Financial Sales - Investment Counselor

Consumer Banking
Application Deadline:
11/01/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. Bonus Type
At BOK Financial, we’re passionate about supporting our clients and each other.

Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator program—a 9-week training program designed to equip you with the skills, knowledge, and confidence to excel. In our 9-week Banking Navigator training program you’ll receive hands-on guidance from a dedicated success team. This comprehensive program includes virtual facilitation, self-paced eLearning, on-the-job training, and skill application exercises.

Upon graduation, you’ll be fully prepared to thrive as a Personal Banker—knowledgeable, confident, and committed to delivering best-in-class service. Start your path to becoming a Personal Banker and help drive long-term growth at BOK Financial. Your banking career begins here! Your initial training schedule may differ from your regular hours, and you may train at a different location before being permanently assigned to your branch.

The
Personal Banker is an entry-level banking professional who builds client relationships through consultative conversations, solution-based recommendations, and excellent client service. This role opens and services retail banking products, identifies opportunities to deepen relationships, helps clients achieve their financial goals, and resolves routine client needs while delivering consistent client experiences across multiple service channels and adhering to internal controls, policies, procedures, and regulatory requirements.

During your first nine weeks of employment, you will participate in a comprehensive training program. Please note that the training schedule may differ from your regular work schedule, and you may be required to train at a different location before being permanently assigned to a branch. Working with our peers across the bank to help our clients achieve their financial goals is rewarding. 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.

While providing consultative conversations to existing and prospective clients you will assess their financial needs and offer bank products and services to help clients accomplish their financial goals. You will open a full range of retail products, including loan products, for new and existing clients by making recommendations during routine banking center service and teller transactions.

You will educate new and existing clients about bank services that provide additional convenience such as online banking, Bill Pay, E-Statements, and mobile and ATM deposit capabilities. cashes checks, processes checking and savings account withdrawals and balances within standards, etc.) while seeking opportunities to deepen client relationships and identify opportunities to help clients meet their financial goals. You will comply with internal control, audit, security, and compliance policies and procedures and laws and regulations.

You will participate in professional development through training, engaging in self-improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales, and client relations skills. This will also be accomplished by actively participating in coaching and feedback sessions by setting goals and achieving results.

This level of knowledge is normally acquired through completion of high school diploma or equivalent and a minimum of 1 year of sales, retail, or customer service experience; Working knowledge of consumer financial products and retail banking services. Basic understanding of banking laws, regulations, policies, and procedures. Effective consultative communication and relationship-building skills. Knowledge of digital banking tools and self-service capabilities. Ability to learn and navigate multiple systems and applications.

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! The companies in BOK Financial Corporation Group are equal opportunity employers.

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, pregnancy status, sexual orientation, genetic information or veteran status.