Personal Banker I Role

8 hours ago


Muskogee, Oklahoma, United States BOK Financial Full time
About the Role

We are seeking a highly motivated and customer-focused Personal Banker I to join our team at BOK Financial Corporation. 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.
  • Build and expand client relationships through consultative conversations and needs assessments.
  • 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 and ensure the highest level of client satisfaction.
  • Provide a variety of teller transactions for clients, including cashing checks, processing checking and savings account withdrawals and balances within standards.
  • Comply with internal control, audit, security, and compliance policies and procedures, as well as laws and regulations.
  • 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 required; college degree preferred.
  • Minimum 1+ years of sales or customer service 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 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, both in-person and via telephone.
  • Detail-oriented and high degree of accuracy.
  • Ability to work in a fast-paced environment and under pressure, as needed.
About BOK Financial Corporation

BOK Financial Corporation 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.

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.


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