Financial Center Leader

BOK Financial - Oklahoma City, OK

Full-time - Mid Level

Oklahoma City, OK

Credit Intermediation and Related Activities

About the position

The Financial Center Leader (FCL) is responsible for overseeing all aspects of branch performance, focusing on building a high-performing team and driving revenue through community involvement and business development. The role emphasizes creating a differentiated client experience and collaborating with various business line partners to ensure client satisfaction and financial well-being.

Responsibilities

• Plan and execute the financial center's retention and growth activities.
• Own a book of business with a set number of branch-based clients.
• Drive the team to build a strong pipeline of prospects and clients.
• Oversee the delivery of a differentiated client experience in the branch.
• Review client feedback and implement improvement plans.
• Lead effective problem resolution and escalations.
• Drive employee experience and address team member feedback.
• Ensure team members achieve performance and activity expectations through ongoing performance management.
• Develop team members through skill builds, coaching, and meetings.
• Utilize the Client Experience (CX) playbook to meet sales and service expectations.
• Grow branch revenue through acquisition, expansion, and retention activities.
• Ensure compliance with operating policies and procedures and regulatory requirements.
• Develop and maintain partnerships with other Bank lines of business.
• Participate in local market/community activities to promote the BOKF brand.

Requirements

• Bachelor's Degree in Business or a related field.
• 3-5 years of management/supervisory experience or 5-7 years of equivalent education and experience.
• Ability to motivate teammates through in-person and virtual coaching methods.
• Strong leadership and team-building skills.
• Proven ability to coach, develop, and delegate effectively.
• Excellent interpersonal and collaboration skills.
• Strong communication skills to build partnerships and achieve business outcomes.
• Ability to support teammate engagement and client experience while driving results.
• Excellent research and problem-solving abilities.
• Advanced knowledge of consultative needs-based concepts for client engagement.
• Strong client experience, relationship-building, and business development skills.
• Advanced knowledge of consumer financial products and services.
• Understanding of applicable consumer laws and government regulations.

Benefits

• Discretionary bonus opportunities
• Excellent training and development programs
• Career growth opportunities