Relationship Manager III - Commercial

BOK Financial Corp.; Phoenix (AZ); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player in financial services is seeking a Relationship Manager III to join their dynamic team. This role focuses on delivering tailored financial solutions to middle-market businesses, emphasizing customer experience and community involvement. As a Relationship Manager, you will leverage your expertise in commercial lending and wealth management to cultivate valuable client relationships. You'll be part of a collaborative culture where your insights are valued, and your contributions directly impact the success of both the bank and its clients. If you're ready to take your career to the next level in a supportive environment, this opportunity is for you.

Qualifications

• 5-7 years of experience in a commercial lending environment.
• Strong knowledge of underwriting approval processes.

Responsibilities

• Manage portfolios of profitable customer relationships.
• Analyze and evaluate credit requests for commercial loans.

Skills

Commercial Lending Knowledge

Wealth Management Products

Treasury Services

Customer Relationship Management

Credit Analysis

Education

Bachelor's Degree

Job description

Join to apply for the Relationship Manager III - Commercial role at BOK Financial

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Join to apply for the Relationship Manager III - Commercial role at BOK Financial

Req ID: 76506

Location: Scottsdale -SCOTT

Areas of Interest: Commercial Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 05/30/2025

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

Formula Based

Summary

If you're ready to grow your career in Commercial Banking, you've come to the right place. As a leading provider of sophisticated financial solutions, we are committed to providing exceptional customer experience in a positive work environment and passionate about serving our communities. Delivering tailored solutions for middle-market privately owned businesses is at the heart of our organization, and as a Relationship Manager, what you do matters.

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

Meaningful impact comes from working together. Our team is a small and cohesive unit; even our executives pitch in to help with clients. Our camaraderie, shared decision-making, mutual respect for others, and desire to win are what make us successful. Managers at all levels practice an open-door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected.

As a team, we are deeply connected with our communities, committed to social outreach, and volunteer and participate in worthy causes. We are proud of the company’s contributions to the organizations we serve and the great opportunity we have to give back.

How You'll Spend Your Time

• You’ll prospect, network, develop new business, and cross-sell our services.
• You’ll participate in community and professional activities to enhance our image and expand your network of business contacts to develop new business.
• You’ll partner with credit on the approval, documentation, and booking processes. Analyzing and evaluating credit requests, writing loan commitments, and recommending appropriate risk rating and issue declinations.
• You’ll monitor and manage existing credit relationships, including credit renewal, review detailed analysis of current financial statements and collateral valuations, cash flow analysis, managing delinquencies, and document exceptions.
• You’ll compile reporting to monitor asset, credit quality, and compliance with policy/regulation and determine appropriate action for wire transfers.
  
  

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.

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.

Please contact [e-mail] with any questions.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Banking, Financial Services, and IT Services and IT Consulting

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