Relationship Manager - Corporate Banking, Correspondent Banking

Bok Financial

Dallas, TX

JOB DETAILS
LOCATION
Dallas, TX
POSTED
2 days ago

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
Would you like the autonomy to do your job, build long-term relationships with clients, bring in new business, and collaborate across the organization to achieve more together? If so, join us as a Commercial Relationship Manager. We are looking for someone with experience Banking and underwriting middle market clients. 

Job Description
The Relationship Manager III, Corporate Banking is primarily responsible for making and servicing a wide variety of business and individual loans, both secured and unsecured, which are complex in nature. Handles larger, more profitable customer relationships within the department.  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 Youll Spend Your Time

  • Analyze bank financial statements, liquidity positions, and operating models to assess overall financial health and strategic direction.
  • Maintain in-depth knowledge of correspondent banking services, including cash management and payments, liquidity and fed funds solutions, credit facilities and loan participations, capital markets and investment products, risk management tools, cards, international services, and operational support.Develop a deep understanding of each client’s balance sheet structure, liquidity requirements, lending strategy, credit appetite, and operational workflows.
  • Evaluate client growth plans, market pressures, and the regulatory environment to anticipate evolving banking needs.
  • Support client banks’ strategic initiatives and expansion plans by leveraging BOK’s platform, products, services, and expertise. 
  • 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
The required level of knowledge is normally acquired through a Bachelors degree in Business or Finance and 5 – 7 years’ experience in a commercial lending environment or an equivalent combination of education and experience. 

  • Extensive knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements
  • Thorough 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
  • 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

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.

About the Company

B

Bok Financial

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