Relationship Manager III - Commercial

BOK Financial Corporation; Scottsdale (AZ); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player in commercial banking is seeking a Relationship Manager III to drive business growth and enhance client relationships. This role is pivotal in delivering tailored financial solutions to middle-market privately owned businesses. You will leverage your expertise in commercial underwriting and wealth management to manage portfolios and ensure exceptional service. Join a dynamic team that values community involvement and professional development, where your contributions will significantly impact the success of clients and the organization. If you are passionate about banking and ready to take the next step in your career, this opportunity is for you!

Qualifications

• 5-7 years of experience in a commercial lending environment.
• Strong knowledge of underwriting and wealth management products.

Responsibilities

• Prospect and develop new business while managing existing credit relationships.
• Analyze credit requests and monitor asset quality and compliance.

Skills

Commercial Underwriting

Wealth Management Knowledge

Treasury Services

Portfolio Management

Credit Analysis

Education

Bachelor's Degree

Job description

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Relationship Manager III - Commercial

Location: Scottsdale -SCOTT

Areas of Interest: Commercial Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 05/30/2025

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.

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.

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

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.

Facts

• Operations focused in an eight-state footprint
• 5,000 team members
• $49.7 billion in assets
• $114.6 billion in assets under management and administration
• $8 million donated to local nonprofits in 2024
• 59,000+ volunteer hours by our employees in 2024

Nearest Major Market: Phoenix
Job Segment: Relationship Manager, Bank, Banking, Manager, Customer Service, Finance, Management