Relationship Mgr III - Commercial

BOK Financial; Plano (TX); On-site; USD 95,000 - 150,000; Full time

Job summary

BOK Financial is seeking a Relationship Manager III - Commercial Banking in Plano to lead strategic relationship development with middle-market businesses and to deliver a full suite of bank services.

You will manage credit relationships, perform financial analysis, and cross-sell Wealth Management, Treasury Services and deposit offerings while mentoring junior loan officers and building community partnerships to grow profitable client portfolios.

Qualifications

• Bachelor's degree required; 5–7 years in a commercial lending environment or 11–13 years equivalent experience.
• Extensive knowledge of commercial lending practices, loan documentation, and servicing requirements.
• Advanced knowledge of accounting principles and financial analysis including ratio and trend analysis.

Responsibilities

• Develop and execute a strategic relationship and business development plan targeting customers and prospects.
• Engage in direct outreach, manage databases, and identify customer needs and solutions.
• Issue and negotiate proposals for new relationships and cross-selling across bank services.
• Manage credit relationships including renewals, financial analysis, compliance monitoring, and wire transfer decisions.
• Serve as primary liaison for clients across all financial services and resolve operational issues.
• Train junior loan officers and engage in community activities to grow business contacts.

Skills

Commercial lending

Credit underwriting

Financial analysis

Communication skills

Sales ability

Relationship management

Portfolio review

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

CRM systems

Job description

Req ID: 78822

Location: Plano -PLAN

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!

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.

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.