Relationship Mgr III - Commercial

About the role

BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking!

Responsibilities

• Develop and execute a strategic relationship and business development plan targeting customers and prospects.
• Spend significant time on direct outreach, database management, and identifying customer needs and solutions.
• Issue and negotiate proposals for new relationships and cross-selling opportunities across all bank services.
• Manage credit relationships including renewals, financial analysis, compliance monitoring, and wire transfer decisions.
• Serve as the primary liaison for clients across all financial services and resolve operational issues.
• Train junior loan officers and engage in community activities to enhance the bank’s image and grow business contacts.

Requirements

• This level of knowledge is normally acquired through completion of a Bachelor’s degree and 5-7 years’ experience in a commercial lending environment or 11-13 years’ equivalent experience.
• Extensive knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements.
• Advanced knowledge of accounting principles and practices.
• Demonstrated capacity to sell products/services within the financial services industry.
• Advanced understanding of credit underwriting, documentation, loan policy, and regulations.
• Advanced knowledge of financial analysis including ratio and trend analysis and projections.
• Specialized knowledge of specific markets in order to serve defined territories.
• Thorough knowledge of Wealth Management and Treasury Services products.
• Ability and knowledge to sell the entirety of the bank.
• Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations.
• Good PC skills including knowledge of word processing and spreadsheet applications.

Qualifications

• Completion of a Bachelor’s degree.
• 5-7 years’ experience in a commercial lending environment or 11-13 years’ equivalent experience.

Skills

• Strong knowledge of commercial underwriting approval processes.
• Strong knowledge of Wealth Management products, Treasury Services, deposit offerings, and the other bank services.
• Advanced knowledge of accounting principles and practices.
• Advanced understanding of credit underwriting, documentation, loan policy, and regulations.
• Advanced knowledge of financial analysis including ratio and trend analysis and projections.
• Specialized knowledge of specific markets in order to serve defined territories.
• Thorough knowledge of Wealth Management and Treasury Services products.
• Ability and knowledge to sell the entirety of the bank.
• Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations.
• Good PC skills including knowledge of word processing and spreadsheet applications.

Benefits

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!

Pay

Bonus Type: Formula Based
Salary Range: $115,000 - $195,000

Schedule

N/A

Benefits

N/A