Relationship Mgr III - Commercial
Listed on 2026-07-16
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Finance & Banking
Commercial Banking, Risk Manager/Analyst, Banking & Finance, Loan Officer / Lending
Relationship Mgr III - Commercial
Areas of Interest: Commercial Banking
Pay Transparency Salary Range: $115,000 - $195,000
Final date to receive applications: 08/08/2026
SummaryBOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. For over 100 years, we have been dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right. Come help us shape the future of commercial banking!
Job DescriptionThe Relationship Manager III – Commercial Banking is primarily responsible for the delivery of various financial products and the servicing of commercial loans to middle‑market privately owned businesses. This position requires strong knowledge of the commercial underwriting approval processes, Wealth Management products, Treasury Services, deposit offerings, and other bank services. The manager is responsible for managing profitable customer relationships and must demonstrate advanced expertise in credit underwriting, documentation, loan policy, and regulations.
How You'll Spend Your Time- 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.
This level of knowledge is normally acquired through a Bachelor’s degree and 5–7 years of experience in a commercial lending environment or 11–13 years of equivalent experience.
- Extensive knowledge of commercial lending practices, 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 to serve defined territories.
- Thorough knowledge of Wealth Management and Treasury Services products.
- Ability and knowledge to sell the entirety of the bank’s services.
- 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.
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.
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