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Senior Private Wealth Banker (Finance)

Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR
Senior Private Wealth Banker (Finance): Managing complex commercial and individual loan portfolios for high-net-worth clients with an accent on credit underwriting, relationship management, and cross-divisional service delivery. Focus on identifying new business opportunities, structuring strategic transactions, and ensuring regulatory compliance within a stable banking environment.

Location: Must be based in Oklahoma City, OK

Company

hirify.global is a stable and financially strong corporation providing comprehensive banking, wealth management, and investment services.

What you will do

  • Manage a portfolio of strategic customer relationships to ensure satisfaction, loyalty, and profitability.
  • Structure and negotiate complex commercial and individual loan proposals, including secured and unsecured credit.
  • Analyze financial statements, collateral valuations, and cash flow to underwrite loan commitments.
  • Present credit requests to the loan committee and manage the approval or declination process.
  • Coordinate the delivery of brokerage, trust, insurance, and investment services across divisional lines.
  • Monitor existing credit relationships, including renewals, covenant tracking, and delinquency reporting.

Requirements

  • Bachelor’s Degree in Finance or related field required.
  • 5-7 years of directly related experience in credit/banking or 8-10 years of equivalent combination.
  • Must obtain NMLS registration upon hire.
  • Strong knowledge of commercial and consumer lending practices, credit underwriting, and financial analysis.
  • Demonstrated ability to sell financial products and services to high-net-worth clients.
  • Excellent communication skills for preparing reports and delivering presentations to loan committees.

Culture & Benefits

  • Collaborative team culture focused on transparency, mutual respect, and shared success.
  • Commitment to professional development, training, and long-term career growth.
  • Equal opportunity employer with a focus on inclusive hiring practices.
  • Stable work environment within a well-established financial institution.

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