Relationship Mgr II - Commercial
BOK FinancialAbout the role
Req ID: 77880
Location: Dallas -DAL
Areas of Interest: Commercial Banking
Pay Transparency Salary Range: Not Available
Application Deadline: 05/08/2026
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
Formula BasedSummary
If you're ready to grow your career in Commercial Banking, you've come to the right place. As a leading provider of sophisticated financial solutions, we are committed to providing exceptional customer experience in a positive work environment, and passionate about serving our communities. Delivering tailored solutions for middle-market privately owned businesses is at the heart of our organization, and as a Relationship Manager, what you do matters.
Job Description
The Relationship Manager II – Commercial Banking is primarily responsible for delivery 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. Fully knowledgeable on Wealth Management products, Treasury Services, deposit offerings, and the other bank services. Responsible for managing portfolios, which include the larger more profitable customer relationships.
Team Culture
Our team's success is driven by strong camaraderie, shared decision-making, and mutual respect, with everyone actively contributing. We maintain an open-door policy to foster candid communication and are deeply committed to social outreach, supporting our communities through volunteering. As a financial institution, we focus on building relationships through expertise and sound advice while encouraging career growth, curiosity, and making a lasting impact.
How You'll Spend Your Time
- You’ll prospect, network, develop new business, and cross-sell our services.
- You’ll participate in community and professional activities to enhance our image and expand your network of business contacts for development of new business.
- You’ll partner with credit on the approval, documentation, and booking processes. Analyzing and evaluating credit requests, writing loan commitments, and recommending appropriate risk rating and issue declinations.
- You’ll monitor and manage existing credit relationships, including credit renewal, review detailed analysis of current financial statements and collateral valuations, cash flow analysis, managing delinquencies, and document exceptions.
- You’ll compile reporting to monitor asset, credit quality, and compliance with policy/regulation, and determine appropriate action for wire transfers.
Education & Experience Requirements
The required level of knowledge is normally acquired through completion of a Bachelor’s degree and 3-5 years’ experience in a commercial lending environment or 9-11 years’ equivalent experience
- Extensive knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements
- Advanced 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
- Thorough knowledge of Wealth Management and Treasury Services products
- Ability and knowledge to sell the entirety of the bank.
- Excellent communication skills with
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