Senior Private Banking Specialist
2 weeks ago
The Senior Private Wealth Banker plays a crucial role in the financial landscape, primarily focusing on the origination and management of a diverse range of commercial and personal loans, both secured and unsecured, which often present unique complexities.
Key Responsibilities:
- Engage in strategic planning and actively seek out, assess, onboard, and structure significant transactions to ensure sustained financial stability and optimal value generation throughout the product lifecycle.
- Oversee a portfolio of vital and strategic client relationships, crafting and implementing customized solutions and strategies that guarantee client satisfaction and loyalty while enhancing profitability.
- Negotiate loan proposals with clients; conduct thorough analysis and evaluation of credit requests, underwrite loan commitments, collaborate with the Private Wealth Underwriting team, recommend suitable credit grades, and present findings to the loan committee.
- Continuously monitor and manage existing credit relationships in partnership with the Private Wealth Underwriting team, including loan renewals, comprehensive financial statement analysis, collateral valuations, credit assessments, cash flow evaluations, delinquency reporting, and covenant monitoring.
- Act as the primary relationship manager, ensuring the seamless delivery of products and services across various departments, while facilitating the resolution of operational challenges for clients.
- Ensure compliance with relevant external regulations and internal policies to mitigate business risks and uphold the organization’s reputation.
This position typically requires a Bachelor's Degree in Finance or a related field, along with 5-7 years of relevant experience in credit and banking, or an equivalent combination of education and experience totaling 8-10 years.
- In-depth knowledge of commercial and consumer lending practices, loan documentation, and servicing requirements.
- Strong understanding of accounting principles and practices.
- Proven ability to market financial products and services effectively.
- Solid grasp of credit underwriting, documentation, loan policies, and regulations.
- Comprehensive knowledge of financial analysis, including ratio and trend analysis and forecasting.
- Thorough understanding of client benefits associated with Brokerage, Investment Management, Trust, and Insurance services.
- Exceptional communication skills, capable of preparing and delivering persuasive reports and presentations.
- Proficient in PC applications, including word processing and spreadsheet software.
BOK Financial Corporation Group is a robust and financially sound organization dedicated to providing exceptional training and development opportunities that support the long-term career growth of its employees. With a commitment to excellence, the organization values passion, skill, and collaboration, allowing individuals to significantly impact the success of the bank and its clients.
-
Senior Vice President of Private Banking
2 weeks ago
Dallas, Texas, United States NexBank Full timeCompany Overview:NexBank, established in 1922 and based in Dallas, Texas, operates as a key player in the financial services sector under NexBank Capital, Inc. This fully integrated organization encompasses both commercial and investment banking. With assets totaling $15 billion, NexBank serves a diverse clientele, including large corporations, real estate...
-
Senior Vice President of Private Banking
1 week ago
Dallas, Texas, United States NexBank Full timeCompany Overview:NexBank, established in 1922 and based in Dallas, Texas, is a prominent entity within NexBank Capital, Inc., a comprehensive financial services organization that encompasses both commercial and investment banking. With assets totaling $15 billion, NexBank serves a diverse clientele, including large corporations, real estate investors,...
-
Private Banking Loan Underwriter
1 week ago
Dallas, Texas, United States Goldman Sachs Full timeOVERVIEW OF THE POSITION:Consumer and Wealth Management (CWM)Goldman Sachs is dedicated to assisting clients and customers globally in achieving their financial aspirations. Our advisor-led wealth management divisions offer financial planning, investment management, banking, and comprehensive advisory services to a diverse clientele, including ultra-high net...
-
Senior Banking Executive
2 weeks ago
Dallas, Texas, United States Northern Trust Corp Full timePosition Overview:The Senior Banking Director plays a pivotal role in fostering new client relationships for Northern Trust's private banking division. This position involves overseeing and mentoring a team of banking professionals, with a focus on expanding the banking portfolio, which includes loans, deposits, and fees, while also promoting trust and...
-
Senior Banking Executive
2 weeks ago
Dallas, Texas, United States Northern Trust Corp Full timePosition Overview:The Senior Banking Director is tasked with cultivating new partnerships for the private banking division of Northern Trust. This role encompasses the leadership and management of a team of banking professionals, with a focus on expanding the banking portfolio, which includes loans, deposits, and fees, while also promoting trust and...
-
Senior Banking Executive
2 weeks ago
Dallas, Texas, United States Northern Trust Corp Full timePosition Overview:The Senior Banking Executive plays a pivotal role in cultivating new client relationships for Northern Trust's private banking division. This individual will lead and manage a team of banking professionals, focusing on expanding the banking portfolio, which includes loans, deposits, and fees, while also promoting trust and investment...
-
Commercial Banking Specialist
5 days ago
Dallas, Texas, United States East West Bank Full timeAbout East West BankEast West Bank is a leading financial institution that has been serving as a pathway to success since 1973. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West.Job OverviewAs a Business Development Manager at East West Bank, you will be part of a growing and stable organization...
