Req ID: 78352 Location: Oklahoma City -OKC Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 10/05/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financi…
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Oklahoma City, Oklahoma, United States · Remote Solely
Mid level
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Req ID: 78240 Location: Edmond -EDMO Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not Available Application Deadline: 07/16/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Secu…
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Full-time
bachelor degree
Posted 27d ago
~40 hrs/week
Responsibilities
The Senior Private Wealth Banker manages complex commercial and individual loan portfolios while delivering comprehensive wealth management services to high net worth clients. Responsibilities include underwriting loan commitments, monitoring credit relationships, and developing tailored financial strategies to ensure customer loyalty and profitability.
Requirements
Candidates typically need a Bachelor's degree in Finance or a related field with 5-7 years of direct credit/banking experience. Proficiency in credit underwriting, financial analysis, and the ability to obtain NMLS registration upon hire are required.
Full job description
Req ID:78352
Location:Oklahoma City -OKC
Areas of Interest: Wealth Management
Pay Transparency Salary Range:Not Available
Application Deadline:10/05/2026
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®.
Bonus Type
Formula Based
Summary
We're building a culture at BOK Financial where amazing people (like you) can bring their best, be their best and work for the best. You've come to the right place to grow your career. 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.
Job Description
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. Additional responsibilities include the seamless delivery of Deposit Services, Brokerage, Investment management, Trust and Insurance services to high net worth clients and businesses.
Team Culture
We celebrate each other’s wins, big and small. We respect, honor and praise one another for a job well done. We are transparent. We are involved, committed, and collaborative. Simply put: We Achieve More Together.
How You'll Spend Your Time
You will 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.
You will manage a portfolio of key and strategic customer relationships. Develop and execute tailored solutions and strategies for customers that ensures their ongoing satisfaction and loyalty while also enhancing profitability.
You will negotiate loan proposals with customers; analyze and evaluate credit request and underwrite loan commitments, coordinate with the Private Wealth Underwriting group; recommend appropriate credit grade; make oral presentation to loan committee; 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 serve as relationship manager in delivery of products and services across departmental and divisional lines; facilitate resolution of operational problems for customer across divisional lines.
You will ensure that business activities within the area of responsibility comply with relevant external regulatory and/or voluntary codes and with internal policies and procedures to minimize business risk and to protect the reputation of the organization.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Finance or related field of study and 5-7 years of directly related experience in credit/banking and/or 8-10 years of equivalent combination of education and experience.
Senior Private Wealth Bankers are required to obtain a NMLS registration upon hire.
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
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! 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.
How many Finance & Accounting jobs are open in Oklahoma City, OK right now?
There are currently 671 open finance & accounting positions in Oklahoma City, OK listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Oklahoma City, OK?
Companies currently hiring include Oklahoma State Department of Health, 1st Century Bank, Love's Travel Stops, BOK Financial, Center for English as a Second Language at the University of Oklahoma, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Oklahoma City, OK?
Yes — 124 of the 671 open finance & accounting positions offer remote or hybrid work (50 remote, 74 hybrid).
How do I apply for Finance & Accounting jobs in Oklahoma City, OK?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.