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Relationship Mgr IV - Commercial (Tempe, AZ, US, 85202) @ BOK Financial Careers

Tempe, Arizona, USOnsiteFull-time
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<p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Req ID:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">77773</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Location:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Tempe -TEMP</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Areas of Interest: </span></span></span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Commercial Banking</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Pay Transparency Salary Range:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Not Available</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Application Deadline:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">08/28/2026</span></span></p> <p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span style="color:black">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®.</span></span></span></p> <div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Bonus Type</b></H2> </div><div><div>Formula Based</div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Summary</b></H2> </div><div><p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">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!</span></span></p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Description</b></H2> </div><div><p style="margin-bottom:11.0px;margin-right:5.0px;text-align:justify"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">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.</span></span></p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Team Culture</b></H2> </div><div><p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">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&apos; unique needs. Our team is supportive, where your insights are valued, and your career can flourish. Here, you&apos;ll find a place where your contributions make a real impact, and your professional journey is supported every step of the way.</span></span></p> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>How You&apos;ll Spend Your Time</b></H2> </div><div><ul style="margin-bottom:11.0px"> <li><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will develop and execute relationship management and business development plans for customers and prospects.</span></span></li> <li><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will schedule business development calls and manage customer and prospect databases.</span></span></li> <li><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will identify needs and solutions during appointments and monitor existing customer relationships.</span></span></li> <li><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will issue and negotiate new relationship and cross-selling proposals, focusing on Wealth Management, Treasury Services, and deposit attraction.</span></span></li> <li><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will monitor and manage existing credit relationships, including renewals, financial analysis, and compliance.</span></span></li> <li><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will serve as the primary link for all financial services to individual clients and resolve operational problems.</span></span></li> <li><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will oversee credit approval, documentation, and booking processes, including loan proposals and presentations to loan committees.</span></span></li> <li><span style="font-family:Arial, Helvetica, sans-serif"><span style="font-size:14.0px">You will provide training and serve as a resource for less experienced loan officers, and participate in community activities to enhance the bank&apos;s image.</span></span></li> </ul> </div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Education &amp; Experience Requirements</b></H2> </div><div><p style="margin-bottom:11.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">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.</span></span></p> <ul> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Extensive knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements</span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Thorough knowledge of accounting principles and practices</span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Demonstrated capacity to sell products/services within the financial services industry</span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Advanced understanding of credit underwriting, documentation, loan policy, and regulations</span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Advanced knowledge of financial analysis including ratio and trend analysis and projections</span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Specialized knowledge of specific markets in order to serve defined territories</span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Advanced knowledge of Wealth Management and Treasury Services products. </span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Ability and knowledge to sell the entirety of the bank.</span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations</span></span></li> <li><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Good PC skills including knowledge of word processing and spreadsheet applications</span></span></li> </ul> </div></div></div><p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><b><span style="color:black">BOK Financial Corporation Group</span></b><span style="color:black"> is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. <b>With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!</b> <br> <b>Apply today</b> and take the first step towards your next career opportunity!</span><br> <span><span><span><span><span><span> <br> <b>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.</b></span></span></span></span></span></span></span></span></span></p> <p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span><span><span><span><span><span><span><span><span><span><b><span><span><span style="color:black">Please contact </span><u><a href="mailto:[email protected]?subject=BOKF%20Career%20Site%20Help"><span style="color:black"><span style="text-decoration:none"><span><span>[email protected]</span></span></span></span></a></u><span><span> with any questions. </span></span></span></span></b></span></span></span></span></span></span></span></span></span></span></span></span></span></p>

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