Personal Trust Officer/Relationship Manager
About The Position
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. 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.
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
- 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
Responsibilities
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
