Personal Banker- Retail

Req : 77466

Location: Tulsa - TUL

Areas of Interest: Consumer Banker

Pay Transparency Salary Range: Not Available

Final date to receive applications: 01/14/2025

At BOK Financial, we’re passionate about supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry‑leading Banking Navigator program—a 9‑week training program designed to equip you with the skills, knowledge, and confidence to excel. You’ll receive hands‑on guidance from a dedicated success team, virtual facilitation, self‑paced eLearning, on‑the‑job training, and skill application exercises.

Upon graduation, you’ll be fully prepared to thrive as a Personal Banker—knowledgeable, confident, and committed to delivering best‑in‑class service.

The Person al Banker provides the best client experience possible for BOKF’s clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include answering or solving account activity, teller transactions, digital banking products, debit cards, and a variety of other products or processes. The Person al Banker handles client interactions efficiently and exceeds client expectations through multiple communication channels.

We’re passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding. We’ve created a fun, safe space to brainstorm, ask questions, and find solutions. Everyone is encouraged to share ideas for positive change. Recognition, integrity, and the desire to help others are our winning combination.

• Deliver exceptional client experience to build, expand, and retain long‑term client relationships.
• Open a full range of retail products, including loan products, for new and existing clients by recommending during routine banking center service and teller transactions.
• Educate clients about bank services such as online banking, bill pay, e‑Statements, and mobile/ATM deposit capabilities.
• Resolve simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
• Provide teller transactions and seek opportunities to deepen client relationships and help clients meet their financial goals.
• Comply with internal control, audit, security, and compliance policies and procedures, laws, and regulations.
• Participate in professional development through training and self‑improvement initiatives to enhance product knowledge, systems knowledge, sales, and client relations skills.

High school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and 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: providing customer information, resolving issues, building relationships.
• Excellent written communication skills with 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.
• Strong basic math skills to reconcile accounts.
• Working PC application skills including word processing and spreadsheet packages.
• Ability to complete multiple tasks at a time.
• Excellent interpersonal skills including sales and client relations skills, both in‑person and via telephone.
• Detail oriented, high degree of accuracy.
• Ability to work in a fast‑paced environment and under pressure, as needed.

Not Applicable

Full‑time

• Finance and Sales
• Banking, Financial Services, and IT Services and IT Consulting

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support long‑term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!

Apply today and take the first step towards your next career opportunity!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Contact rec with any questions.