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Treasury

About the job

Req ID: 78875

Location: Tempe -TEMP

Areas of Interest: Commercial Banking

Pay Transparency Salary Range: Not Available

Application Deadline: 01/29/2027

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

BOK 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 Description

The Relationship Manager IV – Commercial Banking is primarily responsible for the sales 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. Advanced knowledge of Wealth Management products, Treasury Services, deposit offerings and the other bank services. Responsible for managing portfolios, which include the largest, most profitable customer relationships. Provides more junior officers with functional guidance.

Team Culture

Our commercial banking team thrives on a culture of integrity, collaboration, and innovation. We believe in building and nurturing strong client relationships, ensuring every interaction is meaningful and tailored to our clients' unique needs. Our team is supportive, where your insights are valued, and your career can flourish. Here, you'll find a place where your contributions make a real impact, and your professional journey is supported every step of the way.

How You'll Spend Your Time

You will develop and execute relationship management and business development plans for customers and prospects.

You will schedule business development calls and manage customer and prospect databases.

You will identify needs and solutions during appointments and monitor existing customer relationships.

You will issue and negotiate new relationship and cross-selling proposals, focusing on Wealth Management, Treasury Services, and deposit attraction.

You will monitor and manage existing credit relationships, including renewals, financial analysis, and compliance.

You will serve as the primary link for all financial services to individual clients and resolve operational problems.

You will oversee credit approval, documentation, and booking processes, including loan proposals and presentations to loan committees.

You will provide training and serve as a resource for less experienced loan officers, and participate in community activities to enhance the bank's image.

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.

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

Advanced knowledge of Wealth Management and Treasury Services products.

Ability and knowledge to sell the entirety of the bank.

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

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.