Private Wealth Banker | Relationship-Driven Advisor

BOK Financial; Austin (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

BOK Financial in Austin is seeking a Private Wealth Banker to act as a trusted advisor for high-net-worth clients. This role entails servicing a variety of commercial and individual loans, along with delivering comprehensive financial services. Ideal candidates should have a Bachelor’s degree in Finance and relevant banking experience.

The successful candidate will develop client relationships and manage credit and deposit portfolios while ensuring compliance with lending practices. Strong interpersonal skills are essential for this position.

Qualifications

• 3-5 years of directly related experience in credit/banking or a combination of 6-8 years of education and experience.
• Good knowledge of accounting principles and practices.
• Demonstrated capacity to sell products/services within the financial services industry.

Responsibilities

• Develop and implement a relationship management plan for potential customer accounts.
• Negotiate loan proposals with customers and analyze credit requests.
• Monitor and manage existing credit relationships and renew loans.
• Manage deposit portfolios and resolve account issues.
• Serve as the relationship manager across departmental and divisional lines.

Skills

Commercial and consumer lending practices

Financial analysis

Credit underwriting

Communication skills

PC skills

Education

Bachelor's Degree in Finance or related field

Job description

BOK Financial in Austin is seeking a Private Wealth Banker to act as a trusted advisor for high-net-worth clients. This role entails servicing a variety of commercial and individual loans, along with delivering comprehensive financial services. Ideal candidates should have a Bachelor’s degree in Finance and relevant banking experience.

The successful candidate will develop client relationships and manage credit and deposit portfolios while ensuring compliance with lending practices. Strong interpersonal skills are essential for this position.