Personal Banker (Sugar Land)

BOK Financial•Houston, TX

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. The Personal Banker delivers consistent experiences across multiple service channels while complying with internal controls, policies, procedures, and regulatory requirements. 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. Training schedules may differ from regular working hours, and training may take place at a different location before permanent assignment to a branch.

Requirements

High school diploma or equivalent.
At least 1 year of sales, retail, or customer service experience, or an equivalent combination of education and 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.

Responsibilities

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