Relationship Manager II - Commercial

BOK Financial • Addison, TX

13d

About The Position

The Relationship Manager IV - Commercial Banking is primarily responsible for the sales of various financial products and the servicing of commercial loans to middle-market privately owned businesses.  This position requires strong knowledge of the commercial underwriting approval processes. Advanced knowledge of Wealth Management products, Treasury Services, deposit offerings and the other bank services. Responsible for managing portfolios, which include the largest, most profitable customer relationships.  Provides more junior officers with functional guidance.Team Culture Meaningful impact comes from working together.  Our team is a small and cohesive unit; even our executives pitch in to help with clients. Our camaraderie, shared decision-making, mutual respect for others, and desire to win are what make us successful. Managers at all levels practice an open-door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected. As a team, we are deeply connected with our communities, committed to social outreach, and volunteer and participate in worthy causes.  We are proud of the company's contributions to the organizations we serve and the great opportunity we have to give back.

Requirements

• This level of knowledge is normally acquired through completion of a Bachelor's degree and 8-10 years' experience in commercial lending or 14-16 years' equivalent experience

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 to develop 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees