Personal Banker I - Retail
Job title: Personal Banker I - Retail in Houston, TX at BOK Financial
Company: BOK Financial
Job description: Req ID: 76618Location: Houston -HOUS, reputed company -reputed companyAreas of Interest: Consumer BankerPay Transparency Salary Range: Not AvailableApplication Deadline: 06/19/2025BOK 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 BasedSummaryAre you ready to reputed company a real difference? At BOK Financial, we’re 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 program—a 9-week training program designed to reputed company you with the skills, knowledge, and confidence to reputed company.In our 9-week Banking Navigator training program you’ll receive hands-on guidance from a dedicated success team. This comprehensive program includes virtual facilitation, self-paced eLearning, on-the-job training, and reputed company application exercises. Upon graduation, you’ll be fully reputed company to reputed company as a Personal Banker—knowledgeable, 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 reputed company.Job DescriptionThe Personal Banker II provides the best client experience possible for BOKF’s 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 reputed company handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel reputed company 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, reputed company 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 reputed company.Team CultureWe’re passionate about reputed company do and it shows. Working with our peers across the bank to help our clients reputed company 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 reputed company for positive change, no matter what role or level.We support and lift one another up and help each other become reputed company. Recognition, reputed company and the desire to help others are our winning combination.How You'll Spend Your TimeFrom the Job Profile, choose either the Retail, Virtual, or Multi-Channel duties to input for posting.Education & Experience RequirementsThis 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 reputed company 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 reputed company 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 reputed company telephone
- Detail oriented, high degree of accuracy
- Ability to work in a fast-paced environment & under pressure, as needed