Financial Center Leader

Financial Center Leader

The Financial Center Leader (FCL) is responsible for all aspects of branch performance. Builds a high-performing team through the attraction, onboarding, coaching, and development of team members. Drives revenue through community involvement, business development activities, and customer loyalty through needs-based consultative interactions that help clients achieve financial well-being. Creates a differentiated client experience, making banking safe and easy in a multi-channel environment. Collaborates with a broad range of business line partners.

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.

We're passionate about what we do and it shows. Working with our peers across the bank to help our clients achieve their financial goals is rewarding. We've created a fun, safe space for you to brainstorm, ask questions, and find solutions. Everyone is encouraged to share their ideas for positive change, no matter what role or level. 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.

How You'll Spend Your Time

• 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.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors Degree in Business or a related field of study and 3-5 years of directly related experience in management / supervisory capacity or 5-7 years of equivalent combination of education and experience.