Personal Banker Team Lead

Req ID: 76148 

Location: Prairie Village -PRVL 

Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending 

Pay Transparency Salary Range: Not Available 

Application Deadline: 03/07/2025

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.

 

During your first nine weeks of employment, you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule, and you may be required to train at a different location before being permanently assigned to a branch.

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

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 ap