Relationship Banker (Candlewood)
Company: BOK Financial
Location: Oklahoma City
Posted on: November 23, 2020
Req ID: 58883
Areas of Interest: Consumer Banker
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK
Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based
financial services holding company with operations in ten states
Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New
Mexico, Nebraska and Wisconsin. The company began more than 100
years ago in Tulsa and has successfully diversified into a variety
of industries, businesses and geographies. .
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 Relationship Banker. You'll be positioned
for a great career!
ABOUT THE ROLE:
As ‘the face of the bank,' you'll be part of a dynamic team,
committed to delivering a best-in-class banking experience. You're
on the front lines providing expert advice and recommendations to
help our clients achieve their financial goals and objectives.
Efficiency and accuracy are critical in this role. You will work in
a fast-paced, challenging, and exciting environment.
Self-motivation is also important. At times, you'll work
independently, while other times, you'll engage with your team.
WHAT YOU CAN EXPECT:
You will deliver exceptional experiences to build, expand, and
retain long-term client relationships with individuals and small
business clients. You'll make a difference in our client's lives by
assessing their needs and offering them the best products and
services to meet their financial goals.
You will join a highly engaged team that will support you, cheer
you on, and celebrate your success. Your manager and leadership
team will help you as you continuously learn new things. We'll
provide you with the tools and resources you need to be
A Relationship Banker role positions you for a great career at the
bank. Many of our leaders have advanced their careers through
internal mobility. Doors may open to you as you collaborate with
partners across the bank in various lines of business.
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 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
HOW YOU'LL SPEND YOUR TIME:
- As a trusted financial consultant, you'll assess the financial
circumstances of our current clients and prospects and provide
tailored solutions for their needs. Solutions can include a full
range of retail products and loans, as well as partnering across
the Bank to meet customer needs.
- You'll provide five-star client experience by solving complex
- You will provide an optimal customer experience by connecting
with clients through remote service channels. You'll assist in
troubleshooting remote services that include but are not limited to
digital banking, Bill Pay, and ATMs. Your ability to convert phone
conversations to leads will position you for success in this
- Your training doesn't stop after your initial immersion. You'll
continually learn by being exposed to different financial scenarios
and partners across the bank.
- You need to be tech-savvy to guide clients through the navigation
of various delivery channels and use your available resources for
problem resolution. Channels include online banking, BillPay,
E-Statements, and mobile and ATMs. You may even analyze information
received from other internal departments.
- You'll provide efficient transactions, develop relationships with
clients, and identify opportunities to help clients meet their
financial goals. Adhering to bank policies, compliance, and
regulations is critical.
WE'D LIKE TO TALK TO YOU IF YOU HAVE THESE HARD & SOFT SKILLS:
You'll be switching back and forth between applications and
educating clients on our banking technology, so we'd like you to
have excellent PC skills and a tremendous technical aptitude to
learn systems quickly. You need to know basic math skills; however,
much of our work is automated.
As a financial consultant role, your knowledge of consumer banking
products and services will be beneficial in solving problems and
making recommendations to our clients. Strong understanding of
consumer lending and regulatory requirements as well as non-core
products: mortgage, investment, and business banking is a plus, but
You will encounter a lot of unique situations with customers and
coworkers and need to have the capacity to show empathy, recognize
your own emotions and those of others to guide your behavior and
make good decisions.
We ask you to follow our established standards and have good
judgment so you can escalate situations when appropriate. A passion
for doing the job right the first time brings us joy. Follow- up,
follow-through, and accuracy are vital for this role.
Your love for customer service and cross-selling with an ability to
network and build relationships will take you far. You're
constantly taking a deeper dive, researching, dissecting,
investigating, and asking the right questions to offer the right
products and services. The ability to write and speak well is
critical. Excellent business acumen and professionalism are what it
This level of knowledge is normally acquired through completion of
high school degree or equivalent and a minimum of 1-2 years of
sales or customer service experience; a college degree is a
BOK Financial is a stable and financially strong organization that
provides excellent training and development to support building the
long term careers of our employees. With passion, skill and
partnership you can make an impact on the success of the bank, our
customers and your own career!
Apply today and take the first step towards your next career
BOK Financial is an equal opportunity employer. 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, sexual
orientation, genetic information or veteran status.
Please contact firstname.lastname@example.org with any
Keywords: BOK Financial, Oklahoma City , Relationship Banker (Candlewood), Other , Oklahoma City, Oklahoma
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