Financial Center Leader

Are you ready to make a real difference? At BOK Financial, we're passionate about supporting our clients and each other. Join us as a Financial Center Leader and kickstart your career with our industry-leading Banking Navigator program-a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel.

In our 9-week Banking Navigator training program you'll receive hands-on guidance from a dedicated success team. This comprehensive program includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises. Upon graduation, you'll be fully prepared to thrive as a Financial Center Leader-knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a Financial Center Leader and help drive long-term growth at BOK Financial. Your banking career begins here!

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.

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.

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.

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.

• Business Development: Plan and execute the financial center's retention and growth activities, with a focus on building and deepening relationship-based client and small business connections. You will personally own a book of business and lead the team in developing a strong pipeline of prospects and clients, including those with more sophisticated financial needs. You will leverage ongoing residential and commercial development in the area to identify opportunities for growth and referrals across lines of business.
• Client Experience and Engagement: Oversee the BOKF branch experience through delivery of a differentiated, relationship-focused client experience. Lead client issue resolution and escalations, review feedback to drive improvement, and model professionalism when supporting sophisticated client relationships. Provide notary services, including support for loan closings.
• Coaching and Development: Ensure team members meet performance and activity expectations through consistent performance management and coaching. Develop consultative skills through one-on-one coaching, observation, and team meetings, using the CX Playbook to support client financial well-being.
• Profitability and Growth: Drive branch revenue and business banking growth through acquisition, expansion, and retention activities. Ensure the team delivers effective, consultative conversations aligned to CX Playbook and Sales University expectations.
• Partnerships and Risk: 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: Participate in local market/community activities, preferably in a leadership capacity. You will promote the BOKF brand and supports community initiatives.

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