Relationship Mgr IV - 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 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.
Requirements
- Extensive knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements
- Thorough 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
- Advanced 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 relationship management and business development plans for customers and prospects.
- Schedule business development calls and manage customer and prospect databases.
- Identify needs and solutions during appointments and monitor existing customer relationships.
- Issue and negotiate new relationship and cross-selling proposals, focusing on Wealth Management, Treasury Services, and deposit attraction.
- Monitor and manage existing credit relationships, including renewals, financial analysis, and compliance.
- Serve as the primary link for all financial services to individual clients and resolve operational problems.
- Oversee credit approval, documentation, and booking processes, including loan proposals and presentations to loan committees.
- Provide training and serve as a resource for less experienced loan officers, and participate in community activities to enhance the bank's image.
Benefits
- excellent training and development
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What This Job Offers
Job Type
Full-time
Career Level
Senior
