BOK Financial · 1 week ago
Relationship Mgr III - Commercial
BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. The Relationship Manager III – Commercial Banking is primarily responsible for delivering various financial products and servicing commercial loans to middle-market privately owned businesses, managing portfolios of larger, more profitable customer relationships.
BankingCredit CardsFinancial Services
Responsibilities
You will develop and execute a strategic relationship and business development plan targeting customers and prospects
You will spend significant time on direct outreach, database management, and identifying customer needs and solutions
You will issue and negotiate proposals for new relationships and cross-selling opportunities across all bank services
You will manage credit relationships including renewals, financial analysis, compliance monitoring, and wire transfer decisions
You will serve as the primary liaison for clients across all financial services and resolve operational issues
You will train junior loan officers and engage in community activities to enhance the bank’s image and grow business contacts
Qualification
Required
Bachelor's degree
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
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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