Personal Banker Team Lead - Express Bank

Req ID: 75910

Location: Tulsa -TUL

Areas of Interest: Consumer Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 01/16/2025

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

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 promote a dedication to employee development, positive client experience, and a desire to adapt and build new skills to meet the ever-changing expectations of our clients and technology enhancements.
• You will deliver outstanding client experience by efficiently communicating with BOKF clients by answering inbound calls and/or chats, making follow-up outbound calls, and/or responding to chats, secure messages and other communications from BOKF clients.
• You will meet regularly with the Care Team Manager to actively participate in setting goals and team objectives.
• You will participate in coaching plans, and deliver coaching feedback to Bankers in order to positively impact performance while providing positive recognition and inspire achievement and leading by example.
• You will provide problem resolution on complex consumer account-related problems; handles unusual or difficult client problems.
• You may be responsible for conducting Quality Assurance Reviews and sharing feedback with direct reports and evaluating the overall performance to ensure efficient operation of the team.
• You will support new employees during the onboarding process, achievement milestones, and graduation into Nesting and Production for new hires as well as, through their training journey.

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

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 recruiting_coordinators@bokf.com with any questions.