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Relationship Manager III - Corporate Banking

Fort Worth, TX, US

Req ID: 60826 

Areas of Interest: Commercial Banking 

Recruiter: Christina R Blanchard 

Hiring Manager: Jennifer C Baggs 

Job Grade: 07 

At BOK Financial (BOKF), our employees are our most important asset and our growth over the years wouldn’t have been possible without our dedicated and talented work force. We know everyone has specific career goals. It’s what motivates us each day and why we’re invested in working with you.                   .

Bonus Type

Formula Based

Summary

Would you like the autonomy to do your job, build long-term relationships with clients, bring in new business, and collaborate across the organization to achieve more together? If so, join us as a Commercial Relationship Manager. We are looking for someone with experience Banking and underwriting middle market clients. 

About the Role

Developing new business, cross-selling our services, and providing five-star client service will drive your success. You will develop in-depth knowledge of our products and services and analyze client and prospects’ needs to recommend appropriate products and services. Your knowledge of lending, credit underwriting and treasury will position you to advise our clients on solutions to protect and grow their business. 

You will assist more senior officers or department managers in handling complex loans and serve as a resource to less experienced loan officers in the areas of marketing, new business development, and loan analysis and servicing.  

You will participate in the underwriting and credit approval process, prepare credit presentations, and identify key risk factors.  You’ll obtain credit approval, negotiate terms, and document credit actions and agreements, and facilitate the resolution of operational problems for customers.  

What You Can Expect

We will reward your production efforts through our attractive compensation package. Your grit, resiliency and intrinsic motivation to succeed will drive your results. 

You will serve as the primary client connection within the bank, working alongside Treasury Management, Leasing, Syndications, International Services, and Cash Vault. You will represent the Bank and other financial institutions to the customer in a shared credit relationship.

You will be a champion for BOK Financial in the community and enhance our corporate brand through networking, prospecting, and participating in philanthropic causes. 

Team Culture

Our integrity, leadership, focus, and respect for one another are a winning combination.  In collaboration with our partners across the enterprise, we provide the right foundation for closing business, creating long-term relationships with clients, and nurturing new ones.

We are driven by the lifecycle of what we do. It’s a marathon, not a sprint where you can chart your course.  Each market strives to operate in a way that provides the best outcomes.   

Our micro team concept allows us to support one another and take ownership. We praise one another for a job well done.  We celebrate achievements. Your access to senior and executive leadership is something that sets our organization apart from others.  We help clients achieve their goals, take care of them by growing our book of business, and have fun doing it.    

How You'll Spend Your Time

 
  • You will use your business savvy to identify new prospects and develop new business opportunities.
  • You will use your knowledge of our products and services to make recommendations to our clients to help them enhance their business.
  • You will use your financial acumen and analytical skills to understand data to make informed decisions.
  • You will use your credit acumen to make recommendations for deal approval, structuring loans, mitigating and identifying risk, and complying with regulations.

We'd Like to Talk to You

BUSINESS DEVELOPMENT: Generate new business and cross-sell to existing clients to produce revenue.

CREDIT ACUMEN: Help clients assess their financial needs and goals with a holistic approach. Advanced understanding of commercial lending practices and loan documentation, loan servicing requirements, credit underwriting, documentation, loan policy, and regulations. 
FINANCIAL ANALYSIS: Advanced analysis to validate and analyze financial data and structure loans, including ratio, trend analysis, and regulations.
COMMUNICATION: Be an exceptional verbal and written communicator, expressing yourself clearly and concisely to internal and external clients.
RELATIONSHIP BUILDER: Leverage excellent interpersonal skills and a high level of integrity to relate to any audience and build trust.

COLLABORATION: Enjoy working in teams and across departments with a proficiency to follow-up and follow-through.

Education & Experience Requirements

The required level of knowledge is normally acquired through a Bachelor's degree in Business or Finance and 5 – 7 years’ experience in a commercial lending environment or an equivalent combination of education and experience. 

  • 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
  • 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

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!
 

Apply today and take the first step towards your next career opportunity!
 
BOK Financial is an equal opportunity employer.  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, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 


TOP 3 REASONS TO APPLY


Investing in our talent and building a great workplace is a top priority for us.


  • Empowered employees
  • Award-winning culture
  • Community commitment



Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate’s qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

BOK Financial offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.


ABOUT BOK FINANCIAL


BOK Financial is an award-winning $46 billion regional financial services company and one of the top 30 banks in the U.S, based in Tulsa, Oklahoma.

We seek to continually foster and support the principles and values of our company by promoting an environment that is inclusive of the diverse values, opinions, experience, culture and needs of our employees, clients and communities.

FACTS:

  • 5,100 employees
  • 28 years of financial profitability
  • $79+ billion assets under management and administration
  • $5.8 million in charitable contributions in 2019 and $86 million since the start of the BOKF Foundation in 1998



Nearest Major Market: Fort Worth
Nearest Secondary Market: Dallas

Job Segment: Bank, Banking, Manager, Relationship Manager, Finance, Management, Customer Service

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