Job Description

Req ID:  78202 

Location:   Phoenix -PHOE  

Areas of Interest:  Trust; Wealth Management  

Pay Transparency Salary Range:   Not Available  

Application Deadline:  07/09/2026

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®.

Bonus Type

Formula Based

Summary

For more than a century, BOK Financial has grown alongside its clients, establishing itself as a leader in the financial world with cutting-edge products that rival the biggest banks. Their dedication to building lasting relationships with both institutional and personal clients sets them apart. Committed to creating value, they offer diverse, personalized, and responsive services, along with innovative and value-added offerings, delivering excellence and fostering growth for investors, employees, and the community.

Job Description

The Senior Trust Officer 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.

Team Culture

Our team collaborates effectively to meet client objectives. We value diverse perspectives and maintain a respectful environment where every voice is heard and appreciated. These principles create a cohesive, high-performing team that consistently delivers outstanding results for our clients.

How You'll Spend Your Time

• You will administer accounts in compliance with governing instruments, state laws, and BOKF policies and procedures.
• You will manage a portfolio of complex client relationships to ensure high-quality service and drive profitable growth.
• You will proactively communicate with clients about account activity, market trends, and strategic opportunities.
• You will collaborate with internal departments to enhance teamwork and build strong external client relationships.
• You will coordinate with internal teams and external advisors to resolve client and administrative issues efficiently.
• You will monitor compliance and stay current on laws, regulations, and best practices relevant to your responsibilities.
• You will act as a subject matter expert and maintain professional development through ongoing education and industry engagement.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of Bachelor’s Degree in business or related field of study and 6-8 years of directly related experience in Personal Trust and/or 8-10 years of experience in Personal Trust or equivalent combination of education and experience.

• Experience in managing medium- to large-sized client accounts.
• Knowledge of interpretation and application of trust document provisions, probate law, taxes, investments.
• Excellent analytical ability, decision making and problem solving skills
• Excellent oral, written and communication skills, including interpersonal skills

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.  With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
 
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.

Please contact  recruiting_coordinators@bokf.com with any questions. 

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