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<p>Req ID: 75490 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Information Technology </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 10/06/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Discretionary    <h2>Summary</h2>   <p>At BOK Financial, our success starts with our incredible talent, and we are looking for an IT Application Manager to lead and manage our retirement technology team. This is an opportunity to become involved in a major transformative project that will reimagine how we delivery retirement technology to our clients. Bring your passion for team building, technical support, and development. It’s an exciting time to join us!</p>     <h2>Job Description</h2>   <p>Responsible for planning and managing all activities within the assigned Information Services business unit/area. This includes multiple application development, maintenance and enhancement efforts utilizing various computing architectures, (e.g., client/server, intranet, web) or mainframe platforms.</p>     <h2>Team Culture</h2>   <p>Our mission is to empower our company, teammates and customers through the delivery of resilient and customer-centric technology. We achieve this by leveraging our expertise in technology and deep understanding of our business units.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will anticipate and identify issues inhibiting goal attainment of assigned unit/area and develop and implement corrective actions. </li> <li>You will contribute to the development of annual business application system plans and ensure application systems are developed in a way that aligns with architectural standards and practices. </li> <li>You will apply your business acumen to help facilitate meetings and provide solutions to ensure the successful execution of projects.</li> <li>You will be a unit representative in mergers and acquisitions and operational conversations, serve on committees relative to technology, products, and equipment, and participate in study and review of proposals and design of new products. </li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business, Information Management, or related field and 7-10 years of directly related professional experience or equivalent combination of education and experience.</p>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Bank of Oklahoma

IT Application Manager

<p>Req ID: 75514 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Bank Operations; Consumer Banking </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 10/11/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Discretionary    <h2>Summary</h2>   <p>You place great value in building strong relationships. You’ve been told you’re a “people person”. You find satisfaction in helping others and offering sound advice. As a self-starter, you enjoy working independently in part of a well-structured, team environment. You make the most out of every opportunity. This is your chance to bring all of your knowledge, skills and abilities to us as Document Review Specialist. </p>     <h2>Job Description</h2>   <p>The Document Review Specialist is responsible for reviewing and processing all legal requests received regarding Trusts, Power of Attorneys, Guardianships, Rep Payee, Bankruptcy and Decedents; and additional research, legal requests, and services requested by corporate counsel. Research account documentation, place holds on accounts, and remits funds to beneficiaries or court appointed representatives; maintains departmental logs on legal requests, legal issues, and the disposition of funds. This position possesses extensive knowledge of Estates, Trusts, Power of Attorneys and various court orders.</p>     <h2>Team Culture</h2>   <p>Each day brings new challenges that will energize and motivate you. You will act as a liaison between the line of business and Corporate Counsel. Customers will come to you for answers. You will help them solve problems and overcome challenges.</p> <p>We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other's wins, big and small.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will interpret legal documents from attorneys and clients related to Trusts, Estates, Power of Attorneys, Court Order Accounts, Medicare, Medicaid, etc. You will determine account setup as well as communicating with the business line to instruct on best course of action. </li> <li>You will develop and maintain strong relationships with attorneys at the BOKF, N.A. corporate law office and with other departments within the bank. You will act as the liaison with corporate counsel related to the review of legal documents, account styling and other requests received from the business lines.</li> <li>You will gather data from all internal systems regarding loans, trust, mortgage, DDA, Savings, CD, IRA, Investments/ Securities, ACH, Lockbox and when needed contact various areas of the bank to provide supporting documentation for changes in account styling’s, closures and death related issues. </li> <li>You will enter data and process information from the legal orders and client request through the internal banking system to create cases, for the purpose of generating letters, tracking and compliance with state and federal regulations regarding the availability of such orders</li> <li>You will process the quarterly reporting to the US Trustee Regions regarding the Debtor in Possession accounts maintained by BOK Financial. </li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business and 3-5 years related experience or 9-11 years equivalent work related experience in bank and/or consumer operations or equivalent combination of education and experience.</p>  <ul> <li>Thorough knowledge of Estates, Trusts, Power of Attorneys, and Court Orders for document review.</li> <li>Thorough knowledge of multi-state regulations regarding Decedents, Power of Attorneys, Fiduciary and Trusts.</li> <li>Thorough knowledge of account styling i.e. joint, individual, Trust, Business Entities, etc. </li> <li>Thorough knowledge of the Right to Financial Privacy Act, Gramm Leach Bliley Act, Customer Information Privacy an all related state and federal laws.</li> <li>Superior decision making and problem solving skills</li> <li>Excellent verbal and written communication skills</li> <li>Excellent PC, software application, and file maintenance skills</li> <li>Excellent organization, analytical, and research skills</li> <li>Ability to maintain a high level of confidentiality</li> </ul>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Document Review Specialist

