the smart solution for Oklahoma City jobs

Team Leader, Personal Trust

Company: BOK Financial
Location: Oklahoma City
Posted on: May 19, 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.


- 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.

- 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.


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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Hospitality & Tourism Jobs

Kitchen Staff
Description: About Our Concept: Founded in 2002, Freddy's Frozen Custard Steakburgers is a national, fast-casual restaurant franchise best known for its cooked-to-order steakburgers, crispy shoestring fries and (more...)
Company: Freddy's
Location: Enid
Posted on: 05/20/2019

PM/Closing Crewmembers (63rd & May location)
Description: Overview Our Hourly Crewmembers understand that our concept is simple and unique we only have ONE LOVE - quality chicken finger meals At Raising Cane's you get an exceptionally high quality product served (more...)
Company: Raising Cane's
Location: Oklahoma City
Posted on: 05/19/2019

Cafeteria Attendant - Marriott Conference Centers (17002CDM)
Description: Heres To Your Journey with Marriott Conference Centers Marriott Conference Centers is one of Marriott Internationals 30 renowned hotel brands. As the worlds leading Hospitality Company, we offer unmatched (more...)
Company: Marriott
Location: Edmond
Posted on: 05/20/2019

Shift Supervisor - 310 W. GARRIOTT
Description: Overview br br If you are a positive, energetic person looking for a career that offers an excellent compensation package and the chance for advancement, Braum's is the place for you br br Position: (more...)
Company: Braum's Ice Cream & Dairy Store (Oklahoma City, OK
Location: Enid
Posted on: 05/19/2019

Area IT Specialist Supervisor - Oklahoma City
Description: Req ID: 120115Basic Purpose: The position of Area IT Specialist Supervisor will be responsible for overseeing and managing a team of remote technicians stationed in various geographical locations throughout (more...)
Company: Loves Travel Stops & Country Store
Location: Oklahoma City
Posted on: 05/20/2019

Customer Service - Independent Beauty Sales Consultant
Description: We are currently hiring new professional, highly motivated and self sufficient IBSC Independent Beauty Sales Consultants to sell our skin care and cosmetic beauty products. This is a genuine job online (more...)
Company: Mommy Jobs Online
Location: Oklahoma City
Posted on: 05/20/2019

Customer Service Representative-bilingual
Description: The Customer Service Representative CSR SPANISH - Bilingual associate interacts with customers to provide information in response to inquiries about products and services and to handle and resolve complaints. (more...)
Company: LogistiCare
Location: Oklahoma City
Posted on: 05/20/2019

Truck Driver - Food Delivery Service - Avg $67k/Year - Great Benefits - Oklahoma City
Description: SYGMA Florida is Hiring CDL Class A Drivers For Dedicated Delivery RoutesAverage Salary 67,500/year Plus Great Benefits MANY ROUTES UNDER 24 HOURS OUT--Every day, the country's most
Company: SYGMA Florida
Location: Oklahoma City
Posted on: 05/19/2019

Sous Chef
Description: Unit Description br Sodexo is seeking a Sous Chef to work in a large hospital system in Oklahoma City,--OK. br -- br OU Medical Center Hospital is a teaching hospital in a three hospital
Company: Sodexo
Location: Oklahoma City
Posted on: 05/19/2019

Restaurant Shift Manager
Description: Freddy's Frozen Custard is Hiring Shift Managers Have you heard the saying They sure don't make things like they used to Well, welcome to a place where hard work and integrity are still the main
Company: Freddy's Frozen Custard
Location: Enid
Posted on: 05/20/2019

Log In or Create An Account

Get the latest Oklahoma jobs by following @recnetOK on Twitter!

Oklahoma City RSS job feeds