IW Corp Trust Relationship Mgr I

Bonus Type

Summary

If you are interested in a career in Institutional Wealth as a Relationship Manager working on some of the highest dollar amount deals that people only hear about you've come to the right place.  Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.   As an industry-leading provider of sophisticated financial solutions, we believe no challenge is too big, and no opportunity is too small when we work together to build relationships.

Job Description

The Institutional Wealth Corporate Trust Relationship Manager I is primarily responsible for the development and maintenance of less complex institutional corporate trust client accounts.  Provides administration of assigned accounts in accordance with governing instruments consistent with BOKF policy. Responsible for meeting defined business development and retention goals.  Works closely with department and/or group manager.

Team Culture

Our motto is simple – “Do the right thing”.  We are a collaborative, conscientious, and goal-oriented team.  We value initiative, and we care about the quality of our work. Managers across the line of business are readily available and accessible for any needs you may have. You are responsible for driving the process, and our leaders are there to support you. Mentorship within the team is a common practice that will provide growth opportunities.

Our team members are located across the footprint; however, regardless of our location, we work together to grow the business, which may include sharing client accounts.  We participate in group learning and idea-sharing, and we practice candid communication through our open-door policy.  We bring problems and solutions to life. We’re receptive to feedback and constructive criticism and believe in personal and shared accountability.

How You'll Spend Your Time

• You will coordinate services provided by other areas of the Bank, including Wealth Management Services, Portfolio Management, Strategic Investment Advisory, Mineral Management, and Tax.
• You will review fee schedules, as well as analyze and evaluate fees and profitability of accounts.
• You will ensure compliance of all applicable laws and regulations so clients are operating within Bank standards.
• You will analyze complex information and data to develop and recommend solutions to challenging projects.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor’s ­­­­­­­­­­­Degree in Business or related field of study and ­­1-2 years of directly related experience ­­­­­­­­­­or 7-8 years of equivalent combination of education and experience.

Juris Doctor or MBA preferred.

Working Conditions & Physical Requirements