Current jobs related to Personal Banker Team Lead - Dallas - BOK Financial

  • Personal Banker Team Lead

    2 months ago

    Dallas, United States Bank of Texas Full time

    Summary Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker Team Lead. Job Description The Personal Banker Team Lead utilizes their talents and experience to ensure...

  • Personal Banker

    1 month ago

    dallas, United States The Intersect Group Full time

    Financial Relationship ConsultantSummary: The Intersect Group is seeking a Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in Uptown Dallas.Responsibilities:Establish, retain and deepen customer relationships by executing relationship management strategies and performing...

  • Personal Banker

    1 month ago

    Dallas, United States The Intersect Group Full time

    Financial Relationship ConsultantSummary: The Intersect Group is seeking a Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in Uptown Dallas.Responsibilities:Establish, retain and deepen customer relationships by executing relationship management strategies and performing...

  • Personal Banker

    1 month ago

    dallas, United States The Intersect Group Full time

    Financial Relationship ConsultantSummary: The Intersect Group is seeking a Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in Uptown Dallas.Responsibilities:Establish, retain and deepen customer relationships by executing relationship management strategies and performing...

  • Public Finance Banker

    1 month ago

    Dallas, United States Robert W. Baird & Co. Full time

    We are seeking an experienced, motivated, and talented individual to join our firm as a Public Finance Banker. Public Finance Bankers work as an integral part of the Public Finance Team, fostering new and existing client relationships. Possess a strong focus on client service, integrity, values, and trust. In collaboration with the team, aid in preparation...

  • Relationship Banker Bilingual in Spanish

    1 month ago

    Dallas, United States comerica Full time

    Relationship BankerThe Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in...

  • Public Finance Banker Leader

    1 week ago

    Dallas, Texas, United States Robert W. Baird & Co. Full time

    We are seeking an experienced, motivated, and talented individual to join our firm as a Public Finance Banker. As a key member of the Public Finance Team, you will play a pivotal role in fostering new and existing client relationships.Key Responsibilities:Drive and lead transaction execution in collaboration with the Public Finance team, including financial...

  • Relationship Banker Bilingual in Spanish

    2 weeks ago

    Dallas, United States comerica Full time

    Relationship BankerThe Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in...

  • Commercial Credit Underwriting Team Lead

    2 months ago

    Dallas, United States CrossFirst Bank Full time

    About the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest growing...

  • Commercial Credit Underwriting Team Lead

    2 months ago

    dallas, United States CrossFirst Bank Full time

    About the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest growing...

  • Commercial Credit Underwriting Team Lead

    2 months ago

    dallas, United States CrossFirst Bank Full time

    About the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest growing...

  • High-Performing Relationship Banker

    5 days ago

    Dallas, Texas, United States PNC Financial Services Group Full time

    PNC Financial Services Group is seeking a talented Relationship Banker to join our team in Dallas, TX.Company OverviewWe are a leading financial services company dedicated to delivering exceptional customer experiences and building long-term relationships with our clients. Our Commercial Banking organization is a key driver of growth and innovation,...

  • SVP, Private Banker

    6 months ago

    Dallas, United States NexBank Full time

    Company Overview:Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank Capital, Inc. (the “Company”), a fully integrated financial services organization that includes a commercial and investment bank. NexBank is a leading regional bank with assets of $15 billion. Our clients include large corporations,...

  • Senior Personal Banker

    5 months ago

    Dallas, United States First Convenience Bank Full time

    Under immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment.* Follow the established policies in accordance with the bank and the supervisor's direction* Accountable for the personal achievement of monthly new account production as assigned by upper management*...

  • Universal Banker

    1 month ago

    Dallas, United States First Horizon Bank Full time

    Job DescriptionLocation: On site at location listed in job posting.Full time: 40 Hours A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center.  You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on...

  • Personal Caregiver

    5 days ago

    Dallas, Texas, United States At Home Personal Care Full time

    As a Personal Caregiver with At Home Personal Care, you will play a vital role in supporting clients with their daily needs and promoting their overall well-being. We are seeking a compassionate and skilled caregiver to join our team.The ideal candidate will have experience in home care and be able to assist clients with various tasks such as personal...

