Senior Commercial Relationship Manager

BOK Financial Corporation; Plano (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

BOK Financial Corporation in Plano, TX is seeking a Relationship Manager III – Commercial Banking to lead delivery of financial products and servicing of middle-market commercial loans. You will manage portfolios, assess credit, and develop client relationships across bank services.

Qualifications include a Bachelor’s degree and 5–7 years in commercial lending or 11–13 years equivalent experience; strong analytical and communication skills are essential.

Qualifications

• Extensive knowledge of commercial lending practices and loan documentation
• Advanced knowledge of accounting principles and practices
• Demonstrated capacity to sell products/services within the financial services industry
• Advanced understanding of credit underwriting, documentation, loan policy, and regulations
• Advanced knowledge of financial analysis including ratio and trend analysis and projections
• Specialized knowledge of markets to serve defined territories
• Thorough knowledge of Wealth Management and Treasury Services products
• Ability to sell the entirety of the bank
• Excellent communication skills for persuasive reports/presentations
• Proficient PC skillsincluding word processing and spreadsheets

Responsibilities

• Develop and execute a strategic relationship and business development plan targeting customers and prospects
• Spend significant time on direct outreach, database management, and identifying customer needs and solutions
• Issue and negotiate proposals for new relationships and cross-selling opportunities across all bank services
• Manage credit relationships including renewals, financial analysis, compliance monitoring, and wire transfer decisions
• Serve as the primary liaison for clients across all financial services and resolve operational issues
• Train junior loan officers and engage in community activities to enhance the bank’s image and grow business contacts

Skills

Relationship management

Business development

Financial analysis

Credit underwriting

Strong communication

Portfolio management

Negotiation

Education

Bachelor's degree

Job description

BOK Financial Corporation in Plano, TX is seeking a Relationship Manager III – Commercial Banking to lead delivery of financial products and servicing of middle-market commercial loans. You will manage portfolios, assess credit, and develop client relationships across bank services.

Qualifications include a Bachelor’s degree and 5–7 years in commercial lending or 11–13 years equivalent experience; strong analytical and communication skills are essential.