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Financial Consultant & Technical Support (ExpressBank)

Company: BOK Financial
Location: Tulsa
Posted on: January 16, 2020

Job Description:

Req ID: 52789
Areas of Interest: Customer Service/Call Center
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. .
- Enjoy interacting with people daily?
- Have a strong Customer Service Orientation?
- Excel at providing solutions for a variety of issues?
- Enjoy exceeding client expectations?
Envision yourself in the job! Find out more about our culture here.
If so, we are hiring for future training classes for Customer Service Representatives now!
Closing shift 12p-9p with rotating Saturdays

The ExpressBanker is an expert in providing the best client experience possible for BOKF's clients. They are empowered and responsible for providing a superior experience on every interaction in a manner that builds a permanently engaged client. Interactions include providing answers or solutions on account activity, digital banking products, debit cards and a variety of other products or processes. The ExpressBanker will be able to effectively and efficiently handle client interactions and exceed client expectations. In addition, they will provide a level of support that makes clients feel assured that their needs have been completely and accurately resolved during their first contact with ExpressBank. The ExpressBanker interacts with clients via phone and may utilize chat, email or other digital communication channels.


- Efficiently answers inbound calls and/or chats, secure messages and other communications from BOKF clients. Solves problems and answers questions; listens to and anticipates clients' needs in order to completely and accurately resolve their issue on the first contact. Demonstrates good decision making ability, mitigates risk and ensures BOKF's clients feel confident that we have addressed their need. Issues generally include questions regarding account transactions, account balances, account activity, digital banking, debit cards, loans and time deposits. The ExpressBanker will also process some transactions such as stop payments, funds transfers, account and debit card maintenance. Follows up in a timely manner to all peer and client inquiries. Utilizes numerous programs and systems to investigate and resolve client questions or issues. Completes all transactions with accuracy and within guidelines, policies or procedures.
- Confidently recommends a full range of consumer products and services such as deposit accounts, consumer loan products, digital banking, ATM and other self-service options to enable clients to reach their financial goals.
- Develops oneself professionally by participating in training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales and client relations skills. Actively participates in coaching and feedback sessions by setting goals and achieving results. Takes responsibility for their own knowledge and keeps themselves updated by proactively reading emails, training clips, posted items and KnowledgeBank for new or changed information. Reports problems in systems and identifies client impacting situations proactively. Takes advantage of opportunities to receive more in depth job training on processes or procedures.


- Knowledge of consumer banking products and services including mobile and online banking
- Knowledge of bank operations and contact center operations including phone, email and chat support
- Excellent verbal communication skills; effectively and courteously providing customer information, resolving issues and gaining information by asking appropriate questions
- Excellent written communication skills demonstrated by professional etiquette, proper grammar and punctuation
- Strong computer skills, including the ability to successfully navigate a variety of programs while maintaining efficiency is required for success
- Excellent problem-solving and conflict resolution skills
- Ability to complete multiple tasks at a time
This level of knowledge is normally acquired through completion of a high school diploma or equivalent and a minimum of 2 years of experience in financial services or customer service/call center industry. 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 recruiting_coordinators@bokf.com with any questions.

Keywords: BOK Financial, Tulsa , Financial Consultant & Technical Support (ExpressBank), Professions , Tulsa, Oklahoma

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