Senior Private Wealth Banker

BOK Financial•Coppell, TX

22d•Onsite

About The Position

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.

Requirements

Bachelor’s Degree in Finance or related field of study
8-10 years of directly related experience in credit/banking
14-16 years of equivalent combination of education and experience.

Responsibilities

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.
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.
Use business savvy to identify new prospects and develop new business.
Use product/service knowledge to determine what our clients need to enhance their private wealth strategy.
Use 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.
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.