<p>Req ID: 75511 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Commercial Banking </p> <p>Pay Transparency Salary Range: 60000 </p> <p>Application Deadline: 04/30/2025</p> <p>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®.</p>    <h2>Bonus Type</h2>  Not Bonus Eligible    <h2>Summary</h2>   <p>Start your career in financial services by gaining broad-based knowledge of our industry and organization. Our rotational development program is designed to benefit both graduate and undergraduate students. Your training will combine classroom sessions, on-the-job training, computer and technical training, and self-study projects. Your training will take place in your specific market location, completing a series of rotations throughout many departments within the line of business. Following successful completion of the program, you will be placed in a role specific to your line of business.</p>     <h2>Job Description</h2>   <p>The Accelerated Career Track Associate is primarily responsible for a variety of program goals, projects, training, and assignments. Additionally, Associates will complete a 15-18 month rotational development schedule within the line of business designed to enhance financial, analytical, and technical skills to prepare for a career within the organization. </p>     <h2>Team Culture</h2>   <p>We're a growth oriented team and we value initiative, coachability, grit, and the ability to build authentic relationships. </p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>Your time will be spent in classroom training and line of business overviews</li> <li>Credit Analysis training and case study work</li> <li>Project work with direct impacts and value add to the line of business</li> <li>Building relationships with managers, leaders, and peers</li> <li>Rotational training experiences working day to day in the line of business</li> <li>Professional development through 1 on 1 coaching with ACT Mgmt</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of a Bachelor's degree with an overall GPA of 3.2 including 9 hours of accounting (Accounting requirement specific to Commercial and Wealth Associate roles). </p> <p> Preferences: </p> <ul> <li>Excellent leadership skills</li> <li>Relevant work experience </li> <li>Bachelor's Degree in Finance or Accounting (Commercial and Wealth positions)</li> <li>12 hours of Finance courses (Commercial and Wealth positions)</li> <li>Course work in MIS, CS, or Security completed (IT, IS positions)</li> </ul>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office - 20 lbs   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

2025 Accelerated Career Track - Commercial Banking Associate (Tulsa, OK)

<p>Req ID: 75611 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Investment Management; Investment Sales; Portfolio Management; Relationship Management; Risk Management; Wealth Management </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 10/24/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Formula Based    <h2>Summary</h2>   <p>You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound financial advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as an Investment Manager. You’ll be positioned for a great career!</p>     <h2>Job Description</h2>   <p>The Senior Investment Manager manages investment portfolios within established corporate guidelines, utilizing an approved strategies list approved by the BOKF Investment Committee. Consults with Wealth Advisors and/or Trust Officers (if applicable) and client to develop investment strategies based on customer objectives. </p>     <h2>Team Culture</h2>   <p>We are a collaborative, conscientious, and goal-oriented team. Everyone is equal and treated as such. We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities.</p> <p>We are deeply connected to our communities, and we give our time to a variety of worthy causes. We are proud of BOK Financial’s generous contributions to local organizations and the numerous ways we give back. You’ll be front and center representing the bank and our brand in the market you serve. </p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will manage investment portfolios to maximize investment returns commensurate with an acceptable level of risk; analyze portfolios, and asset allocation to ensure adherence to investment objectives and maximize investment returns within client and investment management group guidelines.</li> <li>You will pro-actively communicate with clients about their investment activity, account performance, securities markets, and economic trends. </li> <li>You will set and lead execution of the data and analytics reporting plan, create strategies and templates to report data in a meaningful way. Create, present, and communicate high impact data and analytics insights and recommendations to critical internal and external stakeholders</li> <li>You will adhere to all established corporate risk &amp; compliance guidelines. </li> <li>You will manage relationships with internal clients and act as a business partner to them, building high levels of professional credibility and mutual trust, and manage the deployment of appropriate internal and/or external resources to support in delivering business strategy and plans</li> <li>You will act as a subject matter expert in an area of technology, policy, regulation, or operational management for the team and beyond in the function. Maintain external accreditations and in-depth understanding of current and emerging technologies, external regulation, and industry best practices through continuing professional development, attend conferences, and read specialist media.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 6-8 years of directly related experience in investments and/or 8-10 years of experience in investments or equivalent combination of education and experience.</p> <ul> <li>Experience in managing large-sized client accounts.</li> <li>Experience in BOKF approved strategies</li> <li>Excellent decision making and problem solving skills</li> <li>Excellent oral, written and communication skills, including interpersonal skills</li> </ul>     <h2>Advertising Source</h2>     <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Senior Investment Manager

