Private Wealth Banker

Davita Inc.; Tulsa (OK); On-site; USD 70,000 - 120,000; Full time

Job summary

A leading financial services organization is seeking an experienced Private Wealth Banker to provide tailored financial solutions for high-net-worth clients in Tulsa. The role focuses on loan management, investment services, and strong client relationship building within a supportive and dynamic team culture.

Benefits

Excellent training and development opportunities

Positive work environment

Equal employment opportunity

Qualifications

• 3-5 years of related banking experience required.
• Good understanding of credit underwriting and loan documentation.
• Strong communication and PC skills essential.

Responsibilities

• Develop and implement relationship management plans to identify new customers.
• Negotiate and analyze loan proposals, presenting to the loan committee.
• Manage existing credit relationships and oversee deposit portfolios.

Skills

Communication

Financial Analysis

Negotiation

Client Relationship Management

Education

Bachelor's Degree in Finance

Job description

Req ID:76643

Location:Tulsa -TUL

Areas of Interest:Private Banking

Pay Transparency Salary Range:Not Available

Application Deadline:07/01/2025

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type

Formula Based

Summary

Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker.

We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve.

Job Description

The Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. Additional responsibilities include the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses.

Team Culture

We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic.

Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience.

How You'll Spend Your Time

• You will develop and implement a relationship management plan for potential customer accounts to identify and build relationships; and actively identify new prospects and develop new loan and deposit business.
• You will negotiate loan proposals with customers; this includes analyzing and evaluating credit requests and underwriting loan commitments, coordinating with the Private Wealth Underwriting group, and recommending appropriate credit grade. You will present to the loan committee and implement approval or declination action.
• You will monitor and manage existing credit relationships in coordination with thePrivate Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.
• You will manage deposit portfolios by fulfilling client requests and overseeing resolution of account issues.
• You will serve as the relationship manager in delivery of products and services across departmental and divisional lines while facilitating resolution of operational problems for customers across all divisions.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 3-5 years of directly related experience in credit/banking and/or 6-8 years of equivalent combination of education and experience.

• Knowledge and understanding of commercial and consumer lending practices and loan documentation, and loan servicing requirements
• Good knowledge of accounting principles and practices
• Demonstrated capacity to sell products/services within the financial services industry
• Good understanding of credit underwriting, documentation, loan policy, and regulations
• Good knowledge of financial analysis including ratio and trend analysis and projections
• Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and Insurance products and services.
• Strong communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations
• Good PC skills including knowledge of word processing and spreadsheet applications

Advertising Source

BOK Financial Corporation Groupis a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply todayand take the first step towards your next career opportunity!

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please [e-mail] any questions.