Arvest Wealth Management Trust Officer 3

Arkansas Employer • Lincoln, AR • 2d ago

This job was posted by https://www.arjoblink.arkansas.gov : For more information, please see: https://www.arjoblink.arkansas.gov/jobs/4517234

Job Title: AWM Trust Officer 3

The AWM Trust Officer 3 is primarily responsible for the administration, development, and maintenance of more complex and larger trust and IRA accounts while providing administrative services to the 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 also 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.

We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

What Youll Do at Arvest: (Other duties may be assigned.)

Maintain and expand existing customer relationships in a current and appropriate condition while soliciting new business from client base by promoting bank services and products.

Establish a call plan and work with Regional Investment Officer to regularly call on the high potential clients and centers of influence.

Interact with high-level clients, resolving account problems with all areas of the Bank to ensure quality service is provided and clients needs are met.

Provide customer with information and assistance regarding investment strategies and relationship management.

Obtain additional assets for current accounts or by establishing new relationships through referrals.

Review accounts for compliance with internal policies and procedures, federal regulations, local laws and legal documents.

Interpret legal documents and determine both discretionary and non-discretionary distributions.

Maintain and develop extensive client, professional, public, governmental, and internal bank contacts for communications, service, and counseling in bank trust and investment matters.

Maintain a high level of professional educational awareness in order to keep current on industry issues and regulations while also maintaining knowledge of trust products, services, policies and procedure to answer questions and resolve customer inquired and potential problems.

Performs complex administrative duties, which include Reg 9 reviews, non-discretionary distributions; monitors and approves overdrafts and prepares client reports and special projects.

Coordinate activities with the Trust Divisions Tax Services, Investments, and Operations department to resolve related issues.

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.

Supervisory Responsibilities

Carries out supervisory responsibilities in accordance with the organizations policies and applicable laws.

Oversee a team of 2 or more direct reports including interviewing, hiring, proactively supporting others in their path forward, providing feedback and continuous empowerment.

Similar Jobs

AWM Senior Retirement Plan Relationship Manager

Arkansas Employer • Lincoln, AR • 2w ago

Management & Administrative

This job was posted by https://www.arjoblink.arkansas.gov : For more information, please see: https://www.arjoblink.arkansas.gov/jobs/4507365 Under the supervision and direction of the Director of Retirement Plan Consult...

2w ago

Go to Apply

Restaurant Team Member

Love's Travel Stops & Country Stores • Watts, OK • 2h ago

Retail & Hospitality

Req ID: 466182 Address: 3033 Highway 412 Watts, OK, 74964 Benefits: Fuel Your Growth with Love's - company funded tuition assistance program Paid Time Off Flexible Scheduling 401(k) - 100% Match up to 5% Medical/Dental/V...

2h ago

Go to Apply

Teller - Part Time

Arvest Bank - Fayetteville • Prairie Grove, AR • 2d ago

Finance, Accounting & Banking

This job was posted by https://www.arjoblink.arkansas.gov : For more information, please see: https://www.arjoblink.arkansas.gov/jobs/4517232 Under the supervision and guidance of the assigned manager the Teller accepts...

2d ago

Go to Apply

Wireless Sales Pro

Acosta Group • Stilwell, OK • 2d ago

Sales & Marketing

Wireless Sales Pro General Information Company: PRE-US Location: STILWELL, Oklahoma, 74960 Ref #: 87061 Function: Brand Advocacy & Sales Employment Duration: Part-time Description and Requirements Premium operates wi...

2d ago

Go to Apply

Teller- Bilingual

Arvest Bank - Fayetteville • Lincoln, AR • 1w ago

Finance, Accounting & Banking

This job was posted by https://www.arjoblink.arkansas.gov : For more information, please see: https://www.arjoblink.arkansas.gov/jobs/4512754 Under the supervision and guidance of the assigned manager the Teller accepts...

1w ago

Go to Apply

Commercial Banker 1

Arkansas Employer • Lincoln, AR • 2w ago

Finance, Accounting & Banking

This job was posted by https://www.arjoblink.arkansas.gov : For more information, please see: https://www.arjoblink.arkansas.gov/jobs/4507364 Under general supervision and close direction, the Commercial Banker 1 manages...

2w ago

Go to Apply

Commercial Banker 1

Arkansas Employer • Lincoln, AR • 2w ago

Finance, Accounting & Banking

2w ago

Go to Apply

Restaurant General Manager

Taco Bell • Prairie Grove, AR • 3w ago

Retail & Hospitality

" You are applying for work with a franchisee of Taco Bell, not Taco Bell Corp. or any of its affiliates. If hired, the franchisee will be your only employer. Franchisees are independent business owners who set their own...

3w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.