Relationship Manager III - Commercial

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

Job summary

An established industry player in commercial banking is seeking a Relationship Manager III to join their dynamic team. This role is pivotal in delivering financial products and servicing commercial loans to middle-market privately owned businesses. You will leverage your expertise in commercial underwriting and wealth management to manage profitable customer relationships. The company prides itself on a collaborative team culture where every member contributes to success and community outreach. If you are passionate about making a meaningful impact and advancing your career in a supportive environment, this opportunity is for you.

Qualifications

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

Responsibilities

• Prospect, network, and develop new business opportunities.
• Manage existing credit relationships and monitor credit quality.

Skills

Commercial Underwriting

Wealth Management Products

Treasury Services

Portfolio Management

Networking

Education

Bachelor's Degree

Job description

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 todayand 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.