Personal Banker I
3 days ago
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.
Key Responsibilities- Deliver exceptional client experiences through personalized service and product recommendations.
- Assess client financial needs and offer bank products and services to help clients achieve their financial goals.
- 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, E-Statements, and mobile and ATM deposit capabilities.
- Resolve client problems while ensuring the highest level of client experience and satisfaction.
- Provide a variety of teller transactions for clients, seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.
- Comply with internal control, audit, security, and compliance policies and procedures, as well as laws and regulations.
- 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.
- Working PC application skills, including word processing and spreadsheet packages.
- Ability to complete multiple tasks at a time.
- Excellent interpersonal skills, including sales and client relations skills.
- Detail-oriented and high degree of accuracy.
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long-term careers of employees. 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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