Senior Client Relationship Specialist – Commercial Banking

BOK Financial; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

BOK Financial in Houston seeks a Client Relationship Specialist II to support relationship managers and commercial banking clients, handling routine to moderately complex inquiries and assisting with lending and depository packages.

Ideal candidates have an Associate's Degree and 4 years in banking or customer service, strong communication, and proficiency in Excel and Word. This role offers growth in a collaborative team environment.

Qualifications

• Associate's degree plus 4 years' banking or customer service experience.
• Strong communication and analytical abilities.
• Proficiency with spreadsheets and reporting tools.

Responsibilities

• Interact with clients, attorneys, and accountants on routine inquiries and issues.
• Support relationship managers and lenders through monitoring and problem solving.
• Process Know Your Customer and due diligence documentation for new clients.
• Manage exception reports and resolve outstanding items promptly.
• Develop and maintain information in spreadsheets and databases for routine reports.

Skills

Oral communication

Analytical thinking

Time management

Education

Associate's degree

Tools

Excel

Word

Job description

BOK Financial in Houston seeks a Client Relationship Specialist II to support relationship managers and commercial banking clients, handling routine to moderately complex inquiries and assisting with lending and depository packages.

Ideal candidates have an Associate's Degree and 4 years in banking or customer service, strong communication, and proficiency in Excel and Word. This role offers growth in a collaborative team environment.