Client Experience Specialist (Jenks)
Company: BOK Financial
Posted on: November 21, 2020
Req ID: 58761
Areas of Interest: Consumer Banking
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. .
Are you looking to join a company where people truly care about
making a difference? BOK Financial is committed to achieving more
together by bringing passion and customer focus to the business.
Join us today as a Client Experience Specialist!
ABOUT THE ROLE:
As ‘the face of the bank,' you'll be part of a dynamic team,
committed to delivering a best-in-class banking experience. You're
on the front lines providing expert advice and recommendations to
help our clients achieve their financial goals and objectives.
We pride ourselves on making banking convenient for our clients.
You'll educate them about our services, including online banking,
Bill Pay, E-Statements, and mobile and ATMs, which will help them
improve their daily lives.
Efficiency and accuracy are critical in this role. You will work in
a fast-paced, challenging, and exciting environment.
Self-motivation is also important. At times, you'll work
independently, while other times, you'll engage with your team.
WHAT YOU CAN EXPECT:
You will deliver exceptional experiences to build, expand, and
retain long-term client relationships with individuals and small
business clients. You'll make a difference in our client's lives by
assessing their needs and offering them the best products and
services to meet their financial goals.
You will join a highly engaged team that will support you, cheer
you on, and celebrate your success. Your manager and leadership
team will help you as you continuously learn new things. We'll
provide you with the tools and resources you need to be
A Client Experience Specialist role positions you for a great
career at the bank. Many of our leaders have advanced their careers
through internal mobility. Doors may open to you as you collaborate
with partners across the bank in various lines of business.
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. 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.
HOW YOU'LL SPEND YOUR TIME:
- As a Client Experience Specialist, you will be processing
transactions efficiently on the service line and offering clients a
full range of retail products.
- You need to be tech-savvy to guide clients through various
delivery channels, using your available resources for problem
resolution. You may even analyze information received from other
- You will build rapport with clients and develop lasting
relationships. You will identify opportunities to help clients meet
their financial goals.
- You'll provide five-star client experience by researching and
solving complex client challenges adhering to bank policies,
compliance and regulations.
- Your training never stops; you'll continue to learn by being
exposed to different financial scenarios and partners across the
WE'D LIKE TO TALK TO YOU IF YOU HAVE THESE HARD & SOFT SKILLS:
You'll be switching back and forth between applications and
educating clients on our banking technology, so we'd like you to
have excellent PC skills and a tremendous technical aptitude to
learn systems quickly. You need to know basic math skills, however
much of our work is automated.
You will encounter a lot of unique situations with customers and
coworkers. You'll need to have the capacity to show empathy,
recognize your own emotions and those of others to guide your
behavior and make good decisions.
You will follow our established standards and have good judgment so
you can escalate situations when appropriate. A passion for doing
the job right the first time brings us joy. Accuracy, follow up and
follow-through are vital for this role.
Your love for customer service and cross-selling with an ability to
network and build relationships will take you far. You're
constantly taking a deeper dive, researching, dissecting,
investigating, and asking the right questions to offer the right
products and services. The ability to write and speak well is
critical. Excellent business acumen and professionalism are what it
As a financial consultant, your knowledge of consumer banking
products and services will be beneficial in solving problems and
making recommendations to our clients. Financial services knowledge
is a plus, but not required.
This level of knowledge is acquired through completion of high
school degree or equivalent and a minimum of 1-2 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
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 email@example.com with any
Keywords: BOK Financial, Tulsa , Client Experience Specialist (Jenks), Other , Tulsa, Oklahoma
Didn't find what you're looking for? Search again!