Financial Benefits
As a valued employee, you and your family members now have access to financial benefits by BOK Financial as part of your existing employee benefits.
Money management skills are important, and understanding the nuances of financial topics is not always easy. We're here to help. BOK Financial has developed an education and financial solution that is available and provided to you at no cost.
Up to $2,000 available1
for team members and employees when purchasing or refinancing their home.
$200 cash bonus2
New clients can receive a bonus offer when opening a new checking account relationship with BOK Financial.
1 For Refinances: Lender credit equal to total of the tax service, processing and underwriting fees.
2 Offer available to new customers only. A new customer is defined as an individual not listed as a primary or secondary account holder on an existing checking account or checking account that has closed within the last 180 days. One bonus per account. To receive the bonus: 1) open a new account either by visiting a banking center, by calling ExpressBank, or online using the Notice Code "FinBen"; and 2) Have an aggregate of at least $1,500 in ACH deposits within the first 90 days of account opening. Person-to-person payments such as Zelle are not considered an ACH deposit. Ninety (90) days after account opening, accounts will be evaluated and, if qualifications are met, will receive the credit within 30 days. New accounts are subject to approval. To receive the bonus, the qualifying account must not be closed at the time of payout. The bonus is considered interest and will be reported on IRS form 1099-INT. Offers may end at any time.
Program benefits:
The program includes free onsite educational financial workshops on relevant topics including:
- Home ownership
- Understanding your credit
- Real estate investment and financing strategies
- Financial education
Financial Benefits member referral form for extended family members: Download
Required form for your extended family to receive discounts. Upon completing this form, please return it to your financial program coordinator.
To learn more or apply, contact:
Paul Klimke
NMLS #152314
T: 480-835-3051
M: 602-402-1801
pklimke@bokf.com
2151 E. Broadway Road, Suite 101
Tempe, Arizona 85282