High-Net-Worth Private Banker & Loan Advisor

BOK Financial; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

The Private Wealth Banker role with BOK Financial in Dallas is to act as a trusted advisor, delivering complex loan solutions and a seamless suite of Deposit Services, Brokerage, Investment management, Trust and Insurance to high-net-worth clients.

You will build lasting relationships, analyze credit requests, monitor covenants, and coordinate with underwriting and products across divisions to meet client goals while upholding the bank's commitment to service excellence.

Qualifications

• Bachelor’s degree in finance or related field with 3–5 years of credit/banking experience.
• Knowledge of commercial and consumer lending practices and loan documentation.
• Understanding of credit underwriting, loan policy and regulations.
• Strong financial analysis skills including ratio and trend analysis.
• Experience with brokerage, investment management, trust and insurance products.

Responsibilities

• Develop and implement a relationship management plan to identify new loan and deposit opportunities.
• Negotiate loan proposals, analyze credit requests, and present to loan committee for approval.
• Monitor existing credit relationships, renewals, and covenant monitoring with underwriting.
• Manage client deposits and ensure seamless delivery of banking services across divisions.
• Act as relationship manager to coordinate cross-functional product delivery and resolve issues.

Skills

Lending knowledge

Accounting principles

Sales ability

Credit underwriting

Financial analysis

Brokerage/Investment/Trust knowledge

Client communication skills

Microsoft Office / PC skills

Education

Bachelor's Degree in Finance or related field

Job description

The Private Wealth Banker role with BOK Financial in Dallas is to act as a trusted advisor, delivering complex loan solutions and a seamless suite of Deposit Services, Brokerage, Investment management, Trust and Insurance to high-net-worth clients.

You will build lasting relationships, analyze credit requests, monitor covenants, and coordinate with underwriting and products across divisions to meet client goals while upholding the bank's commitment to service excellence.