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Private Wealth Banker IV
Posted on: 3 May 2021
Fort Worth, TX
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.
PRINCIPLE DUTIES AND RESPONSIBILITIES:
Develops new business through identifying and calling on existing or prospective customers; promotes and cross-sell Bank’s services; works with Bank operation areas to ensure that quality service is provided. Serves as relationship manager is delivery of products and services across departmental and divisional lines.
Monitors and manages existing credit relationships, coordinating with credit services, loan operations, Private Wealth Underwriting and Credit Risk Management for preparation of annual reviews, commitment reports for note renewals, review and analysis of current financial statements and collateral valuations, credit analysis; monitor asset quality and compliance with policy/regulation.
Negotiates loan proposals; analyzes and evaluates credit requests; coordinates with Credit Risk Management and Private Wealth Underwriting in preparation of commitment reports, recommends appropriate credit grade; makes oral presentation to loan committee; implements approval or declination action.
Participates in community and professional activities in order to enhance Bank’s image and expand personal network of business contacts for development of new business.
KNOWLEDGE, SKILLS and ABILITIES:
Comprehensive knowledge and understanding of lending practices and loan documentation, and loan servicing requirements
Extensive knowledge of accounting principles and practices
Demonstrated capacity to sell products/services within the financial services industry
Extensive understanding of credit underwriting, documentation, loan policy, and regulations
Extensive knowledge of financial analysis including ratio and trend analysis and projections
Specialized knowledge of client benefits offered by Brokerage, Investment management, Trust and Insurance products and services.
Excellent 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
BOK Financial
Tulsa, OK
BOK Financial Corporation is a $46 billion regional financial services company headquartered in Tulsa, Oklahoma with $79 billion in assets under management and administration.
The company's stock is publicly traded on NASDAQ under the Global Select market listings (BOKF). BOK Financial Corporation's holdings include BOKF, NA; BOK Financial Securities, Inc., BOK Financial Private Wealth, Inc., and BOK Financial Insurance, Inc. BOKF, NA operates TransFund, Cavanal Hill Investment Management, and BOK Financial Asset Management, Inc.
BOKF, NA operates banking divisions across eight states as: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas; and BOK Financial in Arizona, Arkansas, Colorado, Kansas, and Missouri; as well as having limited purpose offices in Nebraska, Milwaukee, and Connecticut. Through its subsidiaries, BOK Financial Corporation provides commercial and consumer banking, brokerage trading, investment, trust and insurance services, mortgage origination and servicing, and an electronic funds transfer network. For more information, visit www.bokf.com.
BOK Financial is an equal opportunity employer. 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, race, color, religion, national origin, age, sexual orientation, genetic information, or veteran status.
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IndustryBanking/Financial Services
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No. of Employees5000+
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Website
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Jobs Posted123