<p>Req ID: 75440 </p> <p>Location: Tulsa -TUL, Albuquerque -ALBQ, Dallas -DAL, Denver -DEN, Fort Worth -FTWT, Houston -HOUS, Kansas City -KSCY, Oklahoma City -OKC, Phoenix -PHOE, San Antonio -SANAN, Scottsdale -SCOTT </p> <p>Areas of Interest: Digital Technology; Commercial Banking; Commercial Banking, Commercial Real Estate; Commercial Banking, Energy; Commercial Banking, Health Care; Commercial Credit Specialist; Commercial Credit Underwriter; Commercial Loan Processing; Loan Operations; Private Banking; Software Development; Underwriting; Wealth Management </p> <p>Pay Transparency Salary Range: $85,000 - $110,000 </p> <p>Application Deadline: 09/28/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Discretionary    <h2>Summary</h2>   <p>If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you! </p>     <h2>Job Description</h2>   <p>The Consultant, Commercial Initiatives is responsible for supporting key strategic transformation efforts focused on improving the operating and financial performance of the Commercial Bank. The position will collaborate with the Commercial Strategies team, work with senior leaders across every department and line of business of the Commercial Bank, and partner directly with internal shared service providers in order to execute on key initiatives and further ensure the Commercial Bank is responsive to the needs of the broader organization. This position assists with the most complex projects across the Commercial Bank, including the critical transformation of our loan origination process, while assisting with multiple other significant projects that will have a transformational impact on the enterprise. This position will be involved in the largest and most impactful projects in the history of the Commercial Bank for BOK Financial.</p>     <h2>Team Culture</h2>   <p>We’ve created a fun, safe space for our team to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. There is genuine care and concern for a job well done, and we lift one another to become even better. If we can help each other achieve more, then it helps us all. Recognition, integrity and the desire to help others are our winning combination.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will serve as a key resource on Commercial Division and Private Wealth processes, concepts, and questions, related to user interaction and leverage of the nCino platform. </li> <li>You will collaborate with users and teammates to identify training needs and provide input and assistance developing the necessary tools to provide first-class user-lead training and guides.</li> <li>You will leverage Private Wealth and Commercial Division banking knowledge to assess, plan and execute the needed project activities to promote and ensure project success and (ultimately) sustainment. </li> <li>You will assist with the most complex projects across Commercial Division and Private Wealth, including the critical transformation of our loan origination process, while assisting with multiple other significant projects that will positively impact the enterprise.</li> <li>You will collaborate with the Commercial Strategies team, work with senior leaders across every department and line of business of the Commercial Division and Private Wealth Lines of Business, and partner directly with internal shared service providers to execute key initiatives and further ensure the Commercial and Private Wealth initiatives are responsive to the needs of the broader organization.</li> <li>You will share the project vision and keep key stakeholders informed and engaged through effective and timely communications and project updates.</li> <li>You will assist in establishing an effective project control reporting process and manage the expectations of stakeholders.</li> <li>You will influence key stakeholders on key business decisions and change efforts.</li> <li>The following systems will be utilized in this role: Salesforce, nCino, JIRA, Confluence, WalkMe, Microsoft 365 suite</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>The required level of knowledge is normally acquired through completion of a Bachelor’s Degree in Business Administration or related discipline and 5+ years’ experience in Commercial Banking</p> <ul> <li>Solid knowledge of Commercial Bank processes and procedures, in particular the loan origination and/or loan closing process within any of the lines of business</li> <li>Solid knowledge and understanding of BOKF-related: lending functions; loan analysis and grading; application of general credit policies; loan documentation; and loan policy</li> <li>Strong knowledge of project management methodologies with demonstrated experience coordinating team work flow in a fast-paced, deadline driven environment</li> <li>Demonstrated ability to understand business needs and create a clear, coherent approach to guide effective program/initiative setup, execution, and control</li> <li>Demonstrated ability to utilize sound business judgement and tailor approach to drive optimal business outcomes</li> <li>Advanced knowledge and experience with Excel, Word and PowerPoint</li> <li>Self-motivation, discipline, task focus, and a proven record of delivering high quality results within strict deadlines as well as within budget</li> <li>Strong organizational skills with ability to persist through ambiguity and move ahead regardless of barriers</li> <li>Demonstrated ability to partner across disciplines and with cross-functional teams</li> <li>Solid conceptual thinking and analytical skills with the ability to analyze complex problems that include interrelationships and dependencies in order to identify common themes and solutions</li> <li>Well-developed oral and written communication skills to effectively represent self and BOKF, as well as ability to present complex information and issues in a clear and concise manner</li> <li>Experience building Reports and Dashboards in Salesforce and/or equivalent report building software</li> <li>Solid knowledge and understanding of SOQL and JQL</li> </ul>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Consultant, Commercial Initiatives, Technical Analyst

