Jobs
>
Houston

    Senior Private Wealth Banker - Houston, United States - BOK Financial

    BOK Financial
    BOK Financial Houston, United States

    1 week ago

    Default job background
    Description
    Req ID:74533

    Location: Houston -HOUS

    Areas of Interest: Wealth Management; 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..

    Bonus Type

    Formula Based

    Summary

    We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've 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.

    Job Description

    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.

    Team Culture

    We celebrate each other's 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.

    How You'll Spend Your Time
    • 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.
    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 5-7 years of directly related experience in credit/banking and/or 8-10 years of equivalent combination of education and experience.
    • 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
    Advertising Source

    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 with any questions.
  • BOK Financial

    Senior Private Wealth Banker

    2 days ago

    BOK Financial Houston, United States

    Req ID: · 74533 · Location: Houston -HOUS · Areas of Interest: Wealth Management; 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 ...

  • BOK Financial

    Senior Private Wealth Banker

    3 days ago

    BOK Financial Houston, United States

    Req ID: 74533 · Location: Houston -HOUS · Areas of Interest: Wealth Management; 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 ho ...

  • Zions Bancorporation

    Wealth Advisor

    1 week ago

    Zions Bancorporation Houston, United States

    At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your ...

  • BankTalent HQ

    Wealth Advisor

    1 week ago

    BankTalent HQ Houston, United States

    At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your ...

  • Richard, Wayne & Roberts

    Private Banking Relationship Manager

    1 week ago

    Richard, Wayne & Roberts Houston, United States

    Private Client Banking Manager · Houston TX · Assisting our Client, a focused investment management group offering equity solutions. Need Private Banker Sales Folks To Build and manage key relationships in the Banking and Wealth Practice In Houston. Private Banking Wealth / Com ...

  • BOK Financial

    Senior Private Relationship Banker

    2 weeks ago

    BOK Financial Houston, TX, United States

    Areas of Interest: Wealth Management; Private Banking · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and N ...

  • RWR Enterprises Inc.

    Private Banking Relationship Manager

    2 days ago

    RWR Enterprises Inc. Houston, United States

    Private Client Banking Manager · Houston TX · Assisting our Client, a focused investment management group offering equity solutions. Need Private Banker Sales Folks To Build and manage key relationships in the Banking and Wealth Practice In Houston. Private Banking Wealth / Com ...

  • Jefferies

    Administrative Assistant, Energy Transition

    1 week ago

    Jefferies Houston, United States

    Jefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first int ...

  • Texas Capital Bancshares, Inc.

    Client Service Associate

    4 days ago

    Texas Capital Bancshares, Inc. Houston, United States

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. · While ...

  • BOK Financial

    Personal Banker I

    1 week ago

    BOK Financial Houston, United States

    Req ID: 74999 · Location: Houston -HOUS · Areas of Interest: Consumer Banking · Pay Transparency Salary Range: Not Available · Application Deadline: 05/29/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth ...

  • BOK Financial

    Personal Banker I

    1 week ago

    BOK Financial Houston, United States

    Req ID: 74999 · Location: Houston -HOUS · Areas of Interest: Consumer Banking · Pay Transparency Salary Range: Not Available · Application Deadline: 05/29/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealt ...

  • BankTalent HQ

    Fiduciary Services Manager, Houston

    1 week ago

    BankTalent HQ Houston, United States

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by · American Banker as · one of the "Best Banks to Wo ...

  • Zions Bancorporation

    Fiduciary Services Manager

    1 week ago

    Zions Bancorporation Houston, United States

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For ...

  • Evercore Inc

    experienced associate

    1 week ago

    Evercore Inc Houston, TX, United States

    1 · Group Description: Evercore's Houston Energy Advisory Team has 75+ energy advisory professionals and is the leading ranked advisor, having collectively advised on 220+ energy M&A transactions since 2014 across Energy verticals including upstream, midstream, downstream, oil fi ...

  • Jefferies

    Investment Banking Analyst

    6 days ago

    Jefferies Houston, United States

    Group Description: · The Jefferies Energy team represents one of the largest dedicated Energy sector investment banking teams in the world. Our unique structure combines corporate finance and advisory capabilities with a large technical team of geologists and engineers collective ...

  • Hilltop Holdings

    Teller/Customer Service Representative

    1 week ago

    Hilltop Holdings Houston, United States

    **Teller/Customer Service Representative** · CAROUSEL_PARAGRAPH · Houston, Texas · Retail Banking · 13977 · PlainsCapital Bank · ** Share Job** · ** Job Description** · **This position is eligible for a $1,000 sign on bonus*** · **Hours:** 8am to 5pm · **Location name:* ...

  • BOK Financial

    Personal Banker I

    3 days ago

    BOK Financial Houston, United States

    Req ID: 74999 · Location: Houston -HOUS · Areas of Interest: Consumer Banking · Pay Transparency Salary Range: Not Available · Application Deadline: 05/29/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealt ...

  • Macquarie Group

    Analyst

    1 week ago

    Macquarie Group Houston, United States

    As an Infrastructure & Energy Analyst, you will work in a fast-paced, independent environment with a dynamic work schedule. You will help create and edit financial models, client presentations, memorandum and other key marketing materials utilizing your strong research and analyt ...

  • Jefferies

    Investment Banking Analyst

    1 week ago

    Jefferies Houston, United States

    Group Description: · The Jefferies Energy team represents one of the largest dedicated Energy sector investment banking teams in the world. Our unique structure combines corporate finance and advisory capabilities with a large technical team of geologists and engineers collectiv ...

  • Jefferies

    Investment Banking Analyst

    4 days ago

    Jefferies Houston, United States

    Group Description: · The Jefferies Energy team represents one of the largest dedicated Energy sector investment banking teams in the world. Our unique structure combines corporate finance and advisory capabilities with a large technical team of geologists and engineers collectiv ...