Business Banker

BOK Financial - Albuquerque, NM

Full-time - Mid Level

Albuquerque, NM

Credit Intermediation and Related Activities

About the position

The Senior Business Banker at BOK Financial is responsible for providing Cash Flow Management advice to clients and driving business sales and revenue growth across various banking channels. This role involves building long-term client relationships, assessing client needs, and offering tailored financial solutions. The position requires collaboration with colleagues and a focus on maximizing client value in a fast-paced environment.

Responsibilities

• Create and implement cash flow management plans for clients.
• Meet with clients to identify needs and recommend banking solutions.
• Collaborate with banking center staff to boost business production and revenue.
• Provide coaching and support for virtual business product referrals.
• Identify large business opportunities for referral to specialized managers.
• Assist branches with business development calls through phone or video.
• Build and maintain relationships with assigned clients.
• Support the Team Lead in enhancing Branch Business Banking results by coaching the sales process and guiding less experienced team members.

Requirements

• Bachelor's Degree in Business or a related field.
• 8-10 years of Small Business Banking experience.
• 8-10 years of Financial Services experience with business banking sales or outside consultative business to business sales experience, or 15+ years of equivalent work-related experience.
• Strong knowledge of Small Business Banking lending practices.
• Working knowledge of accounting principles and practices.
• Strong knowledge of Small Business Banking products, processes, and policies.
• Excellent communication skills for preparing and delivering persuasive reports and presentations.
• Excellent problem-solving skills.
• Proficient PC skills including knowledge of word processing and spreadsheet applications.
• Proficient phone skills including knowledge of Cisco phone systems.
• Ability to partner and influence with advanced leadership skills.
• Strong organizational and time management skills.

Benefits

• Excellent training and development opportunities.
• Support for building long-term careers.