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Personal Trust Officer
Location:
Tulsa, OK
Description:
Personal Trust Officer Tulsa, OK Onsite Position 7625 E. 51st Street, Tulsa 74145 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.Fosters positive customer/client relationsAdministers Trust, IRA and Investment Management AccountsServes as the primary client relationship manager and point of contactResponsible for overseeing all activity regarding client accounts to ensure compliance with all applicable policies and proceduresConducts group and individual client presentations and review meetingsWorks with Bank Presidents, Customer Service Officers and Lenders in soliciting referralsAssists with other job related duties and special projects as requested 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 Basic working knowledge of investments and bankingKnowledge of trusts, IRA, or retirement plans helpfulGeneral tax knowledgeKnowledge of the Bank's organization, policies, and procedures and systemsProficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applicationsAbility to use independent judgment, discretion, and maintain confidentialityExcellent analytical skillsOutstanding listening and communication skills, both written and verbalSelf-starterMust be able to handle multiple tasks at a timeBrokerage or investment experience is helpful, but not required PREFERRED SKILLS AND QUALIFICATIONS Minimum of 3-5 years of experience in Trust preferred, but not requiredMinimum 4 year college business related degree preferred, but not required Bilingual (Spanish) a plus 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 workdayLong periods of typing and repetitive motionAbility 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 $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine 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/AA - BancFirst is an Equal Opportunity and Affirmative Action employer. Diversity...Our differences enhance business performance. PDN-9b7e758c-0332-4e2c-8b35-2d9e8e60b3ce
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More About this Listing: Personal Trust Officer
Personal Trust Officer is a Other Jobs Personal Trust Officer Job at Monster located in Tulsa OK. Find other listings like Personal Trust Officer by searching Oodle for Other Jobs Personal Trust Officer Jobs.
Personal Trust Officer is a Other Jobs Personal Trust Officer Job at Monster located in Tulsa OK. Find other listings like Personal Trust Officer by searching Oodle for Other Jobs Personal Trust Officer Jobs.