The Retail Banking Offer Strategist is responsible for leading the strategy, development, and execution of targeted initiatives to grow the bank’s deposit portfolio, with a primary focus on cash incentives and promotional offers
Job Summary
The Retail Banking Offer Strategist is responsible for leading the strategy, development, and execution of targeted initiatives to grow the bank’s deposit portfolio, with a primary focus on cash incentives and promotional offers.
This role integrates product management, growth marketing, competitive analysis, and data-driven decision-making to drive customer acquisition, enhance engagement, and increase long-term customer value.
BOK Financial's culture is rooted in its history, starting in 1910 as a regional capital source for the energy industry and evolving into a dynamic financial institution.
Matching Summary
The Retail Banking Offer Strategist is responsible for leading the strategy, development, and execution of targeted initiatives to grow the bank’s deposit portfolio, with a primary focus on cash incentives and promotional offers.
Skills & Requirements
Must-have
Growth marketing
Product management
Data-driven decision-making
Competitive analysis
Financial modeling
A/B testing
Market intelligence
Nice-to-have
Personalized client relationships
Community investment
Talent development
Agility
Innovative financial solutions
Positive work environment
Key Requirements
Bachelor’s Degree in Marketing, Business, Finance, or related field
5+ years experience in growth marketing, product management, or retail banking
Proven experience designing and managing cash offers or promotional programs
Strong analytical skills with proficiency in Excel, SQL, or PowerBI
Experience conducting competitive analysis and market research
Excellent communication, project management, and cross-functional leadership skills
Deep understanding of deposit products and consumer banking trends
Strong financial acumen
Experience working with cross-functional teams
Ability to synthesize market intelligence into actionable strategies
Comfort presenting insights and recommendations to senior leadership
Proficiency in A/B testing and experimentation frameworks