Personal Trust Officer, TX, Ref #06ptotx

Description: Work for a stable, profitable family owned bank. Family has no plans to sells and has set up their own trusts so it can't be sold. This position reports to the head of personal trust and will have the opportunity to grow to be number two person in the department. There are two senior administrators who will retire in the next couple of years leaving lots of opportunity for growth.

The minimum account size is $250,000. The average account sizes are between $250,000 and $3,000,000. Have a few $4-5 million accounts. Manage a variety of accounts – trusts, investment management, and non-profits.

Qualifications: Minimum of five years experience managing trust relationships. Must have strong customer relationship skills. Must have business development skills - want someone they can hand a referral to and who can run with it. Need to be detail oriented for trusts, need knowledge of investments for investment management, and need presentation skills for non-profits. Stable employment history. Degree required. Prefer someone with strong leadership skills for succession planning purposed.

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Portfolio Manager, TX, Ref #06prmgtx

Description: Work for a stable, profitable family owned bank. Family has no plans to sells and has set up their own trusts so it can't be sold. This position reports to the head of trust investments and will have the opportunity to be or grow to be the number two person in the department depending on the level of experience.

Portfolio Manager will work with both personal and institutional accounts. Accounts are about 1/3 retirement plans & IRA’s and 2/3’s personal accounts. Open architecture with SMA’s and mutual funds. Bonds are selected in-house. Some analysis with input into the model portfolios are part of this position but more time will be spent working with customers investments than analysis. Will assist with business development presentations including presentations to boards of non-profits. Opportunity to grow financial planning practice within the department.

Qualifications: Must have strong customer relationship skills. Must have business development skills - want someone they can hand a referral to and who can run with it. Must have knowledge of investments. Stable employment history. Degree required. CFP is a plus. Prefer someone with strong leadership skills for succession planning purposed. Candidates working for fee based RIA's are welcome to apply.

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Manager of Wealth Mgt.., Southwest, Ref #10642

Description: This is an opportunity to manage and grow a wealth management department for a regional multistate organization. Currently the trust area and investment management area (minimum account size is $250,000) are run separately. This organization is looking to acquire an RIA and to aggressively grow the investment management part of wealth management. The manager of wealth management will be charged with smoothly transitioning trust and investment management together.  This organization is willing to step up to the plate on compensation for the right manager.

Qualifications: Stable employment history. Must have knowledge of trust and investment management for larger accounts. Candidates must have securities (brokerage) experience and trust experience. Degree required.

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Relationship Manager, Commercial Loan Officer, Ref #clook

Description:  Excellent opportunity with a safe and growing bank. This office has grown despite the challenging environment and is looking to adding to their staff. A great chance for someone with C&I (Main Street lending) experience to jump in and build a clean book. Some portfolio will be inherited, but the main driver will be building a new book of $2MM plus solid credit business loans. If you have C&I experience and perhaps some real estate experience, this could be a great spot for you. **Please do not apply if you only possess real estate lending experience. Real estate will be part of the work, but the main thrust will be on developing C&I clientele.

Handle commercial banking credit and deposit needs for the greater Tulsa, OK region. Initiate and develop new business through outside business development activities. Provide credit, deposit and other banking services in conjunction with client management activities. Credit analysis and underwriting skills are very helpful for success in the position.

Qualifications:  A Bachelors degree or equivalent and considerable prior commercial lending experience, strong credit and analytical skills. 5+ years in relationship management capacity, preferably at a $2 Billion plus Asset bank.

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Financial Advisor, Broker Dealer, Location Open, Ref # 02finadv

Description:  Are you open to an opportunity where you can better serve your clients and increase your payouts?  We have an opportunity with a broker dealer who is offering supported independence. You will have flexibility in client offerings i.e. you will not be tied to selling proprietary products.  Our client will provide existing office space or financial support for your own office.

Qualifications:  Existing book with a minimum trailing 12 GDC of $175,000. Also, a clean U-4 is required.

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