Personal Banker I

3 days ago

Edmond, 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. As a key member of our banking team, you will be responsible for delivering exceptional client experiences and building long-term relationships with our clients.

Key Responsibilities
  • Provide consultative conversations to existing and prospective clients to assess their 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 by making recommendations during routine banking center service and teller transactions.
  • 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.
  • Resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction.
  • Provide a variety of teller transactions for clients, such as cashing checks, processing checking and savings account withdrawals and balances within standards, while 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.
  • Participate in professional development through training, engaging in 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; a college degree is a plus.
  • Minimum of 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.
  • Excellent verbal communication skills, including the ability to effectively and courteously provide customer information, resolve issues, and build relationships.
  • Excellent written communication skills, including 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, with a high degree of accuracy.
  • Ability to work in a fast-paced environment and under pressure, as needed.

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