IW Relationship Manager IV at BOK Financial in Overland Park, Kansas

Job Description:

Req ID:60091

Job Location:Overland ParkOverland ParkKS

Areas of Interest:Institutional/401(K) Services; Investment Management; Relationship Management; Trust; Wealth Management

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

Bonus Type

Summary

You place great value in building strong relationships. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge, skills and abilities to us as a Relationship Manager IV.

About the Role

As a Relationship Manager IV you are responsible for the overall client relationship management of the Institutional Wealth department's most complex and largest institutional client accounts. You oversee high level clients of BOKF and work with those decision makers. You will identify opportunities to cross sell additional financial services to existing and prospective clients.

As 'the face of the bank,' you'll be part of a dynamic team, committed to delivering a best-in-class banking experience. You're on the front lines providing expert advice and recommendations to help our clients achieve their financial goals and objectives.

What You Can Expect

You will provide value by being appraised of and anticipating the clients' needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit with clients and various lines of business.

Efficiency, accuracy, and self-motivation are critical in this role. You will work in a fast-paced, challenging, and exciting environment while effectively managing relationships and building out new business. At times, you'll work independently, and others as part of the team.

Team Culture

BOKF Institutional Wealth is committed to our employees, customers, and community partners and our mission is to deliver the highest quality experience with integrity, knowledge and award-winning service.

We are a highly collaborative team. We treat each other with dignity and respect, value opinions and difference, and talk openly. We give praise, recognize quality work, and pursue excellence. We participate in group learning and idea sharing and practice candid communication. Problems are brought to the surface, and so are solutions; we're receptive to feedback and constructive criticism. We believe in personal sharing and accountability.

How You'll Spend Your Time

• You manage a significant portfolio of accounts that includes the largest and most complex accounts in the portfolio.


• You will call on client contacts and high-level decision makers.


• You will manage all services provided to the client by our team including Wealth Management Services, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax.


• You will maintain and improve profitability where possible.


• You will ensure assigned accounts are in compliance.


• You will develop new business from existing clients and collaborate with other internal partners to service all of the client's needs.


• You'll participate in community and professional activities in order to enhance the Bank's image and expand personal network of business contacts.

We'd Like to Talk to You

BANKING ACUMEN: Your knowledge of Institutional Wealth products and services, laws, and regulations will be beneficial in solving problems and making recommendations to our clients.

RELATIONSHIP BUILDER: Your love for customer service and cross-selling 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. The ability to write and speak well is critical. Excellent business acumen and professionalism are what it takes.

SUBJECT MATTER EXPERT: Provide positive financial impact to the community by leveraging expertise, critical thinking, and an appetite for results.

COMMUNICATION: You'll need exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients, including C-level audiences.

DRIVE FOR RESULTS: You'll consistently maintain high levels of productivity, work with ambition, efficiency, and determination to meet and/or exceed goals.

CUSTOMER ORIENTATION: You will provide value by being apprised of and anticipating the clients' needs and delivering concierge-style customer service; and your satisfaction will come from the positive outcomes that you provide as a result of your skillful problem solving and collaborative spirit across various lines of business.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's Degree and 10 years related experience or 16+ years of equivalent 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 recruiting_coordinators@bokf.com with any questions.