Personal Trust Officer/Relationship Manager at BancFirst Corporation – Oklahoma City, Oklahoma

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.