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BOK Financial · 3 weeks ago

Financial Center Leader

Carrollton, TX

Full-time

Onsite

Mid, Senior Level

3+ years exp

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. As a Financial Center Leader, you will be responsible for branch performance, team development, and driving revenue through community involvement and business development activities.

BankingCredit CardsFinancial Services

Responsibilities

Business Development: 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

Client Experience and Engagement: 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

Coaching and Development: 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

Profitability and Growth: 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

Partnerships and Risk: 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

Community Involvement: 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 ProductsLeadership SkillsInterpersonal SkillsProblem-SolvingTeam BuildingConsultative EngagementRegulatory Knowledge

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