Senior Private Wealth Banker

BOK Financial; San Antonio (TX); On-site; USD 98,000 - 130,000; Full time

Benefits offered by this job

Formula Based Bonus

Job summary

BOK Financial seeks a Private Banker in San Antonio to act as a trusted advisor for high-net-worth clients. This role involves developing new business opportunities and managing existing credit relationships while delivering comprehensive financial solutions such as Brokerage, Trust, and Insurance products.

A Bachelor's degree in Finance and 8-10 years of banking experience is required. This position offers a collaborative team culture, emphasizing personal growth and client service.

Qualifications

• 8-10 years of directly related experience in credit/banking or 14-16 years of equivalent combination of education and experience.
• Strong analytical and decision-making skills.
• Ability to develop and maintain customer relationships.

Responsibilities

• Identify new prospects and develop new business.
• Structure loans and manage existing credit relationships.
• Understand data for informed decision-making.

Skills

Financial acumen

Risk analysis

Business development

Client relationship management

Education

Bachelor's Degree in Finance or related field

Job description

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

• 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.

Information

Req ID: 77338

Location: San Antonio -SANAN

Areas of Interest: Finance; Private Banking

Pay Transparency Salary Range: Not Available

Bonus Type: Formula Based

Legal

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.