Relationship Mgr III - Commercial

BOK Financial

$80K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; 5-7 years in commercial lending or equivalent experience.
  • Extensive knowledge of commercial lending practices and loan documentation.
  • Advanced understanding of financial analysis and accounting principles.
  • Demonstrated ability to sell financial products and services effectively.
  • Thorough knowledge of Wealth Management and Treasury Services products.

Responsibilities

  • Develop and implement strategic relationship and business development plans.
  • Conduct direct outreach and manage customer databases to identify needs.
  • Issue and negotiate proposals for new relationships and cross-selling opportunities.
  • Manage credit relationships, including renewals and compliance monitoring.
  • Serve as primary client liaison across all financial services offered.
  • Train junior loan officers and engage in community enhancement activities.

Benefits

  • Involvement in community activities to enhance professional network.
  • Ability to serve larger, more profitable customer relationships.
  • Opportunities for professional growth and leadership development through training.
Full Job Description
Req ID: 78081

Location: Overland Park -OVPK

Areas of Interest: Commercial Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 06/13/2026

Bonus Type

Formula Based

Summary

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.

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


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