Req ID: 75364
Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Woodlands -WDLND
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. .
Formula Based
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.
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.
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.
•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.
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 recruiting_coordinators@bokf.com with any questions.
...to welcome a dedicated Veterinary Technician Assistant to our Anesthesia/Analgesia Service! Interested in a vital position assisting Veterinarians... ...further information. Official Title: Veterinary Tech Assistant(AN001) Department(s): A87-SCHOOL OF VET...
~ The incumbent teaches undergraduate and graduate Education courses, conducts research and contributes to outreach. About Alcorn State University Alcorn State University, a Historically Black College and University, is a comprehensive land-grant institution...
Project type: TranslationProject language pair: Chinese to JapaneseProject tool: TradosProject content: RPG or SLG file, reserve resources for the second half of the game projectRequirements: Must have at least 2 years experience in game translation, proficient in...
...Full time armed security officers needed.Description:Access control at vehicle and pedestrian gates on to an industrial facility. Vehicle... ...extra hours as they come up. Must have aArmed CLEET security guardlicense. If you have a unarmed CLEET guard license, we can talk...
...COMMUNITIES JOB DESCRIPTION Maintenance Technician SUMMARY As our Maintenance... ...assisting residents with issues within their home, providing them with the best customer... ...general knowledge of HVAC, plumbing, appliance repair and electrical. The position is a...