TransFund Senior Relationship Manager
BOK Financial
TransFund Senior Relationship Manager
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 View email address on click.appcast.io with any questions.
Top 3 reasons to apply
- Empowered employees
- Award-winning culture
- Community commitment
BOK Financial Corporation Group adheres to state specific pay transparency requirements.
In order to be considered for a position with BOK Financial Corporation Group, you must complete the entire application process, which includes answering all prescreening questions and providing your eSignature on or before the application deadline.
Base salary range explanation: The base salary range represents an average range for this position. Actual offers to be determined based on the candidate's qualifications, skills, experience and education. See job details for salary range and bonus type. Benefits: BOK Financial Corporation Group offers industry-leading benefits addressing your complete physical, financial and emotional health. Click here to see our benefits.
About BOK Financial Corporation
For more than a century, BOK Financial Corporation has helped fuel the success of clients and communities. Since our humble beginnings in Tulsa, Oklahoma, we've grown into a diversified financial services company that serves consumers, small businesses and international corporationsand everything in between.
Facts:
- Operations focused in an eight-state footprint
- 5,000 team members
- $53.8 billion in assets*
- $123.6 billion in assets under management and administration*
- $9.3 million donated to local nonprofits in 2025
- 56,000 volunteer hours by our employees in 2025
- *At March 31, 2026
$120k - $150k
...Philip Morris International The selection process will be fully managed by Philip Morris International. This opportunity is... ...customers business and review their coverage. * Develop preferred relationships with customer's key decision-makers at all levels within the...SeniorFull timeLocal area- ...UMB Bank in Fort Worth, Texas, is looking for a Relationship Manager to lead a team of product specialists. This role involves building a commercial loan portfolio, engaging team members, and collaborating with clients to understand their financial needs. The ideal candidate...Senior
- ...Description Location: On site at location listed in job posting Summary Senior Commercial Relationship Managers at First Horizon target companies with revenues generally from $5 million to $100 million and coordinate with a talented team of treasury management...Senior
- ...Customer Success Manager New York, USA This role is remote, with working hours aligned to Eastern Standard Time (EST) in the United... ...to help our customers get the most out of Duffel. You’ll own relationships, spot growth opportunities, and make sure our technology truly...SeniorWork at officeRemote work
- ...Senior Director of Customer Success About the Company Rapidly advancing B2B SaaS organization based in NY Industry Internet Type Privately Held About the Role The Senior Director of Customer Success will be responsible for driving value to customers...Senior
$140k
...innovation, growth, and the exciting world of Relationship Commerce. If you’re motivated by a... ...our merchants. The Sr. Customer Success Manager owns the post-sales experience and works... ...ll build and maintain relationships with senior leaders across their organization. As a...SeniorTemporary workRemote workFlexible hoursNight shift- Encore Bank is seeking a Commercial Relationship Manager in Grapevine, Texas. This role focuses on developing and maintaining relationships with lower to middle market commercial clients, requiring strong skills in relationship management and credit analysis. Successful...Senior
- A fast-growing technology company is seeking a Client Services Manager in Fort Worth, Texas. This role involves managing day-to-day client relationships for a large travel brand, executing performance strategies, and leading a team. Candidates should have over four years...Senior
$10 per hour
...Business Relationship Manager If you are customer focused, enjoy building relationships and providing financial advice to your clients, then... ...Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing...SeniorWork experience placementWork at office- First Command in Fort Worth, Texas, is seeking a Senior Digital Product Manager to lead the vision and strategy for digital solutions in Client Relationship Management, with a key focus on Wealth Management and Banking. The successful candidate will possess 4-7 years of...Senior
$80k - $120k
...Senior Sales Account Executive We offer competitive salary, full benefits package, Paid Time Off, and opportunities for professional... ...Brokerage. Meet monthly revenue quotas given by Sales management (based off monthly salary). Collaborate with CRM Specialists...SeniorFull timeWork at officeLocal areaRelocationOverseasFlexible hours- First Command Financial Services in Fort Worth, Texas is looking for a Senior Digital Product Manager to drive the strategy and execution of digital solutions for Client Relationship Management, focusing on Wealth Management & Banking. The ideal candidate will own the product...Senior
$80k - $120k
