Bank of Oklahoma

Relationship Mgr III - Commercial

Bank of Oklahoma$115K — $195K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience in commercial lending (5-7 years preferred, 11-13 years considered)
  • Extensive knowledge of commercial lending practices and loan documentation
  • Advanced understanding of credit underwriting, policies, and regulations
  • Demonstrated sales ability within the financial services industry
  • Solid grasp of accounting principles and financial analysis techniques
  • Excellent communication skills for effective reporting and presentations
  • Good PC skills with proficiency in word processing and spreadsheet applications

Responsibilities

  • Develop and execute strategic relationship and business development plans
  • Conduct outreach and manage customer databases to identify needs
  • Issue and negotiate proposals for new client relationships
  • Manage credit relationships including renewals and compliance monitoring
  • Act as primary liaison for clients across all bank services
  • Train junior loan officers and participate in community activities

Benefits

  • Industry-leading benefits aimed at physical, financial, and emotional health
  • Strong emphasis on career development and training
  • Supportive and collaborative team culture
  • Commitment to community engagement and a positive workplace environment
Full Job Description
Req ID: 78335

Location: Denver -DEN

Areas of Interest: Commercial Banking

Pay Transparency Salary Range: $115,000 - $195,000

Bonus Type

Formula Based

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 III - Commercial Banking is primarily responsible for delivery 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. Strong knowledge of Wealth Management products, Treasury Services, deposit offerings, and the other bank services. Responsible for managing portfolios, which include the larger more profitable customer relationships.

Team Culture

Our 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. Our team is supportive, where your insights are valued, and your career can flourish. Here, you'll find a place where your contributions make a real impact, and your professional journey is supported every step of the way.

How You'll Spend Your Time

  • You will develop and execute a strategic relationship and business development plan targeting customers and prospects.
  • You will spend significant time on direct outreach, database management, and identifying customer needs and solutions.
  • You will issue and negotiate proposals for new relationships and cross-selling opportunities across all bank services.
  • You will manage credit relationships including renewals, financial analysis, compliance monitoring, and wire transfer decisions.
  • You will serve as the primary liaison for clients across all financial services and resolve operational issues.
  • You will train junior loan officers and engage in community activities to enhance the bank's image and grow business contacts.


Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree and 5-7 years' experience in a commercial lending environment or 11-13 years' equivalent experience.
  • Extensive knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements
  • Advanced 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
  • Thorough 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

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!

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


BOK Financial Corporation Group adheres to state specific pay transparency requirements.

In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.

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

About Bank of Oklahoma

Bank of Oklahoma is a regional bank headquartered in Tulsa, Oklahoma. The bank was founded in 1910 and has over 100 branches in Oklahoma, Texas, Kansas, and Missouri. Bank of Oklahoma provides a range of financial services, including personal and business banking, wealth management, and insurance. The bank is committed to supporting the communities it serves and has donated millions of dollars to charitable organizations. Bank of Oklahoma is a subsidiary of BOK Financial Corporation, which is a publicly traded company on the NASDAQ stock exchange.
Learn more about Bank of Oklahoma
Size
5,000 employees
Industry

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