Retail Banking Associate I
2 weeks ago
Position Overview:
The Client Relationship Specialist I plays a crucial role in delivering exceptional service to our clients at BOK Financial. This position is designed for individuals who are passionate about fostering client relationships and providing tailored banking solutions.
Key Responsibilities:
As a Client Relationship Specialist I, you will:
- Ensure an outstanding client experience by engaging with clients through various communication channels.
- Assist clients with inquiries regarding account activities, transactions, and digital banking services.
- Identify client needs and recommend appropriate banking products and services to help them achieve their financial objectives.
- Conduct transactions such as deposits, withdrawals, and check cashing while maintaining high standards of accuracy and efficiency.
- Educate clients on the benefits of online banking, mobile services, and other convenient banking options.
- Resolve client issues and concerns promptly, ensuring satisfaction and building long-term relationships.
- Adhere to all compliance and regulatory requirements while maintaining internal controls.
- Participate in ongoing training and development to enhance your skills and knowledge in banking products and services.
Qualifications:
This role typically requires a high school diploma or equivalent, along with a minimum of one year of experience in sales or customer service. A college degree is advantageous but not mandatory. Key skills include:
- Strong verbal and written communication abilities.
- Problem-solving and conflict resolution skills.
- Basic mathematical proficiency for account reconciliation.
- Proficiency in PC applications and the ability to learn new systems.
- Detail-oriented with a focus on accuracy.
- Ability to manage multiple tasks in a fast-paced environment.
About BOK Financial:
BOK Financial Corporation has a rich history of supporting clients and communities. With a commitment to excellence, we serve a diverse range of clients, from individuals to businesses, across multiple states.
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