Jobs
>
Houston

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

    BOK Financial
    BOK Financial Houston, United States

    2 weeks 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.

    #J-18808-Ljbffr
  • BOK Financial

    Senior Private Wealth Banker

    6 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 ...

  • BOK Financial

    Senior Private Wealth Banker

    3 weeks 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 holding ...

  • BOK Financial

    Senior Private Wealth Banker

    2 weeks 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 ...

  • BOK Financial

    Personal Banker I

    1 week ago

    BOK Financial Sugar Land, United States

    Req ID: 74958 · Location: Sugarland -SGLND · Areas of Interest: Consumer Banker · Pay Transparency Salary Range: Not Available · Application Deadline: 05/19/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, ...

  • Truist Bank

    Treasury Solutions Consultant

    4 days ago

    Truist Bank Houston, United States

    Need Help? · **Regular or Temporary**: · Regular · **Language Fluency**:English (required) · **Work Shift**: · 1st shift (United States of America) · **Please review the following job description**: · Responsible for consultative sales of Treasury Solutions (TS) products and serv ...

  • BOK Financial

    Personal Banker I

    4 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 Wealth, In ...

  • Zions Bancorporation

    Wealth Advisor

    3 weeks 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

    3 weeks 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 ...

  • Cadence Bank

    Director Private Bank

    1 week ago

    Cadence Bank Houston, United States

    Job Posting: · What The Role Is · A Director - Private Banker should act as a senior trusted advisor to the Bank's high net worth customers by understanding, anticipating, and satisfying the customer's banking and financial needs. The Private Banker will team with other Wealth ...

  • Amegy Bank of Texas

    Wealth Advisor

    1 week ago

    Amegy Bank of Texas 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 ...

  • TWM Executive Search

    Business Development Officer

    2 days ago

    TWM Executive Search Houston, United States

    Top-tier national Wealth Management Firm seeks key Business Development Officer in Houston to penetrate the local market. · Build and utilize a personal referral network of attorneys, accountants, bankers, etc. to discover and onboard prospects. Firm has established resources in ...

  • NPAworldwide

    Senior Trust Officer

    3 days ago

    NPAworldwide Houston, United States

    As a Senior Trust Officer, you will: · Manage a $200 million assets office with a relationship manager and assistant reporting to you. You will have P&L responsibility. · Expand the wealth management department by actively participating in the professional community to attract ...

  • Hancock Whitney

    Private Banker

    1 week ago

    Hancock Whitney Houston, United States

    Thank you for your interest in our company To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your accou ...

  • Richard, Wayne & Roberts

    Private Banking Relationship Manager

    3 weeks 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 ...

  • RWR Enterprises Inc.

    Private Banking Relationship Manager

    2 weeks 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 ...

  • Linscomb Wealth

    Wealth Advisor III

    1 week ago

    Linscomb Wealth Houston, United States

    Position Title: Wealth Advisor III · Location: 1333 West Loop South, Ste 1500, Houston, TX 77027 · Eligibility for Remote: No · Grade: Commission · Job Posting: · What The Role Is · A Linscomb Wealth, Wealth Advisor III has a well-established and highly sustainable client book o ...

  • Jefferies

    Administrative Assistant, Energy Transition

    3 weeks 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

    2 weeks 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

    3 weeks 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 ...

  • BOK Financial

    Personal Banker I

    3 weeks 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 ...