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.
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 employee referral form for 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:
John Yancey Sr.
NMLS #492791
T: 214-525-5083
M: 214-543-6831
jyancey@bankoftexas.com
7600 W Northwest Highway
Dallas, Texas 75225
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