Relationship Manager IV

2 weeks ago


Houston, United States BOK Financial Full time

Req ID: 75103 

Location: Houston -HOUS 

Areas of Interest: Commercial Banking; Business Development; Sales 

Pay Transparency Salary Range: Not Available 

Application Deadline: 07/06/2024

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 TypeFormula BasedSummary Developing new business, cross-selling our services, and providing five-star client service will drive your success. You will develop in-depth knowledge of our products and services and analyze client and prospects’ needs to recommend appropriate products and services. Your knowledge of lending, credit underwriting and treasury will position you to advise our clients on solutions to protect and grow their business. 

You will assist more senior officers or department managers in handling complex loans and serve as a resource to less experienced loan officers in the areas of marketing, new business development, and loan analysis and servicing and offer functional guidance.

You will participate in the underwriting and credit approval process, prepare credit presentations, and identify key risk factors.  You’ll obtain credit approval, negotiate terms, and document credit actions and agreements, and facilitate the resolution of operational problems for customers.

Job Description

The Commercial Relationship Manager IV is primarily responsible for making and servicing business and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured, which are the most complex in nature. Handles the largest,  most profitable  customer relationships within the dept.   Provides subordinate officers with functional guidance.

Team Culture

Our integrity, leadership, focus, and respect for one another are a winning combination.  In collaboration with our partners across the enterprise, we provide the right foundation for closing business, creating long-term relationships with clients, and nurturing new ones.

We are driven by the lifecycle of what we do. It’s a marathon, not a sprint where you can chart your course.  Each market strives to operate in a way that provides the best outcomes.  

Our micro team concept allows us to support one another and take ownership. We praise one another for a job well done.  We celebrate achievements. Your access to senior and executive leadership is something that sets our organization apart from others.  We help clients achieve their goals, take care of them by growing our book of business, and have fun doing it.   

How You'll Spend Your Time
  • You will use your business savvy to identify new prospects and develop new business opportunities.
  • You will use your knowledge of our products and services to make recommendations to our clients to help them enhance their business.
  • You will use your financial acumen and analytical skills to understand data to make informed decisions.
  • You will use your credit acumen to make recommendations for deal approval, structuring loans, mitigating and identifying risk, and complying with regulations.
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s degree and 8-10 years experience in commercial lending or 14-16 years equivalent experience.

Working Conditions & Physical RequirementsOffice - 20 lbs

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. 



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