Senior Private Wealth Banker
3 days ago
We are seeking a highly skilled Senior Private Wealth Banker to join our team at BOK Financial. As a key member of our Private Banking group, you will be responsible for building and maintaining relationships with high net worth clients, providing tailored financial solutions, and driving business growth.
Key Responsibilities- Formulate and execute strategies to identify and pursue new business opportunities, ensuring continued financial health and maximum value creation for our clients.
- Manage a portfolio of key and strategic customer relationships, developing and executing tailored solutions to enhance profitability and client satisfaction.
- Negotiate loan proposals, analyze credit requests, and underwrite loan commitments, ensuring compliance with regulatory requirements and internal policies.
- Monitor and manage existing credit relationships, including loan renewals, financial statement analysis, and collateral valuations.
- Collaborate with cross-functional teams to deliver products and services across departmental and divisional lines, resolving operational problems and ensuring seamless customer experiences.
- Bachelor's degree in Finance or related field, with 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, with the ability to prepare and deliver persuasive oral and written reports and presentations.
- Good PC skills, including knowledge of word processing and spreadsheet applications.
BOK Financial 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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Senior Private Wealth Banker
2 weeks ago
Plano, Texas, United States BOK Financial Full timeJob SummaryWe 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 making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature.Key...
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Senior Wealth Manager
3 days ago
Plano, Texas, United States BOK Financial Full timeJob SummaryWe 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 ResponsibilitiesFormulate and implement...
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Private Wealth Advisor
3 days ago
Plano, Texas, United States BOK Financial Full timeJob Title: Private Wealth AdvisorWe are seeking a highly skilled Private Wealth Advisor to join our team at BOK Financial. As a Private Wealth Advisor, you will be responsible for developing and maintaining relationships with high net worth individuals, families, and businesses.Key Responsibilities:Develop and implement comprehensive financial plans for...
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Financial Services Representative
2 weeks ago
Plano, Texas, United States Atria Wealth Solutions Full timeJob OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area.About the RoleThe successful candidate will be responsible for identifying and evaluating customer needs for financial services, developing investment strategies, and staying current with...
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Senior Technology Director
2 weeks ago
Plano, Texas, United States Saxon Global Full timeJob DescriptionThis is a 12-month contract with Comerica Bank. The role requires 2 days of office work and 3 days of remote work. The location is Plano, TX. The job is a Senior-level position with a focus on technology management.Key ResponsibilitiesLead a team of technology professionals with 15+ years of experience.Develop and implement technology...
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Senior Technology Director
3 days ago
Plano, Texas, United States Saxon Global Full timeJob DescriptionThis is a 12-month contract with Comerica Bank. The role requires 2 days of office work and 3 days of remote work. The location is Plano, TX. The job is a Senior role, and the Technology Manager must have 15+ years of experience and be a true leader in Banking and/or Wealth Management.Key ResponsibilitiesLead a team of technology...
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Senior Implementation Manager
2 weeks ago
Plano, Texas, United States TIER4 GROUP Full time{"h1": "Senior Implementation Manager", "p": "At Tier4 Group, we're seeking a seasoned Senior Implementation Manager to join our Technology Business Services team. As a key member of our global technology team, you'll play a critical role in driving strategic solutions and innovation to support our diverse businesses. In this role, you'll provide critical...
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Senior Software Architect
6 days ago
Plano, Texas, United States AA SOFTWARE & NETWORKING PRIVATE LIMITED Full timeJob Title: Principal Software ArchitectLocation: Plano, TX (Day one Onsite)OverviewWe are seeking a highly skilled Principal Software Architect to join our team at AA SOFTWARE & NETWORKING PRIVATE LIMITED. As a key member of our engineering team, you will be responsible for designing and implementing complex software systems, leading cross-functional teams,...
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Senior Implementation Manager
6 days ago
Plano, Texas, United States Tier4 Group Full timeUnlock Your Potential in a Global Technology TeamWe're seeking an experienced Senior Implementation Manager to join our Technology Business Services team. As a key member of our global technology team, you'll play a critical role in driving strategic solutions and innovation to support our diverse businesses.The Opportunity:In this role, you'll provide...
