Lead Banker - Consumer Financial Expert

Place of work Aurora
Contract type -
Start date -
Salary -

Job details

Job description, work day and responsibilities

Job Summary

The Personal Banker Team Lead is responsible for delivering a world-class client experience, assisting clients in achieving their financial goals, and consistently meeting performance objectives. This role requires a strong consultative needs-based advisory process to expand and retain client relationships.

About the Role

We're seeking an experienced professional with excellent verbal communication skills, able to effectively provide customer information, resolve issues, and gain information by asking appropriate questions. You'll also be required to have strong computer skills, problem-solving, and conflict-resolution abilities.

Key Responsibilities

• Provide a level of client experience that exceeds clients' expectations
• Utilize talents and experience to ensure delivery of an acutely focused client experience
• Coach and mentor team members to achieve greater performance in accordance with established objectives
• Ensure individual and team ownership of the BOKF brand experience through delivery of best-in-class client experience

Requirements

This position requires an Associate's degree and a minimum of 5+ years of sales or customer service experience or an equivalent combination of education and experience. The ideal candidate will possess:
• Excellent verbal communication skills
• Strong computer skills, including proficiency in various programs
• Excellent problem-solving and conflict-resolution skills
• Strong time management skills
• Digitally dexterous and adept at using digital technology

Benefits

As a valued member of our team, you'll enjoy a range of benefits, including:

• Competitive salary range: $50,000 - $70,000
• Opportunity for growth and professional development
• Recognition and rewards for outstanding performance
• A fun, safe space for collaboration and idea-sharing
• Support for career advancement and personal growth

How We Operate

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc., and BOK Financial Private Wealth, Inc. Our company operates TransFund and Cavanal Hill Investment Management, Inc. We operate banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas, and BOK Financial. Our mission is to make a difference by bringing passion and customer focus to the business.

Company address

United States
Colorado
Aurora
Show on map Get directions
Company Name: BOK Financial
You will be redirected to another website to apply.
Offer ID: #1052064, Published: 1 week ago, Company registered: 7 months ago

Other offers

Islamic Finance Specialist/Originator (Chicago, IL)
1829login
· Chicago, US
Description We have an exciting opportunity in the Chicago area for a professional mortgage specialist/originator looking to add Islamic Financing along with conventional originations for residential 1-4 family homes in ...
Director of Corporate Finance
1829login
· Kansas City, US
Key Responsibilities The Director of Corporate Finance will lead a team of finance professionals and be responsible for managing financial planning and analysis. This includes developing and maintaining financial models ...
Retail Banking Operations Manager
1829login
· Glade, US
Role Overview The Banking Center Manager will be responsible for leading a team of banking center staff to deliver exceptional customer experiences and driving business growth. The ideal candidate will have a strong unde...
Mortgage Loan Originator
1829login
· Orland Park, US
Overview Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thri...
Director, Risk Identification & Assessment and Emerging Events & Scenarios
1829login
· Chicago, US
Events & Scenarios Director, Risk Identification & Assessment and Emerging Events & Scenarios Apply locations: Chicago, IL, USA; Virtual, NC, USA; Omaha, NE, USA; San Francisco, CA, USA; New York, NY, USA Tim...
Teller - Part Time Role
1829login
· Kansas City, US
Job Overview We are looking for a qualified and enthusiastic Bank Teller Position to join our team at Country Club Bank. As a Bank Teller, you will be responsible for managing cash and providing exceptional customer serv...
Banking Compliance Officer
1829login
· Chicago, US
Job Description This is an exciting opportunity to join the Governor of Illinois' team as a Banking Compliance Officer. In this role, you will be responsible for conducting evaluations of state-chartered banks, data proc...
Wealth Management Summer Intern
1829login
· Kansas City, US
A Career in Wealth Management \ At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Summer Analyst in our Private Bank, you wil...
Area Sales Manager II - Now Hiring
1829login
· South Elgin, US
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Manager role performs a wide ran...
Senior Financial Relationship Manager
1829login
· Wichita, US
About Us KS StateBank has a long-standing commitment to providing exceptional banking services to our clients. With over 55 years of experience, we have established a reputation for balancing home-town values with a resp...
Fund Manager, Tax Credit Syndications
1829login
· Chicago, US
Location: 127 Public Square - Cleveland, Ohio 44114 ABOUT THE BUSINESS: KeyBank is committed to growing their National Affordable Housing Platform through their Community Development Lending & Investment group (“CDLI...
Universal Banker
1829login
· Machesney Park, US
Position Summary: The Universal Banker role splits their time between the teller line, opening new accounts and other duties as assigned. Responsible for providing outstanding customer service when assisting customers to...
TA Contractor - Full-time
1829login
· Springfield, US
The **Funds Services** division of UMB works with clients to provide accounting, tax, audit, and administrative services for alternative investments, such as private equity funds, hedge funds, and fund of funds, as well ...
Community Reinvestment Act Program Director - Now Hiring
1829login
· Overland Park, US
Job Type Full-time Description Sunflower Bank is looking for an energetic, highly motivated individual to fill the position of a full-time Community Reinvestment Act (CRA) Program Director at any of our Kansas locations....
Managing Director - Syndicated and Leveraged Finance Industrials
1829login
· Chicago, US
Description Summary: The Senior Managing Director and Head of Debt and Equity Capital Markets will be responsible for the strategy and execution of the capital raising business lines across the bank and securities market...