Personal Banker Team Lead

Join to apply for the Personal Banker Team Lead role at BOK Financial
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Final date to receive applications:
01/14/2025

Are you ready to make a real difference? At BOK Financial, we’re passionate about supporting our clients and each other. Join us as a Personal Banker Team Lead and kickstart your career with our industry-leading Banking Navigator program—a 9‑week training program designed to equip you with the skills, knowledge, and confidence to excel.

The program includes virtual facilitation, self‑paced eLearning, on‑the‑job training, and skill application exercises. Upon graduation you’ll be fully prepared to thrive as a Personal Banker Team Lead, delivering best‑in‑class service and driving long‑term growth at BOK Financial.

• You will primarily be responsible for ensuring the delivery of an acutely focused client experience while assisting clients in achieving their financial goals.
• You will lead by example through superior client experience delivery, supporting clients’ financial expectations through a consultative needs‑based approach.
• You will support day‑to‑day banking center client interactions and client experience delivery, researching and resolving complex problems to retain and grow client relationships.
• You will foster an environment of team engagement and commitment to the bank’s shared resource strategy, supporting teammate engagement and preparation.
• You will move between Banking Centers to provide peer coaching and subject‑matter expertise required to achieve client experience outcomes.
• You will support implementation of department programs to comply with internal control, audit, security, and compliance policies, procedures and regulations.
• You will develop and maintain partnerships with representatives of other Bank lines of business.

• Associate’s degree and a minimum of 5+ years of sales or customer service experience, or equivalent combination of education and experience.
• Excellent verbal communication skills; effective and courteous customer interaction, discovery, and resolution.
• Excellent written communication skills with proper grammar and punctuation.
• Strong computer skills and ability to navigate multiple programs efficiently.
• Excellent problem‑solving and conflict‑resolution skills.
• Strong time‑management skills and ability to meet deadlines.
• Digitally dexterous and adept at using technology to lead change toward goals.
• Strong basic math skills for reconciling accounts.
• PC application skills including word processing, spreadsheets, and other systems.
• Knowledge of consumer banking products/services and traditional alternative financial services delivery.
• Advanced knowledge of consumer financial products and services (core banking, mortgage, investment, business banking, treasury).
• Strong knowledge of retail bank operations.

Please contact rec with any questions.

We are an equal opportunity employer. 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.