Client Relationship Specialist III
Scottsdale, AZ, US
Req ID: 60846
Job Location: Scottsdale Scottsdale AZ
Areas of Interest: Commercial Banking; Commercial 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
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
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
- 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
- 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
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 firstname.lastname@example.org with any