Personal Banker II

Bonus Type

Summary

Are you ready to make a real difference At BOK Financial were passionate about supporting our clients and each other. Join us as a Personal Banker II and kickstart your career with our industry-leading Banking Navigator programa 9-week training program designed to equip you with the skills knowledge and confidence to excel.

In our 9-week Banking Navigator training program youll receive hands-on guidance from a dedicated success team. This comprehensive program includes virtual facilitation self-paced eLearning on-the-job training and skill application exercises. Upon graduation youll be fully prepared to thrive as a Personal Bankerknowledgeable confident and committed to delivering best-in-class service. Start your path to becoming a Personal Banker and help drive long-term growth at BOK Financial. Your banking career begins here!

Please note: Your initial training schedule may differ from your regular hours and you may train at a different location before being permanently assigned to your branch.

Job Description

The Personal Banker II provides the best client experience possible for BOKFs clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity teller transactions digital banking products debit cards and a variety of other products or processes. The Personal Banker II will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker II may interact with clients in a variety of ways including in person via phone and may utilize chat email or other digital communication channels.

During your first nine weeks of employment you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule and you may be required to train at a different location before being permanently assigned to a branch.

Team Culture

Were 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.

Weve 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 Youll Spend Your Time

• You will be responsible for delivering exceptional client experience to build expand and retain long-term client relationships. While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals.
• You will resolve a variety of moderate to complex client problems while ensuring the highest level of client experience and satisfaction. You will own and lead efforts to solve client problems and service breaks and escalates issues to leadership when appropriate.
• You will provide a variety of teller transactions for clients (i.e. cashes checks processes checking and savings account withdrawals and balances within standards etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.
• You will ensure individual and team ownership of the BOKF brand experience through the delivery of a best in class client will own individual execution of key plays to drive client experience and loyalty while exercising sound judgment and empowerment in exception scenarios while balancing the long term effects to BOKF and the client.
• You will 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. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 3 years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.

• In-depth knowledge of consumer financial products and services
• Strong knowledge of bank banking retail sales operations and/or contact center operations including phone email and chat support
• Working knowledge of banking laws and regulations i.e. Reg E Reg CC Reg DD BSA HMDA
• Excellent verbal communication skills; effectively and courteously providing customer information resolving issues and build relationships to gain information by asking appropriate questions
• Excellent written communication skills demonstrated by professional etiquette proper grammar and punctuation
• Excellent problem-solving and conflict resolution skills
• Ability to follow established standards and use judgment to determine when appropriate to escalate
• Strong basic math skills (addition subtraction multiplication division) in order to reconcile accounts
• Strong 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 & under pressure as needed

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