Relationship Mgr IV - Commercial
BOK Financial Corporation, Tempe, AZ, United States
Relationship Mgr IV - Commercial
Tempe, AZ, US, 85202
Summary 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!
Job Description 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 other bank services. The role includes managing portfolios, including the largest, most profitable customer relationships, and providing functional guidance to junior officers.
Team Culture Our commercial banking team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients’ unique needs. The team is supportive, valuing your insights and supporting your career growth.
How You’ll Spend Your Time
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.
Education & Experience Requirements Typically acquired through completion of a Bachelor’s degree and 8–10 years of experience in commercial lending, or 14–16 years of equivalent experience.
Extensive knowledge of commercial lending practices, loan documentation, and loan servicing requirements.
Thorough knowledge of accounting principles and practices.
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.
Knowledge of specific markets to serve defined territories.
Advanced knowledge of wealth management and treasury services products.
Ability 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.
Benefits BOK Financial Corporation Group offers industry‑leading benefits addressing your complete physical, financial, and emotional health.
Equal Employment 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.
About BOK Financial Corporation 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.
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Summary 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!
Job Description 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 other bank services. The role includes managing portfolios, including the largest, most profitable customer relationships, and providing functional guidance to junior officers.
Team Culture Our commercial banking team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients’ unique needs. The team is supportive, valuing your insights and supporting your career growth.
How You’ll Spend Your Time
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.
Education & Experience Requirements Typically acquired through completion of a Bachelor’s degree and 8–10 years of experience in commercial lending, or 14–16 years of equivalent experience.
Extensive knowledge of commercial lending practices, loan documentation, and loan servicing requirements.
Thorough knowledge of accounting principles and practices.
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.
Knowledge of specific markets to serve defined territories.
Advanced knowledge of wealth management and treasury services products.
Ability 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.
Benefits BOK Financial Corporation Group offers industry‑leading benefits addressing your complete physical, financial, and emotional health.
Equal Employment 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.
About BOK Financial Corporation 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.
#J-18808-Ljbffr