Senior Private Wealth Banker

3 days ago


Plano, 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. 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.
Requirements
  • 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.
About BOK Financial

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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