Relationship Associate III

Date: Dec 26, 2017

Location: Dallas, TX, US

Req ID: 41521 

Areas of Interest: Admin Support; Private Banking; 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.

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The Relationship Associate III is responsible for working directly with The Private Bank officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, financial planning and investment management. This position may have a focus on one of the four disciplines, depending on company needs. This position partners with a Private Banker, Trust Officer, Financial Planner or Client Advisor and is focused on delivering superior client service; works under limited supervision.

PRINCIPLE DUTIES AND RESPONSIBILITIES:
  1. Interacts with clients, investment managers, attorneys, brokers, and accountants via telephone, written communications, or meetings regarding problem resolution and/or account maintenance; serves as liaison between operational and support areas and customer; performs research and communicates resolution of problem to customer; resolves questions and problems presented by clients concerning transactions in their accounts and day to day operational issues.
  2. Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments to and from clients, and requests from clients are processed timely; loan advances, deposits, distributions, wire transfer, loan bookings, DDA transfer and receipts are processed timely; ensures adequate cash positions in investment, brokerage and trust accounts.
  3. Assists in the performance of complex administrative activities, which may include Regulation 9 reviews, account distributions, court inventories and accountings, preparation of loan documents, account exception clearing.
  4. Assists Private Bank officers in developing new brokerage, money management, financial planning, lending and depository business with existing or prospective customers including preparation of advanced presentation packages.
  5. Prepares documents for management review and reporting. This may include new product proposals, sales presentations, new business reports, client performance reports in general.


KNOWLEDGE, SKILLS and ABILITIES:
  • Extensive knowledge and understanding of brokered and managed investments, securities movement, and trust operations
  • Extensive knowledge and understanding of lending practices and policies, loan documentation requirements, and regulations
  • Extensive knowledge of deposit, loan, and investment systems, report generation, and information gathering
  • Extensive knowledge of Financial Planning concepts
  • Excellent customer relation skills focused on delivering superior service quality
  • Excellent PC skills including spreadsheet and word processing applications and proprietary applications
  • Excellent oral and written communication skills
This level of knowledge is normally acquired through a Bachelor's degree along with 3-4 years of experience; or 9-10 years of equivalent work related experience.

May have FINRA Series 7, 63, 65, 66 securities licenses, if required.

   

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.

 


Nearest Major Market: Dallas
Nearest Secondary Market: Fort Worth

Job Segment: Bank, Banking, Series 7, Finance