Current jobs related to Personal Banker - Tulsa - PROSPERITY BANK

  • Personal Banker I

    7 days ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    About the RoleWe are seeking a highly motivated and customer-focused Personal Banker I to join our team at BOK Financial. As a Personal Banker I, you will be responsible for delivering exceptional client experiences, building long-term relationships, and providing consultative conversations to existing and prospective clients.Key ResponsibilitiesDeliver...

  • Personal Banker I-Retail

    1 month ago

    Tulsa, United States BOK Financial Full time

    Req ID: 75397 Location: Tulsa -TUL Areas of Interest: Consumer Banker; Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/19/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill...

  • Personal Banker I

    2 weeks ago

    Tulsa, United States BOK Financial Full time

    Req ID: 75369 Location: Tulsa -TUL Areas of Interest: Consumer Banking; Consumer Banker Pay Transparency Salary Range: Not Available Application Deadline: 09/29/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...

  • Relationship Banker II

    4 months ago

    Tulsa, United States Simmons bank Full time

    It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. It’s fun to work in a company where people truly BELIEVE in what they’re doing! We’re committed to bringing passion and customer focus to the business.. Simmons Bank is a dynamic regional...

  • Private Wealth Banker

    1 month ago

    Tulsa, United States BOK Financial Full time

    Req ID: 74842 Location: Tulsa -TUL Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available Application Deadline: 05/30/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas,...

  • Private Wealth Banker

    2 months ago

    Tulsa, United States BOK Financial Full time

    Req ID:74842 Location: Tulsa -TUL Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas,...

  • SVP, Private Banker

    4 months ago

    Tulsa, United States Gateway First Bank Full time

    Job DescriptionJob DescriptionJOB SUMMARY:The SVP, Private Banker manages a private banking portfolio of high-net-worth individuals using banking strategies, solutions, and advice that is customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and...

  • Personal Banker

    4 weeks ago

    Tulsa, United States Element Professionals LLC. Full time $65,000 - $85,000

    Job DescriptionJob DescriptionJob descriptionThis position is located in Perry, OK.  We are looking for a Loan Officer to evaluate, authorize approval or deny loan applications for people or for business. The Loan Officer will be the liaison between customers and our financial institution and you will help qualified applicants acquire loans in a timely...

  • Financial Services Professional

    3 months ago

    Tulsa, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Tulsa, OK, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you...

  • Relationship Banker

    5 months ago

    Tulsa, United States Central Bank Full time

    Job Description Performs customer services such as opening new accounts and assisting customers with queries concerning financial institution products and services. Responsible for the development of new business relationships and maintaining existing relationships. Explores customer needs and cross-sells services that are in the best interest of the...

  • Private Wealth Manager

    4 days ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryWe are seeking a skilled Private Wealth Banker to join our team at BOK Financial. As a trusted advisor, you will be responsible for identifying and building relationships with high net worth clients, providing personalized financial solutions to help them achieve their goals.Key ResponsibilitiesDevelop and implement a relationship management plan...

  • Private Wealth Management Specialist

    3 weeks ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    About the RoleWe are seeking a skilled Private Wealth Banker to join our team at BOK Financial Corporation. As a trusted advisor, you will work closely with high-net-worth clients to develop and implement personalized financial solutions that help them achieve their goals.Key ResponsibilitiesDevelop and implement relationship management plans to identify and...

  • Expert Client Advisor

    1 week ago

    Tulsa, Oklahoma, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to join our team as a Personal Banker III. As an expert in client relationships, you will be responsible for delivering exceptional customer experiences and building long-term relationships with our clients.Key ResponsibilitiesLead by example in delivering superior client experiences,...

Personal Banker

4 months ago

Tulsa, United States PROSPERITY BANK Full time
Job DescriptionJob Description

POSITION PURPOSE

Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time deposit accounts, and assisting clients with account inquiries, maintenance, and problem resolution. Also (in collaboration with the Teller Supervisor) responsible for developing, training, and motivating lobby employees so they can assist customers and effectively cross sell bank products and services. Has basic knowledge of simple deposit and loan products and services. Identifies sales and referral opportunities and strives to meet related goals.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Assumes responsibility for the effective and professional performance of financial service functions.
  • Presents and explains Bank products and services to clients and assists in meeting their financial needs including the following: opening, closing and maintaining checking, savings, time deposit, and individual retirement accounts as well as working with safe deposit boxes, savings bonds, credit cards and basic consumer loans.
  • Answers questions and solves problems for clients by listening, collecting data, and securing answers.
  • Profiles clients to identify sales opportunities.
  • Uses lead lists and other strategies to develop methods of generating additional business.
Assumes responsibility for establishing and maintaining effective, professional business relations with clients.
  • Resolves client requests and questions promptly, courteously, and professionally.
  • Receives and processes new client accounts and changes to existing accounts such as names changes, address changes, product changes, and other account maintenance as requested.
  • Maintains privacy of customer account information.
  • Maintains and projects the Bank’s professional reputation.
Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and with management.
  • Assists area personnel as required.
  • Keeps Banking Center Manager informed of area activities and significant problems.
  • Completes required reports and records accurately and promptly.
  • Attends meetings and training classes that may be held on weekdays, evenings, and/or Saturdays.
  • Oversee annual year-end reporting and special projects that pertain at the banking center level, such as key box audit or safe deposit box key audit.
  • Review new account and data entry, as needed, to ensure accuracy.
  • Supporting Treasury Management with new accounts and services for clients.
  • Ensuring daily logs are completed correctly as well as organizing logs at the end of the month for easy review.
Assumes responsibility for related duties as required or assigned.
  • Actively and professionally sells Bank products and services. Responsible for meeting sales production goals.
  • Performs related clerical duties as needed.
  • Ensures that work areas are clean, secure, and well maintained.

PERFORMANCE MEASUREMENTS

  1. Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
  2. Good business relations exist with clients. Client problems and questions are courteously and promptly resolved.
  3. Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities.
  4. Required reports and records are accurate, complete, and timely.
  5. Consistently strives to develop new client relationships as well as strengthen existing client relationships by identifying opportunities to sell Bank products and services and meet sales production goals.
  6. The Bank’s professional reputation is maintained and conveyed.

QUALIFICATIONS

Education/Certification:
High school graduate or equivalent.

Required Knowledge:
Good understanding of financial services and products provided.

Experience Required:
General Customer Service experience required.
Personal Banker experience preferred.
Previous banking experience preferred.

Skills/Abilities:
Excellent communication and public relations skills.
Professional appearance and attitude.
Ability to operate related computer applications and business equipment.
10-key and telephone.
Solid math and bookkeeping abilities


Monday- Friday: 8:45AM - 5:15PM

40 Hours