Personal Banker

BOK Financial • Houston, TX

44d

About The Position

The Personal Banker is an entry-level banking professional who builds client relationships through consultative conversations, solution-based recommendations, and excellent client service. The role opens and services retail banking products, identifies opportunities to deepen relationships, helps clients achieve financial goals, and resolves routine client needs while delivering consistent experiences across service channels and adhering to internal controls, policies, procedures, and regulatory requirements.

New hires participate in a comprehensive nine-week Banking Navigator training program that includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. The training schedule may differ from the regular work schedule, and training may take place at a different location before permanent assignment to a branch.

Requirements

• High school diploma or equivalent, and at least one year of sales, retail, or customer service experience; an equivalent combination of education and experience is also acceptable.
• 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

• College degree.

Responsibilities

• Deliver exceptional client experiences to build, expand, and retain long-term client relationships.
• Conduct consultative conversations with existing and prospective clients, assess their financial needs, and recommend bank products and services to help them meet their goals.
• Open a full range of retail products, including loan products, for new and existing clients through recommendations during routine banking center service and teller transactions.
• Educate clients about convenient banking services, including online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities.
• Resolve simple to moderate client problems while maintaining a high level of client experience and satisfaction.
• Perform teller transactions, including cashing checks and processing checking and savings account withdrawals and balances within standards, while identifying opportunities to deepen client relationships.
• Comply with internal control, audit, security, and compliance policies and procedures, as well as applicable laws and regulations.
• Participate in professional development, training, self-improvement, and skill-building activities to enhance product, systems, sales, and client relations knowledge.
• Participate in coaching and feedback sessions, set goals, and work toward achieving results.

What This Job Offers

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