Senior Private Wealth Banker
Listed on 2026-07-05
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Wealth Management
Senior Private Wealth Banker
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.
Responsibilities- Identify new prospects and develop new business.
- Use product/service knowledge to determine client needs to enhance private wealth strategy.
- Structure loans, mitigate risk, and ensure regulatory compliance.
- Monitor and manage existing credit relationships, including note renewals, financial statement analysis, collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.
Education & Experience Requirements:
Bachelor's Degree in Finance or related field and 8‑10 years of directly related experience in credit/banking or 14‑16 years of equivalent combination of education and experience.
Base salary range:
The base salary range represents an average range for this position. Actual offers will be determined based on qualifications, skills, experience, and education. Benefits include industry‑leading programs addressing physical, financial, and emotional health. BOK Financial Corporation Group adheres to state‑specific pay transparency requirements.
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.
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