Executive Search Consultants to the Financial Services Industry

Private Client Trust Officer, Bartlesville, OK

By on Nov 10, 2021 in |

Website BancSearch, Inc.

BancSearch, Inc.

Private Client Trust Officer, Bartlesville, OK

With numerous awards for being a great place to work from Forbes, Newsweek, and J.D. Power, our client seeks to hire a trust officer. They offer a smooth transition of relationships. You will inherit a book of existing clients to serve. The most important responsibility is to keep clients happy.

Bartlesville is an excellent place to live. With 36,000 residents and one hour north of Tulsa, you have the peace of small-town living and the amenities of a large metropolitan area. Because it is the home of ConocoPhillips and Phillips Petroleum, Bartlesville has a high percentage of college graduates.

MAJOR DUTIES include:
* Be part of a team that includes an investment officer and wealth advisor.
* Most importantly – serve and keep existing clients happy
* Increase services used by existing customers, including wealth management, commercial, retail, and mortgage banking.
* Support the team in bringing new customers with the focus is on wealth management but can include commercial, retail, and mortgage banking.

IDEAL EXPERIENCE
* Previous trust administration experience
* Successful client retention
* Successful experience in sales to existing accounts, increasing AUM, and cross-selling bank products
* Team orientation
* CTFA or CFP required
* Current or previously held NASD Series 7 or 65 with a Clean U-4

Our client will assist with the relocation.

#trustadministration #fiduciary #customerservice

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