Portfolio Banker

Unlock Your Potential as a Portfolio BankerSwoon is seeking a talented Portfolio Banker to join our team of professionals who are passionate about delivering exceptional client experiences and driving business growth. As a Portfolio Banker, you will play a critical role in building and maintaining strong relationships with our clients, identifying...

Job Title: Private Wealth BankerWe are seeking a skilled Private Wealth Banker to join our team at BOK Financial Corporation Group. As a Private Wealth Banker, you will be responsible for providing exceptional financial services to high net worth clients and businesses.Key Responsibilities:Develop and implement relationship management plans to identify and...

Private Banker - Denver, COThe Anderson Search Group has been engaged by a repeat bank client to identify a Private Banking Relationship Manager for the Denver, Colorado Market. We recently placed a Senior Private Banking Executive in this market and this role will be supporting this individual and both the Denver, Colorado and Birmingham, Michigan Markets...

Private Banker - Denver, COThe Anderson Search Group has been engaged by a repeat bank client to identify a Private Banking Relationship Manager for the Denver, Colorado Market. We recently placed a Senior Private Banking Executive in this market and this role will be supporting this individual and both the Denver, Colorado and Birmingham, Michigan Markets...

Job Title: Senior Commercial Portfolio ManagerAt Fortis Private Bank, we are seeking a highly skilled Senior Commercial Portfolio Manager to join our team. As a key member of our Commercial Lending group, you will be responsible for managing a portfolio of commercial credits and partnering closely with Commercial Bankers to deliver outstanding solutions to...

About the RoleWe are seeking a highly skilled Portfolio Manager III to join our Asset Based Lending team. As a key member of our team, you will be responsible for managing a portfolio of ABL client relationships, ensuring proper credit oversight, collateral and loan administration, and financial performance oversight.Key ResponsibilitiesMeet with and get to...

About the RoleWe are seeking a highly skilled Portfolio Manager III to join our team at BOK Financial Corporation. As a key member of our Asset-Based Lending (ABL) group, you will be responsible for managing a portfolio of ABL client relationships, ensuring proper credit oversight, collateral and loan administration, and financial performance oversight.Key...

Role OverviewAs a Portfolio Banker at Robertson & Company Ltd., you will play a crucial role in stabilizing deposit balances and growing assets by leveraging Private Bank rate offers. Your primary focus will be on proactive calling on deposit clients and prospects to capture assets held away.Key ResponsibilitiesProactive calling on deposit clients and...

About CrossFirst BankWith over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals, and their families in various regions. Founded in 2007, the bank has consistently been recognized for its growth and performance while maintaining excellent asset quality and a reputation for business excellence.Job OverviewThe...

Job SummaryBMO US is seeking a highly skilled Senior Private Banker to join our team. As a key member of our private banking group, you will be responsible for developing and managing relationships with high net worth clients, providing expert financial advice and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and execute a...

OverviewThe Private Banker II develops new deposit and loan relationships, as well as generates loan fee income. Maintain and service an existing portfolio of personal and business deposit and loan relationships. Represent the Bank through active participation in local community events and by promoting the Bank's products and services....

Job SummaryWe 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 delivering exceptional client service and building long-term relationships with high-net-worth individuals and businesses.Key ResponsibilitiesDevelop and implement relationship management plans to...

About the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing...

About the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing...

About the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing...

About the Company:With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing...

Role Responsibilities Include : • Proactive calling on deposit clients and prospects with mindset of stabilizing the book to stop outflow and growing balances by leveraging Private Bank rate offers to capture assets held away. • Working current book -Largest depositors to smallest • Loss deposit report to try and regain deposits that left. •...

Role Responsibilities Include : • Proactive calling on deposit clients and prospects with mindset of stabilizing the book to stop outflow and growing balances by leveraging Private Bank rate offers to capture assets held away. • Working current book -Largest depositors to smallest • Loss deposit report to try and regain deposits that left. •...

Role Responsibilities Include : • Proactive calling on deposit clients and prospects with mindset of stabilizing the book to stop outflow and growing balances by leveraging Private Bank rate offers to capture assets held away. • Working current book -Largest depositors to smallest • Loss deposit report to try and regain deposits that left. •...

Overview: The Commercial Banker II builds a customer base of new clients through prospecting, community involvement and proactive business development activities as well as networking and building centers of influence. Increases C&I loan portfolio through sound underwriting practices, generates commercial loan fee income and assists in increasing core...