Financial Center Leader

Bonus Type

Summary

Are you looking to join a company where people truly care about making a difference? BOK Financial is committed to achieving more together by bringing passion and customer focus to the business. Join us today as a Financial Center Leader.

Job Description

The Financial Center Leader (FCL) is responsible for all aspects of branch performance.  Builds a high-performing team through the attraction, onboarding, coaching, and development of team members.  Drives revenue through community involvement, business development activities, and customer loyalty through needs-based consultative interactions that help clients achieve financial well-being. Creates a differentiated client experience, making banking safe and easy in a multi-channel environment.  Collaborates with a broad range of business line partners.  

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

• Business Development: You will plan and execute the financial center’s retention and growth activities. You will personally own a book of business with a set number of branch-based clients. You will drive the team to build a strong pipeline of prospects and clients.   
• 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

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