Personal Banker

BOK Financial•Kansas City, KS

13d

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 multiple service channels and following internal controls, policies, procedures, and regulatory requirements. New employees participate in a comprehensive nine-week Banking Navigator training program with virtual facilitation, self-paced eLearning, on-the-job training, skill application exercises, and guidance from a dedicated success team. Training hours may differ from the regular schedule, and training may take place at a different location before permanent branch assignment. The position provides professional development through training, self-improvement initiatives, skill-building activities, and active participation in coaching and feedback sessions. The employer describes its workplace culture as collaborative and supportive, encouraging employees to share ideas and help clients and colleagues succeed.

Requirements

High school diploma or equivalent, or an equivalent combination of education and experience.
At least one 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

College degree.

Responsibilities

Deliver an exceptional client experience to build, expand, and retain long-term client relationships.
Assess the financial needs of existing and prospective clients through consultative conversations and recommend bank products and services to support their goals.
Open a full range of retail products, including loan products, for new and existing clients during routine banking center service and teller transactions.
Educate clients about convenience 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 satisfaction.
Perform teller transactions, including cashing checks and processing checking and savings account withdrawals and balances within established standards.
Identify opportunities to deepen client relationships and help clients meet their financial goals.
Comply with internal control, audit, security, and compliance policies and procedures, as well as applicable laws and regulations.
Participate in 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.