About this role
<p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Req ID:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">78011</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Location:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Dallas -DAL</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Areas of Interest: </span></span></span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Trust; Wealth Management</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Pay Transparency Salary Range:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">Not Available</span></span><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"> </span></span></b></p> <p><b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span style="color:black">Application Deadline:</span></span> </span></span></b><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif">07/30/2026</span></span></p> <p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span style="color:black">BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.</span></span></span></p> <div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Bonus Type</b></H2> </div><div><div>Formula Based</div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Summary</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">Our Wealth Management team at BOK Financial has been helping clients achieve their financial goals for more than a century. We provide comprehensive solutions for individuals and institutions worldwide, managing over $117 billion in assets with a disciplined, long-term approach. From traditional banking services to specialized offerings like institutional portfolio management and fiduciary tax services, we deliver personalized strategies backed by deep expertise. Guided by our core principles—knowledge-driven relationships, objective advice, and proactive communication—we are committed to excellence, growth, and investing in the communities we serve.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Job Description</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">The <strong>Trust Officer</strong> is responsible for administering personal trust, custody and estate, investment agency and IRA accounts. Provides administration of assigned accounts in accordance with governing instruments, applicable state and federal law, and fiduciary standards consistent with BOKF policy. </span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Team Culture</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">Our culture is rooted in our history, starting in 1910 as a regional capital source for the energy industry and evolving into a dynamic financial institution. Our growth from Tulsa, Oklahoma to a nationwide presence reflects our commitment to agility, strong client relationships, and innovative financial solutions. We prioritize serving our clients, fostering a positive work environment for our employees, and making a meaningful impact in the communities we serve, believing that every financial challenge and opportunity is significant.</span></p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>How You'll Spend Your Time</b></H2> </div><div><ul> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">You will administer trust and wealth accounts in accordance with governing documents, applicable laws, regulations, and BOKF policies.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">You will build and maintain strong client relationships through direct engagement and partnership with CSAs, managers, and Private Wealth team members.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">You will communicate account activity, performance, market insights, and value‑added ideas while developing solutions within established systems.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">You will coordinate with internal partners and external advisors to resolve client, tax, investment, and administrative matters in a timely manner.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">You will adhere to corporate risk and compliance standards by identifying, escalating, and reporting potential policy or regulatory concerns.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">You will apply knowledge of tax, trust, probate, and investment principles to interpret complex information and escalate client risk or legal issues to management.</span></li> </ul></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Education & Experience Requirements</b></H2> </div><div><p><span style="font-family:arial, helvetica, sans-serif">This level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 3-5 years of directly related experience in Personal Trust and/or 6-8 years of experience in Personal Trust <strong>or equivalent combination of education and experience. </strong></span></p> <ul> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Experience in managing medium- to large-sized client accounts.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Knowledge of the interpretation and application of estate plans, trust document provisions, trust and probate law, taxes and investments.</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Excellent analytical ability, decision making and problem solving skills</span></li> <li style="font-family:arial, helvetica, sans-serif"><span style="font-family:arial, helvetica, sans-serif">Excellent oral, written and communication skills, including interpersonal skills</span></li> </ul></div></div></div><p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><b><span style="color:black">BOK Financial Corporation Group</span></b><span style="color:black"> is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. <b>With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!</b> <br> <b>Apply today</b> and take the first step towards your next career opportunity!</span><br> <span><span><span><span><span><span> <br> <b>The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.</b></span></span></span></span></span></span></span></span></span></p> <p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span><span><span><span><span><span><span><span><span><span><b><span><span><span style="color:black">Please contact </span><u><a href="mailto:[email protected]?subject=BOKF%20Career%20Site%20Help"><span style="color:black"><span style="text-decoration:none"><span><span>[email protected]</span></span></span></span></a></u><span><span> with any questions. </span></span></span></span></b></span></span></span></span></span></span></span></span></span></span></span></span></span></p>