<p>Req ID: 75369 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Consumer Banking; Consumer Banker </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 09/29/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Formula Based    <h2>Summary</h2>   <p>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 I.</p>     <h2>Job Description</h2>   <p>The Personal Banker I 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 will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved. The Personal Banker may interact with clients in a variety of ways including in person, via phone and may utilize chat, email or other digital communication channels. </p>     <h2>Team Culture</h2>   <p>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.</p> <p>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.</p> <p>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.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will be responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships. 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. </li> <li>You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions.</li> <li>You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities. </li> <li>You will resolve a variety of simple to moderate client problems while ensuring the highest level of client experience and satisfaction. </li> <li>You will provide a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals.</li> <li>You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations.</li> <li>You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results. </li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.</p> <ul> <li>Working knowledge of consumer financial products and services</li> <li> Working knowledge of banking, retail sales operations and/or contact center operations including phone, email and chat support  </li> <li>Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions</li> <li>Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation</li> <li>Problem-solving and conflict resolution skills</li> <li>Ability to follow established standards and use judgment to determine when appropriate to escalate </li> <li>Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts </li> <li>Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems</li> <li>Ability to complete multiple tasks at a time</li> <li>Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone</li> <li>Detail oriented, high degree of accuracy</li> <li>Ability to work in a fast-paced environment &amp; under pressure, as needed</li> </ul>     <h2>Advertising Source</h2>  SF-IND   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Personal Banker I - Express Bank

