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Client Relationship Specialist III

Company: BOK Financial
Location: Scottsdale
Posted on: June 7, 2021

Job Description:

Client Relationship Specialist III

Scottsdale, AZ, US

Req ID: 60846

Job Location: Scottsdale Scottsdale AZ

Areas of Interest: Commercial Banking; Commercial Banking, Business Banking

BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states - Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .

Base Salary Range

$52,736 - $76,863

Bonus Type



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!

About the Role

You will be the liaison between our clients and our Relationship managers, managing the commercial banking portfolios while ensuring compliance and operational processes are followed. Your keen eye for detail and ability to be proactive and anticipate customer needs will be imperative in this role. Your knowledge of commercial loan accounts, experience in assuring documentation is correct, and working properly will set you up for success.

What You Can Expect

Each day will be different, but with the same end goal. Building and maintaining relationships with our customers, assisting with any transactional needs; loan payments, advances, deposits, distributions, wire transfers, DDA transfers, and receipts, will be a part of your daily duties. Long-term client satisfaction is your top priority.

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.

We'd Like to Talk to You

BANKING ACUMEN: A thorough understanding of lending practices and policies; loan documentation requirements, and regulations will set you up for success in this role.

RELATIONSHIP BUILDING: Your love for customer service with an ability to network and build relationships will take you far. You're constantly taking a deeper dive, researching, dissecting, investigating, and asking the right questions to offer the right products and services.

TECH SAVVY: Your computer skills will be put to the test by accessing multiple systems and learning our processes and procedures. Proficient Excel skills are a must.

PROBLEM SOLVER: Because every day is different, you must be a problem solver and self-starter. There are so many pieces of the puzzle to keep track of. The complexity of problems to solve will increase as your experience does.

TIME MANAGEMENT: You will need to be efficient to handle multiple requests and prioritize your work.

SOLID COMMUNICATOR: Expresses ideas concisely, speaks clearly, and can easily be understood. You will tailor written communications to effectively reach an audience.

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.

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.

Please contact with any questions.

Keywords: BOK Financial, Scottsdale , Client Relationship Specialist III, Other , Scottsdale, Arizona

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