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.

     

  • 2 Months 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 ...
  • 14 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 ...
  • 2 Months 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 Months 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 ...
  • 2 Months 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 ...
  • 2 Months Ago

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Senior Private Banker
  • Avior Executive Search, Inc
  • Senior Private Banker Positions in: Long Island-New Jersey-Orlando Our client is a growing, regional, full-service finan...
  • 6/2/2024 12:00:00 AM

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Private Banker
  • IDB
  • Beverly Hills, CA
  • Company Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putt...
  • 6/2/2024 12:00:00 AM

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Private Banker
  • Hiring Now!
  • Wayzata, MN
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
  • 6/2/2024 12:00:00 AM

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U.S. Private Banker - Private Banker - Vice President
  • JPMorgan Chase
  • Fort Lauderdale, FL
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide...
  • 6/2/2024 12:00:00 AM

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SVP, Private Banker
  • NexBank
  • Dallas, TX
  • Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank...
  • 5/31/2024 12:00:00 AM

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Private Banker
  • The Judge Group
  • Milwaukee, WI
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
  • 5/30/2024 12:00:00 AM

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Private Banker - Director
  • Deutsche Bank
  • Los Angeles, CA
  • Private Banker - Director Job ID:R0063557 Listed: 2023-09-29 Regular/Temporary: Regular Location: Los Angeles
  • 5/30/2024 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 ...
  • 5/29/2024 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
$67,745 to $99,592

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