Consumer Banking Client Experience Strategist

BOK Financial Corp

Tulsa, OK

JOB DETAILS
SKILLS
Analysis Skills, Bank Management, Banking Services, Call Centers, Change Management, Communication Skills, Consumer Goods and Services, Content Development, Continuous Improvement, Cross-Functional, Customer Acquisition, Customer Experience, Customer Relations, Customer Satisfaction, Customer Support/Service, Customer/Client Research, Customer/Consumer Behavior, Establish Priorities, Finance, Industry/Trade Analysis, Investment Management, Leadership, Metrics, Microsoft Office, Multitasking, Persuasion Skills, Presentation/Verbal Skills, Process Improvement, Quality Management, Quality Metrics, Reporting Dashboards, Reporting Skills, Sales Operations, Securities, Team Player, Time Management, Training/Teaching, Trend Analysis, Writing Skills
LOCATION
Tulsa, OK
POSTED
22 days ago

Req ID: 78111

Location: Tulsa -TUL

Areas of Interest: Banking Center Management; Community & Employee Engagement; Consumer Banker; Consumer Banking; Consumer Market Management; Consumer Operations; Consumer Regional Management; Consumer Training & Development; Customer Service/Call Center; Training & Development

Pay Transparency Salary Range: Not Available

Application Deadline: 06/25/2026

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

Discretionary

Summary

This is a unique opportunity to shape and elevate the client experience across Consumer Banking at BOK Financial. As a Consumer Banking Client Experience Strategist, you'll play a key role in connecting strategy to execution-translating client experience expectations into practical, field-ready tools that drive consistency, engagement, and measurable impact. This highly collaborative role partners across the organization to enhance how we serve clients, improve frontline delivery, and ensure every interaction reflects our commitment to building meaningful, long-term relationships.

Job Description

The Consumer Banking Client Client Experience Strategist is responsible for developing and executing client experience enablement strategies that enhance client satisfaction, loyalty, and the consistency of frontline interactions. This role bridges the gap between client experience strategy and execution, ensuring client experience standards, behaviors, and "Moments that Matter" translate into field-ready tools and routines that drive adoption. The Consumer Banking Client Experience Strategist collaborates across the Consumer Bank to accelerate client‑focused activity, improve execution quality, and drive measurable improvements in client experience outcomes. The position's core focus is equipping leaders and frontline employees with the tools, insights, and resources they need to deliver an exceptional experience.

Team Culture

Our team is deeply committed to putting clients at the center of everything we do. We value collaboration, continuous improvement, and a willingness to challenge the status quo to create better outcomes for our clients and employees. This role operates in an environment where ideas are encouraged, feedback is valued, and partnership across teams is essential. You will be supported by leaders who prioritize development and innovation, while also having the autonomy to bring forward new ideas and drive meaningful change in how we deliver the client experience.

How Youll Spend Your Time

  • Design and deliver client experience enablement strategies that translate expectations into clear, repeatable frontline behaviors
  • Partner cross-functionally to align on experience standards, identify friction points, and improve client interactions
  • Create and maintain leader-ready tools and resources that embed client experience expectations into daily routines and drive adoption
  • Lead the rollout of new and evolving client experience initiatives across Consumer Banking
  • Conduct field observations and call reviews to assess consistency, identify gaps, and recommend improvements
  • Turn client feedback and data into actionable insights that improve satisfaction, loyalty, and overall experience
  • Define and track success metrics, ensuring initiatives are delivering measurable impact
  • Support training efforts by developing content and tools that build capability and reinforce strong client experience behaviors

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelors Degree in Business or related field of study and 7+ years of experience in client experience, sales operations, or a related field in the banking industry or equivalent combination of education and experience.

  • Ability to drive change management and ensure alignment with business objectives.
  • Strong working knowledge of Consumer Banking products, services and industry trends.
  • Exceptional priority, time management, organization, and multi-tasking skills to effectively handle projects in a fast-paced, high volume and deadline intensive environment.
  • Ability to work collaboratively and adapt to changing priorities.
  • Excellent analytical skills including VOC, complaint, and behavioral trend analysis with the ability to interpret data and generate insights.
  • Excellent written and verbal communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations; ability to communicate with senior level management, regulators, and executive officers.
  • Demonstrated leadership and ability to influence without authority across teams and levels.
  • High proficiency in MS Office and comfort working with dashboards and experience-related tools.

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 recruiting_coordinators@bokf.com with any questions.

About the Company

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BOK Financial Corp

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