BOK Financial
Overview
Senior Private Wealth Banker
role at
BOK Financial
— Houston, TX. Application deadline: 10/31/2025. Pay Transparency Salary Range: Not Available. Summary: The
Senior Private Wealth Banker
is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. The role also entails seamless delivery of Deposit Services, Brokerage, Investment Management, Trust and Insurance services to high net worth clients and businesses. Responsibilities
Participate in formulating the strategy and identifying, evaluating, onboarding and structuring key transactions to ensure continued financial health and maximum value creation through the entire product life cycle; while actively identifying new prospects and developing new loan and deposit business. Manage a portfolio of key and strategic customer relationships. Develop and execute tailored solutions and strategies for customers that ensures ongoing satisfaction and loyalty while also enhancing profitability. Negotiate loan proposals with customers; analyze and evaluate credit requests and underwrite loan commitments, coordinate with the Private Wealth Underwriting group; recommend appropriate credit grade; present to loan committee; implement approval or declination action. Monitor and manage existing credit relationships in coordination with the Private Wealth Underwriting group, including loan renewals, financial statement analysis, collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. Serve as relationship manager in delivery of products and services across departmental and divisional lines; facilitate resolution of operational problems for customers across divisional lines. Ensure business activities comply with external regulatory and/or voluntary codes and internal policies and procedures to minimize business risk and protect the organization’s reputation. Education & Experience
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field and 5-7 years of directly related experience in credit/banking and/or 8-10 years of equivalent combination of education and experience. Knowledge and understanding of commercial and consumer lending practices, loan documentation, and loan servicing requirements Good knowledge of accounting principles and practices Demonstrated capacity to sell products/services within the financial services industry Good understanding of credit underwriting, documentation, loan policy, and regulations Good knowledge of financial analysis including ratio and trend analysis and projections Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and Insurance products and services Strong 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 About the Company & Equal Opportunity
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. 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. Please contact recruiting_coordinators@bokf.com with any questions.
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Senior Private Wealth Banker
role at
BOK Financial
— Houston, TX. Application deadline: 10/31/2025. Pay Transparency Salary Range: Not Available. Summary: The
Senior Private Wealth Banker
is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. The role also entails seamless delivery of Deposit Services, Brokerage, Investment Management, Trust and Insurance services to high net worth clients and businesses. Responsibilities
Participate in formulating the strategy and identifying, evaluating, onboarding and structuring key transactions to ensure continued financial health and maximum value creation through the entire product life cycle; while actively identifying new prospects and developing new loan and deposit business. Manage a portfolio of key and strategic customer relationships. Develop and execute tailored solutions and strategies for customers that ensures ongoing satisfaction and loyalty while also enhancing profitability. Negotiate loan proposals with customers; analyze and evaluate credit requests and underwrite loan commitments, coordinate with the Private Wealth Underwriting group; recommend appropriate credit grade; present to loan committee; implement approval or declination action. Monitor and manage existing credit relationships in coordination with the Private Wealth Underwriting group, including loan renewals, financial statement analysis, collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring. Serve as relationship manager in delivery of products and services across departmental and divisional lines; facilitate resolution of operational problems for customers across divisional lines. Ensure business activities comply with external regulatory and/or voluntary codes and internal policies and procedures to minimize business risk and protect the organization’s reputation. Education & Experience
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field and 5-7 years of directly related experience in credit/banking and/or 8-10 years of equivalent combination of education and experience. Knowledge and understanding of commercial and consumer lending practices, loan documentation, and loan servicing requirements Good knowledge of accounting principles and practices Demonstrated capacity to sell products/services within the financial services industry Good understanding of credit underwriting, documentation, loan policy, and regulations Good knowledge of financial analysis including ratio and trend analysis and projections Thorough knowledge of client benefits offered by Brokerage, Investment management, Trust and Insurance products and services Strong 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 About the Company & Equal Opportunity
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial. 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. Please contact recruiting_coordinators@bokf.com with any questions.
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