Senior Private Wealth Banker

Were building a culture at BOK Financial where amazing people (like you) can bring their best be their best and work for the best. Youve come to the right place to grow your career. 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.

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.

We celebrate each others 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.

• You will 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.
• You will 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.
• You will negotiate loan proposals with customers; analyze and evaluate credit request 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.
• You will 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.
• You will 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.
• You will 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.

This level of knowledge is normally acquired through completion of a Bachelors 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.

Senior Private Wealth Bankers are required to obtain a NMLS registration upon hire.

• 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