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Client Experience Specialist (Edmond Santa Fe)

Company: BOK Financial
Location: Edmond
Posted on: October 4, 2019

Job Description:

Req ID:?52578?Areas of Interest:?Consumer Banking?Recruiter:?Cameron Harbert?Hiring Manager:?Jesse R Gibbons?Job Grade:?19?At BOK Financial (BOKF), our employees are our most important asset and our growth over the years wouldn?t have been possible without our dedicated and talented work force. We know everyone has specific career goals. It?s what motivates us each day and why we?re invested in working with you.? ? ? ? ? ? ? ? ? ?.The Client Experience Specialist is primarily responsible for delivering exceptional client experience to build, expand, and retain long-term client relationships through account servicing and maintenance requests, teller transactions, problem resolution, and other transactional needs. The Client Experience Specialist provides financial solutions to existing and prospective clients by assessing their financial needs and offering bank products and services to help clients accomplish their financial goals.PRINCIPAL DUTIES AND RESPONSIBILITIES1. Client Experience --- Growth: Opens a full range of retail products, excluding loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions. Educates new and existing clients about bank services that provide additional convenience such as online banking, BillPay, E-Statements, and mobile and ATM deposit capabilities. Identifies other cross-sell opportunities and refers clients and prospects to the BOSC Investment Center, BOk Mortgage, Branch Business Banking, Treasury Services, Trust, Business/Commercial Banking, etc.2. Client Experience --- Service: Resolves a variety of simple to complex client problems while ensuring the highest level of client experience and satisfaction. Processes requests for funds transfers, account styling changes, researches account balance discrepancies, assists clients with unauthorized transaction claims and performs account research for clients, often under difficult and/or stressful circumstances. Uses available resources for problem resolution, which may involve analysis of information received from other internal BOKF departments. Must be knowledgeable of and able to navigate through deposit and teller automation applications. Provides clients guidance and navigation through various delivery channels.3. Client Experience --- Transaction Efficiency: Provides a variety of teller transactions for clients (i.e., cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to develop client relationships and identify opportunities to help clients meet their financial goals.4. Operational Excellence: Role models and complies with internal control, audit, security, and compliance policies and procedures and laws and regulations.KNOWLEDGE, SKILLS and ABILITIES:

  • Working knowledge of consumer financial products and services
  • Working knowledge of branch banking and/or retail sales operations
  • Ability to communicate effectively and courteously, and to build relationships and gain information from individuals/clients
  • Ability to follow established standards and use judgment to determine when appropriate to escalate----
  • Strong basic math skills (addition, subtraction, multiplication, division) in order to reconcile accounts
  • Strong PC application skills including word processing and spreadsheet packages and the ability to learn to use various internal company systems
  • Excellent interpersonal skills including oral and written communication skills, sales and client relations skills, both in-person and via telephone
  • Detail oriented, high degree of accuracy
  • Ability to work in a fast-paced environment & under pressure, as neededThis level of knowledge is normally acquired through completion of high school degree or equivalent and a minimum of 1-2 years of sales or customer service experience; a 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.?

    Company Description:

    At BOK Financial, we---re proud to trace our roots to a small energy bank founded in Tulsa, Oklahoma over 100 years ago during an oil boom. Today, as a top 25 U.S.-based bank with more than $30 billion in assets, BOK Financial has successfully diversified into a variety of industries, businesses and geographies throughout the U.S. We have banking operations in eleven states, with services throughout the nation, and a full-service brokerage firm, BOK Financial Securities, Inc., which has become one of the largest municipal bond underwriters in the country. Our wealth management division also continues to grow, offering a full suite of services to individuals and institutions nationwide.Our focus each day is on meeting the needs of our clients by bringing the right people, services or solutions to the table. We continue to offer the personal touch of the neighborhood bank, with the breadth of experience, resources and products you expect from a regional powerhouse.We know the challenges our clients face because we---ve faced the same highs and lows over the past 100 years. Regardless of the economic cycle, BOK Financial continues to be a strong and stable company, adapting to ever-changing economic conditions. We work with you, side by side, to help you make the most of your money.

Keywords: BOK Financial, Edmond , Client Experience Specialist (Edmond Santa Fe), Accounting, Auditing , Edmond, Oklahoma

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