Personal Trust Officer/Relationship Manager
Oklahoma City, OK
Onsite Position
BancFirst Tower, Downtown Oklahoma City: 100 N. Broadway Avenue, Oklahoma City 73102
Full Time
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Foster positive customer/client relations
Administer IRA, Investment Management, and Custody accounts
Provide financial planning guidance to current clients and prospects
Conduct client review meetings
Work with bank Presidents, customer service officers and lenders providing education about trust and investment management services to develop a strong referral base
Develop relationships with centers of influence such as attorneys, accountants, and other business professionals as resources for clients and new business referrals
Maintain compliance with governing documents, company policies, and applicable regulations
Assist with special projects
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
REQUIREMENTS
Expertise in one or more of the following areas: financial planning, estate planning, investment products, or trust administration.
Basic retirement plan knowledge is helpful, but not required
General tax knowledge
Trust administrative experience helpful
Minimum of 2-5 years’ experience in Trust administration preferred, but not required
Ability to use independent judgment, discretion, and maintain confidentiality
Excellent analytical skills
Good verbal and written communication skills
Strong computer skills, including proficiency in Word, Excel, & PowerPoint
Self starter
Must be able to handle multiple tasks
Basic working knowledge of investments and banking
PHYSICAL REQUIREMENTS
Constant use of computer screens
Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear
Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching
Ability to sit and/or stand for long periods of time during the workday
Long periods of typing and repetitive motion
Ability to lift and/or move and carry 10 pounds
Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
EOE - BancFirst is an Equal Opportunity employer.
Diversity…Our differences enhance business performance.