Senior Private Wealth Banker

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

Job summary

An established industry player is seeking a Private Banker to act as a trusted advisor for high-net-worth clients. In this pivotal role, you will leverage your financial acumen and analytical skills to deliver tailored financial solutions, manage complex loan structures, and maintain profitable client relationships. This position offers the opportunity to work in a supportive environment that values your contributions and fosters professional growth. Join a dynamic team that empowers you to make a significant impact on clients' financial success while enhancing your own career trajectory.

Qualifications

• 8-10 years of experience in credit/banking or 14-16 years of equivalent experience.
• Bachelor's degree in Finance or related field is required.

Responsibilities

• Identify new prospects and develop new business opportunities.
• Monitor and manage existing credit relationships and conduct financial analysis.

Skills

Financial Acumen

Analytical Skills

Client Relationship Management

Risk Mitigation

Education

Bachelor's Degree in Finance

Job description

Req ID: 76425

Location: San Antonio - SANAN

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. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies.

Bonus Type: Formula Based

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.

Please contact [e-mail] with any questions.