Relationship Mgr IV - Commercial

BOK Financial provides a comprehensive suite of financial and investment solutions for businesses, organizations, municipalities, and nonprofits. We are dedicated to helping our clients manage operations, mitigate risk, and seize growth opportunities when the time is right.

Requirements

• Develop and execute relationship management and business development plans for customers and prospects.
• Schedule business development calls and manage customer and prospect databases.
• Identify needs and solutions during appointments and monitor existing customer relationships.
• Issue and negotiate new relationship and cross-selling proposals, focusing on Wealth Management, Treasury Services, and deposit attraction.
• Monitor and manage existing credit relationships, including renewals, financial analysis, and compliance.
• Serve as the primary link for all financial services to individual clients and resolve operational problems.
• Oversee credit approval, documentation, and booking processes, including loan proposals and presentations to loan committees.
• Provide training and serve as a resource for less experienced loan officers, and participate in community activities to enhance the bank's image.