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BOK Financial

60 Bok Financial Customer Service Representative Jobs Hiring Near You

BOK Financial

Financial Advisor

Denver, CO · On-site

$75K - $100K/yr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Financial Advisor is primarily responsible for providing excellent customer service by guiding ...

BOK Financial

TransFund Financial Systems Analyst

Tulsa, OK · On-site

$75K - $102K/yr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... With more than 46 years of experience in the financial services industry, TransFund delivers ...

BOK Financial

Financial Advisor

Houston, TX · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Financial Advisor is primarily responsible for providing excellent customer service by guiding ...

BOK Financial

Financial Advisor

Houston, TX · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Financial Advisor is primarily responsible for providing excellent customer service by guiding ...

BOK Financial

Client Service Associate

Denver, CO · On-site

$65K - $75K/yr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... With passion, skill and partnership you can make an impact on the success of the bank, customers ...

BOK Financial

Collector Mortgage Servicing

Irving, TX · On-site

Bonus Type Discretionary Summary At BOK Financial, our success starts with our incredible talent. We need a detail oriented customer service enthusiast like yourself to join our Mortgage Servicing ...

BOK Financial

Financial Advisor

Magnolia, TX

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Financial Advisor is primarily responsible for providing excellent customer service by guiding ...

BOK Financial

Client Service Specialist

Plano, TX · On-site

$16.25 - $21.75/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Excellent customer relations and sales skills * Excellent organization skills; ability to handle ...

BOK Financial

Client Service Specialist

Plano, TX

$16.25 - $21.50/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Excellent customer relations and sales skills * Excellent organization skills; ability to handle ...

BOK Financial

Financial Center Leader

Sherman, TX · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Drives revenue through community involvement, business development activities, and customer loyalty ...

BOK Financial

Financial Advisor

Houston, TX · On-site

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Financial Advisor is primarily responsible for providing excellent customer service by guiding ...

BOK Financial

Client Service Specialist

Plano, TX · On-site

$16.25 - $21.75/hr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Excellent customer relations and sales skills * Excellent organization skills; ability to handle ...

BOK Financial

Senior Trust Officer

Austin, TX · On-site

... BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company ... You will leverage your customer service skills to go above and beyond to provide an exceptional ...

BOK Financial

Financial Advisor

Denver, CO

$75K - $100K/yr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Financial Advisor is primarily responsible for providing excellent customer service by guiding ...

BOK Financial

Mortgage Banker

Bellaire, TX · On-site

... full-service financial offerings and recommending the right BOK Financial products at the right ... The Mortgage Banker is primarily responsible for representing a full range of mortgage financing ...

BOK Financial

TransFund Financial Systems Analyst

Tulsa, OK · On-site

$78K - $106K/yr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... With more than 46 years of experience in the financial services industry, TransFund delivers ...

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Infographic showing various Customer Service Representative job openings at Bok Financial in the United States as of August 2026, with employment types broken down into 98% Full Time, and 2% Part Time. Highlights an 99% Physical, and 1% Hybrid job distribution.

Financial Advisor

BOK Financial

Denver, CO • On-site

$75K - $100K/yr

Full-time

Re-posted 6 days ago

Job description

Req ID: 77872
Location: Denver -DEN
Areas of Interest: Financial Advisor
Pay Transparency Salary Range: $75,000 - $100,000
Application Deadline: 07/31/2026
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
This position typically pays a salary/draw against commission.
Summary
You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Financial Advisor. You'll be positioned for a great career!
Job Description
The Financial Advisor is primarily responsible for providing excellent customer service by guiding clients toward their short and long-term financial goals; this is accomplished through holistic financial planning and financial advice. In addition, the Financial Advisor is responsible for prospecting new clients in effort to add to assets under management either through referral and/or outside business opportunities.
Team Culture
There is incredible tenure and leadership on this team. Operations is front and center to help you solve problems immediately. We've created a safe space for the team to brainstorm, ask questions, and find solutions. Everyone pulls together, no matter what role or level. There is genuine care and concern for a job well done and lifting up one another to become better.
Our philosophy is built around three simple truths to ensure we always do the best for clients. 1) Relationships begin with knowledge. 2) Process - not products - leads to objective advice. 3) Proactive oversight and communication produce results.
Success is adding the right people to the team, having confidence in their abilities, providing them the best tools, and helping them achieve their goals and dreams. You can maximize your potential with us.
How You'll Spend Your Time
  • You will meet with clients to understand their financial goals and objectives.
  • You will prepare customer presentations and utilize databases and worksheets to gain an understanding of products and sales approaches for targeted customers.
  • You'll maintain an up-to-date familiarity with the current securities portfolio in order to ensure optimum marketing potential.
  • You will complete required training sessions and continuing education, keep securities licensing in good standing, comply with correspondence, marketing and sales activity rules, and notify supervisory principal immediately of any customer complaint and/or regulatory inquiry.

Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 1-2 years of directly related experience in securities sales or 7-8 years of equivalent combination of education and experience.
Working Conditions & Physical Requirements
Office
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.

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