Req ID:75178
Location:Denver -DEN
Areas of Interest:Private Banking
Pay Transparency Salary Range:$100,000 - $160,000
Application Deadline:12/02/2024
BOK Financial Corporation Group includes BOKF, NA; BOK Financial
Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA
operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA
operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank
of Texas and BOK Financial.Bonus TypeFormula BasedSummaryActing 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 DescriptionThe 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 CultureWe 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 TimeYou 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 RequirementsThis 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 repo ts and presentations
Good PC skills including knowledge of word processing and spreadsheet
applicationsAdvertising SourceBOK Financial Corporation Groupis 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 todayand 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.
