Financial Center Leader

13 hours ago

Dallas TX United States BOK Financial Corporation Full time

Areas of Interest: Banking Center Management; Branch Business Banking; Business Banking Credit; Consumer Banking; Consumer Lending

Pay Transparency Salary Range: Not Available

Application Deadline: 12/31/2024

Bonus Type

Discretionary

Summary

Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Financial Center Leader.

Job Description

The Financial Center Leader (FCL) is responsible for all aspects of branch performance. Builds a high-performing team through the attraction, onboarding, coaching, and development of team members. Drives revenue through community involvement, business development activities, and customer loyalty through needs-based consultative interactions that help clients achieve financial well-being. Creates a differentiated client experience, making banking safe and easy in a multi-channel environment. Collaborates with a broad range of business line partners.

How You'll Spend Your Time
  • Business Development: You will plan and execute the financial center’s retention and growth activities. You will personally own a book of business with a set number of branch-based clients. You will drive the team to build a strong pipeline of prospects and clients.
  • Client Experience and Engagement: You will oversee ownership of BOKF branch experience through the delivery of a differentiated client experience. You will review client feedback and enact the plans to improve. You will lead effective problem resolution and escalations.
  • Coaching and Development: You will ensure the team members achieve performance and activity expectations through effective and ongoing performance management. You will develop the team through skill builds, one-on-one coaching, observation coaching, and team meetings.
  • Profitability and Growth: You will grow the branch revenue and business banking through acquisition, expansion, and retention activities.
  • Partnerships and Risk: You will develop and maintain partnerships with representatives of other Bank lines of business. You will ensure the financial center is in compliance with established operating policies and procedures.
  • Community Involvement: You will participate in local market/community activities, preferably in a leadership capacity.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors Degree in Business or a related field of study and 3-5 years of directly related experience in management/supervisory capacity or 5-7 years of equivalent combination of education and experience.

  • Ability to motivate teammates through in-person and virtual coaching methods.
  • Ability to make empowered leadership decisions in a fast-paced, high-volume environment.
  • Proven ability to coach, develop and delegate to achieve common goals.
  • Strong interpersonal and collaboration skills including effective communication.
  • Ability to effectively support teammate engagement and the client experience while driving results.
  • Excellent research and problem-solving ability combined with leadership to foster an empowered culture.
  • Advanced knowledge of consultative needs-based concepts for client engagement.
  • Excellent client experience, relationship-building, and business development skills.
  • Advanced knowledge of consumer financial products and services.
  • Advanced knowledge and understanding of applicable consumer laws and government regulations.
About BOK Financial Corporation

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

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