Executive Search Consultants to the Financial Services Industry

Trust Officer, Duncan, OK

By on Nov 8, 2022 in |

Website BancSearch, Inc.

BancSearch, Inc.

Trust Officer, Duncan, OK

Because of a pending retirement, this is an opportunity to walk into a well-serviced group of satisfied customers. The senior officer will introduce you to clients and mentor you on the accounts. The position is with a well-known Oklahoma Bank with an excellent reputation. They have a big bank’s resources and a community bank’s culture. Send your resume to learn more.

As Trust Officer, your role will entail the following:
• Act as the relationship manager for trust clients in mostly traditional trust accounts and a few IRAs, Foundations.
• Represent the bank by participating in civic organizations
• Participate in the team’s new business goal

As Trust Officer, you will have:
• Ability to build rapport
• Track record of customer satisfaction
• Knowledge of Trust Administration
• Experience managing $1 to $2 million asset accounts
• Ability to explain investments to clients; you will work with an investment officer
• Experience working with client’s external advisors
• Bachelor’s degree
• Advanced degree / certification is a plus.

Upload your CV/resume or any other relevant file. Max. file size: 128 MB.