

• High school diploma or equivalent; minimum of 1+ years of sales or customer service experience; college degree is a plus.
• Working knowledge of consumer financial products and services.
• Experience in banking, retail sales operations, or contact center operations including phone, email, and chat support.
• Excellent verbal communication skills for providing customer information and resolving issues.
• Strong written communication skills with professional etiquette, proper grammar, and punctuation.
• Problem-solving and conflict resolution skills.
• Ability to follow established standards and use judgment for escalation when necessary.
• Strong basic math skills for account reconciliation.
• Proficient in PC applications including word processing and spreadsheets, with the ability to learn internal systems.
• Ability to manage multiple tasks simultaneously.
• Excellent interpersonal skills, including sales and client relations skills, both in-person and via telephone.
• Detail-oriented with a high degree of accuracy.
• Ability to work in a fast-paced environment under pressure.

Nice-to-haves

• Experience in a banking environment.
• Familiarity with digital banking products and services.

Benefits

• Excellent training and development opportunities for career growth.
• Supportive team culture that encourages sharing ideas and positive change.