Personal Banker I

4 weeks ago

Albuquerque, New Mexico, United States BOK Financial Full time

Role Overview

The Personal Banker I provides exceptional client experiences for BOKF's clients, empowering them to build a permanently engaged client base. This role involves delivering outstanding client service, providing answers or solutions on account activity, teller transactions, digital banking products, debit cards, and other products or processes.

Key Responsibilities

  • Deliver outstanding client experience by efficiently communicating with BOKF clients through inbound calls, chats, follow-up outbound calls, and secure messages.
  • Demonstrate good decision-making ability, mitigate risk, and ensure BOKF's clients feel confident that their needs have been addressed.
  • 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.
  • Confidently recommend a full range of consumer products and services, including deposit accounts, consumer loan products, digital banking, ATM, and other self-service options, to enable clients to reach their financial goals.
  • Participate in professional development through training, self-improvement initiatives, and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills.

Requirements

  • 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.
  • Working knowledge of banking, retail sales operations, and/or contact center operations, including phone, email, and chat support.
  • 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 to escalate.
  • Strong basic math skills, including addition, subtraction, multiplication, and division, to reconcile accounts.
  • Working PC application skills, including word processing and spreadsheet packages, and the ability to learn to use various internal company systems.
  • 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 and under pressure, as needed.

About BOK Financial

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.

Equal Opportunity Employer

The companies in BOK Financial Corporation Group are equal opportunity employers, 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.

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