Business Development Officer

Description:

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place. We have an exciting opportunity awaiting someone like you!

This position is primarily responsible for new business development, through referrals or direct contact, of employee benefit plans, investment management, and custodial relationships.

We achieve more together by being involved, committed, and collaborative. We respect, honor and praise one another for a job well done. We celebrate each other's wins, big and small.

• You will be responsible for bringing in new Institutional Wealth business to the bank.
• You will follow up on referrals from internal partners: Commercial, Corporate Banking, Treasury, Private Wealth etc.
• You will attend and host meetings with prospective clients on a monthly basis.
• You will make outbound calls, attend networking/community events with the intention of generating new Institutional Wealth business

This level of knowledge is normally acquired through completion of a Bachelors Degree.

• Sales aptitude/self-motivated/goal oriented
• Ability to work effectively as part of a team in solving a client's needs and problems
• Quote new business based on department guidelines.
• Good knowledge of general marketing principals
• Basic knowledge of investments and products and services specifically for use in qualified plans
• Good communication skills and ability to prepare and deliver persuasive oral and written reports and presentations
• Proficient PC skills including word processing and spreadsheet applications

Office - Occasional Travel

BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!