Team Leader, Personal Trust
Company: BOK Financial
Location: Oklahoma City
Posted on: April 18, 2019
Req ID: 51137
Areas of Interest: Trust; Wealth Management
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK
Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based
financial services holding company with operations in ten states
Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New
Mexico, Nebraska and Wisconsin. The company began more than 100
years ago in Tulsa and has successfully diversified into a variety
of industries, businesses and geographies. .The Team Leader,
Personal Trust is responsible for the coordination of personal
trust activities in a market including custody, estate, trust, IRA
administration; establishes and monitors account assignments,
productivity objectives, and regulatory & compliance
accountability. Leads effort to expand fiduciary services within
area of responsibility. Also responsible for promoting departmental
activities among centers of influence.
PRINCIPLE DUTIES AND RESPONSIBILITIES:
- Administers trust accounts, especially those of a more delicate
or complex nature and confers with Administrators, co-trustees,
beneficiaries, and attorneys regarding these accounts.
- Directs and manages work of team personnel in the functional
area; determines work priorities and schedules work assignments;
interviews and recommends candidates; evaluates, orients, counsel,
and trains subordinate personnel and recommends associated
- Organizes required operational activities including Reg. 9
reviews, discretionary distributions and others to meet all
regulations and legal requirements; assumes responsibility for
preparation of reports provided to executive management. May serve
on other committees as assigned by Market Executive.
- Participates in business development activities for selected high
profile individuals and participates in joint calls with other Bank
professionals.; may be assigned specific relationships with
executive management and board of directors to maintain the highest
level of confidentiality.
KNOWLEDGE, SKILLS and ABILITIES:
- Extensive knowledge of personal trust accounts, estate planning
principles, taxation, and administrative procedures.
- Proven ability to act independently in document interpretation,
decision making regarding administration of account relationships,
and interaction with professionals such as attorneys and CPA s.
- Extensive analytical skills.
- Proven ability to represent the Bank within the local
- Excellent communication skills and ability to prepare and deliver
persuasive oral and written report and presentations.
- Excellent people management and teamwork development skills.This
level of knowledge is normally acquired through completion of a
Bachelor s degree and 10-12 years in trust management or 15-17
years equivalent work experience.
BOK Financial is a stable and financially strong organization that
provides excellent training and development to support building the
long term careers of our employees. With passion, skill and
partnership you can make an impact on the success of the bank, our
customers and your own career!
Apply today and take the first step towards your next career
BOK Financial is an equal opportunity employer. We are committed to
providing equal employment opportunities for training,
compensation, transfer, promotion and other aspects of employment
for all qualified applicants and employees without regard to sex,
race, color, religion, national origin, age, disability, sexual
orientation, genetic information or veteran status.
Attention All Third Party Agencies, Headhunters, and Recruiters
BOK Financial and its Subsidiaries will not accept candidate
submission by unsolicited third parties through this site or any
company email address. All unsolicited candidates presented to BOK
Financial and its Subsidiaries will be considered the property of
BOK Financial. BOK Financial and its Subsidiaries will not be
responsible for any fees associated with unsolicited candidates,
nor will a contractual relationship be formed by the submission.
BOK Financial and its Subsidiaries are not obligated and will not
under any circumstances pay any fees to said third parties
submitting candidates in this manner. BOK Financial and its
Subsidiaries only forms contracts with recruiters with whom we have
an established business relationship and with whom we have in place
a signed agreement. All contact with BOK Financial and its
Subsidiaries from third parties must be through our Human Resources
Department. Any contact made outside of the BOK Financial Human
Resources Department by a third party will cancel any future
business relationships between the third party and BOK
Please contact email@example.com with any
Keywords: BOK Financial, Oklahoma City , Team Leader, Personal Trust, Hospitality & Tourism , Oklahoma City, Oklahoma
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