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Personal Banker I - Retail
Personal Banker I - Retail-March 2024
Parker
Mar 30, 2026
About Personal Banker I - Retail

  Req ID:74495Location:Parker -PARKAreas of Interest:Branch Business Banking; Consumer Banker; ConsumerBanking; Consumer Lending; Consumer Operations; Customer Service/Call CenterPay Transparency Salary Range:41,000 - 43,000BOK Financial, Headquartered in Tulsa, Oklahoma, BOK FinancialCorporation (NASDAQ: BOKF) is a top U.S.-based financial servicesholding company with operations in Oklahoma, Texas, Arizona, Arkansas,Colorado, Kansas, Missouri, Tennessee and New Mexico. The company beganmore than 100 years ago in Tulsa and has successfully diversified into avariety of industries, businesses and geographies. .

  Bonus Type

  Discretionary

  Summary

  Are you looking to join a company where people truly care about making adifference? BOK Financial is committed to achieving more together bybringing passion and customer focus to the business. Join us today as aPersonal Banker I.

  Job Description

  The Personal Banker I provides the best client experience possible forBOKF's clients. They are empowered and responsible for providing a superiorexperience on every interaction in a manner that builds a permanently engagedclient. Interactions include providing answers or solutions on accountactivity, teller transactions, digital banking products, debit cards anda variety of other products or processes. The Personal Banker will be able toeffectively and efficiently handle client interactions and exceed clientexpectations. In addition, they will provide a level of support that makesclients feel assured that their needs have been completely and accuratelyresolved. The Personal Banker may interact with clients in a variety of waysincluding in person, via phone and may utilize chat, email or otherdigital communication channels.

  Team Culture

  We're passionate about what we do and it shows. Working with our peersacross the bank to help our clients achieve their financial goals isrewarding.We've created a fun, safe space for you to brainstorm, ask questions,and find solutions. Everyone is encouraged to share their ideas for positivechange, 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 winningcombination.

  How You'll Spend Your Time

  You will be responsible for delivering exceptional client experience tobuild, expand, and retain long-term client relationships. While providingconsultative conversations to existing and prospective clients you will assesstheir financial needs and offer bank products and services to help clientsaccomplish their financial goals.You will open a full range of retail products, including loan products,for new and existing clients by making recommendations during routine bankingcenter service and teller transactions.You will educate new and existing clients about bank services that provideadditional convenience such as online banking, Bill Pay, E-Statements,and mobile and ATM deposit capabilities.You will resolve a variety of simple to moderate client problems whileensuring the highest level of client experience and satisfaction.You will provide a variety of teller transactions for clients (i.e.,cashes checks, processes checking and savings account withdrawals andbalances within standards, etc.) while seeking opportunities to deepenclient relationships and identify opportunities to help clients meet theirfinancial goals.You will comply with internal control, audit, security, and compliancepolicies and procedures and laws and regulations.You will participate in professional development through training, engagingin self-improvement initiatives and skill-building activities to enhanceproduct knowledge, systems knowledge, sales, and client relationsskills. This will also be accomplished by actively participating in coachingand feedback sessions by setting goals and achieving results.

  Educ tion & Experience Requirements

  This level of knowledge is normally acquired through completion of high schooldiploma or equivalent and a minimum of 1+ years of sales or customer serviceexperience; a college degree is a plus or equivalent combination ofeducation and experience.Working knowledge of consumer financial products and servicesWorking knowledge of banking, retail sales operations and/or contactcenter operations including phone, email and chat support

  Excellent verbal communication skills; effectively and courteously providingcustomer information, resolving issues and building relationships to gaininformation by asking appropriate questionsExcellent written communication skills demonstrated by professionaletiquette, proper grammar and punctuationProblem-solving and conflict resolution skillsAbility to follow established standards and use judgment to determine whenappropriate to escalateStrong basic math skills (addition, subtraction, multiplication,division) in order to reconcile accountsWorking PC application skills including word processing and spreadsheetpackages and the ability to learn to use various internal company systems

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