BOK Financial - Fort Worth, TX

posted about 1 month ago

Full-time - Mid Level
Fort Worth, TX
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Personal Banker Team Lead utilizes their talents and experience to ensure the delivery of an acutely focused client experience while assisting clients in achieving their financial goals. They will have mastered providing a level of client experience that exceeds clients' expectations and consistently meets performance objectives. In addition, they will provide peer support to deliver the expansion and retention of client relationships through a consultative needs-based advisory process. The Personal Banker Team Lead will also spend time coaching and mentoring other new and tenured team members to achieve greater performance in accordance with established objectives. They ensure individual and team ownership of the BOKF brand experience through the delivery of best-in-class client experience.

Responsibilities

  • Ensure the delivery of an acutely focused client experience.
  • Assist clients in achieving their financial goals.
  • Provide peer support to expand and retain client relationships.
  • Coach and mentor new and tenured team members.
  • Deliver best-in-class client experience.

Requirements

  • Completion of an Associate's degree.
  • Minimum of 5+ years of sales or customer service experience.
  • Excellent verbal communication skills.
  • Excellent written communication skills.
  • Strong computer skills and ability to navigate various programs.
  • Excellent problem-solving and conflict-resolution skills.
  • Strong time management skills.
  • Digitally dexterous and adept at using digital technology.
  • Strong basic math skills.
  • Good PC application skills including word processing and spreadsheet packages.
  • Knowledge of consumer banking products/services.
  • Advanced knowledge of consumer financial products and services.
  • Strong knowledge of retail bank operations.

Nice-to-haves

  • Knowledge of traditional and alternative financial services delivery systems.
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