Senior Client Relationship Specialist — Commercial Banking

BOK Financial Corporation; Oklahoma City (OK); Sur place; USD 55 000 - 90 000; Plein temps

Résumé du poste

The Client Relationship Specialist III role at BOK Financial Corporation in Oklahoma City supports relationship managers and clients in managing commercial banking portfolios, handling compliance and operational processes to ensure efficient workflows.

You'll engage with clients, attorneys, and accountants on moderately complex inquiries, contribute to lending and depository business development, and leverage your strong communication and analytical skills to deliver timely, accurate information.

Qualifications

• Requires Associate’s Degree and 4 years of banking or customer service experience.
• Solid knowledge of lending practices and policies.
• Experience with loan documentation requirements and regulations.
• Proficiency with commercial credit analysis and documentation.
• Strong Excel and Word skills; effective written and verbal communication.

Responsabilités

• Interact with clients, attorneys, and accountants on routine to moderately complex inquiries.
• Support Commercial Lenders and relationship managers with reporting, research, and issue resolution.
• Complete Know Your Customer and Due Diligence documentation for new clients.
• Manage exception reports and resolve outstanding items promptly.
• Assist in developing and maintaining financial reports and client packages.

Connaissances

Lending practices

Commercial credit analysis

Oral and written communication

Analytical thinking

Time management

Formation

Associate’s Degree

Outils

Excel

Word

Description du poste

The Client Relationship Specialist III role at BOK Financial Corporation in Oklahoma City supports relationship managers and clients in managing commercial banking portfolios, handling compliance and operational processes to ensure efficient workflows.

You'll engage with clients, attorneys, and accountants on moderately complex inquiries, contribute to lending and depository business development, and leverage your strong communication and analytical skills to deliver timely, accurate information.