M&T Bank: Senior Private Banker

Senior Private Wealth Banker

Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve.

The PRIVATE WEALTH BANKER IV is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured which have the highest visibility and are the most complex in nature. Additional responsibilities include the delivery of Brokerage, Investment management, Trust, and Insurance products to high net worth clients and businesses. Handles the largest, most profitable customer relationships within the department.

Your manager will be there for you and help guide your success. Your Client Service Associate will be the direct contact to handle your client base and provide a personal touch experience. You'll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy. You will use your financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance. You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.

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 8-10 years of directly related experience in credit/banking and/or 14-16 years of equivalent combination of education and experience.

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! 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. Investing in our talent and building a great workplace is a top priority for us.

Community commitment

BOK Financial Corporation Group adheres to state specific pay transparency requirements.

In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.

See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporationsand everything in between.

• Operations focused in an eight-state footprint
• 53.8 billion in assets*
• $123.6 billion in assets under management and administration*
• $9.3 million donated to local nonprofits in 2025
• Credit Analyst, Bank, Banking, Banker, Finance

*BOK Financial