Private Banking Officer

Oklahoma Fidelity Bank; Tulsa (OK); On-site; USD 65,000 - 105,000; Full time

Job summary

Oklahoma Fidelity Bank is seeking a Private Banking Officer in Tulsa to manage high-net-worth client relationships and deliver personalized financial solutions.

You will create detailed client profiles, identify opportunities to deepen relationships, and promote bank products to meet client goals while coordinating with other departments for seamless service.

Qualifications

• High school diploma or equivalent.
• Banking or financial services experience required.
• Strong written and verbal communication skills.
• Demonstrated business development and relationship-building abilities.
• Flexibility to work extended or non-traditional hours.
• Ability to travel within assigned markets.

Responsibilities

• Developing and managing full-service banking relationships with high-net-worth clients.
• Creating detailed client profiles to support personalized service and financial solutions.
• Identifying opportunities to strengthen client retention and deepen banking relationships.
• Demonstrating a strong understanding of the bank’s products and services to effectively meet customer needs.
• Delivering exceptional customer service through timely, accurate, and professional support.
• Recommending banking products and services that enhance the client experience and support financial goals.
• Building trusted relationships by understanding clients’ financial objectives and recommending tailored solutions.
• Collaborating across departments to promote teamwork and ensure seamless customer experiences.

Skills

Customer service

Relationship-building

Communication skills

Business development

Education

High school diploma

Bachelor's degree preferred

Job description

Job Overview: Our private banking team is dedicated to delivering exceptional client experiences built on trust, responsiveness, and personalized financial solutions. We take pride in providing proactive communication, attention to detail, and seamless service that exceeds expectations. As a Private Banking Officer, you will represent a customer-focused, community-driven organization committed to helping clients achieve long-term financial success.

The candidate for this position will be responsible for:

• Developing and managing full-service banking relationships with high-net-worth clients
• Creating detailed client profiles to support personalized service and financial solutions
• Identifying opportunities to strengthen client retention and deepen banking relationships
• Demonstrating a strong understanding of the bank’s products and services to effectively meet customer needs
• Delivering exceptional customer service through timely, accurate, and professional support
• Recommending banking products and services that enhance the client experience and support financial goals
• Building trusted relationships by understanding clients’ financial objectives and recommending tailored solutions
• Collaborating across departments to promote teamwork and ensure seamless customer experiences

Requirements for the position include:

• High school diploma or equivalent
• Previous banking or financial services experience
• Proven ability to provide outstanding customer service in a fast-paced, team-oriented environment
• Strong written and verbal communication skills
• Demonstrated business development and relationship-building abilities
• Flexibility to work extended or non-traditional hours as needed
• Ability to travel within assigned markets

Preferred qualifications for this position include:

• Bachelor’s degree in a business-related field
• Three to five years of commercial or private banking experience

EEO/Veterans/Disabled

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.