Relationship Manager II

4 days ago

Addison, TX, United States BOK Financial Full time
Req ID: 77395

Location: Dallas -DAL

Areas of Interest: Business Development; Commercial Banking; Relationship Management

Pay Transparency Salary Range: Not Available

Application Deadline: 01/03/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.

Bonus Type

Formula Based

Summary

The corporate banking team is responsible for acquiring, expanding, and maintaining relationships by providing tailored financial services. They offer a comprehensive range of solutions, including term loans, lines of credit, capital market access, deposits, and cash management, supported by strategic advice and an extensive network. With a client-focused approach, the team ensures corporate executives achieve their financial goals efficiently and confidently.

Job Description

The Relationship Manager II - Corporate Banking is primarily responsible for making and servicing a wide variety of business and individual loans, both secured and unsecured, which are typically more complex in nature. May assist more senior officer or department managers with larger or more complex credits.

Team Culture

Our team excels in collaboration and innovation, driven by integrity, excellence, and continuous learning. We build strong relationships and provide tailored financial solutions by leveraging our collective expertise. Our supportive work environment, characterized by open communication and teamwork, ensures every team member feels valued and empowered to contribute their best.

How You'll Spend Your Time

  • You will manage existing credit relationships by analyzing financials, monitoring covenants, and ensuring compliance with policies and regulations.
  • You will negotiate and evaluate loan proposals, prepare credit analyses, and present recommendations to the loan committee.
  • You will develop new business by engaging with current and prospective clients and promoting the bank's services.
  • You will resolve operational issues for clients and coordinate with internal departments to ensure high-quality service.
  • You will handle collateral exceptions, past due accounts, overdrafts, and wire transfers in accordance with policy.
  • You will serve as the primary point of contact for clients across all financial services offered by the bank.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree and 3-5 years experience in a commercial lending environment or 9-11 years equivalent experience.
  • Advanced knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements
  • 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 specific markets in order to serve defined territories
  • Strong 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

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
Apply today and take the first step towards your next career opportunity

The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions.

Top 3 reasons to apply

Investing in our talent and building a great workplace is a top priority for us.
  • Empowered employees
  • Award-winning culture
  • Community commitment


BOK Financial Corporation Group adheres to state specific pay transparency requirements.

In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.

Base salary range explanation:

The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type.

Benefits:

BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.Click here to see our benefits.

About BOK Financial Corporation

For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between.
Facts:
  • Operations focused in an eight-state footprint
  • 5,000 team members
  • $49.7 billion in assets
  • $114.6 billion in assets under management and administration
  • $8 million donated to local nonprofits in 2024
  • 59,000+ volunteer hours by our employees in 2024

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