Personal Banker Team Lead

BOK Financial•Addison, TX

63d

About The Position

The Personal Banker Team Lead delivers a focused client experience and helps clients achieve their financial goals. The role provides peer support to expand and retain client relationships through consultative, needs-based conversations, and coaches and mentors new and tenured team members to meet performance objectives and deliver the BOKF brand experience. During the first nine weeks of employment, the employee participates in the Banking Navigator training program, which includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. The training schedule may differ from regular hours, and training may take place at a different location before permanent branch assignment. The role may require travel between Banking Centers as directed.

Requirements

Associate's degree and at least 5 years of sales or customer service experience, or an equivalent combination of education and experience.
Excellent verbal communication skills, including courteous customer service, issue resolution, and asking appropriate questions.
Excellent written communication skills, including professional etiquette, grammar, and punctuation.
Strong computer skills and ability to navigate multiple programs efficiently.
Excellent problem-solving and conflict-resolution skills.
Strong time-management skills, including managing multiple tasks and meeting deadlines.
Digital dexterity and ability to lead change by developing tasks and objectives toward goals.
Basic math skills to reconcile accounts.
PC application skills, including word processing, spreadsheets, and other systems.
Advanced knowledge of consumer financial products and services, including core Banking Center products and working knowledge of non-core products such as mortgage, investment, business banking, and treasury.
Strong knowledge of retail bank operations.

Nice To Haves

Knowledge of consumer banking products and services, including traditional and alternative financial services delivery systems.

Responsibilities

Deliver a focused client experience and help clients achieve their financial goals.
Lead by example in client service and use consultative, needs-based conversations to assess client priorities and offer suitable bank products and services.
Support day-to-day Banking Center interactions, research and resolve complex problems, and help retain and grow client relationships.
Provide peer coaching and subject matter expertise, moving between Banking Centers as directed.
Coach and mentor new and tenured team members to support performance objectives.
Foster team engagement and commitment to the bank’s shared resource strategy and shared resource commitments.
Support department programs and compliance with internal control, audit, security, and regulatory policies and procedures.
Develop and maintain partnerships with representatives of other Bank lines of business.