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Relationship Banker

Dallas, TX, US

Req ID: 69281 

Job Location: Walnut Hill Dallas TX 

Areas of Interest: Consumer Banking; Consumer Banker; Consumer Lending 

Colorado Base Salary Range: Not Available 

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.                  .

Bonus Type



You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Relationship Banker. You’ll be positioned for a great career!

Job Description

The Relationship Banker is primarily responsible for ensuring the delivery of an acutely focused client experience while assisting clients in achieving their financial goals.  The Relationship Banker will ensure individual execution to deliver the expansion and retention of client relationships through a consultative, needs based advisory process.  This consultative, needs based advisory process will involve the proactive and reactive uncovering of financial priorities while engaging complex client problem assessment and resolution. Relationship Bankers will support clients through a multi-channel journey including service and maintenance requests, teller transactions, problem resolution, digital channel access and education.

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 our team to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. There is genuine care and concern for a job well done, and we lift one another to become even better. If we can help each other achieve more, then it helps us all.

How You'll Spend Your Time

  • As a trusted financial consultant, you'll assess the financial circumstances of our current clients and prospects and provide tailored solutions for their needs.  Solutions can include a full range of retail products and loans, as well as partnering across the Bank to meet customer needs.
  • You’ll provide five-star client experience by solving complex client challenges. 
  • You will provide an optimal customer experience by connecting with clients through remote service channels. You’ll assist in troubleshooting remote services that include but are not limited to digital banking, Bill Pay, and ATMs. Your ability to convert phone conversations to leads will position you for success in this role.
  • Your training doesn’t stop after your initial immersion. You’ll continually learn by being exposed to different financial scenarios and partners across the bank.
  • You need to be tech-savvy to guide clients through the navigation of various delivery channels and use your available resources for problem resolution. Channels include online banking, BillPay, E-Statements, and mobile and ATMs.  You may even analyze information received from other internal departments.
  • You'll provide efficient transactions, develop relationships with clients, and identify opportunities to help clients meet their financial goals. Adhering to bank policies, compliance, and regulations is critical.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of high school degree or equivalent and a minimum of 3+ years of sales or customer service experience; a college degree is a plus or equivalent combination of education and experience.

  • Advanced knowledge of consumer financial products and services (full knowledge of core banking center financial products and working knowledge of non-core products such as: mortgage, investment, business banking, treasury)
  • Strong knowledge of retail bank operations
  • Strong interpersonal skills including oral and written communication skills, and client experience skills
  • Excellent problem-solving abilities
  • Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
  • Good PC application skills including word processing and spreadsheet packages and other various systems
  • Detail oriented, high degree of accuracy
  • Ability to work in a fast-paced environment & under pressure, as needed.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.
BOK Financial is an equal opportunity employer.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Please contact with any questions. 


Investing in our talent and building a great workplace is a top priority for us.

  • Empowered employees
  • Award-winning culture
  • Community commitment

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.


BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.


  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998

Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

Job Segment: Bank, Banking, Banker, Mortgage, Finance

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