Financial Center Leader

Bonus Type

Summary

We’re hiring a Financial Center Leader for our MacArthur & Memorial location in Northwest Oklahoma City. This financial center is located in a rapidly expanding area with continued residential and commercial development, creating strong opportunity to grow relationships, expand business banking, and deepen community presence.

This role is ideal for a confident people leader who thrives in a goal-driven environment and enjoys working with relationship-based clients and small businesses. The right leader brings a professional, consultative approach, is comfortable engaging in sophisticated client relationships, and is energized by networking and being visible in a growing market.

While prior banking experience is preferred, we are open to leaders from financial services, sales, or higher-end retail environments who have a proven track record of leading teams, driving results, and building long-term relationships.

Job Description

The Financial Center Leader is responsible for overall performance of the financial center, with a focus on relationship growth, sales production, business banking expansion, client experience, and staff development. You’ll lead, coach, and support a team with a mix of experience levels, balancing development for newer team members while continuing to engage and motivate tenured staff.

You will spend time building trust with relationship-based clients and small businesses, identifying opportunities within sophisticated client relationships, and leveraging the area’s growth to drive referrals across lines of business. This role requires strong presence both inside and outside the financial center, with an emphasis on networking, professionalism, and community engagement.

We invest in developing our leaders. Through our Banking Navigator training program and ongoing support, you’ll receive hands-on guidance designed to help you succeed and grow as a Financial Center Leader.

Team Culture

Collaborate with dedicated colleagues in a fast-paced environment as a key player on our banking center team, where we prioritize our clients by providing advice and guidance through innovative products and first-class customer service.

This team values leadership that is professional, supportive, and motivating—someone who sets the tone, builds confidence, and creates momentum in a goal-oriented environment.

How You'll Spend Your Time

• Business Development: Plan and execute financial center retention and growth activities. Own a book of branch-based clients and lead the team in building a strong pipeline of relationship-based clients and small businesses. Leverage ongoing residential and commercial development to drive growth and referrals.
• Client Experience and Engagement: You will oversee ownership of BOKF branch experience through the delivery of a differentiated client experience.  You will review client feedback and enact the plans to improve. You will lead effective problem resolution and escalations. You will drive the employee experience and lead discussions to address team member feedback from Q12, pulse surveys, and onboarding/exit interviews. Provide notary service for clients including supporting loan closings.
• Coaching and Development: You will ensure the team members achieve performance and activity expectations through effective and ongoing performance management.  You will develop the team through skill builds, one-on-one coaching, observation coaching, and team meetings. You will utilize the Client Experience (CX) playbook to achieve sales and service expectations and enable clients’ financial well-being.  In addition, development planning with team members is a priority.   
• Profitability and Growth: You will grow the branch revenue and business banking through acquisition, expansion, and retention activities while following CX Playbook and Sales University protocols to achieve sales targets. You will ensure the team can effectively provide consultative conversations that improve client well-being and effectively executes the expected role-based, situational leadership and management activities, and protocols.
• Partnerships and Risk: You will develop and maintain partnerships with representatives of other Bank lines of business. You will ensure the financial center is in compliance with established operating policies and procedures and all outside regulatory requirements; authorizes transactions, deposits, official checks, and wire transfers within pre-established levels of authority while migrating sales practice risk.
• Community Involvement: You will participate in local market/community activities, preferably in a leadership capacity. You will promote the BOKF brand and supports community initiatives. 

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a ­­­­­­­­­­­­­Bachelors Degree in Business or a related field of study and 3-5 years of directly related experience in management/supervisory capacity or 5-7 years of equivalent combination of education and experience.

• Ability to motivate teammates through in-person and virtual coaching methods, while providing leadership and excellent team-building skills
• Ability to make empowered leadership decisions in a fast-paced, high-volume environment
• Proven ability to coach, develop and delegate to achieve common goals
• Strong interpersonal and collaboration skills including effective communication to build partnerships to achieve business outcomes
• Ability to effectively support teammate engagement and the client experience while driving results
• Excellent research and problem-solving ability combined with leadership to foster an empowered culture
• Advanced knowledge of consultative needs-based concepts for client engagement
• Excellent client experience, relationship-building, and business development skills
• Advanced knowledge of consumer financial products and services (full technical knowledge of core branch banking products and working knowledge of non-core products such as: mortgage, investment, and business banking)
• Advanced knowledge and understanding of applicable consumer laws and government regulations

Advertising Source