Business Banker

Bonus Type

Summary

BOK Financial seeks exceptional talent to build and maintain long-term client relationships. As part of a dynamic team, you’ll assess client needs, offer financial solutions, and uphold high standards. This role involves working in a fast-paced environment, collaborating with colleagues, and maximizing client value. If you’re passionate about innovation, growth, and teamwork, BOK Financial is the right place for you.

Job Description

The Senior Business Banker is primarily responsible to facilitate a consistent experience providing Cash Flow Management advice to clients that originate from banking centers and other channels throughout the bank, including the contact center, email and other sources. 

The Senior Business Banker will be responsible for driving Business Sales and Revenue growth in all branches within the BOKF Footprint during branch originated interactions.  This will be accomplished by working to grow business deposits, loans and revenue through the retention and cross sell of business products and services to existing and prospective business customers through phone, video and online interactions. 

The Senior Business Banker is both a producer and expert resource for the Branch Delivery Channel as well as serving as a mentor to other Virtual Business Experts as it pertains to business credit and addressing complex transactions.

Team Culture

At BOK Financial, the culture is characterized by ambition, collaboration, and client-focused inspiration. Employees work together tenaciously, aiming to get things done right while imagining and achieving their clients’ best possible futures. The company emphasizes engagement, empowerment, and inclusivity, creating a winning environment for long-term success.

How You'll Spend Your Time

• You will create and implement cash flow management plans for clients, meet with them to identify needs, and recommend banking solutions, including deposits, credit, treasury, merchant services, and partner products like consumer and wealth management referrals.
• You will collaborate with banking center staff to boost business production and revenue, provide coaching and support for virtual business product referrals, and identify large business opportunities for referral to specialized managers.
• You will assist branches with business development calls through phone or video.
• You will build and maintain relationships with your assigned clients.
• You will support the Team Lead in enhancing Branch Business Banking results by coaching the sales process, assisting with complex accounts, guiding less experienced team members, leading projects, and serving as a resource in marketing, business development, loan analysis, and servicing.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors Degree in Business or a related field and at least 8-10 years of Small Business Banking experience. A minimum of 8-10 years Financial Services experience with business banking sales or outside consultative business to business sales experience; OR 15+ years of equivalent work related experience.

• Strong knowledge and understanding of Small Business Banking lending practices

• Working knowledge of accounting principles and practices
• Strong knowledge of Small Business Banking products, process and policies
• Broad working knowledge of Consumer Banking, Business Banking, Merchant and Treasury Services
• Demonstrated capacity to sell business products/services within the financial services industry to business clients
• Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations
• Excellent problem solving skills
• Proficient PC skills including knowledge of word processing and spreadsheet applications
• Proficient phone skills including knowledge of Cisco phone systems
• Ability to partner and influence with advanced leadership skills

• Strong organizational and time management skills

Working Conditions & Physical Requirements