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Private Wealth Banker IV

Company: BOK Financial
Location: Denver
Posted on: May 3, 2021

Job Description:

Req ID:58763

Areas of Interest:Private Banking

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .


Base Salary Range: $140,288 - $171,463

Bonus Type: Formula Based


The Private Wealth Banker III is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are higher in visibility and more complex in nature. Additional responsibilities include the delivery of Brokerage, Investment management, Trust and Insurance products to high net worth clients and businesses. Handles larger, more profitable customer relationships within the department. Provides subordinate officers with functional guidance.


  1. Monitors and manages existing credit relationships which includes note renewals, reviewing and detailed analysis of current financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring; compiles reports necessary to monitor asset and credit quality and compliance with policy/regulation. Coordinates activity with Professional Services Group (PSG).
  2. Negotiates loan proposals; analyzes and evaluates credit requests and writes loan commitments with support from PSG; recommends appropriate credit grade; makes oral presentation to loan committee; implements approval or declination action.
  3. Develops new business through identifying and calling on existing or prospective customers; promotes and cross-sell Banks services; works with Bank operation areas to ensure that quality service is provided.
  4. Serves as relationship manager in delivery of products and services across departmental and divisional lines.
  5. Participates in community and professional activities in order to enhance Banks image and expand personal network of business contacts for development of new business.
  6. Ensures researching and curing collateral exceptions are performed and in compliance with lending policies and guidelines; contacts customers about past due accounts; decisions overdrafts and outgoing wires.




  • Extensive knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements
  • Advanced knowledge of accounting principles and practices
  • Demonstrated capacity to sell products/services within the financial services industry
  • Advanced understanding of credit underwriting, documentation, loan policy, and regulations
  • Extensive knowledge of financial analysis including ratio and trend analysis and projections
  • Specialized knowledge of client benefits offered by Brokerage, Investment Management, Trust and Insurance products and services
  • Excellent 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

This level of knowledge is normally acquired through completion of a Bachelors Degree and 5-7 years experience in a lending, financial services environment or 11-13 years equivalent work experience.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

Please contact with any questions.

Keywords: BOK Financial, Denver , Private Wealth Banker IV, Other , Denver, Colorado

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