Relationship Manager IV - Corp Bkg

BOK Financial; Fort Worth (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

A leading financial services organization is seeking a Relationship Manager IV to manage complex client relationships and drive business growth. You will analyze financials, negotiate loans, and serve as the primary contact for clients. The ideal candidate has a Bachelor's degree and extensive experience in commercial lending. Join a collaborative team that values integrity and strives for excellence. Apply now to enhance your career while making a significant impact at the bank.

Qualifications

• 8-10 years experience in commercial lending or 14-16 years equivalent experience.
• Extensive knowledge of loan documentation and servicing requirements.
• Ability to prepare and deliver persuasive presentations.
• 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.

Responsibilities

• Manage existing credit relationships by analyzing financials.
• Evaluate and negotiate loan proposals.
• Develop new business by engaging with clients.
• Resolve customer operational issues.
• Serve as primary contact for clients regarding services.
• Investigate overdrafts and wire transfers, making informed decisions on approvals or denials.
• Participate in community and professional events to enhance the bank's image and grow your business network.

Skills

Commercial lending practices

Sales skills in financial services

Financial analysis

Communication skills

PC skills

Education

Bachelor's degree

Job description

Req ID: 77609

Location: Fort Worth -FTWT

Areas of Interest: Business Development; Commercial Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 03/20/2026

Overview

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

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 department. 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!
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.