Senior Private Wealth Banker

2 weeks ago


Dallas, Texas, United States BOK Financial Full time
Job Summary

We are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial Corporation Group. As a key member of our Private Wealth team, you will be responsible for delivering exceptional client service and building strong relationships with high net worth individuals and businesses.

Key Responsibilities
  • Formulate and execute strategies to identify and acquire new loan and deposit business opportunities.
  • Manage a portfolio of key customer relationships, developing tailored solutions to ensure ongoing satisfaction and loyalty.
  • Negotiate loan proposals, analyze credit requests, and underwrite loan commitments.
  • Monitor and manage existing credit relationships, including loan renewals and covenant monitoring.
  • Collaborate with cross-functional teams to deliver products and services across departmental and divisional lines.
Requirements
  • Bachelor's Degree in Finance or related field of study.
  • 5-7 years of directly related experience in credit/banking or 8-10 years of equivalent combination of education and experience.
  • Strong knowledge of commercial and consumer lending practices, loan documentation, and loan servicing requirements.
  • Excellent communication and interpersonal skills.
About BOK Financial Corporation Group

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development opportunities to support building long-term careers. We are committed to providing equal employment opportunities 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.



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