Personal Banker III

BOK Financial•Phoenix, AZ

4d•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 Personal Banker 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 Personal Banker—knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a Personal Banker 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. The Personal Banker 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. During your first nine weeks of employment, you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule, and you may be required to train at a different location before being permanently assigned to a branch.

Requirements

High school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.
Working knowledge of consumer financial products and services
Working knowledge of banking, retail sales operations and/or contact center operations including phone, email and chat support
Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions
Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation
Problem-solving and conflict resolution skills
Ability to follow established standards and use judgment to determine when appropriate to escalate
Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems
Ability to complete multiple tasks at a time
Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone
Detail oriented, high degree of accuracy
Ability to work in a fast-paced environment & under pressure, as needed

Nice To Haves

A college degree is a plus

Responsibilities

Delivering exceptional client experience to build, expand, and retain long-term client relationships.
Providing consultative conversations to existing and prospective clients, assessing their financial needs and offering bank products and services to help clients accomplish their financial goals.
Opening a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions.
Educating new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities.
Resolving a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
Providing a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.
Complying with internal control, audit, security, and compliance policies and procedures and laws and regulations.
Participating in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results.