Senior Private Banking Specialist

2 weeks ago


Dallas, Texas, United States BOK Financial Full time
Position Overview:

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.
Qualifications:

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.
Company Overview:

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.

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