Client Relationship Specialist III

BOK Financial
Houston, Texas, United States
Full Time
On Site
Mid
0+
Associate Degree
Finance & Accounting Financial Services Insurance

Posted 6 days ago

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Excellent 4.7

Job summary

The Client Relationship Specialist III supports relationship managers and clients in commercial banking portfolios, handling operational and compliance processes. Requires strong interpersonal, communication, and technical skills, with 4+ years of banking/customer service experience and an associate's degree.

Responsibilities

The Client Relationship Specialist III supports relationship managers and clients by managing commercial banking portfolios and ensuring operational processes flow efficiently. They also interact with clients and partners to resolve inquiries, maintain accounts, and assist in developing new lending and depository business.

Qualifications

banking operations communication skills credit analysis customer service Excel interpersonal skills loan documentation problem solving 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 well-developed understanding of lending policies, loan documentation, and commercial credit analysis is required.

English

Benefits

Training and development

Company

BOK Financial

BOK Financial

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Financial Services
Location
Houston, Texas, United States

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Excellent 4.7
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