Senior Private Wealth Banker
Location: Grapevine
Posted on: June 23, 2025
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Job Description:
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 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 IV is primarily responsible
for making and servicing commercial and individual loans that
involve significant amounts of both secured and unsecured funds
and/or credit secured which have the highest visibility and are the
most complex in nature. Additional responsibilities include the
delivery of Brokerage, Investment management, Trust, and Insurance
products to high net worth clients and businesses. Handles the
largest, most profitable customer relationships within the
department. 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.
Our team culture inspires our entrepreneurial spirit. It empowers
us to act as trusted advisors. How Youll Spend Your Time •You will
use your business savvy to identify new prospects and develop new
business. •You’ll use your product/service knowledge to determine
what our clients need to enhance their private wealth strategy.
•You will use your financial acumen and analytical skills to
understand data to make informed decisions in order to structure
loans, mitigate and identify risk, and keep us in regulatory
compliance. •You will monitor and manage existing credit
relationships in coordination with the Professional Services Group,
including note renewals, detailed analysis of financial statements
and collateral valuations, credit analysis, cash flow analysis,
delinquency reporting, documenting exceptions, and covenant
monitoring. 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 8-10 years of
directly related experience in credit/banking and/or
14-16 years of equivalent combination of education and experience.
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.
Keywords: , Lewisville , Senior Private Wealth Banker, Accounting, Auditing , Grapevine, Texas
