Senior Client Relationship Specialist - Commercial Banking

BOK Financial Co.; Denver (CO); On-site; USD 65,000 - 73,000; Full time

Job summary

BOK Financial in Denver seeks a Client Relationship Specialist II/III to support relationship managers and commercial banking clients. You will engage with clients, attorneys and accountants on routine to moderately complex inquiries and assist with reports and documentation to ensure processes flow efficiently.

The role emphasizes KYC/Due Diligence, collaboration, and development within a supportive team. Requires Associate’s Degree with 4+ years in banking or customer service; occasional

Qualifications

• Associate’s Degree plus 4 years' banking or customer service experience.
• Solid knowledge of lending practices and policies.
• Familiarity with commercial loan processes and workflows.
• Strong Excel and Word skills.
• Excellent oral and written communication.

Responsibilities

• Interact with clients, attorneys, and accountants on routine to moderately complex inquiries, problem resolution, and account maintenance issues.
• Support Commercial Lenders, clients and partners through report monitoring, collaboration, research, and problem-solving.
• Perform Know Your Customer and Consumer Due Diligence for new clients and document data into systems.
• Manage exception reports and clear outstanding items promptly.
• Develop and maintain information in spreadsheets and databases, generating routine reports with guidance.
• Assist Commercial Lending Officers in developing lending and depository opportunities with current and prospective customers.

Skills

Interpersonal skills

Communication

Education

Associate's Degree

Tools

Excel

Word

Job description

BOK Financial in Denver seeks a Client Relationship Specialist II/III to support relationship managers and commercial banking clients. You will engage with clients, attorneys and accountants on routine to moderately complex inquiries and assist with reports and documentation to ensure processes flow efficiently.

The role emphasizes KYC/Due Diligence, collaboration, and development within a supportive team. Requires Associate’s Degree with 4+ years in banking or customer service; occasional