Commercial Relationship Manager

16 hours ago

Fort Worth, Texas, United States BOK Financial Full time
Job Description

The Relationship Manager III, Corporate Banking is a key role within our organization, responsible for making and servicing a wide variety of business and individual loans, both secured and unsecured, which are complex in nature. This position handles larger, more profitable customer relationships within the department, providing subordinate officers with functional guidance.

Key Responsibilities
  • Use business savvy to identify new prospects and develop new business opportunities.
  • Use knowledge of our products and services to make recommendations to our clients to help them enhance their business.
  • Use financial acumen and analytical skills to understand data to make informed decisions.
  • Use credit acumen to make recommendations for deal approval, structuring loans, mitigating and identifying risk, and complying with regulations.
Requirements
  • Extensive knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements.
  • Thorough 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 specific markets in order to serve defined territories.
  • Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations.
  • Good PC skills including knowledge of word processing and spreadsheet applications.
Working Conditions

Office - Occasional Travel

About BOK Financial Corporation Group

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long-term careers of employees. With passion, skill, and partnership, you can make an impact on the success of the bank, customers, and your own career.

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