Senior Private Wealth Banker

BOK Financial Corporation; 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 manage complex loans and deliver exceptional financial services. In this role, you will engage with high net worth clients, ensuring their satisfaction through tailored financial solutions. You'll participate in strategic planning, manage key relationships, and navigate complex lending practices, all while collaborating within a supportive team culture. This is a unique opportunity to make a significant impact in the financial services industry, where your expertise will help shape the future of wealth management. Join a company that values growth and development, and take your career to new heights.

Qualifications

• Bachelor’s Degree in Finance or related field required.
• 5-7 years of experience in credit/banking or equivalent education.

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

Client Relationship Management

Education

Bachelor’s Degree in Finance

Tools

Microsoft Word

Microsoft Excel

Job description

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Senior Private Wealth Banker

Areas of Interest: Wealth Management

Pay Transparency Salary Range: Not Available

Application Deadline: 01/01/2025

Summary

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

• 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.
• 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.
• 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.
• 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.
• Serve as relationship manager in delivery of products and services across departmental and divisional lines; facilitate resolution of operational problems for customer across divisional lines.
• 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.

Investing in our talent and building a great workplace is a top priority for us.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.

Facts:

• Operations focused in an eight-state footprint.
• 4,800 team members.
• $49 billion in assets.
• $100 billion in assets under management and administration.
• $6.1 million donated to local nonprofits in 2022.
• 33,000+ volunteer hours by our employees in 2022.

Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth
Job Segment: Banking, Bank, Credit Analyst, PLM, Banker, Finance, Management