Personal Banker I-Retail

2 weeks ago


Edmond, Oklahoma, United States BOK Financial Full time
Job Summary

We 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. You will assess clients' financial needs and offer bank products and services to help them achieve their financial goals.

Key Responsibilities

• Deliver exceptional client experiences through consultative conversations and personalized service
• Build and expand long-term client relationships through proactive outreach and engagement
• Assess clients' financial needs and offer relevant bank products and services
• Open a full range of retail products, including loan products, for new and existing clients
• Educate clients about bank services that provide additional convenience, such as online banking, Bill Pay, and mobile deposit capabilities
• Resolve client problems and ensure the highest level of client satisfaction
• Participate in professional development through training and self-improvement initiatives to enhance product knowledge, sales, and client relations skills

Requirements

• High school diploma or equivalent required; college degree a plus
• Minimum 1+ years of sales or customer service experience
• Working knowledge of consumer financial products and services
• Excellent verbal and written communication skills
• Problem-solving and conflict resolution skills
• Ability to follow established standards and use judgment to determine when to escalate
• Strong basic math skills and working PC application skills

About BOK Financial

BOK Financial is a stable and financially strong organization that provides excellent training and development opportunities to support building long-term careers. We are committed to providing equal employment opportunities 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.

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