Relationship Mgr III - Commercial

BOK Financial Corporation; Plano (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

BOK Financial Corporation in Plano, TX is seeking a Relationship Manager III – Commercial Banking to lead delivery of financial products and servicing of middle-market commercial loans. You will manage portfolios, assess credit, and develop client relationships across bank services.

Qualifications include a Bachelor’s degree and 5–7 years in commercial lending or 11–13 years equivalent experience; strong analytical and communication skills are essential.

Qualifications

• Extensive knowledge of commercial lending practices and loan documentation
• 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 markets to serve defined territories
• Thorough knowledge of Wealth Management and Treasury Services products
• Ability to sell the entirety of the bank
• Excellent communication skills for persuasive reports/presentations
• Proficient PC skillsincluding word processing and spreadsheets

Responsibilities

• Develop and execute a strategic relationship and business development plan targeting customers and prospects
• Spend significant time on direct outreach, database management, and identifying customer needs and solutions
• Issue and negotiate proposals for new relationships and cross-selling opportunities across all bank services
• Manage credit relationships including renewals, financial analysis, compliance monitoring, and wire transfer decisions
• Serve as the primary liaison for clients across all financial services and resolve operational issues
• Train junior loan officers and engage in community activities to enhance the bank’s image and grow business contacts

Skills

Relationship management

Business development

Financial analysis

Credit underwriting

Strong communication

Portfolio management

Negotiation

Education

Bachelor's degree

Job description

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Relationship Mgr III - Commercial

Areas of Interest: Commercial Banking; Business Development; Business/Technical Analysis

Pay Transparency Salary Range: Not Available

Application Deadline: 11/22/2026

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

BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking!

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

Our 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 a strategic relationship and business development plan targeting customers and prospects.
• You will spend significant time on direct outreach, database management, and identifying customer needs and solutions.
• You will issue and negotiate proposals for new relationships and cross-selling opportunities across all bank services.
• You will manage credit relationships including renewals, financial analysis, compliance monitoring, and wire transfer decisions.
• You will serve as the primary liaison for clients across all financial services and resolve operational issues.
• You will train junior loan officers and engage in community activities to enhance the bank’s image and grow business contacts.

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.

• 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.

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: Plano
Nearest Secondary Market: Dallas
Job Segment: Relationship Manager, Bank, Banking, Manager, Database, Customer Service, Finance, Management, Technology