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 .

Position is located at 201 Robert S Kerr Ave in Oklahoma City, Oklahoma.

Position is Monday through Friday 8 am to 5 pm.

Summary:

SUMMARY: Under the supervision and direction of the assigned manager, the AWM Solutions Center Advisor will respond to customer inquiries and help to develop an understanding of the customer’s current and future financial goals and needs. The incumbent possesses a broad understanding of IRA, brokerage, insurance, and bank products and is accountable for both referred and direct sales and service of non-FDIC insured investment and insurance products. The incumbent will gather and analyze financial information to provide customers with financial solutions to best fit their needs by possessing a working knowledge of the financial planning processes. The AWM Solutions Center Advisor will proactively contact existing base of household accounts to sell financial planning services and also manage brokerage accounts residing in the Solutions Center.

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 and ensure that confidential information is safeguarded.
• Maintain a high level of cooperation and rapport with all associates
• 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’s degree or equivalent related experience required.
• 3 years of customer service experience required.
• Series 7 license required.
• Series 63 and 65 OR Series 66 (combo exam of 63/65) licensure required.
• Life & Health license required.
• Additional IRA certifications (i.e. Certified IRA Services Professional, Certified IRA Professional, or Certified IRA Specialist I and/or II) required or ability to obtain within 2 months of hire.
• Associate Client Advisor experience preferred.
• Previous Solutions Center/Call Center experience preferred.
• Bachelor’s degree 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 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 occasionally work outside of normal business hours.
• Must be able to move from department, division, or bank to department, division, or bank to attend 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, sit, 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 and 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 14

Pay Range: $49680 - $58995 per year