Consumer Performance Consultant

BOK Financial

Tulsa, OK

Apply

JOB DETAILS

SALARY

$80,000–$110,000 Per Year

LOCATION

Tulsa, OK

POSTED

30+ days ago

Req ID:76613 Location:Denver -DEN Areas of Interest:Consumer Banking; Training & Development Pay Transparency Salary Range:$80,000 - $110,000 Application Deadline:06/18/2025 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 In our consumer banking division, we offer personalized financial services, including diagnosing client needs and providing tailored advice for financial wellness and security. Our comprehensive lending solutions cover home buying, refinancing, and leveraging home equity. Clients can engage with us through various channels for a seamless and secure experience. Job Description The Consumer Performance Consultant is primarily responsible for delivering comprehensive training programs for new employees, covering all essential aspects of their roles, including technical functions, branch procedures, client experience, and fraud prevention for an assigned market. This will cover delivering an excellent client experience, technical functions, branch procedures, and fraud prevention. The Consumer Performance Consultant is dedicated to onboarding newly hired team members and guiding them through their initial training journey while ensuring that new employees can effectively practice and apply their learnings before being placed to perform their role in a branch. This role is essential for fostering a smooth transition for new hires, enhancing their readiness, and ensuring they are well-prepared to meet client needs. Team Culture At BOK Financial, the culture is characterized by ambition, collaboration, and client-focused inspiration. Employees work together tenaciously, aiming to get things done right while imagining and achieving their clients' best possible futures. The company emphasizes engagement, empowerment, and inclusivity, creating a winning environment for long-term succ How You'll Spend Your Time 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. Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in a business, education, human resources or a related field and a minimum of 5+ years of Consumer/Business Banking experience or equivalent combination of education and experience. Experience in training and development, within the financial services or retail banking industry preferred 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 emonstrated 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 BOK Financial Corporation Groupis 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 todayand 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 contactrecruiting_coordinators@bokf.comwith any questions. 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

About the Company

BOK Financial

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.

We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.

We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

COMPANY SIZE

5,000 to 9,999 employees

INDUSTRY

Banking

WEBSITE

http://www.bokf.com