Personal Banker

BOK Financial Corporation

Plano, TX, US
Not specified; bonus type: formula based; benefits...
On-site
1+ years sales or customer service experience
Excellent verbal communication skills
Strong basic math skills for reconciliation
BOK Financial Corporation is seeking a Personal Banker in Plano, TX, who will participate in a comprehensive 9-week training program to provide exceptional client experiences and build long-term relationships. The role requires effective communication, problem-solving skills, and a background in sales or customer service

Job Summary

  • The role includes a comprehensive 9-week Banking Navigator training program designed to equip employees with the skills and confidence to excel.
  • Personal Bankers are responsible for delivering exceptional client experiences by assessing financial needs and offering appropriate bank products and services.
  • Employees will handle various client interactions including in-person, phone, chat, and email while resolving problems and ensuring high satisfaction levels.

Matching Summary

Match Score: 85

BOK Financial Corporation is seeking a Personal Banker in Plano, TX, who will participate in a comprehensive 9-week training program to provide exceptional client experiences and build long-term relationships. The role requires effective communication, problem-solving skills, and a background in sales or customer service.

Salary

Not specified; Bonus Type: Formula Based; Benefits: Not specified

Skills & Requirements

Must-have

  • 1+ years sales or customer service experience
  • Excellent verbal communication skills
  • Strong basic math skills for reconciliation
  • Ability to work in fast-paced environment
  • Working knowledge of consumer financial products

Nice-to-have

  • College degree preferred
  • Experience with contact center operations
  • Passion for helping clients achieve goals
  • Team collaboration and brainstorming skills
  • Interest in long-term career growth

Key Requirements

  • High school diploma or equivalent
  • Minimum 1 year of sales or customer service experience
  • Working knowledge of banking and retail sales operations

Work Rights

Not specified

Tailored Resume

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