Client Relationship Specialist III

BOK Financial Corp

Plano, TX

JOB DETAILS
SKILLS
Accounting, Analysis Skills, Banking Services, Commercial Banking, Commercial Loans, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Documentation, Due Diligence, Finance, Interpersonal Skills, Investment Management, Know Your Customer (KYC), Loans, Microsoft Excel, Microsoft Word, Operations Processes, Physical Demands, Presentation/Verbal Skills, Problem Solving Skills, Process Flow, Sales, Sales Presentation, Sales Prospecting, Securities, Spreadsheets, Training/Teaching, Writing Skills
LOCATION
Plano, TX
POSTED
30+ days ago

Req ID: 78120

Location: Plano -PLAN

Areas of Interest: Commercial Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 06/22/2026

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

Discretionary

Summary

You place great value on building meaningful relationships, and you do so by leveraging your excellent interpersonal skills. You find satisfaction in helping others by serving their needs. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Client Relationship Specialist II. Youll be positioned for a great career!

Job Description

The Client Relationship Specialist III supports relationship managers and clients in the management of the commercial banking portfolios, including compliance/operational processes, ensuring that all of the commercial banking processes flow effectively and efficiently. Comprehensive understanding of role and work is completed with limited review and guidance from CRS IV and Supervisor. Range of customers supported is broader than CRS II and work is moderately complex to complex.

Team Culture

In this team, we bounce ideas off each other and work collaboratively to support our Relationship Managers, clients, and business partners. This position allows for continuous growth and learning and provides exposure to different areas of the Bank.

How Youll Spend Your Time

  • You will proactively interact with clients, attorneys, and accountants on a limited basis regarding routine to moderately complex account inquiries, problem resolutions, and/or account maintenance issues.
  • Youll support the Commercial Lenders clients and business partners through report monitoring, collaboration, research, and problem-solving on routine to moderately complex issues.
  • Youll utilize Know Your Customer and Consumer Due Diligence on all new clients, including completing most of the documentation and entering the information into TouchPoint Sales and Service.
  • Youll manage exception reports and the requirements and process of clearing outstanding exceptions promptly.
  • Youll develop, design, and maintain information in spreadsheets and database programs using various software programs most complicated features while generating and distributing routine reports, with oversight from a Client Relationship Specialist IV or Supervisor.
  • Youll assist Commercial Lending Officers in developing new lending and depository business with existing and prospective customers, including preparing packages for Bank product presentations, with guidance from CRS IV or Supervisor.

Education & Experience Requirements

Required level of knowledge is normally acquired through completion of an Associate's Degree and 4 years' experience in a banking or customer service environment or an equivalent combination of education and experience.

  • Well-developed understanding of:
  • Lending practices and policies
  • Loan documentation requirements and regulations
  • Deposit, loan, and investment systems for report generation and information gathering purposes
  • Commercial credit analysis
  • Loan documentation and lien perfection requirements
  • Litigation processes under county, state, and Federal systems
  • Solid demonstrated knowledge of BOKF Commercial loan processes and workflows
  • Solid Excel and Word experience
  • Well-developed oral and written communication skills to effectively represent self and BOKF
  • Solid conceptual thinking and analytical skills with the ability to analyze complex problems that include interrelationships and dependencies in order to identify common themes and solutions
  • Ability to effectively plan time, method, manner and sequence of own work assignments

Working Conditions & Physical Requirements

Office - Occasional Travel

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.

About the Company

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BOK Financial Corp

We began in 1910 as a regional source of capital for the energy industry; we’ve become one of the strongest, most vibrant financial institutions in the country, fueling economic growth and security across the American Midwest and Southwest. From our roots in Tulsa, Oklahoma, we’ve grown into a leading provider of sophisticated financial solutions to businesses, institutions and individuals across the country.

We are nimble and responsive to changing market and industry conditions, while taking time to build enduring relationships with our clients.

We believe that no financial challenge is too big and no opportunity too small to make an impact. We are guided by our commitment to serving our clients, providing a positive work environment for our employees and making a difference in the communities we serve.

COMPANY SIZE
5,000 to 9,999 employees
INDUSTRY
Banking
WEBSITE
http://www.bokf.com