About this role
<p style="line-height:20.8px"><span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b>Req ID:</b> <span id="job_req_id">77336</span> </span></span></span></p> <p style="line-height:20.8px"><span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b>Location:</b> Austin -AUS, Dallas -DAL, Houston -HOUS, San Antonio -SANAN, Grapevine -GRPV, Woodlands -WDLND</span></span></span> </p> <p style="line-height:20.8px"><span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b>Areas of Interest: </b>Finance; Private Banking </span></span></span></p> <p style="line-height:20.8px"><span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b>Pay Transparency Salary Range: </b>Not Available</span></span></span> </p> <p><span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b>BOK Financial,</b> 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. .</span></span></span></p> <div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Bonus Type</b></H2> </div><div><div>Formula Based</div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Summary</b></H2> </div><div><p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">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. </span></span></p> <p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">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.</span></span></p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Description</b></H2> </div><div><p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">The <strong>PRIVATE WEALTH BANKER IV</strong> 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. </span></span></p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Team Culture</b></H2> </div><div><p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">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. </span></span></p> <p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">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.</span></span></p> <p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors.</span></span></p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>How You'll Spend Your Time</b></H2> </div><div><p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">•You will use your business savvy to identify new prospects and develop new business. </span></span></p> <p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">•You’ll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy. </span></span></p> <p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">•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. </span></span></p> <p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">•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.</span></span></p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Education & Experience Requirements</b></H2> </div><div><p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">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.</span></span></p> </div></div></div><p><span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b>BOK Financial Corporation Group</b> is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. <b>With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!</b><br> <br> <b>Apply today</b> and take the first step towards your next career opportunity!</span></span></span><br> <span style="color:#000000"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> <br> <b>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.</b></span></span></span></p> <p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><b><span style="color:#000000">Please contact </span><u><a href="mailto:[email protected]?subject=BOKF%20Career%20Site%20Help"><span style="color:#000000">[email protected]</span></a></u><span style="color:#000000"> with any questions. </span></b></span></span></p>