Investment Sales Officer Job at BOK Financial
Req ID: 73093
Location: Overland Park -OVPK
Areas of Interest: Investment Sales
Pay Transparency Salary Range: Not Available
BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. .
Bonus Type
Formula Based
Summary
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!
Job Description
The Investment Sales Officer I is primarily responsible for providing support back up execution of the customer investment securities transactions; provides customer services for non-trade execution related banking functions, utilizing appropriate system applications in the tracking of customer contacts with other areas of the bank to ensure that calls are recorded in the system; assumes responsibility for marketing and distributing investment securities in order to ensure profitability and satisfy customer needs; provides advice to customers on securities purchases by informing them of current market trends and recommending appropriate investment strategies; develops and maintains customer relations with existing and prospective investors; keeps informed of security market trends, compliance, and regulatory issues as well as customer needs.
Team Culture
Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors for our clients and communities while using our discipline and business savvy to make the right decisions.
How You'll Spend Your Time
- You will develop customer relationships and work together to ensure appropriate investment strategies
- You will work to learn and understand products and prepare customer presentations of your data and research
- You will work with Investment/Sales Officers to establish customer security
- You will attend sales meetings and continued education
Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor’s Degree and 1-2 years experience in fixed income securities sales or 7-8 years equivalent work experience; MSRB Series 52 or NASD Series 7 licensing and series 63 license required.
- Working knowledge of primary investment markets, products, and services and the ability to determine specific customer needs, implement strategies, and offer products to meet those needs
- Working knowledge of bank commercial products and services
- Basic knowledge of income tax and estate tax matters
- Basic knowledge of taxable and tax-free bond sales
- Excellent PC skills including word processing and spreadsheet applications
- Excellent customer relations and sales skills
- Excellent interpersonal, verbal, and written communication skills
Working Conditions & Physical Requirements
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!
Apply today and take the first step towards your next career opportunity!
Apply today and take the first step towards your next career opportunity!
If you are interested in a career with BOK Financial text "BOKF" to 25000 to engage with Olivia our virtual recruiting assistant.
BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.
BOK Financial is an equal opportunity employer. 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, sexual orientation, genetic information or veteran status.
Please contact
recruiting_coordinators@bokf.com
with any questions.
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