Senior Private Wealth Banker

BOK Financial; Austin (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

BOK Financial is looking for a Private Banker in Austin, Texas. In this role, you will act as a trusted advisor, recommend financial solutions to high-net-worth clients, and manage significant commercial and individual loans.

Applicants should have a Bachelor's Degree in Finance and substantial experience in credit/banking, possessing strong analytical and business development skills. This position offers an opportunity to make substantial contributions to client wealth management.

Qualifications

• 8-10 years of directly related experience in credit/banking.
• 14-16 years of equivalent combination of education and experience.
• Strong analytical skills to understand data.

Responsibilities

• Identify new prospects and develop new business.
• Determine client needs to enhance private wealth strategies.
• Monitor and manage existing credit relationships.

Skills

Financial acumen

Business development

Credit analysis

Regulatory compliance

Education

Bachelor's Degree in Finance or related field

Job description

Req ID: 77336
Location: Austin (AUS), Dallas (DAL), Houston (HOUS), San Antonio (SANAN), Grapevine (GRPV), Woodlands (WDLND)
Areas of Interest: Finance; Private Banking
Pay Transparency Salary Range: Not Available

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 IV is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured which have the highest visibility and are the most complex in nature. Additional responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high net worth clients and businesses. Handles the largest, most profitable customer relationships within the department.

How You'll Spend Your Time

• You will use your business savvy to identify new prospects and develop new business.
• You'll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy.
• You will use your financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance.
• You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.

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 8-10 years of directly related experience in credit/banking and/or 14-16 years of equivalent combination of education and experience.

Equal Employment 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.

Contact

Please contact [e-mail] with any questions.