Skip to content
Bank of Oklahoma logo

Schedule an Appointment

Save Time by Booking Ahead.

We know your time is valuable. Whether you want to open a new account, apply for a business loan, or talk about setting your financial goals, our specialists are here to help at your convenience.
Person looking at laptop computer to find the closet BOK locations near them.

Schedule an Appointment

Meet with a banker at a time that’s convenient for you. Please note that at this time, we can only schedule appointments to open an account or loan for our clients who live within OK, TX, NM, CO, AZ, KS, AR, or MO. If you live outside this area, please contact ExpressBank at (800) 234-6181.

New Personal Accounts

Personal Checking, Personal Savings, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs)

Appointment Type:
Appointment Type:

Discuss Personal Borrowing Needs

Auto Loans, Credit Cards, Other Borrowing Needs

Appointment Type:
Appointment Type:

Discuss an Existing Personal Account

Disputes, Account Signers, Beneficiaries, Wire Transfers, Online Access, Address Change, Manage a Certificate of Deposit (CD)

Appointment Type:
Appointment Type:

New Business Accounts

Business Checking, Business Savings, Certificates of Deposit (CDs), Merchant Services, Payroll Services, Cash Management

Appointment Type:
Appointment Type:

New Business Borrowing Needs

Business Loan or Line of Credit, Business Credit Card

Appointment Type:
Appointment Type:

Discuss an Existing Business Account

Disputes, Account Signers, Wire Transfers, Online Access, Address Change, Manage a Certificate of Deposit (CD)

Appointment Type:
Appointment Type:

Need Additional Help?

If you don't see the appointment you're looking for, please contact us:

Parent and young child looking online on how to contact a trusted BOK advisor and make an appointment.

Frequently Asked Questions

Appointments are designed for your benefit. By scheduling an appointment online, we will have a Relationship Banker ready and waiting for you at your selected date and time to discuss your financial needs. No waiting in line and no question if someone will be prepared to assist you.

To reschedule your appointment for a different date or time, new appointment type, or a different banking center, please cancel your existing appointment and schedule a new one.

While we offer same day appointments, we recommend scheduling your appointment at least 1 business day in advance to give our Banking Centers an opportunity to prepare for your visit.

Look for an email confirmation of your appointment that will include your unique confirmation number. In addition, when scheduling your appointment, you may opt-in to receive text message notifications about your appointment. Reminder text messages will be sent to you 24 hours in advance, and 1 hour in advance of your appointment.

For each of our appointments, we block out 30 minutes or an hour especially for you. While most of our appointments only last 30-45 minutes, we dedicate this time to serving you.

We will e-mail you a confirmation of your appointment and send updates to keep you informed on the status of your appointment. We may contact you by phone if we have any questions prior to your visit. We will also send you a short survey following your appointment to make sure you had a great experience.

While appointments cannot currently be scheduled online with a specific banker, be assured that one of our knowledgeable Relationship Bankers will be available to meet exclusively with you.

We ask for your name, e-mail address, the best phone number to contact you at, and if you are an existing client.

Please bring a government issued ID, your current account information (if applicable), and any relevant information that may help us serve you.

Appointments are available if you wish to open a new Personal or Business checking or savings account, apply for a loan, or discuss your existing accounts. If you would like to visit with our Mortgage or Investment teams, please call the appropriate number above. Otherwise, please select the appointment type most closely associated with your needs and include any relevant notes in the Additional Information section of your appointment.

We are always happy to help you. If you miss your appointment, please feel free to schedule a new one or stop by any of our banking centers on a first-come first-serve basis.