BOK Financial - Tulsa, OK

posted 29 days ago

Full-time - Entry Level
Tulsa, OK
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Personal Banker I provides the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, teller transactions, digital banking products, debit cards and a variety of other products or processes. The Personal Banker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels.

Responsibilities

  • Deliver exceptional client experience to build, expand, and retain long-term client relationships.
  • Provide consultative conversations to existing and prospective clients to assess their financial needs and offer bank products and services.
  • Open a full range of retail products, including loan products, for new and existing clients.
  • Educate clients about bank services that provide additional convenience 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 the highest level of client experience and satisfaction.
  • Provide a variety of teller transactions for clients while seeking opportunities to deepen client relationships.
  • Comply with internal control, audit, security, and compliance policies and procedures and laws and regulations.
  • Participate in professional development through training and skill-building activities.

Requirements

  • High school diploma or equivalent and a minimum of 1+ years of sales or customer service experience.
  • Working knowledge of consumer financial products and services.
  • Working knowledge of banking, retail sales operations and/or contact center operations.
  • Excellent verbal communication skills.
  • Excellent written communication skills demonstrated by professional etiquette.
  • Problem-solving and conflict resolution skills.
  • Ability to follow established standards and use judgment to determine when appropriate to escalate.
  • Strong basic math skills.
  • Working PC application skills including word processing and spreadsheet packages.
  • Ability to complete multiple tasks at a time.
  • Excellent interpersonal skills including sales and client relations skills.
  • Detail oriented with a high degree of accuracy.
  • Ability to work in a fast-paced environment & under pressure.

Nice-to-haves

  • A college degree is a plus or equivalent combination of education and experience.

Benefits

  • Excellent training and development to support building long term careers.
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