Senior Commercial Banking Relationship Manager

BOK Financial Corporation; Houston (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

BOK Financial Corporation in Houston, TX is seeking a Relationship Manager IV – Commercial. The role focuses on selling financial products and servicing commercial loans for middle-market businesses, with emphasis on wealth management and treasury services.

You will lead portfolios of large, profitable relationships and mentor junior staff. The position requires extensive commercial lending expertise, strong underwriting knowledge, and superior communication skills to deliver persuasive reports

Qualifications

• Bachelor’s degree required with 8–10 years of experience in commercial lending or 14–16 years’ equivalent experience.
• Extensive knowledge of commercial lending practices and loan documentation.
• Advanced understanding of credit underwriting, loan policy, and regulations.
• Strong ability to sell products/services within the financial services industry.
• Excellent communication skills for reports and presentations.
• Proficiency with word processing and spreadsheet applications.

Responsibilities

• Develop and execute relationship management and business development plans for customers and prospects.
• Schedule business development calls and manage customer and prospect databases.
• Identify needs and solutions during appointments and monitor existing customer relationships.
• Issue and negotiate new relationship and cross-selling proposals focused on Wealth Management, Treasury Services, and deposit attraction.
• Monitor and manage existing credit relationships, including renewals, financial analysis, and compliance.
• Serve as the primary link for all financial services to individual clients and resolve operational problems.
• Oversee credit approval, documentation, and booking processes, including loan proposals and presentations to loan committees.
• Provide training and serve as a resource for less experienced loan officers and participate in community activities.

Skills

Commercial lending

Credit underwriting

Wealth Management knowledge

Sales and relationship management

Education

Bachelor’s degree

Tools

Word processing

Spreadsheets

Job description

BOK Financial Corporation in Houston, TX is seeking a Relationship Manager IV – Commercial. The role focuses on selling financial products and servicing commercial loans for middle-market businesses, with emphasis on wealth management and treasury services.

You will lead portfolios of large, profitable relationships and mentor junior staff. The position requires extensive commercial lending expertise, strong underwriting knowledge, and superior communication skills to deliver persuasive reports