Private Banker

MRISpokane

Private Banker

Oklahoma City, OK
Full Time
Paid
  • Responsibilities

    Position: Private Banker

    Location: Tulsa or Oklahoma City, OK
    Job Type: Full-Time
    Reports to: EVP Director, Private Bank

    Position Summary

    We are seeking a skilled Private Banker to cover the entire state of Oklahoma, with the flexibility to sit out of either Tulsa or Oklahoma City. In this role, you’ll step into a small book of business and have the opportunity to grow it, establishing a high-touch, relationship-based private banking service for mid-level high-net-worth clients. With a primary focus on low-rate mortgages and personal banking services, this is a unique chance to build a comprehensive client portfolio from the ground up.

    Key Responsibilities

    • Client Relationship Management: Cultivate and expand relationships with clients who meet our target profile of $250k+ annual income and $1 million net worth (excluding personal residence), focusing on high-touch services and low-rate mortgage solutions.
    • Customized Banking Solutions: Offer specialized financial services, including an innovative fixed-rate mortgage product with an unlimited re-price option, providing clients flexibility to re-price down the road for a fee.
    • Credit and Lending: Recommend credit and lending solutions tailored to each client's needs; as a relationship banker, manage a portfolio of in-house mortgages held on our balance sheet.
    • Cross-Functional Collaboration: Collaborate closely with the commercial lending team to generate private banking business from commercial portfolios, deepening relationships across the organization.
    • Risk Management: Adhere to all regulatory and internal policies, ensuring compliance and upholding the highest standards of confidentiality and integrity.
    • Client Onboarding and Documentation: Ensure a seamless onboarding process, managing all required documentation to be compliant with industry standards.

    Required Skills and Qualifications

    • Bachelor’s degree in Finance, Business, Economics, or a related field
    • 5+ years of experience in private banking, wealth management, or a related financial services role
    • Expertise in personal banking services and credit underwriting, with a focus on mortgage lending
    • Excellent relationship-building and client management skills
    • Ability to work independently, creating and expanding a book of business in a self-directed manner

    Preferred Qualifications

    • MBA or relevant financial certifications (e.g., CFP, CFA)
    • Background in private banking for mid-level high-net-worth clients
    • Proven track record of collaborating with commercial lending teams for business generation

    Benefits

    • Competitive salary and performance-based bonuses
    • Comprehensive benefits package (medical, dental, vision, 401(k))
  • Compensation
    $100,000-$160,000 per year