Premier Relationship Consultant

BOK Financial•Houston, TX

About The Position

The Premier Relationship Consultant (PRC) improves the delivery of financial planning products and services for an assigned group of banking centers. The role plans, designs, communicates, and executes activities including training, coaching, business development, and skill assessments across financial planning areas such as cash flow management, investing, retirement planning, and protection against unexpected expenses and emergencies. The PRC also supports the Investment Services team with training and business development. The position serves as both a producer and an expert resource for BOK Financial Advisors and the branch delivery channel, driving sales and revenue growth across assigned branches. Regular travel throughout the assigned market is required for in-person sales coaching, relationship management support, and branch partnership; the consultant may also periodically support other markets and the broker-dealer platform through on-site and remote engagement as business needs dictate. The role is part of a collaborative, inclusive, fast-paced team that shares expertise and supports customers and colleagues through weekly meetings, group huddles, and peer training. BOK Financial describes itself as a stable and financially strong organization that provides training and development to support employees’ long-term careers.

Requirements

Bachelor’s degree and 1–2 years of experience in investments or financial planning, or 4–7 years of equivalent work experience.
Strong knowledge of the financial planning process.
Highly developed organizational skills.

Responsibilities

Plan, design, communicate, and execute training, coaching, business development, and skill-assessment activities for an assigned group of banking centers.
Improve the delivery of financial planning products and services, including support with cash flow management, investing, retirement planning, and protection from unexpected expenses and emergencies.
Support the Investment Services team with training needs and business development activities.
Drive sales and revenue growth across branches within the assigned market footprint.
Travel throughout the assigned market to provide in-person sales coaching, relationship management support, and branch partnership.
Periodically support other markets and the broker-dealer platform through on-site and remote engagement as business needs dictate.
Establish a training module and improve consumer branches’ consultative selling skills.
Make outbound calls to participants when necessary to follow up on previous conversations.
Provide exceptional customer service and solve problems.
Update the Enterprise Referral system with timely feedback and referral dispositions.
Listen to participant calls with consumer branches and coach and train agents to identify referral opportunities.