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Client Relationship Specialist III
BOK Financial
Houston, Texas, United States
Full Time
On Site
Mid
0+
Associate Degree
Finance & Accounting
Financial Services Insurance
Posted 2 weeks ago
Job summary
Support relationship managers and clients in commercial banking portfolios, ensuring efficient processes and compliance, with increasing responsibility and complex tasks, requiring banking, customer service, and communication skills.
Responsibilities
The Client Relationship Specialist III supports relationship managers by managing commercial banking portfolios and ensuring efficient operational and compliance processes. They interact with clients and partners to resolve account inquiries, perform due diligence, and assist in developing new lending and depository business.
Qualifications
Commercial Banking
Communication Skills
Customer Service
Excel
Financial Analysis
Loan Processing
Relationship Management
Word
Candidates must have an Associate’s Degree and at least 4 years of experience in a banking or customer service environment. A strong understanding of lending practices, loan documentation, and commercial credit analysis is required.
English
Benefits
- Training and development
- Career growth opportunities
Company
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Client Relationship Specialist III
Company
BOK Financial
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Desired salary
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