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BOK Financial · 3 days ago

Consumer Sales Assurance & Analytics Manager

Tulsa, OK

Full-time

Onsite

Senior Level

7+ years exp

BOK Financial is committed to fostering long-term client relationships by attracting top talent. The Consumer Sales Assurance Manager is responsible for independently evaluating the delivery of products and services by Consumer Banking employees to ensure alignment with ethical and consultative sales practices.

BankingCredit CardsFinancial Services

Responsibilities

You will conduct in-depth analysis and oversight of incentive and campaign compliance for Consumer Delivery and Business Banking

You will develop and manage Power BI dashboards and SQL queries to monitor compliance and assess sales-related risks

You will maintain awareness of sales culture standards, training content, and regulatory updates to ensure ethical practices

You will investigate sales practices, perform root cause analyses, and collaborate with HR on employee-related matters

You will prepare and present monthly reports to senior leadership and risk partners with insights on sales assurance performance

You will provide actionable recommendations to leadership based on investigative findings to support compliant sales behavior

Qualification

Consumer Banking knowledgeSQL query skillsData visualization (Power BI)Analytical skillsFraud processes knowledgeBilingualProblem-solving skillsWritten communicationOral communication