Personal Trust Administrative Officer

Duncan, OK

LOCATION

Onsite position

BancFirst Duncan

16 South Ninth Street

Duncan, OK 73533

HOURS

Full Time

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.

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