Senior Private Wealth Banker

BOK Financial Corporation; San Antonio (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Private Wealth Banker to act as a trusted advisor for high-net-worth clients. In this dynamic role, you'll leverage your financial acumen to identify opportunities, structure complex loans, and deliver tailored financial solutions. Join a supportive team culture that values your contributions and empowers you to make a significant impact. This is a fantastic opportunity to grow your career in a stable organization dedicated to client success and community engagement. If you're passionate about finance and eager to help clients achieve their financial goals, this position is perfect for you.

Qualifications

• 8-10 years of experience in credit/banking or 14-16 years of equivalent education.
• Strong knowledge of financial products and services.

Responsibilities

• Identify new prospects and develop business opportunities.
• Monitor and manage existing credit relationships and ensure compliance.
• Structure loans and mitigate risks based on financial data.

Skills

Financial Acumen

Analytical Skills

Business Development

Credit Analysis

Risk Mitigation

Education

Bachelor's Degree in Finance

Job description

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Senior Private Wealth Banker

Areas of Interest:Finance; Private Banking

Pay Transparency Salary Range:Not Available

BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico.

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.

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.

Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors.

How You'll Spend Your Time

1. You will use your business savvy to identify new prospects and develop new business.
2. You’ll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy.
3. 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.
4. 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.

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
• 5,000 team members
• $49.7 billion in assets
• $114.6 billion in assets under management and administration
• $8 million donated to local nonprofits in 2024
• 59,000+ volunteer hours by our employees in 2024

Nearest Major Market: San Antonio
Job Segment: Credit Analyst, Banker, Banking, Bank, Finance