Private Banker jobs in Oklahoma

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Private Banker - Tulsa
  • MidFirst Bank - Default
  • Tulsa, OK FULL_TIME
  • Responsibilities include developing and managing a portfolio of deposits and loans for private banking. Deposits typically include personal, business and Treasury Management needs for clients. Loans typically include consumer mortgage, commercial, aircraft, unsecured, auto and securities loans as well as the ability to creatively structure complex credit facilities to accommodate client needs.

    Clients include business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This includes medical groups, law firms and accounting firms. While primarily focused on lending and banking services, a successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects.  

    Candidates for this position must possess a minimum of 5 years’ experience in lending or Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment. Strong understanding of credit, complex personal and business financials and tax returns is highly preferred. Candidates must demonstrate a strong work ethic and character, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs and corporate executives. A working knowledge of trust and investments is a plus. Commensurate Experience considered in lieu of bachelor's degree. In addition, commensurate experience in sales/management and business development will be considered.

     

  • 6 Days Ago

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U.S. Private Bank – Private Banker – Vice President
  • JPMC Candidate Experience page
  • Oklahoma, OK FULL_TIME
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If ...
  • 1 Day Ago

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U.S. Private Bank – Private Banker – Vice President
  • JPMC Candidate Experience page
  • Tulsa, OK FULL_TIME
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If ...
  • 2 Days Ago

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U.S. Private Bank – Private Banker – Vice President
  • JPMorgan Chase
  • Oklahoma, OK FULL_TIME
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If ...
  • 4 Days Ago

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U.S. Private Bank – Private Banker – Vice President
  • JPMorgan Chase
  • Tulsa, OK FULL_TIME
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If ...
  • 4 Days Ago

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U.S Private Bank - Private Banker - Executive Director
  • JPMC Candidate Experience page
  • Tulsa, OK FULL_TIME
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If ...
  • 1 Month Ago

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Private Banker
  • Norman Alex
  • Out client, a top tier global Private bank is seeking seasoned RM's and Private Bankers. We require hunters/rainmakers t...
  • 4/25/2024 12:00:00 AM

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Senior Private Banker
  • WolfCreek Consulting
  • Palm Beach Gardens, FL
  • The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but...
  • 4/25/2024 12:00:00 AM

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Senior Private Banker
  • Wolfcreek Consulting Inc
  • Palm Beach Gardens, FL
  • Job Description Job Description Overview: The Private Banking Officer serves as relationship manager for a portfolio of ...
  • 4/24/2024 12:00:00 AM

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SVP, Private Banker (On-site)
  • Gateway First Bank
  • Tulsa, OK
  • Job Description Job Description JOB SUMMARY: The SVP, Private Banker manages a private banking portfolio of high-net-wor...
  • 4/24/2024 12:00:00 AM

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Private Banker II
  • CrossFirst Bank
  • Dallas, TX
  • With over $7.4 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their fami...
  • 4/23/2024 12:00:00 AM

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PW Market Manager
  • Canadian Imperial Bank Of Commerce
  • San Francisco, CA
  • Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedi...
  • 4/23/2024 12:00:00 AM

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Senior Private Banker
  • Wolfcreek Consulting
  • Palm Beach Gardens, FL
  • The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but...
  • 4/22/2024 12:00:00 AM

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Private Wealth Banker
  • BOK Financial
  • Plano, TX
  • Req ID: 74885 Location: Plano -PLAN Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available Appl...
  • 4/22/2024 12:00:00 AM

Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2) of land and 1,304 square miles (3,380 km2) of water. It lies partly in the Great Plains near the geographical center of the 48 contiguous states. It is bounded on the east by Arkansas and Missouri, on the north by Kansas, on the northwest by Colorado, on the far west by New Mexico, and on the south and near-west by Texas. Much of its border with Texas lies along the Southern Oklahoma Aulacogen, a failed continental rift. The geologic figure defi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$67,599 to $99,376

Private Banker in Springfield, IL
There is a certain portion of the population that will always conflate expensive with good, and get turned on by words like exclusive, private or boutique.
February 03, 2020
Private Banker in Racine, WI
This is when you need to enlist the help of a private banker.
February 14, 2020
Private Banker in Evansville, IN
But it also became a leading reason for the private banker’s undoing and eventual disappearance from the economic scene.
December 21, 2019