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60 Bok Financial Relationship Manager Jobs Hiring Near You

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BOK Financial Jobs Information

What are the key skills and qualifications needed to thrive as a Relationship Manager, and why are they important?

To thrive as a Relationship Manager, you need strong interpersonal skills, a background in business or finance, and experience in client relationship management. Familiarity with CRM software, financial products, and relevant industry certifications like CFA or CFP are often advantageous. Excellent communication, problem-solving, and negotiation abilities help build client trust and handle complex situations effectively. These skills are crucial for fostering long-term client relationships, driving business growth, and ensuring customer satisfaction.

How does a Relationship Manager typically collaborate with other departments to support client needs?

Relationship Managers work closely with teams such as product specialists, credit analysts, and customer service representatives to deliver comprehensive solutions for clients. Effective collaboration ensures that clients receive tailored recommendations and seamless service across different areas of the organization. Regular communication and meetings help Relationship Managers stay informed about product updates and client feedback, enabling them to address issues promptly and maintain strong client relationships.

What does a Relationship Manager do?

A Relationship Manager is responsible for building and maintaining strong relationships with clients or customers, often within financial institutions, banks, or corporate settings. Their main duties include understanding client needs, providing tailored solutions, and ensuring customer satisfaction. Relationship Managers also seek opportunities to grow business with existing clients and may handle conflict resolution or problem-solving. They act as a primary point of contact, working to foster loyalty and long-term partnerships.

What is the difference between Relationship Manager vs Customer Service Representative?

AspectRelationship ManagerCustomer Service Representative
Required credentialsBachelor's degree often in finance, business, or related fieldsHigh school diploma or equivalent, some roles may prefer post-secondary education
Work environmentBanking, financial services, corporate accountsRetail stores, call centers, service desks
Employer and industry usageFinancial institutions, wealth management firmsRetail companies, telecom, utilities
Common search and comparison intentUnderstanding client relationship roles, career pathsCustomer support roles, service skills

While both roles involve client interaction, a Relationship Manager focuses on building long-term client relationships, often in financial services, requiring specialized credentials. Customer Service Representatives handle day-to-day customer inquiries and support, typically in retail or service industries. The roles differ in responsibilities, credentials, and work environments, but both are essential for client engagement.

Infographic showing various Relationship Manager job openings at Bok Financial in the United States as of May 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 99% Physical, and 1% Remote job distribution.
TransFund Senior Relationship Manager

TransFund Senior Relationship Manager

BOK Financial

Lakewood, CO • On-site

$75K - $115K/yr

Other

Posted 6 days ago


Job description

Req ID: 78040 

Location: Tulsa -TUL, Albuquerque -ALBQ, Allen -ALL, Arvada -ARVA, Aurora -AURO, Austin -AUS, Bartlesville -BART, Belen -BELE, Bellaire -BELL, Bethany -BETH, Bixby -BIX, Boulder -BOUL, Breckenridge -BRECK, Broken Arrow -BARW, Brookside Kansas, Catoosa -CATO, Celina -CELI, Claremore -CLARE, Colorado Springs -COSP, Coppell -COPP, Dallas -DAL, Del City -DELC, Denver -DEN, District of Columbia -DC, Edmond -EDMO, Englewood -ENGL, Enid -ENID, Eufaula -EUF, Fayetteville -FAY, Fort Collins -FTCO, Fort Morgan -FTMR, Fort Worth -FTWT, Frisco -FRIS, Gilbert -GILB, Grapevine -GRPV, Greeley -GRLY, Greenwood Village -GRNW, Grove -GRVE, Highlands Ranch -HGHR, Houston -HOUS, Hurst -HURS, Irving -IRV, Jenks -JNKS, Johnson -JHNS, Kansas City -KSCY, Katy -KATY, Lakewood -LAKE, Las Cruces -LASC, Lawton -LAWT, Lebanon -LEBA, Lees Summit -LEES, Lincoln -LNCL, Little Rock -LTLRK, Littleton -LTLT, Longmont -LONG, Los Lunas -LOSL, Marysville -MARY, McAlester -MCAL, McKinney -MCKI, Memphis- Memph, Mesa -MESA, Midwest City -MDWC, Milwaukee -MILW, Moore -MOOR, Muskogee -MUSK, Nevada -NEV, Newkirk -NEWK, Newport Beach -NPRT, Norman -NORM, Oklahoma City -OKC, Overland Park -OVPK, Owasso -OWSS, Parker -PARK, Phoenix -PHOE, Plano -PLAN, Prairie Village -PRVL, Remote, Richardson -RCHRD, Rio Rancho -RIOR, Salt Lake City, UT, San Antonio -SANAN, Sand Springs -SANDS, Santa Fe -STFE, Sapulpa -SAPU, Scottsdale -SCOTT, Sedona -SDNA, Sherman -SHRM, Spring -SPRIN, Springfield -SPRI, St Louis -STLPL, Stamford -STAM, Stapleton -STPT, Stillwater Campus Corner -SWCC, Sugarland -SGLND, Tempe -TEMP, Topeka -TOPE, Tucson -TUCS, VA- Richmond VA, Warr Acres -WARR, Wichita -WCHT, Woodlands -WDLND, Yukon -YUK 

Areas of Interest: Relationship Management 

Pay Transparency Salary Range: $75,000 - $115,000 

Application Deadline: 06/05/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type
Formula Based
Summary

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 offering sound advice. You make the most out of every opportunity. Bring your knowledge, skills, and abilities to us as a Relationship Manager in TransFund. You'll be positioned for a great career!

Job Description

The Senior Relationship Manager, TransFund is primarily responsible for directing and providing service to TransFund's most significant and technically complex clients, including ongoing support, consultation, cross-selling new products, and contract renewal.  Also produces network improvements through product development, system enhancements, training materials and customer documentation, and provides training for lesser-experienced Relationship Managers.

Team Culture

This is a team that has your back, where collaboration creates trust, and everyone pitches in when there is an issue to resolve. Regularly scheduled team meetings and teambuilding activities are commonplace.

How You'll Spend Your Time
  • You'll have the autonomy to define your own call/work plan for the year.
  • You'll travel about 50% of the time.
  • You'll act as the senior escalation contact for client service issues.
  • You'll participate in the development of new products and network enhancements to provide additional revenue opportunities.
Education & Experience Requirements

The required level of knowledge is normally acquired through a Bachelor's degree in Business or Finance and 7+ years' experience in the EFT industry with 5+ years' experience in sales and relationship management involving financial institutions, data processors, ATMs and a card base commercial lending environment or an equivalent combination of education and experience. 

  • Extensive knowledge of the EFT Industry, especially related to processing
  • Extensive knowledge of relationship management methodology
  • Advanced knowledge of Bank products, operations/product delivery system, banking applications
  • Excellent verbal and written communication skills
  • Excellent PC and software package skills and on-line system experience
  • Excellent organizational skills
  • Excellent interpersonal skills in order to lead, motivate, and promote team building
Working Conditions & Physical Requirements
Office - Occasional Travel

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  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, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions.Â