Personal Banker I

2 weeks ago

Mesa, United States BOK Financial Full time

Req ID: 74965

Location: Mesa -MESA

Areas of Interest: Bank Operations; Consumer Banker; Consumer Banking; Customer Service/Call Center; Relationship Management; Sales; Teller

Pay Transparency Salary Range: Not Available

Application Deadline: 05/31/2024

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 Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

**Bonus Type**:

- Formula Based**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 Personal Banker I.

**Team Culture**:
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 for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level.

We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination.

**How You'll Spend Your Time**:

- You will be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals.
- You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions.
- You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities.
- You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
- You will provide a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.
- You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations.
- You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results.

**Education & Experience Requirements**:
This level of knowledge is normally acquired through completion of 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
- Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions
- Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation
- Problem-solving and conflict resolution skills
- Ability to follow established standards and use judgment to determine when appropriate to escalate
- Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
- 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 & under pressure, as needed

**Advertising Source**:
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the 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

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.

  • Personal Banker I

    5 days ago

    Mesa, United States BOK Financial Full time

    Req ID: 75071 Location: Mesa -MESA Areas of Interest: Bank Operations; Consumer Banker; Consumer Banking; Consumer Lending; Consumer Operations; Customer Service/Call Center; Finance; Sales; Teller Pay Transparency Salary Range: Not Available Application Deadline: 06/22/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities,...

  • Personal Banker

    2 weeks ago

    Mesa, United States PNC Financial Services Group Full time

    Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute...

  • Personal Banker

    4 weeks ago

    Costa Mesa, United States FirstBank Full time

    Position Details Banking Specialist III - Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations...

  • Personal Banker

    4 weeks ago

    Costa Mesa, United States FirstBank Full time

    Position Details Banking Specialist III - Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations...

  • Personal Banker I

    3 weeks ago

    Mesa, United States Arizona Financial Credit Union Full time

    Overall Accountability: - Open new accounts with an emphasis on activating services that are in the member’s best interest/help them achieve their financial success - Process specialty account opening requests, such as trust accounts - Maintain in-depth knowledge of all non-equity loan options, including but not limited to: personal, share secured, auto,...

  • Float Relationship Banker

    2 weeks ago

    Costa Mesa, United States Comerica Full time

    **Relationship Banker Float** **What we can offer you**: Career Growth - promotional opportunities - Incentive program based on performance - Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees - Health, Dental, Vision, 401k match and Life Insurance - Employee Assistance Program - Tuition Assistance Program (Full Time) - Financial Coaching...

  • Relationship Banker

    3 weeks ago

    Mesa, Arizona, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Client Relationship Consultant 3

    1 month ago

    Mesa, United States U.S. Bancorp Full time

    Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client rela Client Relations, Relationship, Consultant, Banker, Power, Processing, Business Services

  • Entry Level Financial Representative

    3 weeks ago

    Mesa, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Mesa, AZ, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...

  • Licensed Agent Insurance Representative

    3 weeks ago

    Mesa, United States Bankers Life Full time

    Licensed Agent Insurance Representative Location: Mesa, AZ, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for...

  • Entry Level Financial Representative

    4 weeks ago

    Mesa, United States Bankers Life Full time

    Entry Level Financial Representative - Insurance Sales Location: Mesa, AZ, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...

  • Licensed Agent Insurance Representative

    3 weeks ago

    Mesa, United States Bankers Life Full time

    Licensed Agent Insurance Representative Location: Mesa, AZ, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for...

  • Licensed Agent Insurance Representative

    4 weeks ago

    Mesa, United States Bankers Life Full time

    Licensed Agent Insurance Representative Location: Mesa, AZ, United States Job Category: Licensed Agents Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for...

  • Personal Assistant

    14 hours ago

    Costa Mesa, United States Lollipop Pediatric Dentistry & Orthodontics Full time

    I am looking for a Personal Assistant. You will be working out of my business or my home handling administrative tasks and some travel around Orange County is required as I have offices in Placentia, Garden Grove, Costa Mesa, Tustin, Lake Forest, and Long Beach. I am a mommy business owner and need help with all of my day-to-day tasks for my business and...

  • Personal Assistant

    19 hours ago

    Costa Mesa, United States Lollipop Pediatric Dentistry & Orthodontics Full time

    I am looking for a Personal Assistant. You will be working out of my business or my home handling administrative tasks and some travel around Orange County is required as I have offices in Placentia, Garden Grove, Costa Mesa, Tustin, Lake Forest, and Long Beach. I am a mommy business owner and need help with all of my day-to-day tasks for my business and...

  • Warehouse Associate I

    4 days ago

    Mesa, United States Safelite Group, Inc. Full time

    Looking for a rewarding career to make an impact and gain valuable warehousing experience? Join Safelite's growing fulfillment center team and ensure customers' safety on the road by delivering parts to our experienced technician team. Every item you handle or inspect contributes to our purpose of bringing unexpected happiness to people's everyday...

  • Maintenance Technician I

    3 weeks ago

    Mesa, United States Highmark Residential, LLC Full time

    Overview: **Location**: The Village at Sun Valley **Why Highmark Residential?** Because every position is considered critical to Highmark’s success and reputation, we take care to employ those who aspire to become the best in their field. Those who succeed at Highmark will do so because they enjoy an empowered, challenging, fulfilling, and financially...

  • Administrative Support Assistant I

    4 weeks ago

    Mesa, United States City of Mesa, AZ Full time

    **Description/Duties**: **_The current recruitment is for one full-time vacancy with the Police Department Information Technology Unit, however, this recruitment will also be used to establish a Citywide list to fill possible future vacancies._** Duties also include: composing correspondence on routine matters; proofreading and editing documents;...

  • Financial Services Representative I

    3 weeks ago

    Mesa, United States Global Credit Union Full time

    Overview: **Reports to**: Varies by location **Functions Supervised**: None **Primary Functions**: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and...

  • Underwriter I

    4 weeks ago

    Costa Mesa, United States American Automobile Association Full time

    Underwriter I Teamwork. Integrity. Dedication. Together, we make a difference. If you are a career-minded, service-driven professional looking to join a fast-paced organization then you have come to the right place. AAA is a member service organization affiliated with the national AAA network. With a constantly growing membership, we are always welcoming...