Private Wealth Banker
BOK Financial
- Tulsa, OK
- Permanent
- Full-time
- You will develop and implement a relationship management plan for potential customer accounts to identify and build relationships; and actively identify new prospects and develop new loan and deposit business.
- You will negotiate loan proposals with customers; this includes analyzing and evaluating credit requests and underwriting loan commitments, coordinating with the Private Wealth Underwriting group, and recommending appropriate credit grade. You will present to the loan committee and implement approval or declination action.
- You will monitor and manage existing credit relationships in coordination with the Private Wealth Underwriting group, including loan renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.
- You will manage deposit portfolios by fulfilling client requests and overseeing resolution of account issues.
- You will serve as the relationship manager in delivery of products and services across departmental and divisional lines while facilitating resolution of operational problems for customers across all divisions.
- Knowledge and understanding of commercial and consumer lending practices and 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