Client Relationship Specialist III
About The Position
The Client Relationship Specialist III supports relationship managers and clients in managing commercial banking portfolios, including compliance and operational processes, to ensure commercial banking processes flow effectively and efficiently. The role requires a comprehensive understanding of the work and is completed with limited review and guidance from a Client Relationship Specialist IV or Supervisor. It supports a broader range of customers and handles work that is moderately complex to complex. The position works collaboratively with Relationship Managers, clients, and business partners and offers exposure to different areas of the Bank, as well as opportunities for continuous growth and learning.
Requirements
- Associate's degree and 4 years of experience in a banking or customer service environment, or an equivalent combination of education and experience.
- Well-developed understanding of lending practices and policies.
- Well-developed understanding of loan documentation requirements and regulations.
- Well-developed understanding of deposit, loan, and investment systems for report generation and information gathering.
- Well-developed understanding of commercial credit analysis.
- Well-developed understanding of loan documentation and lien perfection requirements.
- Well-developed understanding of litigation processes under county, state, and federal systems.
- Solid demonstrated knowledge of BOKF Commercial loan processes and workflows.
- Solid experience with Excel and Word.
- Well-developed oral and written communication skills to effectively represent oneself and BOKF.
- Solid conceptual thinking and analytical skills, including the ability to analyze complex problems involving interrelationships and dependencies to identify common themes and solutions.
- Ability to effectively plan the time, method, manner, and sequence of own work assignments.
Responsibilities
- Interact proactively, on a limited basis, with clients, attorneys, and accountants regarding routine to moderately complex account inquiries, problem resolutions, and account maintenance issues.
- Support Commercial Lenders' clients and business partners through report monitoring, collaboration, research, and problem-solving on routine to moderately complex issues.
- Use Know Your Customer and Consumer Due Diligence processes for all new clients, complete most documentation, and enter information into TouchPoint Sales and Service.
- Manage exception reports and the requirements and process for clearing outstanding exceptions promptly.
- Develop, design, and maintain information in spreadsheets and database programs using advanced features, and generate and distribute routine reports, with oversight from a Client Relationship Specialist IV or Supervisor.
- Assist Commercial Lending Officers in developing new lending and depository business with existing and prospective customers, including preparing packages for Bank product presentations, with guidance from a Client Relationship Specialist IV or Supervisor.
Benefits
- Excellent training and development to support employees' long-term careers.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
