Market Team Leader, Commercial Banking

Location: Plano
Posted on: June 23, 2025

Job Description:

At BOK Financial, we are passionate about serving our clients and communities. As a leading provider of sophisticated financial solutions, we are committed to providing an exceptional customer experience in a positive work environment. We have a community-bank feel with the large-bank ability, allowing us to compete with all financial institutions. Delivering tailored solutions for owner-managed businesses is at the heart of our organization. You can build a successful, long-term career by building your team and your book of business. Job Description The Market Team Leader, Commercial Banking is a producing team leader. They are primarily responsible for participating in, with individual production goals, and overseeing other Relationship Managers, in the solicitation and deliver of financial products to new and existing commercial clients and individuals. This individual must have adequate knowledge of the commercial applications, underwriting approval processes (including the Business Loan Center (BLC)), in order to properly direct opportunities and assist subordinate RMs in the origination of business. This individual is responsible for managing and growing portfolios, which include the largest most profitable and typically the most complex relationships. Leads and develops Relationship Managers and support staff with functional guidance and sales support. Team Culture Meaningful impact comes from working together. Our team is a small and cohesive unit. Even our executives pitch in to help with clients. Our camaraderie, shared decision making, mutual respect for others, and desire to win are what make us successful. Managers at all levels practice an open door policy to encourage candid communication, feedback, and discussion. Ideas on how to impact the bottom line are listened to, encouraged, and respected. As a team, we are deeply connected with our communities, committed to social outreach, and volunteer and participate in worthy causes. We are passionate about the company’s contributions to the markets we serve and the great opportunity we have to give back. How Youll Spend Your Time • You’ll serve as a resource to a team of commercial bankers in the areas of marketing, new business development, and loan analysis and servicing. • You’ll oversee annual department objectives, provide input on our operating plan, and help implement department programs to comply with organization requirements. • You’ll call on complex commercial accounts to develop new relationships with prospective clients, cross-sell products and services, and retain existing clients. • You’ll participate in community and professional activities to enhance our image and expand your network of business contacts for development of new business. • You’ll partner with credit on the approval, documentation, and booking processes. Analyzing and evaluating credit requests, writing loan commitments, recommending appropriate risk rating, and issue declinations. • You’ll provide input to leadership regarding negotiation of loan proposals, analysis of credit requests, prepare loan commitments, and recommend appropriate credit grades. You’ll make oral presentations to loan committee and provide back-up support to team members with loan committee presentations. Education & Experience Requirements • This level of knowledge is normally acquired through completion of a Bachelor’s degree and 8-10 years experience in commercial lending or 14-16 years equivalent experience.

Keywords: , Lewisville , Market Team Leader, Commercial Banking, Accounting, Auditing , Plano, Texas