Personal Banker - Express Bank

BOK Financial • Tulsa, OK

13d

About The Position

The Personal Banker provides BOKF clients with a superior experience on every interaction, addressing questions and resolving needs related to account activity, teller transactions, digital banking products, debit cards, and other products or processes. The role requires handling client interactions efficiently and accurately, building lasting client engagement, and ensuring clients feel confident their needs have been resolved. Client interactions may take place in person, by phone, chat, email, secure message, or other digital channels.

New employees participate in a comprehensive training program during their first eight weeks of employment. The broader Banking Navigator program is described as a nine-week program combining virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises, with hands-on guidance from a dedicated success team. The initial training schedule may differ from regular hours, and training may occur at a different location before permanent branch assignment.

BOK Financial describes its team culture as supportive, collaborative, and focused on helping clients achieve financial goals. Employees are encouraged to share ideas, ask questions, and pursue professional development. The organization offers training and development intended to support employees’ long-term careers.

Requirements

• High school diploma or equivalent, and at least one year of sales or customer service experience; an equivalent combination of education and experience may also qualify.
• Working knowledge of consumer financial products and services.
• Working knowledge of banking, retail sales operations, and/or contact center operations, including phone, email, and chat support.
• Excellent verbal communication skills, including the ability to provide customer information courteously, resolve issues, build relationships, and ask appropriate questions.
• Excellent written communication skills, including professional etiquette, proper grammar, and punctuation.
• Problem-solving and conflict-resolution skills.
• Ability to follow established standards and use judgment to determine when to escalate concerns.
• Basic math skills, including addition, subtraction, multiplication, and division, to reconcile accounts.
• Working PC application skills, including word processing and spreadsheet packages, and the ability to learn internal company systems.
• Ability to complete multiple tasks at a time.
• Interpersonal, sales, and client relations skills, both in person and by telephone.
• Attention to detail and a high degree of accuracy.
• Ability to work in a fast-paced environment and under pressure as needed.

Nice To Haves

• A college degree.

Responsibilities

• Deliver an outstanding client experience by answering inbound calls and chats, making follow-up outbound calls, and responding to chats, secure messages, and other client communications.
• Use sound judgment, mitigate risk, escalate concerns appropriately, and ensure clients feel confident that their needs have been addressed.
• Educate new and existing clients about convenient banking services, including online banking, Bill Pay, E-Statements, mobile deposits, and ATM deposits.
• Recommend consumer products and services, including deposit accounts, consumer loans, digital banking, ATM services, and other self-service options, to help clients reach their financial goals.
• Participate in training, self-improvement initiatives, and skill-building activities to enhance product knowledge, systems knowledge, sales skills, and client relations skills.
• Participate in coaching and feedback sessions, set goals, and work toward achieving results.

Benefits

• Industry-leading Banking Navigator training program with hands-on guidance, virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises.
• Training and development intended to support employees’ long-term careers.

What This Job Offers

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