Personal Trust Officer I

Bancfirst Corporation Ardmore , OK 73401

Posted 2 weeks ago

Personal Trust Officer

Ardmore, OK

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.

Fosters positive customer/client relations

Administers Trust, IRA and Investment Management Accounts

Serves as the primary client relationship manager and point of contact

Responsible for overseeing all activity regarding client accounts to ensure compliance with all applicable policies and procedures

Conducts group and individual client presentations and review meetings

Works with Bank Presidents, Customer Service Officers and Lenders in soliciting referrals

Assists with other job related duties and special projects as requested

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

REQUIREMENTS

Basic working knowledge of investments and banking

Knowledge of trusts, IRA, or retirement plans 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

Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications

Ability to use independent judgment, discretion, and maintain confidentiality

Excellent analytical skills

Outstanding listening and communication skills, both written and verbal

Self-starter

Must be able to handle multiple tasks at a time

Brokerage or investment experience is helpful, but not required

PREFERRED SKILLS

Bilingual (Spanish) a plus

PHYSICAL REQUIREMENTS

Constant use of computer screens

Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear

Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching

Ability to sit and/or stand for long periods of time during the workday

Long periods of typing and repetitive motion

Ability to lift and/or move and carry 10 pounds

LOCATION
310 W. Main Street

Ardmore, OK 73401-6319

HOURS

Full Time

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities.

BancFirst is an $8 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-eight 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/Minority/Female/Disability/Veteran/LGBTQ

DiversityOur differences enhance business performance.



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Personal Trust Officer I

Bancfirst Corporation