Relationship Manager IV - Corp Bkg

BOK Financial Corporation

Dallas, Northern (TX, KY)

On-site

USD 95,000 - 150,000

Full time

3 days ago
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Job summary

BOK Financial Corporation is seeking a Relationship Manager IV in Corporate Banking to manage large loan relationships, analyze financials, and guide credit proposals. You will lead client engagements, coordinate with loan teams, and deliver strategic financial solutions to complex corporate clients.

Ideal candidates bring deep knowledge of commercial lending, underwriting, and financial analysis, with strong communication and sales skills to drive new business and maintain client satisfaction.

Qualifications

  • Extensive knowledge 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
  • Extensive understanding of credit underwriting, documentation, loan policy, and regulations
  • Extensive knowledge of financial analysis including ratio and trend analysis and projections
  • Specialized knowledge of specific markets to serve defined territories
  • Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations
  • Good PC skills including word processing and spreadsheet applications

Responsibilities

  • Manage existing credit relationships by analyzing financials, monitoring covenants, and preparing compliance reports.
  • Evaluate and negotiate loan proposals, prepare credit analyses, and present recommendations to the loan committee.
  • Develop new business by engaging with current and prospective clients and promoting the bank’s services.
  • Resolve customer operational issues across departments to ensure smooth and efficient service.
  • Serve as the primary contact for clients regarding all financial services offered by the bank.
  • Investigate overdrafts and wire transfers, making informed decisions on approvals or denials.
  • Participate in community and professional events to grow your business network.

Skills

Commercial lending
Loan documentation
Credit underwriting
Financial analysis
Market knowledge
Communication skills
Sales capability
MS Office

Education

Bachelor’s degree + 8–10 years in commercial lending

Job description

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Relationship Manager IV - Corp Bkg

Areas of Interest: Commercial Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 11/02/2026

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

The corporate banking team is responsible for acquiring, expanding, and maintaining relationships by providing tailored financial services. They offer a comprehensive range of solutions, including term loans, lines of credit, capital market access, deposits, and cash management, supported by strategic advice and an extensive network. With a client-focused approach, the team ensures corporate executives achieve their financial goals efficiently and confidently.

Job Description

The Relationship Manager IV – Corporate Banking is primarily responsible for making and servicing business and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured, which are the most complex in nature. Handles the largest, most profitable customer relationships within the dept. Provides subordinate officers with functional guidance.

Team Culture

Our team excels in collaboration and innovation, driven by integrity, excellence, and continuous learning. We build strong relationships and provide tailored financial solutions by leveraging our collective expertise. Our supportive work environment, characterized by open communication and teamwork, ensures every team member feels valued and empowered to contribute their best.

How You'll Spend Your Time
  • You will manage existing credit relationships by analyzing financials, monitoring covenants, and preparing compliance reports.
  • You will evaluate and negotiate loan proposals, prepare credit analyses, and present recommendations to the loan committee.
  • You will develop new business by engaging with current and prospective clients and promoting the bank’s services.
  • You will resolve customer operational issues across departments to ensure smooth and efficient service.
  • You will serve as the primary contact for clients regarding all financial services offered by the bank.
  • You will investigate overdrafts and wire transfers, making informed decisions on approvals or denials.
  • You will participate in community and professional events to enhance the bank’s image and grow your business network.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s degree and 8-10 years experience in commercial lending or 14-16 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
  • Extensive understanding of credit underwriting, documentation, loan policy, and regulations
  • Extensive knowledge of financial analysis including ratio and trend analysis and projections
  • Specialized knowledge of specific markets in order to serve defined territories
  • 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!
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
  • $53.2 billion in assets*
  • $129.3 billion in assets under management and administration*
  • $9.3 million donated to local nonprofits in 2025
  • 56,000 volunteer hours by our employees in 2025


Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth
Job Segment: Bank, Banking, Relationship Manager, Manager, Finance, Customer Service, Management

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