<p>Req ID: 75229 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Financial Advisor </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 09/30/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Formula Based    <h2>Summary</h2>   <p>BOK Financial is dedicated to providing tailored wealth management solutions and fostering strong relationships to help clients achieve their long-term financial goals. The role involves educating retirement plan participants, creating and managing education campaigns, and working with internal partners to manage relationships efficiently. With a growing portfolio of services and clients, BOK Financial offers opportunities for those passionate about wealth management and looking for growth and innovation in their careers.</p>     <h2>Job Description</h2>   <p>The Financial Advisor – Institutional Wealth Management is primarily responsible for educating and providing retirement plan participants on their respected retirement plan, to help them participate and save for retirement. Helping the assigned financial advisor with the educational component with new and existing 401k plans and their participants. </p> <p>The incumbent in this position will consult with clients to create and manage education campaigns, create power point presentations, videos, handouts, and various communication pieces as well as presenting to groups of employees or one-on-one either in person, webinar or a combination of both. Some travel may be required based on client locations. This individual will also be working with internal partners (Financial Advisors and Relationship Managers) to coordinate and manage the relationship efficiently and effectively.</p>     <h2>Team Culture</h2>   <p>BOK Financial Wealth Management stands out by offering sophisticated products that rival those of the largest banks, and by fostering long-term relationships with both institutional and personal clients. Our commitment to creating value for our clients, investors, employees, and communities is demonstrated through our diverse, personalized, and responsive fee-based services, as well as our innovative and value-added products and services.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will lead interactive multimedia seminars and meetings with BOKF stakeholders, while researching and understanding client-specific plan provisions and investment options to prepare for these sessions.</li> <li>You will be responsible for improving and expanding employee education programs, focusing on increasing enrollment and savings rates, diversifying investments, and providing comprehensive pre and post-retirement planning, financial advice, and retirement projections.</li> <li>You will deliver outstanding customer service, solve problems, foster customer relationships, stay updated with the securities portfolio for maximum marketing potential, and guide customers on investment strategies based on current market trends.</li> <li>You are expected to operate within regulatory and internal guidelines, maintain valid securities licenses, comply with communication and sales rules, and promptly report any customer complaints or regulatory inquiries.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of a bachelor’s degree in finance or comparable field and 1-2 years of experience in investments/financial planning or 3-4 years equivalent work experience. </p> <p>Series 7 and Series 63/65 or 66, and Life, Long-Term Care, Health Insurance licensing required. Preference given to CFP, CFA, ChFC, MBA, and CLU professional designations. </p> <ul> <li>Working knowledge of primary investment markets, products and services and the ability to determine specific customer needs.</li> <li>Intermediate to advanced knowledge of insurance products and solutions</li> <li>Intermediate to advanced knowledge of bank products and services</li> <li>Intermediate to advanced knowledge of income tax and estate tax matters</li> <li>Intermediate to advanced knowledge of equity, mutual fund, fixed income, and option strategies</li> <li>Excellent customer relations skills</li> <li>Excellent interpersonal, verbal, and written communication skills</li> <li>Excellent organizational skills to prioritize and complete various tasks within assigned deadlines.</li> <li>Excellent interpersonal skills including oral and written communication skills; ability to prepare persuasive oral and written presentations and reports.</li> <li>Excellent group presentation skills, including ability to handle group dynamics and question and answer sessions.</li> <li>Strong PC skills including spreadsheet, word processing, and presentation applications.</li> </ul>    <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Financial Advisor - Institutional Wealth Management

