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BOK Financial · 1 month ago

IW Corp Trust Relationship Manager II

Oklahoma City, OK

Full-time

Onsite

Mid Level

3+ years exp

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. The Institutional Wealth Corporate Trust Relationship Manager II is primarily responsible for the development and maintenance of less complex institutional corporate trust client accounts, ensuring compliance and meeting business development goals.

BankingCredit CardsFinancial Services

Responsibilities

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

Qualification

Corporate Trust ManagementBusiness DevelopmentFinancial AnalysisCompliance KnowledgeClient Relationship ManagementTeam CollaborationProblem SolvingCommunication SkillsInitiativeMentorship