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Arvest Bank
Rogers, AR | Full Time
$66k-82k (estimate)
4 Weeks Ago
AWM Trust Officer 2
Arvest Bank Rogers, AR
$66k-82k (estimate)
Full Time | Banking 4 Weeks Ago
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Arvest Bank is Hiring an AWM Trust Officer 2 Near Rogers, AR

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 West Walnut in Rogers, Arkansas.

Position is Monday through Friday 8 am to 5 pm.

Summary:

SUMMARY: The AWM Trust Officer 2 is primarily responsible for the administration, development, and maintenance of less complex trust and IRA accounts and providing administrative services to high level clients. The associate is accountable for the administration of assigned accounts and will have the primary responsibility for managing the account relationship. The associate will direct all activities of assigned accounts in a manner that will ensure that administration of accounts will be in conformity with all governing instruments, laws, rules, legislation, policies and procedures.

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

  • Maintain existing customer relationships in current and appropriate condition while soliciting new business from client base.
  • Establish a call plan and work closely with Regional Investment Officer to regularly call on the high potential clients and centers of influence.
  • Work closely with Regional Investment Officer to develop and maintain the investment strategies according to customer’s goals/expectations while providing appropriate investment information and assistance to customer to maintain a close relationship.
  • Interacts with high-level clients, resolving account problems with all areas of the Bank to ensure quality service is provided to customers and clients’ needs are met.
  • Review accounts for compliance with internal policies and procedures, federal regulations, local laws and legal documents.
  • Interprets legal documents and determines discretionary distributions.
  • Performs complex administrative duties, which include Reg 9 reviews, both discretionary and non-discretionary distributions, and monitors, approves overdrafts, and prepares client reports and special projects.
  • Coordinate activities with the Trust Division’s Tax Services, Investments, and Operations department to resolve related issues.
  • Maintain all customer appointments, calls, and contacts in the Advisor system.
  • Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

TEAM ACCOUNTABILITES:

  • Cross-sell other services of the bank.
  • 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 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.
  • Foster and promote the proper bank image at all times.
  • Maintain involvement in community affairs to foster and promote the proper bank image 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:

    • Bachelor’s Degree in Finance, Accounting, Business, related field or equivalent experience required.
    • 5 years of experience in trust administration required.
    • Completion of Personal Trust Curriculum Level 1, 2 & 3 ABA or related training required.
    • Working knowledge of fiduciary management techniques, investments, tax and legal issues required.
    • Working knowledge of accounting principles required.
    • Working knowledge of Bank’s products and services required.
    • Excellent skills/knowledge with the trust accounting systems required.
    • Excellent skills/knowledge of the Advisor system required.
    • Master’s Degree preferred.

    OTHER SKILLS and ABILITES:

    • 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.

    The incumbent must be able to travel occasionally by themselves within the US, including overnight, and via automobile and air.

    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 15

    Pay Range: $59440 - $70585 per year

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$66k-82k (estimate)

POST DATE

05/22/2024

EXPIRATION DATE

07/20/2024

WEBSITE

arvest.com

HEADQUARTERS

LONOKE, AR

SIZE

3,000 - 7,500

FOUNDED

1961

CEO

VICKI CALAHAN

REVENUE

$1B - $3B

INDUSTRY

Banking

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About Arvest Bank

Arvest Mission: People helping people find financial solutions for life. Arvest Bank is a regional bank that operates in a unique, customer-focused way. Arvest delivers the convenience and technological advantages of a large super-regional bank but with the local commitment and decision-making of a local community bank. Our primary focus is on meeting and exceeding customer expectations through convenient hours, an extensive network of branches, competitive rates and pricing, technological innovation and offering a full line of banking, mortgage, investment, lending and wealth management servi...ces. Arvest operates in 16 locally managed markets, each with its own president, management team and board of directors, in Arkansas, Oklahoma, Missouri and Kansas. The majority of our 270+ branches are open 12-hours a day during the week for our customers' convenience. Member FDIC. Equal Housing Lender. More
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