Personal Banker

Bonus Type

Summary

The Personal Banker at our new Stillwater – Campus Corner Financial Center will be part of an exciting launch into a brand‑new market. This role is ideal for someone who enjoys connecting with people, creating great first impressions, and building relationships with college students, faculty, and Stillwater residents.

No prior banking experience is required. You’ll begin your journey with our industry‑leading Banking Navigator program, a structured training experience designed to give you the skills, confidence, and support needed to succeed. If you’re looking for a people‑focused role where you can learn, grow, and make a real impact in the community, this is a great place to start your career at BOK Financial.

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 serves as a trusted resource for clients, delivering a welcoming, consultative experience while supporting deposit growth and relationship development. This highly visible, customer‑facing role blends in‑branch service with community and campus engagement.

You’ll be set up for success through our 9‑week Banking Navigator training program, which combines virtual learning, self‑paced eLearning, on‑the‑job experience, and hands‑on skill application with support from a dedicated success team.

Key responsibilities include:

• Building relationships with students, faculty, staff, and local residents through meaningful, solution‑focused conversations.
• Assisting clients with everyday banking needs such as account opening, transactions, and product education.
• Identifying opportunities to deepen relationships by listening to client needs and connecting them with the right solutions.
• Representing BOK Financial during campus activities and local outreach alongside branch leadership.
• Supporting branch operations while following policies and risk guidelines.

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

This is a high‑energy, collaborative environment with a strong focus on connection and growth. The team operates with a start‑up mindset while benefiting from the support and stability of a well‑established organization. Team members are encouraged to bring ideas, ask questions, and take initiative — with leaders who are hands‑on, supportive, and invested in your development.

How You'll Spend Your Time

• Client Experience: You’ll create a welcoming, positive experience for every client — whether they’re opening their first account, asking questions, or stopping in between classes. You’ll take the time to understand their needs and help them feel confident about their financial decisions.
• Relationship Building: You’ll build relationships with students and community members by being visible, approachable, and engaged. This includes participating in campus activities, events, and local outreach alongside the team.
• Sales and Growth: You’ll have consultative conversations that help clients choose the right products while supporting branch deposit and relationship goals. Success comes from curiosity, listening, and follow‑through — not pressure.
• Learning and Development: You’ll continue to build your banking knowledge through training, coaching, and real‑time feedback, growing your confidence and capabilities in an early‑career friendly environment.
• Operational Support: You’ll follow procedures, manage transactions accurately, and support branch activity while keeping the client experience front and center.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.

• Working knowledge of consumer financial products and services
• Working knowledge of banking, retail sales operations and/or contact center operations including phone, email and chat support
• Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and building relationships to gain information by asking appropriate questions
• Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation
• Problem-solving and conflict resolution skills
• Ability to follow established standards and use judgment to determine when appropriate to escalate  
• Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
• Working PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems
• Ability to complete multiple tasks at a time
• Excellent interpersonal skills including sales and client relations skills, both in-person and via telephone
• Detail oriented, high degree of accuracy
• Ability to work in a fast-paced environment & under pressure, as needed

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