Personal Banker I

BOK Financial • Fort Worth, TX

15d

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 their financial goals, and resolves routine client needs while delivering consistent experiences across service channels and following internal controls, policies, procedures, and regulatory requirements.

During the first nine weeks of employment, the Personal Banker participates in the Banking Navigator training program. It includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises, supported by a dedicated success team. The training schedule may differ from regular hours, and training may take place at a different location before permanent branch assignment.

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.
• Must meet minimum language requirements in a designated second language.

Nice To Haves

• A college degree.

Responsibilities

• Deliver exceptional client experiences to build, expand, and retain long-term client relationships.
• Hold consultative conversations with existing and prospective clients, assess their financial needs, and recommend bank products and services that support their financial 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 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 satisfaction.
• Provide teller transactions, including cashing checks and processing checking and savings account withdrawals, while maintaining account balances within standards and identifying opportunities to deepen client relationships.
• Follow 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 strengthen 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