Personal Banker Team Lead
Req ID: 75828
Location: Aurora -AURO
Areas of Interest: Banking Center Management; Branch Business Banking; Consumer Banker; Consumer Banking; Consumer Lending; Consumer Operations
Pay Transparency Salary Range: $50,000 - $70,000
Application Deadline: 03/31/2025
BOK 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 Type
Formula Based
Summary
Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker Team Lead.
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 Personal 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.
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 You'll Spend Your Time
From the Job Profile, choose either the Retail or Virtual duties to input for posting.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of an Associate's degree and a minimum of 5+ years of sales or customer service or an equivalent combination of education and experience.
Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues, and gaining information by asking appropriate questions
Excellent written communication skills demonstrated by professional etiquette, proper grammar, and punctuation
Strong computer skills, including the ability to successfully navigate a variety of programs while maintaining efficiency, are required for success
Excellent problem-solving and conflict-resolution skills
Strong time management skills including the ability to manage multiple tasks and meet deadlines
Digitally dexterous, adept at using digital technology, and ability to lead change by developing tasks and objectives towards the goal
Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
Good PC application skills including word processing and spreadsheet packages and other various systems
Knowledge of consumer banking products/services, and traditional and alternative financial services delivery preferred systems
Advanced knowledge of consumer financial products and services (full knowledge of core banking center financial products and working knowledge of non-core products such as mortgage, investment, business banking, and treasury)
Strong knowledge of retail bank operations
Advertising Source
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. 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.
Please contact [email protected] with any questions.
Apply Now
Location: Aurora -AURO
Areas of Interest: Banking Center Management; Branch Business Banking; Consumer Banker; Consumer Banking; Consumer Lending; Consumer Operations
Pay Transparency Salary Range: $50,000 - $70,000
Application Deadline: 03/31/2025
BOK 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 Type
Formula Based
Summary
Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Personal Banker Team Lead.
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 Personal 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.
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 You'll Spend Your Time
From the Job Profile, choose either the Retail or Virtual duties to input for posting.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of an Associate's degree and a minimum of 5+ years of sales or customer service or an equivalent combination of education and experience.
Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues, and gaining information by asking appropriate questions
Excellent written communication skills demonstrated by professional etiquette, proper grammar, and punctuation
Strong computer skills, including the ability to successfully navigate a variety of programs while maintaining efficiency, are required for success
Excellent problem-solving and conflict-resolution skills
Strong time management skills including the ability to manage multiple tasks and meet deadlines
Digitally dexterous, adept at using digital technology, and ability to lead change by developing tasks and objectives towards the goal
Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
Good PC application skills including word processing and spreadsheet packages and other various systems
Knowledge of consumer banking products/services, and traditional and alternative financial services delivery preferred systems
Advanced knowledge of consumer financial products and services (full knowledge of core banking center financial products and working knowledge of non-core products such as mortgage, investment, business banking, and treasury)
Strong knowledge of retail bank operations
Advertising Source
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. 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.
Please contact [email protected] with any questions.
Apply Now