Jobs
>
Tulsa

    Private Wealth Banker - Tulsa, United States - BOK Financial

    BOK Financial
    BOK Financial Tulsa, United States

    2 weeks ago

    Default job background
    Description
    Req ID:74839

    Location: Tulsa -TUL

    Areas of Interest: Private Banking

    Pay Transparency Salary Range: Not Available

    Application Deadline: 08/01/2024

    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

    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.

    Job Description

    The 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 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.

    How You'll Spend Your Time
    • You will develop and implement a relationship management plan for potential customer accounts to identify and build relationships; and actively identify new prospects and develop new loan and deposit business.
    • You will negotiate loan proposals with customers; this includes analyzing and evaluating credit requests and underwriting loan commitments, coordinating with the Private Wealth Underwriting group, and recommending appropriate credit grade. You will present to the loan committee and 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 manage deposit portfolios by fulfilling client requests and overseeing resolution of account issues.
    • You will serve as the relationship manager in delivery of products and services across departmental and divisional lines while facilitating resolution of operational problems for customers across all divisions.
    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 3-5 years of directly related experience in credit/banking and/or 6-8 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

    Private Wealth Banker

    5 days ago

    BOK Financial Tulsa, United States

    Req ID:74842 · Location: Tulsa -TUL · Areas of Interest: Private Banking · Pay Transparency Salary Range: Not Available · Application Deadline: 07/31/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial ser ...

  • BOK Financial

    Private Wealth Banker

    3 weeks ago

    BOK Financial Tulsa, United States

    Req ID:74842 · Location: Tulsa -TUL · Areas of Interest: Private Banking · Pay Transparency Salary Range: Not Available · Application Deadline: 05/30/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial ser ...

  • BOK Financial

    Private Wealth Banker

    2 weeks ago

    BOK Financial Tulsa, United States

    Req ID: 74842 · Location: Tulsa -TUL · Areas of Interest: Private Banking · Pay Transparency Salary Range: Not Available · Application Deadline: 05/30/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financi ...

  • BOK Financial

    Private Wealth Associate

    3 weeks ago

    BOK Financial Tulsa, United States

    Req ID: 74947 · Location: Tulsa -TUL · Areas of Interest: Private Banking; Investment Management; Investment Sales; Lending; Portfolio Management; Private Wealth Advisor; Professional; Relationship Management; Trust; Wealth Management · Pay Transparency Salary Range: Not Avail ...

  • BOK Financial

    Private Wealth Associate

    6 days ago

    BOK Financial Tulsa, United States

    Req ID: 75031 · Location: Tulsa -TUL · Areas of Interest: Trust; Investment Management; Lending; Portfolio Management; Private Banking; Professional; Relationship Management; Wealth Management · Pay Transparency Salary Range: Not available · Application Deadline: 06/14/2024 ...

  • Morgan Stanley

    Vice President Private Banker

    2 weeks ago

    Morgan Stanley Tulsa, United States

    Job Description · Job Number: · Job Number: · 3251263 · Posting Date · Posting Date · : · Apr 29, 2024 · Primary Location · Primary Location · : · Americas-United States of America-Washington-Kirkland · Other Locations · Other Locations · : · Americas-United States of ...

  • BOK Financial

    Personal Banker I- Care Center

    1 week ago

    BOK Financial Tulsa, United States

    Req ID: 75043 · Location: Tulsa -TUL · Areas of Interest: Consumer Banking; Consumer Banker · Pay Transparency Salary Range: Not Available · Application Deadline: 06/14/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial ...

  • BOK Financial

    Personal Banker I-Retail

    2 weeks ago

    BOK Financial Tulsa, United States

    Req ID: 74892 · Location: Tulsa -TUL · Areas of Interest: Consumer Banker; Consumer Banking; Consumer Lending · Pay Transparency Salary Range: Not Available · Application Deadline: 06/05/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. ...

  • Morgan Stanley

    Vice President Private Banker

    1 week ago

    Morgan Stanley Tulsa, United States

    Job DescriptionJob Number: · Job Number: · 3251263Posting Date · Posting Date · : · Apr 29, 2024Primary Location · Primary Location · : · Americas-United States of America-Washington-KirklandOther Locations · Other Locations · : · Americas-United States of America-Wash ...

  • BOK Financial

    Investment Manager II

    3 weeks ago

    BOK Financial Tulsa, United States

    Req ID: · 74823 · Location: Tulsa -TUL · Areas of Interest: Investment Management; Finance; Portfolio Management; Wealth Management · Pay Transparency Salary Range: Not Available · Application Deadline: 04/20/2024 · BOK Financial, · Headquartered in Tulsa, Oklahoma, BOK Financi ...

  • tapwage

    Bilingual Personal Banker I

    1 week ago

    tapwage Tulsa, United States Full time

    Req ID: 74892 · Location: Tulsa -TUL · Areas of Interest: Consumer Banker; Consumer Banking; Consumer Lending · Pay Transparency Salary Range: Not Available · Application Deadline: 06/05/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and ...

  • GBC Bank

    Chief Financial Officer

    5 days ago

    GBC Bank Greenfield, United States

    EOE Statement · We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by ...