Private Wealth Advisor & Lending Specialist

BOK Financial Corporation; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

BOK Financial Corporation is seeking a Private Wealth Banker in Dallas, TX. You will act as a trusted advisor, delivering a full suite of wealth services including loans, deposits, brokerage, investment management, and trust services to high-net-worth clients.

The role emphasizes building relationships, underwriting and credit analysis, and coordinating across teams to meet client needs while delivering exceptional service in a collaborative environment.

Qualifications

• Bachelor’s degree in finance or a related field and 3–5 years of directly related experience in credit/banking.
• 6–8 years of equivalent combination of education and experience acceptable.
• Knowledge of commercial and consumer lending practices and loan documentation.
• Strong communication skills with the ability to prepare and deliver persuasive reports and presentations.
• Good knowledge of financial analysis including ratio and trend analysis and projections.

Responsibilities

• Develop and implement a relationship management plan to identify new loan and deposit opportunities.
• Negotiate loan proposals, analyze credit requests, underwrite, and coordinate with Underwriting; present to loan committee.
• Monitor and manage existing credit relationships, renewals, collateral valuations, and covenant monitoring.
• Manage deposit portfolios by fulfilling client requests and resolving account issues.
• Serve as relationship manager delivering products and services across divisions and resolving operational problems.

Skills

Relationship management

Credit underwriting

Financial analysis

Communication skills

Lending knowledge

PC skills

Education

Bachelor’s degree in Finance or related field

Job description

BOK Financial Corporation is seeking a Private Wealth Banker in Dallas, TX. You will act as a trusted advisor, delivering a full suite of wealth services including loans, deposits, brokerage, investment management, and trust services to high-net-worth clients.

The role emphasizes building relationships, underwriting and credit analysis, and coordinating across teams to meet client needs while delivering exceptional service in a collaborative environment.