Interacts with internal and external clients, officers, vendors and COIs via telephone, written communications, or meeting regarding complex problem resolution and account maintenance. Substantial use of discretionary judgment. Serves as liaison between operational and support areas and clients. Preforms research and communicates resolution of problem to clients such as account transactions and operational issues. Provides direct technical support for officers in administration and management of client accounts, such as monitoring, reconciling and depositing, preparing complex disbursements from accounts, researching costs and providing accounting funding assets into and distributing assets from accounts. Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments and requests, loan advances deposits, distributions, wire transfers, loan bookings, DDA transfers and receipts are processed accurately and timely; ensuring adequate cash positions in investment, brokerage and trust accounts. General assistance in all aspects of account administration in accordance with governing instruments, tax and fiduciary law, applicable fiduciary accounting standards, and local probate code, consistent with BOKF policy. May initiate new loan requests and loan renewals. Establishes set-up and support such as: Preparation of correspondence, Developing original drafts for review and approval, Clear overdrafts and document uninvited cash, Review discretionary requests and set up discretionary payments, verify fees.

Risk and Legal services.