-
Senior Associate in Investment Banking
2 weeks ago
Dallas, Texas, United States Selby Jennings Full timePosition Title: Senior Associate in Investment Banking - Upstream EnergyCompany Overview:Selby Jennings is a prominent Investment Banking firm that specializes in delivering strategic financial advisory services related to mergers, acquisitions, and divestitures within the upstream oil and gas industry. We are considering candidates at both the Senior...
-
Senior Banking Professional
1 week ago
Dallas, Texas, United States CornerStone Staffing Full timeJob Summary:CornerStone Staffing is seeking a highly skilled Senior Personal Banker to join our team. As a Senior Personal Banker, you will be responsible for providing exceptional customer service to internal and external customers, while also assisting other branches and departments as needed.Key Responsibilities:Deliver excellent customer service to...
-
Senior Banking Professional
1 week ago
Dallas, Texas, United States CornerStone Staffing Full timeJob Summary:CornerStone Staffing is seeking a highly skilled Senior Personal Banker to join our team. As a Senior Personal Banker, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide assistance to other branches and departments as needed, ensuring seamless delivery of services to internal...
-
Relationship Banking Specialist
10 hours ago
Dallas, Texas, United States CrossFirst Bank Full timeJob SummaryWe are seeking a highly skilled and experienced Relationship Banker II to join our team at CrossFirst Bank. As a key member of our Relationship Banking team, you will be responsible for providing exceptional service to our clients, developing new business relationships, and promoting our products and services.Key ResponsibilitiesClient...
-
Relationship Banking Specialist
5 days ago
Dallas, Texas, United States CrossFirst Bank Full timeJob SummaryThe Relationship Banking Specialist provides exceptional service to the bank's commercial clients. This role develops new business relationships by identifying and engaging with existing or prospective businesses, while representing the bank through active participation in local community events and promoting the bank's products and services.Key...
-
Customer Service Banking Specialist
1 week ago
Dallas, Texas, United States THIRD COAST BANK Full timeJob OverviewThe role of the Customer Service Banking Specialist is pivotal in providing exceptional service to all clients of THIRD COAST BANK. This position entails offering guidance on the bank's array of products and services, assisting in the establishment of new accounts, and ensuring adherence to financial regulations. The specialist works closely with...
-
Senior Wealth Management Consultant
2 weeks ago
Dallas, Texas, United States Bank of America Full timeSenior Wealth Management ConsultantLocation: Dallas, TexasPosition Overview:The Senior Wealth Management Consultant is tasked with acquiring new clientele, enhancing existing client relationships, and expanding both internal and external networks to meet business development objectives. This role oversees the Client Management Process (CMP) and collaborates...
-
Banking Support Specialist
2 weeks ago
Dallas, Texas, United States CornerStone Staffing Full timeCornerStone Staffing is collaborating with a prominent financial institution to find a qualified Banking Support Specialist. If you possess prior experience in the banking sector and have a passion for assisting a team, we would like to connect with you. Position Overview: This role is essential in providing exceptional service to both internal and external...
-
Dallas, Texas, United States BMO US Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Relationship Manager to join our Commercial Banking team in the Diversified Industries Group. The ideal candidate will have a strong background in business development and relationship management, with a focus on driving growth and revenue in the middle market segment.Key...
-
Personal Banking Advisor II
1 week ago
Dallas, Texas, United States CrossFirst Bank Full timeCompany OverviewCrossFirst Bank, with assets exceeding $7 billion, is dedicated to meeting the financial needs of businesses, professionals, and families across multiple states including Kansas, Missouri, Oklahoma, Texas, Colorado, New Mexico, and Arizona. Established in 2007, we have earned recognition as one of the fastest-growing and top-performing banks...
-
Private Wealth Lending Underwriter
1 week ago
Dallas, Texas, United States Goldman Sachs Full timeOVERVIEW OF THE ROLE:Consumer and Wealth Management (CWM)Goldman Sachs is dedicated to assisting clients globally in achieving their financial aspirations. Our wealth management services, led by advisors, encompass financial planning, investment management, banking, and comprehensive advisory services tailored for a diverse clientele, including ultra-high...
-
Private Wealth Lending Underwriter
1 week ago
Dallas, Texas, United States Goldman Sachs Full timeABOUT THIS POSITION:Consumer and Wealth Management (CWM)Goldman Sachs is dedicated to assisting clients globally in achieving their financial aspirations. Our advisor-led wealth management services encompass financial planning, investment management, banking, and comprehensive advisory solutions tailored for a diverse clientele, including ultra-high net...
-
Senior Accounting Specialist
2 weeks ago
Dallas, Texas, United States MMC Group Full timeJob OverviewWe are seeking a dedicated Senior Accounting Specialist to join our dynamic team at MMC Group. This role is essential in ensuring the accuracy and integrity of our financial records.Key Responsibilities:Preparing and posting journal entriesReconciling and balancing accounts within the general ledgerReviewing accounts and creating necessary...