Senior Private Wealth Banker & Relationship Lead

BOK Financial Corporation

Oklahoma City (OK)

On-site

USD 120,000 - 190,000

Full time

5 days ago

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Benefits offered by this job

Bonus: Formula Based

Job summary

BOK Financial Corporation in Oklahoma City seeks a Senior Private Wealth Banker to originate and service a broad mix of commercial and consumer loans, with the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance for high net worth clients.

The role emphasizes building and maintaining strong client relationships, delivering tailored financial solutions, and coordinating with underwriting to ensure solid credit decisions while maintaining regulatory

Qualifications

Bachelor’s Degree in Finance or related field is required.
5–7 years of credit/banking experience and/or 8–10 years of equivalent education/experience.
NMLS registration is required upon hire.

Responsibilities

Make and service a wide variety of loans (commercial and individual), secured and unsecured.
Deliver Deposit Services, Brokerage, Investment management, Trust and Insurance to high net worth clients and businesses.
Manage and grow key client relationships and develop tailored financial solutions.
Coordinate with Private Wealth Underwriting for credit requests and approvals.
Ensure regulatory compliance and risk controls across product lines.