Financial Advisor
$80K - $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 ...
60 Bok Financial Customer Service Representative Jobs Hiring Near You
Financial Advisor
$80K - $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 ...
Financial Advisor
Tulsa, OK · 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 ...
Financial Advisor
Tulsa, OK · 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 ...
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 ...
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 ...
Private Wealth Associate
Plano, TX · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Ability to assess specific customer needs, recommend and offer appropriate products and prepare ...
Private Wealth Associate
Plano, TX · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... Ability to assess specific customer needs, recommend and offer appropriate products and prepare ...
Client Service Associate
$13.50 - $18.50/hr
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 ...
Client Service Associate
$13.50 - $18.50/hr
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 ...
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 ...
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 ...
Financial Center Leader
Albuquerque, NM · 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 ...
Financial Center Leader
Albuquerque, NM · 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 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 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 ...
Financial Advisor
$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 ...
Financial Advisor
$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 ...
FP&A Analyst III
Tulsa, OK · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You'll work on highimpact projects tied to net interest margin, earnings drivers, and customer ...
FP&A Analyst III
Tulsa, OK · On-site
BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... You'll work on highimpact projects tied to net interest margin, earnings drivers, and customer ...
Bank of Texas and BOK Financial ® . Bonus Type Discretionary Summary At BOK Financial, our success starts with our incredible talent. We need a detail oriented customer service enthusiast like ...
Bank of Texas and BOK Financial ® . Bonus Type Discretionary Summary At BOK Financial, our success starts with our incredible talent. We need a detail oriented customer service enthusiast like ...
Collector Mortgage Servicing
Irving, TX · On-site
Bank of Texas and BOK Financial ® . Bonus Type Discretionary Summary At BOK Financial, our success starts with our incredible talent. We need a detail oriented customer service enthusiast like ...
Collector Mortgage Servicing
Irving, TX · On-site
Bank of Texas and BOK Financial ® . Bonus Type Discretionary Summary At BOK Financial, our success starts with our incredible talent. We need a detail oriented customer service enthusiast like ...
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 ...
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 ...
Client Service Associate
$13.75 - $19/hr
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 ...
Client Service Associate
$13.75 - $19/hr
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 ...
Loan Servicing Specialist II
Tulsa, OK · On-site
These skills will be instrumental in offering support and delivering exceptional customer service ... BOK Financial, a trusted industry leader. How You'll Spend Your Time * You will manage and service ...
Loan Servicing Specialist II
Tulsa, OK · On-site
These skills will be instrumental in offering support and delivering exceptional customer service ... BOK Financial, a trusted industry leader. How You'll Spend Your Time * You will manage and service ...
Financial Center Leader
Albuquerque, NM · 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 ...
Financial Center Leader
Albuquerque, NM · 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 ...
Mortgage Banker
Addison, 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 ...
Mortgage Banker
Addison, 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 ...
Loan Servicing Specialist II
Denver, CO · On-site
$45K - $65K/yr
These skills will be instrumental in offering support and delivering exceptional customer service ... BOK Financial, a trusted industry leader. How You'll Spend Your Time * You will manage and service ...
Loan Servicing Specialist II
Denver, CO · On-site
$45K - $65K/yr
These skills will be instrumental in offering support and delivering exceptional customer service ... BOK Financial, a trusted industry leader. How You'll Spend Your Time * You will manage and service ...
... 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 ...
... 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 ...
Bilingual Financial Center Leader
Denver, CO · On-site
$70K - $95K/yr
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 ...
Bilingual Financial Center Leader
Denver, CO · On-site
$70K - $95K/yr
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 Jobs Information
What are the key skills and qualifications needed to thrive as a Customer Service Representative, and why are they important?
To thrive as a Customer Service Representative, you need strong communication skills, problem-solving abilities, and typically a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is commonly required. Patience, active listening, and a positive attitude are crucial soft skills that help build rapport with customers. These skills and qualities ensure efficient resolution of customer issues, foster customer loyalty, and contribute to overall business success.
What are some common challenges Customer Service Representatives face, and how can they be overcome?
Customer Service Representatives often encounter challenges such as handling difficult customers, managing high call volumes, and staying updated on product or service changes. Effective communication, active listening, and patience are essential for resolving conflicts and maintaining professionalism. Regular training, support from team leads, and using knowledge bases can help representatives stay informed and deliver accurate assistance. Building strong relationships with colleagues also fosters a supportive environment where challenges can be addressed collaboratively.
What are customer service representatives?
Customer service representatives are professionals who interact with customers on behalf of a company to address inquiries, resolve issues, and provide information about products or services. They may communicate with customers via phone, email, live chat, or in person. Their primary goal is to ensure customer satisfaction, handle complaints effectively, and maintain a positive company image. These representatives often work in call centers, retail stores, or remotely. Good communication and problem-solving skills are essential for success in this role.
Can I work in Amazon from home?
Customer Service Representatives at Amazon can often work remotely, depending on the role and location. Remote positions typically require good communication skills, a reliable internet connection, and sometimes specific equipment or certifications. Availability of work-from-home options varies by position and geographic region.
What is the difference between Customer Service Representative vs Call Center Agent?
| Aspect | Customer Service Representative | Call Center Agent |
|---|---|---|
| Required Credentials | High school diploma or equivalent; customer service skills | High school diploma or equivalent; communication skills |
| Work Environment | Office, retail, or remote settings; direct customer interaction | Call centers, remote or office; primarily phone-based |
| Employer & Industry Usage | Retail, telecom, banking, healthcare | Telecom, tech support, insurance |
| Common Search & Comparison | Customer Service Representative | Call Center Agent |
Customer Service Representatives and Call Center Agents both handle customer interactions, often via phone or in person. While they share similar skills and work environments, Customer Service Representatives typically provide broader support across multiple channels, whereas Call Center Agents focus mainly on phone-based support. Understanding these differences helps job seekers find roles aligned with their skills and preferences.
What other companies are hiring for Customer Service Representative jobs?
What are the most popular jobs at Bok Financial?
What are the most popular categories at Bok Financial?
Job description
Req ID: 77868
Location: Denver -DEN
Areas of Interest: Financial Advisor
Pay Transparency Salary Range: $80,000 - $100,000
Application Deadline: 06/30/2026
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.
Required to be licensed with a SIE, Series 7 & 66.
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.
Required to be licensed with a SIE, Series 7 & 66.
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.