Senior Client Relationship Specialist — Commercial Banking

BOK Financial Corporation; Denver (CO); Híbrido; USD 65.000 - 73.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary bonus

Descripción de la vacante

BOK Financial Corporation is seeking a Client Relationship Specialist III in Denver to support relationship managers and commercial banking clients, ensuring efficient processes and strong service. You will interact with clients, attorneys, and accountants, assist lenders with reporting and due diligence, and contribute to onboarding and documentation with accuracy.

This role requires an Associate’s Degree and 4 years in banking or customer service, with discretionary bonus and a pathway for

Formación

• Associate’s degree plus 4 years in banking or customer service.
• Knowledge of lending practices and policies.
• Strong loan documentation knowledge.
• Excel and Word proficiency.
• Solid communication and analytical skills.
• Ability to plan time and manage assignments.

Responsabilidades

• Interact with clients, attorneys, and accountants on routine inquiries.
• Support Commercial Lenders with reporting, research, and issue resolution.
• Perform Know Your Customer and Customer Due Diligence for new clients.
• Manage exception reports and clear outstanding items promptly.
• Design and maintain spreadsheets and generate routine reports.
• Assist lending officers with developing new business and packaging presentations.

Conocimientos

Lending practices

Loan documentation

Commercial credit analysis

Excel

Word

Communication skills

Analytical thinking

Educación

Associate’s Degree

Herramientas

Excel

Word

Descripción del empleo

BOK Financial Corporation is seeking a Client Relationship Specialist III in Denver to support relationship managers and commercial banking clients, ensuring efficient processes and strong service. You will interact with clients, attorneys, and accountants, assist lenders with reporting and due diligence, and contribute to onboarding and documentation with accuracy.

This role requires an Associate’s Degree and 4 years in banking or customer service, with discretionary bonus and a pathway for