обновлено 6 дней назад
Senior Private Wealth Banker (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
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
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.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
24 часа назад
Private Banker (Wealth Management)
8 часов назад
Financial Relationship Banker - Southaven Snowden Grove
24 часа назад
Private Banker 4 (Wealth Management)
6 часов назад
Financial Relationship Banker - Memphis Southwind
2 дня назад
Senior Manager, Advisory & Planning, Private Client (Financial Services)
96 100 - 135 700$
1 день назад