Personal Banker Team Lead

BOK Financial•Addison, TX

2d•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 Team Lead 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 Team Lead—knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a Personal Banker Team Lead 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.

Requirements

Completion of an Associate's degree and a minimum of 5+ years of sales or customer service or an equivalent combination of education and experience.
Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues, and gaining information by asking appropriate questions.
Excellent written communication skills demonstrated by professional etiquette, proper grammar, and punctuation.
Strong computer skills, including the ability to successfully navigate a variety of programs while maintaining efficiency, are required for success.
Excellent problem-solving and conflict-resolution skills.
Strong time management skills including the ability to manage multiple tasks and meet deadlines.
Digitally dexterous, adept at using digital technology, and ability to lead change by developing tasks and objectives towards the goal.
Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts.
Good PC application skills including word processing and spreadsheet packages and other various systems.
Advanced knowledge of consumer financial products and services (full knowledge of core banking center financial 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/services, and traditional and alternative financial services preferred systems.

Responsibilities

Ensuring the delivery of an acutely focused client experience while assisting clients in achieving their financial goals.
Leading by example through superior client experience delivery, while supporting client financial expectations through a consultative needs based approach to understanding priorities.
Providing consultative conversations to existing and prospective clients to assess their financial needs and offer bank products and services to help clients accomplish their financial goals.
Supporting the day-to-day banking center client interactions and client experience delivery to include superior research and resolution of the most complex problems while ensuring the retention and growth of client relationships.
Fostering an environment of team engagement and commitment to the bank’s shared resource strategy; supports teammate engagement, and preparation, and achieves shared resource commitments.
Moving between Banking Centers as directed to provide peer coaching and subject matter expertise required to achieve client experience outcomes.
Supporting the implementation of department programs to comply with internal control, audit, security, and compliance policies and procedures and laws and regulations.
Developing and maintaining partnerships with representatives of other Bank lines of business.