BOK Financial · 1 month ago
Relationship Manager IV - Commercial
BOK Financial is a stable and financially strong organization that provides a comprehensive suite of financial and investment solutions for businesses. The Relationship Manager IV – Commercial Banking is responsible for sales of financial products and servicing commercial loans, managing portfolios of the largest customer relationships, and providing guidance to junior officers.
BankingCredit CardsFinancial Services
Responsibilities
You will develop and execute relationship management and business development plans for customers and prospects
You will schedule business development calls and manage customer and prospect databases
You will identify needs and solutions during appointments and monitor existing customer relationships
You will issue and negotiate new relationship and cross-selling proposals, focusing on Wealth Management, Treasury Services, and deposit attraction
You will monitor and manage existing credit relationships, including renewals, financial analysis, and compliance
You will serve as the primary link for all financial services to individual clients and resolve operational problems
You will oversee credit approval, documentation, and booking processes, including loan proposals and presentations to loan committees
You will provide training and serve as a resource for less experienced loan officers, and participate in community activities to enhance the bank's image
Qualification
Required
Bachelor's degree
8-10 years' experience in commercial lending or 14-16 years' equivalent experience
Extensive knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements
Thorough 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
Advanced 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
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
Funding
Current Stage
Late StageLeadership Team
Recent News
2026-01-16
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2025-12-29
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2025-12-25
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