Relationship Mgr III - Commercial
About The Position
BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking! The Relationship Manager III – Commercial Banking is primarily responsible for delivery 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. Strong knowledge of Wealth Management products, Treasury Services, deposit offerings, and the other bank services. Responsible for managing portfolios, which include the larger more profitable customer relationships.
Requirements
- 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
Responsibilities
- Develop and execute a strategic relationship and business development plan targeting customers and prospects.
- Spend significant time on direct outreach, database management, and identifying customer needs and solutions.
- Issue and negotiate proposals for new relationships and cross-selling opportunities across all bank services.
- Manage credit relationships including renewals, financial analysis, compliance monitoring, and wire transfer decisions.
- Serve as the primary liaison for clients across all financial services and resolve operational issues.
- Train junior loan officers and engage in community activities to enhance the bank’s image and grow business contacts.
Benefits
- Bonus TypeFormula Based
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What This Job Offers
Job Type
Full-time
Career Level
Senior
