Personal Banker

BOK Financial•Oklahoma City, OK

20d

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 client relationships, helps clients achieve financial goals, and resolves routine client needs. Personal Bankers deliver consistent experiences across multiple service channels while adhering to internal controls, policies, procedures, and regulatory requirements. New employees participate in a comprehensive nine-week Banking Navigator training program featuring virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Training may follow a different schedule than regular work hours and may take place at another location before permanent branch assignment.

Requirements

High school diploma or equivalent.
At least one 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 is a plus.

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 aligned with their goals.
Open a full range of retail products, including loan products, for new and existing clients through 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 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 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.