Personal Trust Officer/Relationship Manager at BancFirst Corporation

Oklahoma City, Oklahoma, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Jul, 26

Salary

0.0

Posted On

03 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trust administration, Financial planning, Estate planning, Investment management, Client relations, Analytical skills, Communication skills, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Banking, Tax knowledge, Retirement planning, Independent judgment, Confidentiality

Industry

Banking

Description

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.

Responsibilities

The Personal Trust Officer will administer IRA, investment management, and custody accounts while fostering positive client relationships. They will also provide financial planning guidance and collaborate with bank staff to develop a strong referral base.