<p>Req ID: 75491 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Information Technology </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 10/06/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Discretionary    <h2>Summary</h2>   <p>You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Technical Analyst III. You’ll be positioned for a great career! For this specific role, the focus will be on engaging in a transformative project that will help us reimagine how we deliver retirement technology. While not required, any experience working in an agile framework or with Omni script would be a plus. </p>     <h2>Job Description</h2>   <p>The Technical Analyst III job family is responsible for delivering superior services acting as a liaison between the line of business and IT with a focus on end user experience such as user interfacing, user flow, data flow, and/or other UI/UX strategies. Using comprehensive expertise, defining and performing analysis, design, programming, planning, implementation, and supporting of some of the most critical systems software and procedures with a focus on our long term technology road map which require technical and systems knowledge. The Technical Analyst manages plans, organizes, and controls projects which have an organizational impact as well as provides day-to-day support for complex applications systems.</p>     <h2>Team Culture</h2>   <p>Our mission is to empower our company, teammates and customers through the delivery of resilient and customer-centric technology. We achieve this by leveraging our expertise in technology and deep understanding of our business units.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will write business and functional requirements for simple to complex projects.</li> <li>You will analyze, design, plan, test, and deploy complex systems software and programs.</li> <li>You will perform business process modeling (includes logical modeling, data retention, and business process modeling) for simple to complex projects. </li> <li>You will perform job scheduling responsibilities including writing, reading, and troubleshooting job plans.</li> <li>You will develop simple to moderate batch scripts &amp; stored procedures and provide technical requirements/specifications. </li> <li>You will employ IT governance policies, project architecture methodology and service oriented architecture (SOA) policies, and technology standards. Construct SOA web services and employ architectural contracts.</li> <li>You will mentor other analysts by providing oversight of projects or day to day support efforts.</li> <li>You will have experienced technical understanding of single application data flows across multiple applications, software and system integrations, RDBMA principles, tiered environments, Cloud environments, and well developed project management skills. </li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of (a/an) ­­­­­­­­­­­­­­­­­­­ Bachelor’s Degree in Information Technology or Computer Science or related field of study and ­­/ or 3-5 years of directly related experience in ­­­­­­­­­­­­­Technical Analysis, Data Analytics, or Bank Operations or equivalent combination of education and experience.Single application data flows across multiple applications</p> <ul> <li>Software integration, system integration, and technology used</li> <li>RDBMS principles and tools </li> <li>Tiered environments (e.g. development, testing, UAT, production, DR)</li> <li>Application disaster recovery</li> <li>SQL Queries</li> <li>IT and IS standards and concepts</li> <li>Banking and payments industry and processes</li> <li>Conducting fit gap analysis</li> <li>Solid conceptual thinking and analytical skills with the ability to provide resolution to problems of a moderate complexity. Enjoy working in teams and across departments to achieve business objectives while building strong relationships to become a trusted advisor and create raving fans. Influence change by being flexible and adaptable. </li> <li>Project Management Methodology (basic framework, phases, artifacts, process, and project funding) </li> <li>Quality / Testing Methodologies and tools</li> <li>IT lifecycle Governance</li> <li>Ability to effectively plan time, method, manner and sequence of own work assignments</li> <li>Agile, waterfall, or other project management strategy</li> <li>Oral and written communication skills to effectively represent self and BOKF</li> <li>Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peers.</li> </ul>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Technical Analyst III

<p>Req ID: 75453 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Payments; Information Technology; Product Management; Professional </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 10/31/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Discretionary    <h2>Summary</h2>   <p>You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Technical Analyst III. You’ll be positioned for a great career!</p>     <h2>Job Description</h2>   <p>The Technical Analyst III job family is responsible for delivering superior services acting as a liaison between the line of business and IT with a focus on end user experience such as user interfacing, user flow, data flow, and/or other UI/UX strategies. Using comprehensive expertise, defining and performing analysis, design, programming, planning, implementation, and supporting of some of the most critical systems software and procedures with a focus on our long term technology road map which require technical and systems knowledge. The Technical Analyst manages plans, organizes, and controls projects which have an organizational impact as well as provides day-to-day support for complex applications systems.</p>     <h2>Team Culture</h2>   <p>Our mission is to empower our company, teammates and customers through the delivery of resilient and customer-centric technology. We achieve this by leveraging our expertise in technology and deep understanding of our business units.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will write business and functional requirements for simple to complex projects.</li> <li>You will analyze, design, plan, test, and deploy complex systems software and programs.</li> <li>You will perform business process modeling (includes logical modeling, data retention, and business process modeling) for simple to complex projects. </li> <li>You will perform job scheduling responsibilities including writing, reading, and troubleshooting job plans.</li> <li>You will develop simple to moderate batch scripts &amp; stored procedures and provide technical requirements/specifications. </li> <li>You will employ IT governance policies, project architecture methodology and service oriented architecture (SOA) policies, and technology standards. Construct SOA web services and employ architectural contracts.</li> <li>You will mentor other analysts by providing oversight of projects or day to day support efforts.</li> <li>You will have experienced technical understanding of single application data flows across multiple applications, software and system integrations, RDBMA principles, tiered environments, Cloud environments, and well developed project management skills. </li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of (a/an) ­­­­­­­­­­­­­­­­­­­ Bachelor’s Degree in Information Technology or Computer Science or related field of study and ­­/ or 3-5 years of directly related experience in ­­­­­­­­­­­­­Technical Analysis, Data Analytics, or Bank Operations or equivalent combination of education and experience.Single application data flows across multiple applications</p> <ul> <li>ATM processing (consumer &amp; commercial)</li> <li>Card payments (including integrated and virtual, customer supplied payments) and electronic funds movement</li> <li>Database analysis, reporting, and writing complex queries</li> <li>Dataset building, architecture, analysis and reporting</li> <li>Instant Issue printing devices</li> <li>Server patching and upgrades</li> <li>Application support and processing</li> <li>Working with several internal partners or vendors for enhancements, support and remediation.</li> <li>Job automation and workflow automationSoftware integration, system integration, and technology used</li> <li>RDBMS principles and tools</li> <li>Tiered environments (e.g. development, testing, UAT, production, DR)</li> <li>Application disaster recovery</li> <li>SQL Queries</li> <li>IT and IS standards and concepts</li> <li>Banking and payments industry and processes</li> <li>Conducting fit gap analysis</li> <li>Solid conceptual thinking and analytical skills with the ability to provide resolution to problems of a moderate complexity. Enjoy working in teams and across departments to achieve business objectives while building strong relationships to become a trusted advisor and create raving fans. Influence change by being flexible and adaptable.</li> <li>Project Management Methodology (basic framework, phases, artifacts, process, and project funding)</li> <li>Quality / Testing Methodologies and tools</li> <li>IT lifecycle Governance</li> <li>Ability to effectively plan time, method, manner and sequence of own work assignments</li> <li>Agile, waterfall, or other project management strategy</li> <li>Oral and written communication skills to effectively represent self and BOKF</li> <li>Demonstrated ability to establish and build healthy working partnerships with clients, vendors and peers.</li> </ul>     <h2>Working Conditions &amp; Physical Requirements</h2>  Office   <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

