Job Description

Summary

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 successful.

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.

Team Culture

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.

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 internal departments. 
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 Bank.    

We'd Like to Talk to You

TECHNICAL EXPERTISE:  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.

EMOTIONAL INTELLIGENCE: 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. 

DETAILED ORIENTED:  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. 

RELATIONSHIP BUILDER:  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 takes.  

BANKING ACUMEN: 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.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a high school degree or equivalent and a minimum of 1-2 years of sales or customer service experience.  A college degree is a plus.