Relationship Mgr II - Commercial

BOK Financial; Englewood (CO); On-site; USD 100,000 - 200,000; Full time

Job summary

BOK Financial is seeking a Relationship Manager II in Commercial Banking to deliver financial products and service middle-market, privately owned businesses. You will manage diverse relationships, understand wealth management and treasury services, and drive growth through credit-enabled solutions.

The role emphasizes underwriting knowledge, portfolio management, and strong communication skills to craft tailored financial strategies and maintain high service levels across the customer base.

Qualifications

• Bachelor's degree in a relevant field; 3-5 years of commercial lending experience preferred.
• Strong knowledge of commercial underwriting, loan documentation, and loan servicing requirements.
• Advanced understanding of accounting principles and financial analysis.
• Ability to sell products/services within the financial services industry.
• Excellent communication skills and ability to prepare persuasive reports and presentations.

Responsibilities

• Prospect, network, develop new business, and cross-sell services.
• Participate in community/professional activities to expand network and develop new business.
• Partner with credit on approval, documentation, and booking processes; analyze and assess credit requests; issue loan commitments and risk ratings.
• Monitor and manage existing credit relationships, renewal reviews, financial statement analyses, collateral valuations, cash flow analysis, delinquencies, and document exceptions.
• Prepare and review reporting on asset quality, credit risk, and policy compliance; oversee wire transfers as needed.

Skills

Relationship management

Business development

Credit underwriting

Financial analysis

Communication skills

Education

Bachelor's degree in a relevant field

3-5 years commercial lending experience

Job description

Req ID: 78823
Location: Littleton -LTLT, Denver -DEN, Englewood -ENGL, Greenwood Village -GRNW, Highlands Ranch -HGHR, Lakewood -LAKE
Areas of Interest: Commercial Banking; Business Development; Commercial Banking, Corporate
Pay Transparency Salary Range: $100,000 - $200,000
Application Deadline: 01/29/2027
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 II – 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. Fully knowledgeable on 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

Our team's success is driven by strong camaraderie, shared decision-making, and mutual respect, with everyone actively contributing. We maintain an open-door policy to foster candid communication and are deeply committed to social outreach, supporting our communities through volunteering. As a financial institution, we focus on building relationships through expertise and sound advice while encouraging career growth, curiosity, and making a lasting impact.

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 for development of 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

The required level of knowledge is normally acquired through completion of a Bachelor's degree and 3-5 years’ experience in a commercial lending environment or 9-11 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
• Advanced understanding of credit underwriting, documentation, loan policy, and regulations
• Advanced knowledge of financial analysis including ratio and trend analysis and projections
• Specialized knowledge of specific markets in order to serve defined territories
• Thorough knowledge of Wealth Management and Treasury Services products
• Ability and knowledge to sell the entirety of the bank.
• 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.