Req ID: 78440 Location: Dallas -DAL Areas of Interest: Consumer Banker; Branch Business Banking; Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/02/2026 BOK Financ…
Req ID: 78512 Location: Albuquerque -ALBQ Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 09/28/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial…
Req ID: 78482 Location: Tulsa -TUL Areas of Interest: Information Technology Pay Transparency Salary Range: Noty Available Application Deadline: 09/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial…
Skills: Scrum, Agile, Jira, Confluence, Software Development Life Cycle
Req ID: 78511 Location: Albuquerque -ALBQ Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 09/28/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial…
Req ID: 78513 Location: Albuquerque -ALBQ Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 09/28/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial…
Skills: Customer service, Sales, Banking operations, Verbal communication, Written communication
Req ID: 78485 Location: Tulsa -TUL Areas of Interest: Information Technology Pay Transparency Salary Range: Not Available Application Deadline: 09/28/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial …
Skills: Technical Analysis, Data Analytics, UI/UX Strategy, Systems Analysis, Project Management
Req ID: 78434 Location: Tulsa -TUL Areas of Interest: Institutional/401(K) Services Pay Transparency Salary Range: Not Available Application Deadline: 09/18/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Fin…
Skills: Account management, Institutional wealth management, Client relations, Problem resolution, Retirement plan administration
Req ID: 78382 Location: Tulsa -TUL Areas of Interest: Information Services; Business/Technical Analysis; Consumer Banking; Consumer Product Analyst; Data Pay Transparency Salary Range: Not Available Application Deadline:…
Skills: Data analytics, Team leadership, SQL, Power BI, Tableau
Req ID: 78509 Location: Santa Fe -STFE Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 09/28/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Se…
Skills: Customer Service, Sales, Banking Operations, Financial Products, Problem Solving
Req ID: 78451 Location: Albuquerque -ALBQ Areas of Interest: Commercial Banking, CRE; Commercial Analyst Pay Transparency Salary Range: Not Available Application Deadline: 08/21/2026 BOK Financial Corporation Group inclu…
Req ID: 78381 Location: Tulsa -TUL Areas of Interest: Information Services; Business/Technical Analysis; Consumer Banking; Consumer Product Analyst; Data Pay Transparency Salary Range: Not Available Application Deadline:…
Skills: SQL, Power BI, Data analysis, Performance reporting, Incentive program management
Req ID: 78506 Location: Tulsa -TUL Areas of Interest: Accounting; Client Relationship Support; Customer Service/Call Center; Tier I Support Pay Transparency Salary Range: Not Available Application Deadline: 09/28/2026 BO…
Loan Coordination Specialist III (CRE Closing or CRE Draw Administration Experience Preferred)
Phoenix, Arizona, United States · On-site
Mid level
Req ID: 78207 Location: Scottsdale -SCOTT, Dallas -DAL Areas of Interest: Commercial Banking, Commercial Real Estate Pay Transparency Salary Range: Not Available Application Deadline: 09/04/2026 BOK Financial Corporation…
Req ID: 78023 Location: Albuquerque -ALBQ Areas of Interest: Consumer Banker; Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 08/31/2026 BOK Financial Corporation Group includes BOKF, …
Req ID: 78203 Location: Dallas -DAL Areas of Interest: Treasury Services Pay Transparency Salary Range: Not Available Application Deadline: 09/03/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Secu…
Skills: Treasury Management, Working Capital Management, Business Development, Client Relationship Management, Sales
Req ID: 78331 Location: Edmond -EDMO, Oklahoma City -OKC Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 08/05/2026 BOK Financial Corporation Group includes BOKF, NA…
Skills: Team Leadership, Business Development, Client Relationship Management, Consultative Selling, Operational Execution
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Full-time
associate degree
Posted 1d ago
~40 hrs/week
Responsibilities
The Personal Banker Team Lead is responsible for delivering an exceptional client experience while assisting customers with their financial goals through a consultative approach. They also provide coaching and mentorship to team members to ensure performance objectives and brand standards are met.
Requirements
Candidates must have an Associate's degree and at least 5 years of experience in sales or customer service. Strong communication, problem-solving, and retail banking knowledge are essential for this role.
Full job description
Req ID:78440
Location:Dallas -DAL
Areas of Interest: Consumer Banker; Branch Business Banking; Consumer Banking; Consumer Lending
Pay Transparency Salary Range:Not Available
Application Deadline:09/02/2026
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 ready to make a real difference? At BOK Financial, we’re passionate about supporting our clients and each other. Join us as a Personal Banker Team Lead and kickstart your career with our industry-leading Banking Navigator program—a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel.
In our 9-week Banking Navigator training program you’ll receive hands-on guidance from a dedicated success team. This comprehensive program includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Upon graduation, you’ll be fully prepared to thrive as a Personal Banker Team Lead—knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a Personal Banker Team Lead and help drive long-term growth at BOK Financial. Your banking career begins here!
Please note: Your initial training schedule may differ from your regular hours, and you may train at a different location before being permanently assigned to your branch.
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
You will primarily be responsible for ensuring the delivery of an acutely focused client experience while assisting clients in achieving their financial goals.
You will lead by example through superior client experience delivery, while supporting client financial expectations through a consultative needs based approach to understanding priorities. 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.
You will support the day-to-day banking center client interactions and client experience delivery to include superior research and resolution of the most complex problems while ensuring the retention and growth of client relationships.
You will foster an environment of team engagement and commitment to the bank’s shared resource strategy; supports teammate engagement, and preparation, and achieves shared resource commitments.
You will move between Banking Centers as directed to provide peer coaching and subject matter expertise required to achieve client experience outcomes.
You will support the implementation of department programs to comply with internal control, audit, security, and compliance policies and procedures and laws and regulations.
You will develop and maintain partnerships with representatives of other Bank lines of business.
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 application skills including word processing and spreadsheet packages and other various systems
Knowledge of consumer banking products/services, and traditional and alternative financial services delivery preferred systems
Advanced knowledge of consumer financial products and services (full knowledge of core banking center financial products and working knowledge of non-core products such as mortgage, investment, business banking, and treasury)
Strong knowledge of retail bank operations
Advertising Source
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! Apply today and take the first step towards your next career opportunity! 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.