Personal Banker

BOK Financial • Houston, TX

7d • 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 is an entry-level banking professional who builds client relationships through consultative conversations, solution-based recommendations, and excellent client service. This role opens and services retail banking products, identifies opportunities to deepen relationships, helps clients achieve their financial goals, and resolves routine client needs while delivering consistent client experiences across multiple service channels and adhering to internal controls, policies, procedures, and regulatory requirements.
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
• A minimum of 1 year of sales, retail, or customer service experience
• Working knowledge of consumer financial products and retail banking services.
• Basic understanding of banking laws, regulations, policies, and procedures.
• Effective consultative communication and relationship-building skills.
• Excellent verbal and written communication skills.
• Problem-solving and conflict resolution skills.
• Ability to follow established procedures and determine when escalation is appropriate.
• Knowledge of digital banking tools and self-service capabilities.
• Ability to learn and navigate multiple systems and applications.
• Strong interpersonal, sales, and client relationship skills.
• Strong attention to detail and accuracy.
• Ability to manage multiple priorities in a fast-paced environment.

Nice To Haves

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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED