Personal Banker
BOK Financial • Albuquerque, NM16d
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Personal Banker - Express Bank
BOK Financial•Albuquerque, NM
About The Position
The Personal Banker provides BOKF clients with a superior experience across interactions involving account activity, teller transactions, digital banking products, debit cards, and other products or processes. The role resolves client needs accurately and efficiently while building lasting client engagement. Client interactions may take place in person, by phone, chat, email, secure message, or other digital channels. New hires participate in a comprehensive Banking Navigator training program. The posting describes a nine-week program featuring virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises; it also notes that the first eight weeks of employment involve comprehensive training. Training hours may differ from regular hours, and training may occur at a different location before permanent branch assignment. The Personal Banker educates clients about convenient banking services and recommends consumer products and services that can help clients pursue their financial goals. The role also involves ongoing development through training, self-improvement, coaching, feedback, and skill-building activities.
Requirements
- High school diploma or equivalent, or an equivalent combination of education and experience.
- At least 1 year of sales or customer service experience.
- 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 ability to learn internal company systems.
- Ability to complete multiple tasks at a time.
- Strong 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
- College degree.
Responsibilities
- Deliver outstanding client experiences 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 their needs have been addressed.
- Educate new and existing clients about online banking, Bill Pay, E-Statements, mobile deposits, ATM deposits, and other convenient services.
- Recommend consumer products and services, including deposit accounts, consumer loan products, digital banking, ATMs, and other self-service options.
- Participate in professional development, training, self-improvement initiatives, and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.
- Engage in coaching and feedback sessions, set goals, and work toward achieving results.
Benefits
- Excellent training and development to support long-term employee careers.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
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