Relationship Manager (Tulsa)

Role Overview:

A Relationship Manager is to have advanced knowledge and expertise in the proper administration of trust accounts. He or she is responsible for fulfilling Argent’s fiduciary duties to its clients by administering accounts in compliance with (1) the terms and governing language found in the controlling trust document, (2) applicable federal and state laws and regulations, and (3) Argent’s policies and procedures. A Relationship Manager is also responsible for understanding the unique characteristics of his/her client base, proactively engaging with them by providing advice and solutions for identified issues, particularly in the areas of estate and tax planning. A Relationship Manager should be familiar with Argent’s capabilities throughout the enterprise and work closely with Argent’s other offices, departments, companies, and personnel to deliver a full array of integrated solutions to his or her clients. Finally, a Relationship Manager is responsible for the growth and profitability of his/her book of business as well as the overall satisfaction of clients with Argent’s fiduciary services.

Job Location:

Tulsa, OK

Responsibilities:

  • Responsible for the professional administration of fiduciary accounts, including compliance with all applicable regulations, policies, and procedures
  • Responsible for holistically understanding the clients’ unique circumstances, including knowing the clients’ family dynamics and overall financial situation. This is accomplished by regular meetings and contacts with clients.
  • Coordinate and facilitate the introduction of professionals to clients when a need arises for which the professional is needed
  • Develop and deliver solutions to meet clients’ unique needs
  • Possess technical fiduciary knowledge in the areas of law, tax, fiduciary investing, regulation, compliance as well as estate planning.
  • Successfully cultivate centers of influence within the professional community to develop a network of external referral partners
  • Work with colleagues across the Argent enterprise to deliver a full array of integrated solutions, as appropriate, to meet clients’ needs
  • Actively promote the full breadth of Argent’s fiduciary services (e.g. fiduciary, tax, special assets, investments, estate settlement) to existing clients to deepen the client relationship with Argent
  • Collaborate with team members to consistently deliver on Argent’s value proposition
  • Review accounts and other administrative tasks per Argent’s policies and procedures
  • Adopt best practices for the frequent review of clients’ account activities to ensure any issues are identified and remedied in a timely fashion

 

Relationship Management:

 

Cultivate a trusted relationship with clients, providing a holistic approach to advising them on the various components of their financial lives, being sensitive to areas in which the relationship with Argent can be expanded and deepened.

 

Business Development:

 

Cultivate new business referrals for Argent by actively fostering professional relationships with accountants, attorneys, financial planners, insurance agents, bankers, and other centers of influence. Participate in professional associations related to estate planning, legal, and financial planning for the same purpose.

 

Supervisory Responsibilities:

 

Supervise Associate Relationship Management Associate.  Responsibilities include training, assigning, and reviewing work, measuring performance, addressing complaints, and resolving problems.

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty listed below satisfactorily. The requirements are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education or Experience:

Bachelor’s degree in Business Administration, Banking, Finance, Accounting, or related field. Ten years of experience in Personal Trust, three to five years of banking and financial management experience and customer service experience required, or an equivalent combination of education and experience. Advanced degree (e.g. JD, MBA, etc.) or industry-related certification (e.g. CPA, CFP, CTFA, etc.). Preference would be given to candidates with a J.D.

Language and Communication Skills:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, case law, and governmental regulations. Ability to clearly compose original correspondence, reports, and internal memoranda. Ability to effectively present information and respond to questions from clients, prospective clients, investment managers, outside professionals, and the general public. Ability to clearly express or exchange ideas by means of the spoken word, and to receive detailed information through verbal communication, with or without correction.

Mathematical Skills:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.  Knowledge of basic accounting and statistical skills.

Reasoning Ability:

Ability to identify issues and problems, collect data, establish facts, and draw valid conclusions. Ability to deal with a variety of abstract and practical problems.

Other Skills and Abilities:

Ability to operate general office equipment; ability to operate personal computer; ability to type 50 WPM accurately and 10-key by touch skills.  Must have excellent interpersonal, verbal, writing, and analytical skills. Knowledge of Microsoft Outlook, Word, and Excel. Must be open to learning and using various software programs for different functions as required to perform in this role.

Interpersonal Skills:

 

Ability to work well with others within and outside the assigned office and Argent enterprise. Assist colleagues in working through problems rationally and objectively.  Must have good organizational skills and be detail oriented.

Continuing Education:

Actively and regularly participate in internal and external educational opportunities (e.g. seminars, schools, industry periodicals, etc.) to stay abreast of current developments in the fiduciary industry.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Most work is sedentary by nature, involving sitting most of the time. An employee may occasionally exert up to 10 pounds of force occasionally or a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Walking and standing are sometimes required. Clarity of vision at less than 20 inches, with or without correction.

Additional Duties and Responsibilities:

Perform other duties assigned by Market President for which the employee is qualified and physically able to perform with or without reasonable accommodations.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The position shall primarily function indoors for the most part using normal office equipment. Employee may occasionally spend time outside the office and may have to drive a vehicle and be exposed to weather and temperature fluctuations. Also work outside the office may be required, such as traveling to other offices and divisions.

Policies and Procedures:

At all times, a Relationship Manager shall comply with Argent’s employment policies and procedures pertaining to conduct and responsibilities as detailed in its Personnel Manual as of the time of the acknowledgment of this document and as it may be amended from time-to-time.

Submit cover letter and resume to resumes@argentfinancial.com

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