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Relationship Banker; Floater

Job in Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: Arvest Bank
Full Time position
Listed on 2026-03-06
Job specializations:
  • Sales
    Customer Success Mgr./ CSM, Retail Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Relationship Banker (Floater)

Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit

Position is located at 4117 S Peoria Ave Tulsa, OK 74105. Incumbent will float to area branch locations as needed.

Availability is needed Monday through Friday 8:30 am to 5:30 pm.

SUMMARY

The Relationship Banker will primarily focus on product sales and customer service. The associate develops new customer relationships and strengthens existing relationships by ensuring each customer is aware of and offered appropriate products and services to meet their existing and future financial needs. The Relationship Banker provides expert product advice, clear and concise directions on the use of self‑service banking solutions, transacts business accurately and provides account servicing and problem resolution per established procedures and regulations.

The Relationship Banker is a leveled position, beginning with Level 1 and advancing to Level 3 that focuses on product sales and customer service. Level 4 is reserved for associates that have met the qualifications to advance into a leadership position.

LEVELS
  • Level 1 – Training:
    Primary focus will be training and development while working with a seasoned mentor. Progression to Level 2 is dependent upon successful completion of all training.
  • Level 2 – Proficient:
    Works independently on routine tasks and with general guidance on complex tasks. Demonstrates superior product knowledge and excellent needs‑based selling skills. Upon the recommendation of the Branch Manager or Regional Management and upon demonstrated proficiency in all performance expectations, the associate will advance to Level 3.
  • Level 3 – Advanced:
    Demonstrating independent action and high initiative, the associate resolves problems, develops recommendations and determines the course of action on new tasks. Tasks could range from complex to highly specialized in nature. Additionally, the Level 3 will also serve as a mentor to Level 1 associates.
  • Level 4 – Management Track:
    Exhibits the determination and potential to succeed into management. The associate at this level will assume a leadership role in planning and executing daily and special activities for the branch and could occasionally cover the manager’s responsibilities during their absence.
ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Contribute to the achievement of branch sales goals through a consultative sales approach with new and existing customers following the sales process defined in the CFB Retail Sales Playbook. Through discovery conversations, identify and uncover financial needs of the customer and offer appropriate solutions. Refers qualified customers to specialized sales forces.
  • Proactively make outbound calls in efforts to generate sales to further strengthen the customer relationship and/or begin customer relationships.
  • Identify opportunities to sell consumer loans, accept consumer loan applications and facilitate loan closings. Must work effectively with centralized underwriting department.
  • Deliver consistent, exceptional customer service by acknowledging every customer promptly, smiling and greeting each customer, introducing yourself, using eye contact, and thanking the customer. Acknowledge customer complaints and follow established complaint process to ensure customer satisfaction.
  • Open and process simple, moderately or extremely complex deposit accounts.
  • Provide answers and assistance for customers’ questions and concerns including, but not limited to, assisting customers with deposit risk management and day‑to‑day banking business.
  • Maintain in‑depth knowledge of products and services, including digital services and delivery options. Support customer usage of products and services that will provide the services they need in the manner most convenient for them. Maintain in‑depth knowledge of competitors’ products, practices, facilities, and prices to effectively sell bank products.
  • Participate in branch…
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