Relationship Mgr III - Commercial

BOK Financial • Plano, TX

5d

About The Position

The Relationship Manager III – Commercial Banking delivers financial products and services commercial loans to middle-market, privately owned businesses. The role manages larger, more profitable customer relationships and portfolios, and requires strong knowledge of commercial underwriting approvals, Wealth Management products, Treasury Services, deposit offerings, and other bank services. The Relationship Manager develops business, manages credit relationships, and serves as the primary liaison for clients across the bank’s financial services.

Requirements

• Bachelor’s degree and 5–7 years of experience in commercial lending, or 11–13 years of equivalent experience.
• Extensive knowledge of commercial lending practices, loan documentation, and loan servicing requirements.
• Advanced knowledge of accounting principles and practices.
• Demonstrated capacity to sell products and 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 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, including 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 strategic relationship and business development plans targeting customers and prospects.
• Conduct direct outreach, maintain the customer database, and identify customer needs and solutions.
• Issue and negotiate proposals for new relationships and cross-selling opportunities across bank services.
• Manage credit relationships, including renewals, financial analysis, compliance monitoring, and wire transfer decisions.
• Serve as the primary liaison for clients across financial services and resolve operational issues.
• Train junior loan officers.
• Participate in community activities to enhance the bank’s image and grow business contacts.

Benefits

• Training and development to support employees’ long-term careers.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior