Jobs
>
Oklahoma City

    Private Wealth Banker - Oklahoma City, United States - Bank of Texas

    Bank of Texas
    Bank of Texas Oklahoma City, United States

    3 weeks ago

    Default job background
    Description

    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 thePrivate 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
  • BOK Financial

    Private Wealth Banker

    3 weeks ago

    BOK Financial Oklahoma City, United States

    Req ID: 74502 · Location: Oklahoma City -OKC · Areas of Interest: 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 ...

  • BOK Financial

    Private Wealth Banker

    3 weeks ago

    BOK Financial Edmond, United States

    Req ID:74502 · Location: Oklahoma City -OKC · Areas of Interest: 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 ...

  • BOK Financial

    Mortgage Banker

    3 weeks ago

    BOK Financial Oklahoma City, United States

    Req ID: 75009 · Location: Oklahoma City -OKC, Edmond -EDMO, Moore -MOOR, Norman -NORM · Areas of Interest: Mortgage Banking · Pay Transparency Salary Range: Not Available · Application Deadline: 07/31/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Se ...

  • International Executive Service Corps

    Engineering Technician 3

    1 week ago

    International Executive Service Corps Oklahoma City, United States

    Potential Work Locations · MA-Orleans, MA-Sandwich · Where would you step in? · You will serve as Technician primarily providing operation, maintenance, and testing services of wastewater treatment plants/systems and to provide technical support. You can sit in our · Orleans or ...

  • BOK Financial

    Mortgage Banker

    3 weeks ago

    BOK Financial Edmond, United States

    Req ID: 75009 · Location: Oklahoma City -OKC, Edmond -EDMO, Moore -MOOR, Norman -NORM · Areas of Interest: Mortgage Banking · Pay Transparency Salary Range: Not Available · Application Deadline: 07/31/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Se ...

  • BOK Financial

    Personal Banker I

    4 weeks ago

    BOK Financial Edmond, United States

    Req ID: 74944 · Location: Oklahoma City -OKC · Areas of Interest: Consumer Banking · Pay Transparency Salary Range: Not Available · Application Deadline: 06/30/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private ...

  • The University of Oklahoma

    Associate/ Full Professor of Finance

    3 weeks ago

    The University of Oklahoma Norman, OK, United States

    Associate/ Full Professor of Finance - Oklahoma Bankers Chair · The Finance Division of the Price College of Business, University of Oklahoma, continues to be in an ambitious period of growth and renewal. This growth encompasses several new programs, such as the Division's recen ...

  • The University of Oklahoma

    Associate/ Full Professor of Finance

    3 weeks ago

    The University of Oklahoma Norman, OK, United States

    Associate/ Full Professor of Finance - Oklahoma Bankers Chair Location: · Norman, OK · Open Date: · Sep 11, 2023 · Description: · The Finance Division of the Price College of Business, University of Oklahoma, continues to be in an ambitious period of growth and renewal. This ...

  • InsideHigherEd

    Associate/ Full Professor of Finance

    1 week ago

    InsideHigherEd Norman, United States Faculty Jobs ,

    Associate/ Full Professor of Finance - Oklahoma Bankers Chair · Location: · Norman, OK · Open Date: · Sep 11, 2023 · Description: · The Finance Division of the Price College of Business, University of Oklahoma, continues to be in an ambitious period of growth and renewal. This gr ...