Req ID:75142
Location:Denver -DEN
Areas of Interest:Private Banking
Pay Transparency Salary Range:$120,000 - $190,000
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 BasedSummaryWe'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 iJob DescriptionThe 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 CultureWe 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 TimeYou 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 RequirementsThis 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 b nefits 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
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