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Senior Accounting Professional
1 week ago
Plano, Texas, United States Pyramid Consulting, Inc Full timeSenior Accounting Analyst Job DescriptionWe are seeking a highly skilled Senior Accounting Analyst to join our team at Pyramid Consulting, Inc. This is a contract opportunity with long-term potential and is located in Plano, TX (Hybrid). The ideal candidate will have a strong background in accounting and financial reporting, with experience in US GAAP and...
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Senior Accounting Professional
2 weeks ago
Plano, Texas, United States Pyramid Consulting, Inc Full timeSenior Accounting Analyst Job DescriptionWe are seeking a highly skilled Senior Accounting Analyst to join our team at Pyramid Consulting, Inc. This is a contract opportunity with long-term potential and is located in Plano, TX (Hybrid). The ideal candidate will have a strong background in accounting and financial reporting, with experience in US GAAP and...
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Senior Accounting Analyst
3 days ago
Plano, Texas, United States Pyramid Consulting, Inc Full timeJob Title: Senior Accounting AnalystWe are seeking a highly skilled Senior Accounting Analyst to join our team at Pyramid Consulting, Inc. This is a contract opportunity with long-term potential and is located in Plano, TX (Hybrid).Job Summary:The primary responsibility of this role is to ensure accurate and timely preparation and delivery of financial...
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Senior Quality Assurance Specialist
3 days ago
Plano, Texas, United States Exyte Full timeSenior QA/QC Inspector Job DescriptionJob Summary: We are seeking a highly skilled Senior QA/QC Inspector to join our team at Exyte. As a Senior QA/QC Inspector, you will be responsible for ensuring the quality of our process piping systems and materials.Key Responsibilities:Conduct inspections of installed or partially installed process piping...
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Senior Implementation Manager
4 weeks ago
Plano, Texas, United States TIER4 GROUP Full timeJob Description**About the Role**We are seeking an experienced Senior Implementation Manager to join our Technology Business Services team at TIER4 GROUP. As a key member of our global technology team, you will play a critical role in providing critical support for order and execution management, working closely with key teams such as Client Guidelines and...
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Senior Economic Consultant
2 weeks ago
Plano, Texas, United States Crowe Full timeAbout the RoleCrowe is seeking a highly skilled Senior Economic Consultant to join our team. As a Senior Economic Consultant, you will provide economic insight and consulting services to our clients, leveraging your expertise in market trends and business operations to drive actionable business decisions.Key ResponsibilitiesMeet with internal economic...
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Senior Sales and Catering Director
2 weeks ago
Plano, Texas, United States Gecko Hospitality Full timeJob Title: Senior Sales and Catering ManagerWe are seeking a highly skilled and experienced Senior Sales and Catering Manager to lead our sales and event strategy across our diverse portfolio of premium full-service concepts.About the RoleThe Senior Sales and Catering Manager will oversee all aspects of private dining, catering, and event sales for the...
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Senior Specialty Underwriter-Management
2 weeks ago
Plano, Texas, United States Philadelphia Insurance Companies Full timeJob SummaryWe are seeking a highly skilled Senior Specialty Underwriter-Management to join our Management & Professional Liability (M&PL) team in Plano, TX. This key role will focus on new business production for private and nonprofit D&O/EPL with our retail agency partners.Key ResponsibilitiesDetermine acceptability, conditions, and pricing of accounts...
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Senior Quality Assurance Specialist
3 days ago
Plano, Texas, United States Exyte Full timeJob Title: Senior QA/QC InspectorThe Senior QA/QC Inspector is a critical role within our organization, responsible for ensuring the highest quality standards are met in our process piping systems. This position requires a strong attention to detail, excellent communication skills, and the ability to work effectively in a fast-paced environment.Key...
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Senior Accounting Professional
4 weeks ago
Plano, Texas, United States Pyramid Consulting, Inc Full time{"h1": "Senior Accounting Analyst Position", "p": "We are seeking a highly skilled Senior Accounting Analyst to join our team at Pyramid Consulting, Inc. This is a contract opportunity with long-term potential and is located in a hybrid work environment.As a Senior Accounting Analyst, you will be responsible for ensuring accurate and timely preparation and...
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Senior Economic Consultant
3 weeks ago
Plano, Texas, United States Crowe Full timeAbout the RoleCrowe is seeking a highly skilled Senior Economic Consultant to join our team. As a key member of our ITR Economics group, you will provide economic insight and consulting services to our clients, leveraging your expertise in market trends and business operations to drive actionable business decisions.Key ResponsibilitiesCollaborate with...