Req ID: 61061
Job Location: Richardson Richardson TX
Areas of Interest: Finance; Wealth Management
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
We’ve built 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.
About the Role
You will primarily be responsible for researching the financing needs of our tax-exempt municipal clients. You will work within multiple sectors such as healthcare, housing, airports, transportation, school districts, and local and state-specific municipalities. Your role is critical in leveraging the growth of the Bank’s public finance activities.
What You Can Expect
Not one day will be the same. You will develop specific financial models using various financial products and software. You will prepare presentations of those results and coordinate with legal and senior banking professionals to deliver financing solutions to the Bank’s clients.
Our camaraderie shared decision-making, and mutual respect for one another are what make us one big happy family. All team members have a stake in the game and are encouraged to share their ideas on creating efficiencies and impacting our bottom line.
How You’ll Spend Your Time
- You will develop financial models based on clients’ needs using available products.
- You will draft, edit, and organize responses to formal solicitations (for Request For Proposals) by state and local governments.
- You will ensure data is updated and inputted into DBC Finance software and other relevant tools.
- You will review and analyze legal documents and maintain client/prospect files.
We’d Like to Talk to You
COLLABORATION: Enjoy working in teams and across departments with a proficiency to follow-up and follow-through.
DETAIL ORIENTED: We ask you to follow our established standards and have good judgment so you can escalate situations when appropriate. Follow-up, follow-through, and accuracy are vital for this role.
INITIATIVE: You identify and complete tasks before being asked and anticipate the next steps.
SOLID COMMUNICATOR: Express ideas concisely, speak clearly, and can easily be understood. You’ll tailor written communications to effectively reach an audience.
TECH SAVVY: You leverage your proficiencies to learn our systems, processes, and procedures.
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor’s degree and 0-2 years of financial analysis or investment banking work experience.
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
Apply today and take the first step towards your next career opportunity!
BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.
Please contact firstname.lastname@example.org with any questions.