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Expressbank Consumer Product Specialist

Tulsa, OK, US

Req ID: 50383 

Areas of Interest: Consumer Banking; Cosumer Banker; Customer Service/Call Center; Sales 

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.                  .

The EB Consumer Product Specialist I is primarily responsible for retaining and expanding client relationships via inbound and outbound telephone and e-mail contact, as well as and chat and secure messaging. This individual is responsible for achieving established production goals and financial results within ExpressBank. The Specialist will work with clients to fully understand their financial needs and make appropriate recommendations to help them reach their financial goals by offering appropriate consumer products as solutions in a manner that builds client trust and loyalty. This individual utilizes knowledge from the Consumer product suite, Consumer Banking lending processes and practices, as well as their own experience presenting solutions to consumer clients.

  1. Discusses and identifies needs with the client or prospective client to develop an overall financial assessment; provides recommendation on a full range of retail products/services such as deposit accounts, retail loan services, business accounts, and credit cards. Opens new deposit accounts including the completion of electronic funding for initial deposits; originates retail loans and small business loans/lines up to $400,000; meets or exceeds established department production objectives. Handles an extremely high number of active loan and account applications at one time requiring a high degree of organization, planning and task management.
  2. Resolves a variety of simple to complex client problems (i.e., account balance discrepancies, multiple account linkages/combined statements, unauthorized transaction claims, debit card problems, digital banking issues, installment loan payoff discrepancies, etc.). Accepts stop payment requests; processes requests for funds transfers, loan/line of credit payments, address changes and account research for clients, often under difficult and/or stressful circumstances. Uses available resources for problem resolution. Must be knowledgeable of and able to navigate through numerous consumer support systems.
  3. Offers a full range of consumer banking services to existing and potential clients through proactive techniques in order to promote new business; targets clients through extensive profile research; identifies and calls on existing or prospective clients; recognizes prospects and obtains appointments utilizing outbound telemarketing telephone techniques; utilizes basic needs assessment techniques to match client/prospect with appropriate products and services. Proactively Identifies opportunities to refer client to other banking specialists including BOK Financial Services BOK Mortgage, Treasury Services, Trust and Commercial.

  • Strong knowledge of bank operations and/or retail sales operations
  • Strong knowledge of consumer lending and regulatory requirements
  • Working knowledge of bank operations, contact center operations or retail sales/service environment
  • Excellent product presentation skills, especially via telephone/e-mail/chat
  • Excellent problem-solving and conflict resolution skills
  • Ability to effectively manage time and tasks under high-volume situations.
  • Excellent interpersonal skills including oral and written communication skills; ability to communicate effectively to gain information from individuals/clients
  • Good interpersonal and team building skills
  • Ability to effectively communicate in real-time via chat
  • Working PC application skills including word processing and spreadsheet packages and other various systems
This level of knowledge is normally acquired through completion of high school degree or equivalent and a minimum of 1 – 3 years of sales or customer service experience; a college degree is a plus.

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!
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.

Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial.

Please contact with any questions. 


Investing in our talent and building a great workplace is a top priority at BOK Financial.

  • Empowered employees
  • Award-winning culture
  • Community commitment


BOK Financial is a regional banking powerhouse and one of the top 25 banks in the U.S. We are based in Tulsa, Oklahoma, and diversified in a variety of industries, businesses, and geographies throughout the U.S.


  • 4,900 employees
  • 27 Years of financial profitability
  • $30+ billion in assets
  • $5.2 million in charitable contributions in 2017

Nearest Major Market: Tulsa
Nearest Secondary Market: Oklahoma

Job Segment: Bank, Banking, Mortgage, Call Center, Finance, Customer Service

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