...Senior Sales Account Executive We offer competitive salary, full benefits package, Paid Time Off, and opportunities for professional... ...Brokerage. Meet monthly revenue quotas given by Sales management (based off monthly salary). Collaborate with CRM Specialists...SeniorFull timeWork at officeLocal areaRelocationOverseasFlexible hours- ...or trusted advisor and acquires, deepens, and maintains profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. Responsibilities Manages an extensive portfolio of complex clients and prospects with annual...SeniorLocal areaShift workDay shift
- ...serving as a trusted advisor, acquiring and maintaining profitable relationships, collaborating with teammates, and facilitating client... ...and increase overall client satisfaction. Responsibilities Manages an extensive portfolio of complex clients and prospects with annual...SeniorLocal areaShift workDay shift
- # **Description**Job Description**Summary:**The Sr. Executive Relationship Manager prospects and develops upper middle market banking relationships targeting companies with revenues $50M and above within assigned geographic territory. They draw upon established network...SeniorWork at officeRemote workWork from homeFlexible hours
- Merrill Gardens, LLC in Keller, Texas is hiring a Senior Living Sales Director to lead sales efforts and... ...This role involves developing sales strategies, managing the sales process, and fostering community relationships. Ideal candidates will have a background in sales...Senior
- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals Industry Non-Profit Organization Management Type Non Profit Founded 2017 Employees 11-50 Categories...Senior
- ...BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of... ...for acquiring, expanding, and maintaining relationships by providing tailored financial services. They offer...
- ...Top 50 Design Firm and Forbes' Best Employers for Engineers lists for 2026. We are actively looking to hire a Senior Geotechnical Engineer / Project Manager for their Texas team. Job Title: Senior Geotechnical Engineer / Project Manager Locations: Dallas, DFW Metroplex...SeniorFull time
$50 - $60 per hour
...progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to work on...SeniorHourly payContract workFor contractorsWork experience placementRemote work$43k - $47k
...Job Summary Supports all operations aspects of private duty nursing services to medically fragile children. Manage and foster nurse and client relationships. Maintains active involvement in issues of cost containment by managing nurse schedules and effectively utilizes...Full timeWork at officeLocal areaMonday to FridayFlexible hoursShift workDay shift- ...is seeking an experienced Tax Principal in Texas. This role involves reviewing complex tax returns and developing strong client relationships. Successful candidates will have a minimum of eight years of tax experience, a relevant bachelor’s degree, and a CPA or EA certification...Senior
- A respected business law firm in Colleyville is seeking a Client Services Manager. This full-time role requires exceptional client communication, professionalism, and organizational skills. You will serve as the first point of contact for clients, maintain office operations...Full timeWork at office
- ...Description Job Description American Beacon Partners VP, Senior National Accounts Manager Sales American Beacon Partners , formerly known... ...as the primary contact for a few select broker dealer relationships Promotes investment product sales and platform...SeniorWork experience placementRemote work
- Alcon MX is seeking a Senior Principal in Patient Safety & Experience. This role involves evaluating safety signals from clinical trials and ensuring compliance with regulatory standards while communicating findings to internal teams and external bodies. The ideal candidate...Senior
- Ragle Inc busca un Capataz de Movimiento de Tierras y Nivelación en North Richland Hills, Texas, responsable de la supervisión de cuadrillas y la coordinación de obras de construcción civil pesada. Se requiere un mínimo de 5 años de experiencia en el campo, junto con só...Senior
$100k
...income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE... ...preferred Excellent verbal, written, interpersonal, relationship building and presentation skills Strong work ethic with a drive...Local area- ...The Music Therapist plans, implements, and evaluates individualized and group music therapy services for residents. Using evidence-based music interventions, this role supports residents' physical, cognitive, emotional, and social well-being. Sagora Senior LivingSenior
- A mineral management firm in Fort Worth, Texas is seeking an experienced accounting leader to oversee the accounting department. This role involves mentoring staff, managing client portfolios, and ensuring compliance with oil and gas accounting principles. The ideal candidate...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to TransFund Senior Relationship Manager. Be the first to apply!
- senior application security Hurst, TX
- senior manager diversity & inclusion Hurst, TX
- senior application administrator Hurst, TX
- senior manager automotive Hurst, TX
- senior Hurst, TX
- senior performance engineer Hurst, TX
- employee relations supervisor
- portfolio relationship manager
- relationship marketing manager
- analyst relations manager



