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Personal Banker Team Lead

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: BOK Financial Corporation
Full Time position
Listed on 2026-08-13
Job specializations:
  • Finance & Banking
    Retail Banking, Bank Customer Service, Banking & Finance, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below

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Personal Banker Team Lead

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

Pay Transparency Salary Range: Not Available

Final date to receive applications: 09/02/2026

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

Bonus Type

Formula Based

Summary

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.

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 skill application exercises. Upon graduation, you’ll be fully prepared to thrive as a Personal Banker Team Lead—knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a Personal Banker Team Lead 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 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 Person al 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.

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

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
  • 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, while supporting client financial expectations through a consultative needs based approach to understanding priorities. 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 support the day-to-day banking center client interactions and client experience delivery to include superior research and resolution of the most complex problems while ensuring the retention and growth of client relationships.
  • You will…
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