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 RELATIONSHIP ASSOCIATE

Details
Country: USA
Location: Texas-Dallas Dallas 75225
Total applied: 20
Salary/Wage:Commensurate with Experience
Job Category:Banking/Real Estate/Mortgage Professionals
Relevant Work Experience:5+ to 7 Years
Education Level:Bachelor's Degree
Location:75225
Status:Full Time, Employee
Career Level:Experienced (Non-Manager)
Relevant Work Experience:5+ to 7 Years
RELATIONSHIP ASSOCIATE

BOK Financial Corporation (BOKF) is a top 50 financial services company with a comprehensive array of products and services. BOKF consistently generates outstanding performance and has 16 consecutive years of record earnings. BOKF has assets of $20 billion, loans of $11.8 billion and deposits of $12.6 billion. The company owns seven bank subsidiaries with operations in nine states and more than 160 locations. BOKF offers wealth management services nationwide and owns TransFund, the nation?s 10th largest electronic funds transfer (ATM) network. The company?s stock is publicly traded on NASDAQ under the national market listings (symbol: BOKF). Assets of the organization are centered in seven bank subsidiaries, Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, Bank of Arkansas, Bank of Arizona, Colorado State Bank and Trust, and Bank of Kansas City. BOKF offers trust and investment management services through its banks, Southwest Trust Company, N.A., BOSC, and AXIA Investment Management. We administer over $30 billion of client assets with offices in Oklahoma, Texas, New Mexico, Colorado, Arkansas, Arizona, Kansas, Utah, and Missouri

The Private Bank Relationship Associate is responsible for working directly with The Private Bank officers and high net worth clients across several delivery platforms, including banking, trust, brokerage, and investment management. This position may have a focus on one of the four disciplines, depending on company needs. This position partners with the Private Banker, Trust Officer, or Client Advisor and is focused on delivering superior client service; works under limited supervision.Qualifications• Extensive knowledge and understanding of brokered and managed investments, securities movement, and trust operations. • Extensive knowledge and understanding of lending practices and policies, loan documentation requirements, and regulations.• Extensive knowledge of deposit, loan, and investment systems, report generation, and information gathering• Excellent customer relation skills focused on delivering superior service quality.• Excellent PC skills including spreadsheet and word processing applications and proprietary applications• Excellent oral and written communication skillsThis level of knowledge is normally acquired through a Bachelor's degree or 5-7 years of experience. May have FINRA Series 7, 63, 65, 66 securities licenses, if required.For immediate consideration forward your word resume to twilson@bokf.com

Bank of Oklahoma offers a competitive compensation and benefits package including benefits to part time employees working 20 or more hours per week. Our benefits include:

Managed health care programs for medical, dental, and vision
401K and financial planning
Paid time off
Reduced rates on banking services
Community involvement programs
Career Development Opportunities
Performance based incentive programs
Educational Reimbursement We are proud to be an Equal Opportunity and Affirmative Action Employer.

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