Business Banking Performance Consultant

Bonus Type

Summary

In our consumer banking division, we offer personalized financial services, including diagnosing client needs and providing tailored advice for financial wellness and security. Our comprehensive lending solutions cover home buying, refinancing, and leveraging home equity. Clients can engage with us through various channels for a seamless and secure experience.

Job Description

The Business Banking Performance Consultant is primarily responsible for planning, designing, communicating and executing a specified scope of activities such as training, coaching, and skill assessments to improve the delivery of business products/solutions for an assigned group of banking centers. This will cover a range of business categories, including operational activities, retail products, other line of business product delivery, sales and applicable value-added programs. The Business Banking Performance Consultant will provide sales support and training to the Consumer Delivery team. 

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 collaborate with Area/Region Managers and Financial Center Leaders to attract, enhance, and expand business households.
• You will evaluate business acumen across the financial center team to drive training strategies and best practice adoption.
• You will interact with Training, Operations, Product Management, and corporate partners to improve business solutions delivery.
• You will develop and deliver training for consumer delivery team members on new products, productivity tools, operations, and sales.
• You will partner with Consumer Delivery leadership to implement custom sales and delivery strategies for consumer branches.
• You will provide business support, present to financial center teams, assist with initiatives, and communicate client experience strategies.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s Degree in a business related field and a minimum of 5+ years of Business Banking experience or equivalent combination of education and experience.

• Advanced knowledge of business banking transactional products and procedures, treasury and merchant services including business credit cards
• Thorough knowledge of business banking credit products
• Extensive working knowledge of Consumer Banking, Business Banking, Merchant and Treasury Services
• Excellent problem solving, organizational, and time management skills with the ability to pivot priorities quickly when needed
• Strong PC application skills including word processing, spreadsheet packages and PowerPoint presentations
• Demonstrated ability to motivate and influence others
• Demonstrated capacity to sell business products/services within the financial services industry to business clients
• Proficiency in developing training materials and using e-learning platforms
• Proven ability and desire to coach employees for improved performance
• Expert ability to make quality decisions in a fast-paced, high-stress environment  
• Excellent oral and written communication skills
• Demonstrated ability to work independently and manage multiple projects simultaneously
• Willingness to travel regularly within the assigned market