Team Leader, Personal Trust at BOK Financial in Fort Worth, Texas

Job Description:

Req ID:61948

Areas of Interest:Trust

Recruiter:Tayler Anette Bair

Hiring Manager:Elijio Mercado

Job Grade:06

At BOK Financial (BOKF), our employees are our most important asset and our growth over the years wouldn't have been possible without our dedicated and talented work force. We know everyone has specific career goals. It's what motivates us each day and why we're invested in working with you. .

Bonus Type

Summary

You place great value in building strong relationships. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge, skills and abilities as a Team Leader.

About the Role

As a Personal Trust Team Leader you will be responsible for the coordination of personal trust activities. You will partner with your team to lead efforts in expanding fiduciary services within your area of responsibility.

You will serve unique and individualized needs for our client accounts, while operating within defined policies and procedures. Your strategic thinking will help you create efficiencies to meet client needs and reduce potential errors. You will have significant decision making authority and responsibility for establishing and monitoring account assignments, productivity objectives, and regulatory & compliance accountability.

What You Can Expect

Each day will bring variety. You will bring your extensive knowledge of personal trust accounts, estate planning principles, taxation and administrative procedures to lead and guide your team. You will have the opportunity with proven ability to represent the Bank within the community.

You will work as a Team Leader and know the regulations and requirements for a variety of Trust types. You will be responsible for the financial performance of a client book.

You will prioritize each day and ensure that no one is left behind. You will use your communication skills to inform all parties on status and timing

Team Culture

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. You will work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

We treat each other with dignity and respect, value opinions and differences, and talk openly. We give praise, recognize quality work, and pursue excellence

How You'll Spend Your Time

• Administer trust accounts, especially those of more complex nature


• Coordinate with Administrators, co-trustees, beneficiaries and attorneys regarding delicate accounts


• Direct and manage work of a team


• Organize operational activities including Reg. 9 reviews, discretionary distributions and others to meet all regulations and legal requirements


• Participate in business development activities for selected high profile individuals and participate in joint calls with other Bank professionals


• Work with specific relationships and executive management and board of directors to maintain highest level of confidentiality

We'd Like to Talk to You

BANKING ACUMEN: Your knowledge of Trust services, laws and regulations will be beneficial in solving problems and making recommendations to our clients

LEADERSHIP: You will coach others and help them develop their capabilities so they can generate revenue for the bank and serve our client's needs

PROBLEM SOLVER: You find solutions to difficult and complicated customer concerns

RELATIONSHIP BUILDER: Relate to any audience and build trust by leveraging strong interpersonal skills and a high level of integrity

TEAM BUILDER: Your ability to listen, collaborate, respond, coach, and provide constructive feedback will set your team up for success

Education & Experience Requirements

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.

PREFERRED:

• Advanced Degree


• Nationally-recognized trust school

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.

Please contact recruiting_coordinators@bokf.com with any questions.