Client Relationship Specialist III

BOK Financial•Plano, TX

2d•Onsite

About The Position

The Client Relationship Specialist III supports relationship managers and clients in the management of the commercial banking portfolios, including compliance/operational processes, ensuring that all of the commercial banking processes flow effectively and efficiently. Comprehensive understanding of role and work is completed with limited review and guidance from CRS IV and Supervisor. Range of customers supported is broader than CRS II and work is moderately complex to complex.

Requirements

Associate’s Degree and 4 years’ experience in a banking or customer service environment or an equivalent combination of education and experience.
Well-developed understanding of: Lending practices and policies, Loan documentation requirements and regulations, Deposit, loan, and investment systems for report generation and information gathering purposes, Commercial credit analysis, Loan documentation and lien perfection requirements, Litigation processes under county, state, and Federal systems.
Solid demonstrated knowledge of BOKF Commercial loan processes and workflows.
Solid Excel and Word experience.
Well-developed oral and written communication skills to effectively represent self and BOKF.
Solid conceptual thinking and analytical skills with the ability to analyze complex problems that include interrelationships and dependencies in order to identify common themes and solutions.
Ability to effectively plan time, method, manner and sequence of own work assignments.

Responsibilities

Proactively interact with clients, attorneys, and accountants on a limited basis regarding routine to moderately complex account inquiries, problem resolutions, and/or account maintenance issues.
Support the Commercial Lenders clients and business partners through report monitoring, collaboration, research, and problem-solving on routine to moderately complex issues.
Utilize Know Your Customer and Consumer Due Diligence on all new clients, including completing most of the documentation and entering the information into TouchPoint Sales and Service.
Manage exception reports and the requirements and process of clearing outstanding exceptions promptly.
Develop, design, and maintain information in spreadsheets and database programs using various software programs' most complicated features while generating and distributing 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 CRS IV or Supervisor.