Senior Private Relationship Banker - Phoenix, AZ, United States - BOK Financial
Description
Location:
Phoenix -PHOE, Gilbert -GILB, Mesa -MESA, Scottsdale -SCOTT, Tempe -TEMP
Areas of Interest:
Wealth Management
Application Deadline: 07/31/2024
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 New Mexico.
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.
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.
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.
analyze and evaluate credit request and underwrite loan commitments, coordinate with the Private Wealth Underwriting group; recommend appropriate credit grade; 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 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 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.
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.
Good PC skills including knowledge of word processing and spreadsheet applications
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.
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.