IW Corp Trust Relationship Manager II

BOK Financial • Oklahoma City, OK

21d

About The Position

The Institutional Wealth Corporate Trust Relationship Manager II is primarily responsible for the development and maintenance of less complex institutional corporate trust client accounts. Provides administration of assigned accounts in accordance with governing instruments consistent with BOKF policy. Responsible for meeting defined business development and retention goals. Works closely with department and/or group manager.

Requirements

• This level of knowledge is normally acquired through completion of a Bachelor's ­­­­­­­­­­­Degree in Business or related field of study and ­­3-5 years of directly related experience ­­­­­­­­­­or 9-11 years of equivalent combination of education and experience.

Nice To Haves

• Juris Doctor or MBA preferred.

Responsibilities

• You will coordinate services provided by other areas of the Bank, including Wealth Management Services, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax.
• You will review fee schedules, as well as analyze and evaluate fees and profitability of accounts.
• You will ensure compliance of all applicable laws and regulations so clients are operating within Bank standards.
• You will analyze complex information and data to develop and recommend solutions to challenging projects.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1,001-5,000 employees