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 Trust, IRA and Investment Management Accounts
Serve as the primary client relationship manager and point of contact
Be responsible for overseeing all activity regarding client accounts to ensure compliance with all applicable policies and procedures
Conduct group and individual client presentations and review meetings
Work with Bank Presidents, Customer Service Officers and Lenders in soliciting referrals
Work with attorneys and accountants in soliciting referrals
Community Involvement
Assist with special projects
Regular and consistent attendance is an essential function of this position
REQUIREMENTS
Basic working knowledge of investments and banking
Knowledge of trusts, IRA, or retirement plans helpful
Knowledge of Oil & Gas property management helpful
General tax knowledge
Minimum of 3-5 years experience in Trust preferred, but not required
Knowledge of the Bank's organization, policies, and procedures and systems
Ability to use independent judgment, discretion, and maintain confidentiality
Excellent analytical skills
Must be able to communicate professionally both verbally and in writing
Strong computer skills, including proficiency in Word, Excel, & PowerPoint
Self starter
Must be able to handle multiple tasks at a time
Brokerage or investment experience is helpful, but not required
Hometown service, statewide strength.BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-nine 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/AA - BancFirst is an Equal Opportunity and Affirmative Action Employer.
Diversity...Our differences enhance business performance.