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Financial Center Leader
Financial Center LeaderJobs at BOK Financial • Albuquerque, New Mexico, USA
Financial Center Leader

Financial Center Leader

Jobs at BOK Financial • Albuquerque, New Mexico, USA
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Req ID : 77360

Location : Albuquerque -ALBQ

Areas of Interest : Consumer Lending

Pay Transparency Salary Range : Not Available

Application Deadline : 12 / 25 / 2025

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

Discretionary

Summary

Are you ready to make a real difference At BOK Financial were passionate about supporting our clients and each other. Join us as a Financial Center Leader and kickstart your career with our industry-leading Banking Navigator programa 9-week training program designed to equip you with the skills knowledge and confidence to excel.

In our 9-week Banking Navigator training program youll 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 youll be fully prepared to thrive as a Financial Center Leaderknowledgeable confident and committed to delivering best-in-class service. Start your path to becoming a Financial Center Leader and help drive long-term growth at BOK Financial. Your banking career begins here!

Please note : 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.

Job Description

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.

Team Culture

Were 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.

Weve 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 Youll Spend Your Time

  • Business Development : You will plan and execute the financial centers 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 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.

  • 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
  • Advertising Source

    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!

    Apply today and take the first step towards your next career opportunity!

    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.

    Please contact with any questions.

    Key Skills

    Financial Services,Financial Models,Account Management,General Ledger Accounts,ERP,Payroll,External Auditors,Customer Relationships,Credit Card,Financial Statements,Business Units,Annual Budget,Income,New Clients,Financial Management

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Financial Financial Center • Albuquerque, New Mexico, USA

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