Technical Analyst III -  Payments Card Team & Project Priceless

<p>Req ID: 75432 </p> <p>Location: Tulsa -TUL </p> <p>Areas of Interest: Wealth Management </p> <p>Pay Transparency Salary Range: Not Available </p> <p>Application Deadline: 09/27/2024</p> <p>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®.</p>    <h2>Bonus Type</h2>  Formula Based    <h2>Summary</h2>   <p>BOK Financial is dedicated to fostering talent and providing excellent career growth opportunities. In this role, you’ll help drive new product development from concept to completion, working closely with both internal and external partners. Collaborating with the Senior Product Manager, you’ll strategize and manage projects aimed at boosting revenue, enhancing efficiency, and strengthening customer relationships.</p>     <h2>Job Description</h2>   <p>The Wealth Product Manager II will be responsible for taking new conceptual products from requirements gathering to completion by acting as a liaison between internal and external business partners. This role will work with the Senior Product Manager to establish the overall strategy and roadmap for wealth products and will be responsible for managing projects that increase revenue, enhance efficiency, and expand customer relationships.</p>     <h2>Team Culture</h2>   <p>BOK Financial Wealth Management stands out by offering sophisticated products that rival those of the largest banks, and by fostering long-term relationships with both institutional and personal clients. Our commitment to creating value for our clients, investors, employees, and communities is demonstrated through our diverse, personalized, and responsive fee-based services, as well as our innovative and value-added products and services.</p>     <h2>How You'll Spend Your Time</h2>   <ul> <li>You will lead a team, manage work priorities and schedules, provide training and mentorship, conduct performance reviews, and participate in hiring processes.</li> <li>You will collaborate with UX/UI design teams, IT, and management to create user-friendly tools and applications, while also providing on-demand reporting and project updates to wealth management executives.</li> <li>You will engage in the Agile scrum process to ensure wealth products are implemented accurately and surpass industry standards.</li> <li>You will collaborate with the Senior Product Manager to create and implement the wealth product roadmap using industry research and consumer insights.</li> <li>You will manage intricate vendor relationships by engaging with vendors regularly.</li> <li>You will evaluate the behavior and adoption rates of both consumers and employees for current wealth applications.</li> </ul>     <h2>Education &amp; Experience Requirements</h2>   <p>This level of knowledge is normally acquired through completion of a bachelor’s degree in a business-related field and 5-7 years’ experience in product management or 8-11 years’ equivalent work experience.</p>    <p>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! <br> Apply today and take the first step towards your next career opportunity!<br>  <br> 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.</p> <p>Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions. </p>

52 Bank of Oklahoma Jobs