Senior Private Wealth Banker

BOK Financial; Dallas (TX); On-site; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a Senior Private Wealth Banker to enhance client relationships and manage complex loan transactions. In this pivotal role, you will be responsible for delivering a range of financial services to high net worth clients, ensuring their satisfaction and loyalty. You will leverage your expertise in commercial lending and credit analysis to negotiate loans and provide tailored financial solutions. Join a collaborative and supportive team culture that values your contributions, and take the next step in your career with a company committed to your growth and success.

Qualifications

• 5-7 years of experience in credit/banking or 8-10 years of equivalent education.
• Strong understanding of commercial and consumer lending practices.

Responsibilities

• Manage a portfolio of key customer relationships and develop tailored solutions.
• Negotiate loan proposals and analyze credit requests.

Skills

Commercial Lending Practices

Credit Underwriting

Financial Analysis

Communication Skills

Loan Documentation

Education

Bachelor’s Degree in Finance

Tools

Microsoft Word

Microsoft Excel

Job description

Req ID: 74998

Location: Dallas -DAL

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 01/01/2025

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: We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. The Senior 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.

Job Description:

The Senior 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 celebrate each other’s wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together.

How You'll Spend Your Time:

• You will participate in formulating the strategy and identifying, evaluating, onboarding and structuring key transactions to ensure continued financial health and maximum value creation through the entire product life cycle; while actively identifying new prospects and developing new loan and deposit business.
• You will manage a portfolio of key and strategic customer relationships. Develop and execute tailored solutions and strategies for customers that ensures their ongoing satisfaction and loyalty while also enhancing profitability.
• You will negotiate loan proposals with customers; analyze and evaluate credit requests and underwrite loan commitments, coordinate with the Private Wealth Underwriting group; recommend appropriate credit grade; make oral presentation to loan committee; implement approval or declination action.
• You will monitor and manage existing credit relationships in coordination with the Private 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 serve as relationship manager in delivery of products and services across departmental and divisional lines; facilitate resolution of operational problems for customers across divisional lines.
• You will ensure that business activities within the area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization.

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 5-7 years of directly related experience in credit/banking and/or 8-10 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 Group is 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 today and 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 contact [e-mail] with any questions.