Private Wealth Banker
BOK FinancialAustin, Texas, United States
Posted September 12, 2025
Full Time
About the Company
BOK Financial Corporation is a $50 billion regional financial services company headquartered in Tulsa, Oklahoma. The company offers a wide range of services including personal and business banking, wealth management, mortgage origination, investment services, insurance, and trust management across eight states. BOK Financial is known for its commitment to providing comprehensive financial solutions while maintaining a strong focus on customer service and equal employment opportunities.
Job Description
This role as a Private Wealth Banker involves advising high-net-worth clients on financial solutions, including loans, investment management, and trust services. The position requires building relationships with clients, actively identifying new prospects, and analyzing credit requests. The company values a positive work environment, employee growth, and community impact.
Requirements
- Develop and implement a relationship management plan for potential customers.
- Negotiate loan proposals and analyze credit requests.
- Monitor existing credit relationships and manage deposit portfolios.
- Provide relationship management services across departmental and divisional lines.
Benefits
- Industry-leading benefits
- Educational Development
- Community Commitment
