BOK Financial · 2 days ago
Consumer Performance Consultant
Tulsa, OK
Full-time
Onsite
Senior Level
5+ years expBOK Financial Corporation is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. The Consumer Performance Consultant is primarily responsible for delivering comprehensive training programs for new employees, ensuring they are well-prepared to meet client needs and fostering a smooth transition for new hires.
BankingCredit CardsFinancial Services
Responsibilities
You will manage and support newly hired employees through their onboarding training within an assigned market
You will deliver comprehensive training programs covering technical functions, branch procedures, client experience, and fraud prevention
You will train employees on excellent client experience principles, including communication, problem-solving, and relationship-building
You will ensure employees are proficient in banking software, systems, and tools, providing hands-on training and troubleshooting support
You will collaborate with branch leadership to identify training needs, tailor on-the-job training, and maintain accurate training records
You will design and update training materials, conduct continuous training sessions, and educate employees on compliance, regulatory updates, and fraud prevention
Qualification
Required
Bachelor's Degree in a business, education, human resources or a related field
Minimum of 5+ years of Consumer/Business Banking experience or equivalent combination of education and experience
Advanced knowledge of consumer and business banking transactional products and procedures
Thorough knowledge of consumer and business banking credit products
Extensive working knowledge of Consumer Banking, Business Banking, Merchant and Treasury Services
Excellent problem solving, organizational, and time management skills with the ability to pivot priorities quickly when needed
Strong PC application skills including word processing, spreadsheet packages and PowerPoint presentations
Proficiency in developing training materials and using e-learning platforms
Demonstrated ability to motivate and influence others
Demonstrated capacity to sell business products/services within the financial services industry to business clients
Proven ability and desire to coach employees for improved performance
Expert ability to make quality decisions in a fast-paced, high-stress environment
Excellent oral and written communication skills
Demonstrated ability to work independently and manage multiple projects simultaneously
Willingness to travel regularly within the assigned market
Preferred
Experience in training and development, within the financial services or retail banking industry
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
The Journal Record
2025-12-29
The Journal Record
2025-12-25
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