Relationship Mgr II - Commercial

BOK Financial; Houston (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

BOK Financial is seeking a Relationship Manager IV in Commercial Banking in Houston. You will lead sales of financial products and service commercial loans to middle-market businesses, guiding underwriting and coordinating cross-functional teams to maximize client value.

The role emphasizes managing large, profitable client portfolios, mentoring junior staff, and maintaining strong client relationships within Wealth Management and Treasury Services offerings.

Qualifications

• Bachelor's degree and 8–10 years in commercial lending or 14–16 years' equivalent experience.
• Extensive knowledge of commercial lending practices and loan documentation
• Advanced understanding of credit underwriting, documentation, loan policy, and regulations
• Advanced knowledge of Wealth Management and Treasury Services products
• Excellent communication and persuasive oral and written reports and presentations

Responsibilities

• Develop and execute relationship management and business development plans for customers and prospects.
• Schedule business development calls and manage customer and prospect databases.
• Identify needs and solutions during appointments and monitor existing customer relationships.
• Issue and negotiate new relationship and cross-selling proposals focusing on Wealth Management, Treasury Services and deposit attraction.
• Monitor and manage existing credit relationships, including renewals, financial analysis and compliance.
• Serve as the primary link for all financial services to individual clients and resolve operational problems.
• Oversee credit approval, documentation, and booking processes, including loan proposals and presentations to loan committees.
• Provide training and serve as a resource for less experienced loan officers, and participate in community activities to enhance the bank's image.

Skills

Relationship management

Business development

Communication skills

Financial analysis

Credit underwriting

Education

Bachelor's degree

Tools

Excel

Word

Job description

Location: Houston -HOUS

Areas of Interest: Commercial Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 10/01/2026

Bonus Type: Formula Based

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.

Job Description

The Relationship Manager IV - Commercial Banking is primarily responsible for the sales 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. Advanced knowledge of Wealth Management products, Treasury Services, deposit offerings and the other bank services. Responsible for managing portfolios, which include the largest, most profitable customer relationships. Provides more junior officers with functional guidance.

Team Culture

Our commercial banking team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients' unique needs. Our team is supportive, where your insights are valued, and your career can flourish. Here, you'll find a place where your contributions make a real impact, and your professional journey is supported every step of the way.

How You'll Spend Your Time

• You will develop and execute relationship management and business development plans for customers and prospects.
• You will schedule business development calls and manage customer and prospect databases.
• You will identify needs and solutions during appointments and monitor existing customer relationships.
• You will issue and negotiate new relationship and cross-selling proposals, focusing on Wealth Management, Treasury Services and deposit attraction.
• You will monitor and manage existing credit relationships, including renewals, financial analysis and compliance.
• You will serve as the primary link for all financial services to individual clients and resolve operational problems.
• You will oversee credit approval, documentation, and booking processes, including loan proposals and presentations to loan committees.
• You will provide training and serve as a resource for less experienced loan officers, and participate in community activities to enhance the bank's image.

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
• Thorough 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
• Advanced 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.