Relationship Manager III - Commercial jobs in United States
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BOK Financial · 3 weeks ago

Relationship Manager III - Commercial

BOK Financial Corporation is a leading provider of sophisticated financial solutions, committed to exceptional customer experience in Commercial Banking. The Relationship Manager III is responsible for delivering financial products and servicing commercial loans to middle-market privately owned businesses, while managing portfolios of larger, more profitable customer relationships.

BankingCredit CardsFinancial Services
Hiring Manager
Aimee Schwartz
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Responsibilities

You’ll prospect, network, develop new business, and cross-sell our services
You’ll participate in community and professional activities to enhance our image and expand your network of business contacts to develop new business
You’ll partner with credit on the approval, documentation, and booking processes
Analyzing and evaluating credit requests, writing loan commitments, and recommending appropriate risk rating and issue declinations
You’ll monitor and manage existing credit relationships, including credit renewal, review detailed analysis of current financial statements and collateral valuations, cash flow analysis, managing delinquencies, and document exceptions
You’ll compile reporting to monitor asset, credit quality, and compliance with policy/regulation and determine appropriate action for wire transfers

Qualification

Commercial underwriting knowledgeWealth Management productsTreasury ServicesPortfolio managementCredit analysisNetworkingCustomer serviceTeam collaboration

Required

Bachelor's degree
5-7 years' experience in a commercial lending environment or 11-13 years' equivalent experience
Strong knowledge of the commercial underwriting approval processes
Strong knowledge of Wealth Management products, Treasury Services, deposit offerings, and other bank services
Ability to manage portfolios, including larger more profitable customer relationships

Company

BOK Financial

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BOK Financial offers financial services to consumers and businesses.

Funding

Current Stage
Late Stage

Leadership Team

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Carrie Clasen Porter
Chief Operating Officer, Wealth Management
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Chris Butta
Senior Vice President , Director-Petroleum Engineering
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Company data provided by crunchbase