Position is Monday through Friday 8 am to 5 pm with ability to work additional hours as needed.

Location: 4500 S Garnett Rd. Suite 420 Tulsa, OK 74146.

To be eligible for hire and remain employed, applicant must meet credit requirements, pass SPQ gold (sales aptitude test), and obtain all relevant licensure (within 120 days) and meet sales goals.

Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit www.arvest.com/careers/benefits .

Summary:

SUMMARY: Under the supervision and direction of the AWM Regional Manager and AWM Advisory Growth & Development Group, the Associate Client Advisor will begin the process of learning the Financial Services business, learn and develop sales skills, and be provided with a learning environment to study and potentially pass all required licensing exams. The incumbent is responsible for contacting potential customers and scheduling appointments to discuss financial services. The incumbent is also expected to gain a general understanding of how to gather and analyze financial information while developing an understanding of information needed when designing future financial goals for potential customers. The incumbent will work in conjunction with AWM Advisory Growth & Development Group to learn to prepare for client meetings.

ESSENTIAL DUTIES and RESPONSIBILITIES include the following. Other duties may be assigned.

TEAM ACCOUNTABILITIES:

• Support and uphold the Arvest Mission Statement.
• Uphold the Arvest Code of Ethics that confidential information is safeguarded.
• Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
• Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank’s overall operation.
• Promote professionalism at all times.

Responsibilities:

QUALIFICATION REQUIREMENTS:

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

EDUCATION and/or EXPERIENCE:

• Associate Degree OR equivalent relevant experience required.
• Must obtain FINRA Series 7 license within 120 days of hire required.
• Must obtain FINRA 63 and 65 license OR Series 66 (combination exam of 63/65) license within 120 days of hire required.
• Must obtain Life, Health, and Variable Annuity Insurance license within 120 days of hire required.
• Arvest experience preferred.
• Sales and/or customer service experience preferred.

OTHER SKILLS and ABILITIES:

• Must be able to arrive at work on time, work on site and have regular work attendance
• Must be able to work cooperatively with other co-workers regardless of personality, presence, or communication style
• Must be able to provide cordial customer service regardless of customer personality, presence, or communication style
• Must be able to perform several tasks at once
• Must be able to work in a stressful atmosphere
• Must be able to rotate job tasks
• Must be able to occasionally work overtime
• Must be able to greet others cordially
• Must be able to coordinate multiple and changing priorities
• Must be able to verbally communicate with all other associates
• Must be able to operate telephone, scanner, copier and fax machines
• Must be able to move from department, division, or bank to department, division or bank to attending meetings
• Must be able to operate personal computer keyboard in order to create reports, schedules, and other appropriate documentation

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to stand, walk, site, and to talk and hear. The associate must occasionally reach with hands and arms, stoop, kneel, or crouch.

The associate may occasionally be required to lift or move up to 25 pounds.

Specific vision abilities required by this job include close, distance, color vision, and the ability to adjust focus.

WORK ENVIRONMENT:

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

The noise level in the work environment is usually moderate.

Grade 13

Pay Range: $21.36 - $25.37 per hour