High-Net-Worth Private Banker & Loan Advisor
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-09-04
Listing for:
BOK Financial
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Financial Services, Wealth Management
Job Description & How to Apply Below
The Private Wealth Banker role with BOK Financial in Dallas is to act as a trusted advisor, delivering complex loan solutions and a seamless suite of Deposit Services, Brokerage, Investment management, Trust and Insurance to high-net-worth clients.
You will build lasting relationships, analyze credit requests, monitor covenants, and coordinate with underwriting and products across divisions to meet client goals while upholding the bank's commitment to service excellence.
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