BOK Financial · 2 weeks ago
Relationship Manager II - Commercial
Scottsdale, AZ, US, 85054
Full-time
Onsite
Mid, Senior Level
3+ years expBOK Financial Corporation is a leading provider of sophisticated financial solutions committed to exceptional customer experience. The Relationship Manager II – Commercial Banking is responsible for delivering financial products and servicing commercial loans to middle-market privately owned businesses, while managing profitable customer relationships.
BankingCredit CardsFinancial Services
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 for development of 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
Required
Bachelor's degree
3-5 years' experience in a commercial lending environment or 9-11 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
Company
BOK Financial
BOK Financial offers financial services to consumers and businesses.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Carrie Clasen Porter
Chief Operating Officer, Wealth Management
Chris Butta
Senior Vice President , Director-Petroleum Engineering
Recent News
2026-01-16
The Journal Record
2025-12-29
The Journal Record
2025-12-25
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