  • Team Lead

    6 months ago

    Dallas, United States American Woodmark Full time

    Job Description The Lead Person’s primary job function is to oversee staff in regard to productivity, safety and quality within a work cell or department. This position will be responsible for 10 to 20 positions and will report directly to a production supervisor. ESSENTIAL JOB FUNCTIONS: · Main job function will be observing the workflow...

  • Corporate Banker Ii

    4 weeks ago

    Dallas, United States CrossFirst Bank Full time

    OverviewThe Corporate Banker II builds a customer base of new clients through prospecting, community involvement and proactive business development activities as well as networking and building centers of influence. Increases C&I loan portfolio through sound underwriting practices, generates commercial loan fee income and assists in increasing core deposits...

  • Lead Counselor for Personal Injury Law

    5 days ago

    Dallas, Texas, United States Babich & Associates Full time

    **About Us:** Babich & Associates is a reputable, multi-state law firm dedicated to delivering exceptional results in personal injury cases.We are seeking an experienced Managing Partner to lead our Dallas office, which has a team of under 15 employees and is expanding rapidly.This exciting opportunity is perfect for a seasoned attorney with at least 8 years...

  • Test Team Lead

    4 weeks ago

    Dallas, United States Rise Technical Full time

    Lead Electronics Test Technician$26p/h - $28p/h + Overtime + Training + Career Progression + Full Medical, Vision, Dental, Disability (including $4,500 annual premium subsidy) + Life Insurance + Holiday + PTO + 401k + BenefitsDallas, TXAre you from an Electronics background with electrical testing experience, looking to step into a leading role within a...

Personal Banker Team Lead

2 months ago

Dallas, United States BOK Financial Full time

Req ID: 75630 

Location: Dallas -DAL 

Areas of Interest: Banking Center Management; Branch Business Banking; Consumer Banker; Consumer Banking; Consumer Lending 

Pay Transparency Salary Range: Not Available 

Application Deadline: 11/29/2024

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus TypeFormula BasedSummary

Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker Team Lead.

Job Description

The Personal Banker Team Lead utilizes their talents and experience to ensure the delivery of an acutely focused client experience while assisting clients in achieving their financial goals. They will have mastered providing a level of client experience that exceeds clients’ expectations and consistently meets performance objectives. In addition, they will provide peer support to deliver the expansion and retention of client relationships through a consultative needs-based advisory process. The Personal Banker Team Lead will also spend time coaching and mentoring other new and tenured team members to achieve greater performance in accordance with established objectives. They ensure individual and team ownership of the BOKF brand experience through the delivery of best-in-class client experience.

Team Culture

We’re passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding.

We’ve created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level.

We support and lift one another up and help each other become better. Recognition, integrity and the desire to help others are our winning combination.

How You'll Spend Your Time

From the Job Profile, choose either the Retail or Virtual duties to input for posting.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of an Associate's degree and a minimum of 5+ years of sales or customer service or an equivalent combination of education and experience.

  • Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues, and gaining information by asking appropriate questions
  • Excellent written communication skills demonstrated by professional etiquette, proper grammar, and punctuation
  • Strong computer skills, including the ability to successfully navigate a variety of programs while maintaining efficiency, are required for success
  • Excellent problem-solving and conflict-resolution skills
  • Strong time management skills including the ability to manage multiple tasks and meet deadlines
  • Digitally dexterous, adept at using digital technology, and ability to lead change by developing tasks and objectives towards the goal
  • Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
  • Good PC application skills including word processing and spreadsheet packages and other various systems
  • Knowledge of consumer banking products/services, and traditional and alternative financial services delivery preferred systems
  • Advanced knowledge of consumer financial products and services (full knowledge of core banking center financial products and working knowledge of non-core products such as mortgage, investment, business banking, and treasury)
  • Strong knowledge of retail bank operations
Advertising Source

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  
Apply today and take the first step towards your next career opportunity
 
The companies in BOK Financial Corporation Group are equal opportunity employers.  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.

Please contact recruiting_coordinators@bokf.com with any questions.