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BOK Financial · 2 days ago

Financial Center Leader

Carrollton, TX

Full-time

Onsite

Mid, Senior Level

3+ years exp

BOK Financial Corporation is a stable and financially strong organization passionate about supporting clients and employees. The Financial Center Leader is responsible for all aspects of branch performance, building a high-performing team, driving revenue through community involvement, and ensuring a differentiated client experience.

BankingCredit CardsFinancial Services

Responsibilities

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

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

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

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

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

You will participate in local market/community activities, preferably in a leadership capacity

You will promote the BOKF brand and supports community initiatives

Qualification

Business DevelopmentCoachingDevelopmentClient ExperienceConsumer Financial ProductsConsultative EngagementTeam BuildingInterpersonal SkillsProblem SolvingLeadershipCommunication

Required

Bachelors Degree in Business or a related field of study

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