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Team Leader, Personal Trust

Company: BOK Financial
Location: Oklahoma City
Posted on: April 18, 2019

Job Description:

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 personnel actions.
- 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 community.
- 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 opportunity!

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 Financial.
Please contact recruiting_coordinators@bokf.com with any questions.

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Keywords: BOK Financial, Oklahoma City , Team Leader, Personal Trust, Hospitality & Tourism , Oklahoma City, Oklahoma

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