Address
Form of workReq ID: 74427
Location: Denver -DEN
Areas of Interest: Commercial Banking, Health Care
Pay Transparency Salary Range: $53,000 - $70,000
BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
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. You'll be positioned for a great career!
Job Description
TheClient 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 CSR IV and Supervisor. Range of customers supported is broader than CSR 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 You'll Spend Your Time
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.
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.
Top 3 reasons to apply
Investing in our talent and building a great workplace is a top priority for us.
BOK Financial Corporation Group adheres to state specific pay transparency requirements.
Base salary range explanation:
The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type.
Benefits:
BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.Click here to see our benefits.
About BOK Financial Corporation
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between.Facts:
Location: Denver -DEN
Areas of Interest: Commercial Banking, Health Care
Pay Transparency Salary Range: $53,000 - $70,000
BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas, Missouri, Tennessee and New Mexico. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
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. You'll be positioned for a great career!
Job Description
TheClient 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 CSR IV and Supervisor. Range of customers supported is broader than CSR 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 You'll 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.
- You'll support the Commercial Lenders clients and business partners through report monitoring, collaboration, research, and problem-solving on routine to moderately complex issues.
- You'll 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.
- You'll manage exception reports and the requirements and process of clearing outstanding exceptions promptly.
- You'll 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.
- You'll 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.
Top 3 reasons to apply
Investing in our talent and building a great workplace is a top priority for us.
- Empowered employees
- Award-winning culture
- Community commitment
BOK Financial Corporation Group adheres to state specific pay transparency requirements.
Base salary range explanation:
The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type.
Benefits:
BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health.Click here to see our benefits.
About BOK Financial Corporation
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporations-and everything in between.Facts:
- Operations focused in an eight-state footprint
- 4,800 team members
- $49 billion in assets
- $100 billion in assets under management and administration
- $6.1 million donated to local nonprofits in 2022
- 33,000+ volunteer hours by our employees in 2022
