Private Wealth Banker

4 days ago


Denver, Colorado, United States BOK Financial Full time
Job Summary

We are seeking a skilled Private Wealth Banker to join our team at BOK Financial Corporation Group. As a trusted advisor, you will be responsible for providing personalized financial solutions to high-net-worth clients, helping them grow, preserve, and protect their wealth.

About the Role

The successful candidate will have a strong understanding of commercial and consumer lending practices, as well as excellent communication and sales skills. You will be responsible for developing and implementing relationship management plans, negotiating loan proposals, and monitoring and managing existing credit relationships. Additionally, you will serve as the primary point of contact for clients, providing exceptional customer service and resolving operational issues.

Key Responsibilities

  • Develop and implement relationship management plans to identify and build relationships with potential customers
  • Negotiate loan proposals with customers, analyzing and evaluating credit requests and underwriting loan commitments
  • Monitor and manage existing credit relationships, including loan renewals, financial statement analysis, and collateral valuations
  • Manage deposit portfolios, fulfilling client requests and resolving account issues
  • Serve as the primary point of contact for clients, providing exceptional customer service and resolving operational issues

Requirements

This role requires a Bachelor's Degree in Finance or a related field, as well as 3-5 years of directly related experience in credit/banking or an equivalent combination of education and experience. The ideal candidate will have a strong understanding of commercial and consumer lending practices, excellent communication and sales skills, and the ability to work in a fast-paced environment.

What We Offer

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development opportunities to support the long-term careers of its employees. We offer a competitive salary and benefits package, as well as opportunities for professional growth and advancement.
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