Client Relationship Specialist III
BOK Financial Corporation, Oklahoma City, OK, United States
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Client Relationship Specialist III Location:
Tulsa -TUL, Oklahoma City -OKC
Areas of Interest:
Commercial Banking, Health Care; Administrative; Commercial Banking; Commercial Loan Processing; Lending; Loan Operations
Pay Transparency Salary Range:
Not Available
Application Deadline:
04/12/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type Discretionary
Summary BOK Financial is committed to fostering long-term client relationships by attracting top talent. The company emphasizes innovation, growth, and teamwork, providing a dynamic environment for employees to excel. At BOK Financial, we believe in the power of being one team. Success is achieved through a dedication to high standards, a passion for excellence, and a collaborative spirit that unites us in our mission.
Job Description 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 CSR IV and Supervisor. Range of customers supported is broader than CSR II and work is moderately complex to complex.
Team Culture In this team, we bounce ideas off each other and work collaboratively to support our Relationship Managers, clients, and business partners. This position allows for continuous growth and learning and provides exposure to different areas of the Bank.
How You'll Spend Your Time
You will 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.
You'll support the Commercial Lenders clients and business partners through report monitoring, collaboration, research, and problem-solving on routine to moderately complex issues.
You'll 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.
You'll manage exception reports and the requirements and process of clearing outstanding exceptions promptly.
You'll 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.
You'll 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.
Education & Experience Requirements Required level of knowledge is normally acquired through completion of an 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
Working Conditions & Physical Requirements Office - Occasional Travel
BOK Financial Corporation Group
is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us.
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.
Facts:
Operations focused in an eight-state footprint
5,000 team members
$49.7 billion in assets
$114.6 billion in assets under management and administration
$8 million donated to local nonprofits in 2024
59,000+ volunteer hours by our employees in 2024
Nearest Major Market:
Tulsa Nearest Secondary Market:
Oklahoma Job Segment:
Credit Analyst, Bank, Banking, Database, Finance, Technology
#J-18808-Ljbffr
Client Relationship Specialist III Location:
Tulsa -TUL, Oklahoma City -OKC
Areas of Interest:
Commercial Banking, Health Care; Administrative; Commercial Banking; Commercial Loan Processing; Lending; Loan Operations
Pay Transparency Salary Range:
Not Available
Application Deadline:
04/12/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type Discretionary
Summary BOK Financial is committed to fostering long-term client relationships by attracting top talent. The company emphasizes innovation, growth, and teamwork, providing a dynamic environment for employees to excel. At BOK Financial, we believe in the power of being one team. Success is achieved through a dedication to high standards, a passion for excellence, and a collaborative spirit that unites us in our mission.
Job Description 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 CSR IV and Supervisor. Range of customers supported is broader than CSR II and work is moderately complex to complex.
Team Culture In this team, we bounce ideas off each other and work collaboratively to support our Relationship Managers, clients, and business partners. This position allows for continuous growth and learning and provides exposure to different areas of the Bank.
How You'll Spend Your Time
You will 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.
You'll support the Commercial Lenders clients and business partners through report monitoring, collaboration, research, and problem-solving on routine to moderately complex issues.
You'll 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.
You'll manage exception reports and the requirements and process of clearing outstanding exceptions promptly.
You'll 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.
You'll 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.
Education & Experience Requirements Required level of knowledge is normally acquired through completion of an 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
Working Conditions & Physical Requirements Office - Occasional Travel
BOK Financial Corporation Group
is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Top 3 reasons to apply Investing in our talent and building a great workplace is a top priority for us.
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we’ve grown into a diversified financial services company that serves consumers, small businesses and international corporations—and everything in between.
Facts:
Operations focused in an eight-state footprint
5,000 team members
$49.7 billion in assets
$114.6 billion in assets under management and administration
$8 million donated to local nonprofits in 2024
59,000+ volunteer hours by our employees in 2024
Nearest Major Market:
Tulsa Nearest Secondary Market:
Oklahoma Job Segment:
Credit Analyst, Bank, Banking, Database, Finance, Technology
#J-18808-Ljbffr