Arvest Wealth Management Trust Officer 2

Arvest Bank Group; Lowell (AR); On-site; USD 74,000 - 93,000; Full time

Benefits offered by this job

Health benefits

Life benefits

Financial benefits

Wellness program

Job summary

Arvest Wealth Management in Bella Vista, AR seeks a Trust Officer II to administer and develop fiduciary relationships for moderate accounts. You’ll ensure compliance with laws and procedures while delivering client-focused administrative services with autonomy.

Responsibilities include maintaining client relationships, planning calls with the Trust Investment Officer, developing investment strategies, and coordinating across divisions to resolve issues.

Qualifications

• 4–5 years of experience in trust administration.
• Completion of Personal Trust Curriculum Level 1, 2 & 3 ABA or related training within 1–3 years of hire.
• Working knowledge of fiduciary management techniques, investments, tax, and legal issues.
• Working knowledge of accounting principles.
• Working knowledge of Bank’s products and services.
• Excellent skills/knowledge with the trust accounting systems.
• Relevant work experience may substitute for the Bachelor’s degree.
• Relevant military experience considered for veterans.

Responsibilities

• Maintain existing customer relationships and solicit new business to meet revenue targets.
• Establish a call plan and partner with Trust Investment Officer to grow market reach.
• Develop investment strategies aligned with customer goals and provide guidance.
• Interact with clients to resolve issues and ensure quality service.
• Review accounts for compliance with policies, regulations, and legal documents.
• Interpret legal documents and determine discretionary distributions; escalate complex matters.
• Perform administrative duties including Regulation 9 reviews and overdraft monitoring.
• Coordinate with Tax Services, Investments, and Operations to resolve issues.
• Maintain customer appointments, calls, and contacts in the system.
• Process and approve outgoing wire transfers within approval limits.
• Adhere to BSA/AML program and related compliance training.

Skills

Fiduciary mgmt

Investments

Tax

Legal issues

Accounting principles

Trust accounting

Education

Bachelor's degree

Master's degree

Job description

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 70 Sugar Creek Center, Bella Vista, Arkansas.

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

Job Summary

The AWM (Arvest Wealth Management) Trust Officer 2 administers, develops, and maintains fiduciary relationships, serving as the primary relationship manager for assigned accounts of moderate complexity and size. This role ensures all account activities conform to governing instruments, laws, rules, and procedures, providing administrative services to clients with a moderate level of autonomy.

Responsibilities

• Maintain existing customer relationships in current and appropriate condition while soliciting new business from the client base to meet or exceed annual revenue and growth targets.
• Establish a call plan and work closely with the Trust Investment Officer to regularly call on the high potential clients and centers of influence focused on client retention and expanding market reach.
• Work closely with the Trust Investment Officer to develop and maintain the investment strategies according to customer’s goals/expectations while providing appropriate investment information and assistance to customers to maintain a close relationship.
• Interacts with 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, escalating only non-routine or unprecedented matters to higher-level officers.
• Performs complex administrative duties, which include Regulation 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 appropriate system.
• Process, vet, and approve outgoing wire transfer requests with an established approval limit, ensuring proper approval and documentation are obtained prior to submission.
• Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to job duties. This includes, but is not limited to, completing compliance training and adhering to internal procedures and controls, reporting any known violations of compliance policy, laws, or regulations, and reporting any suspicious customer and/or account activity.
• Other duties and special projects may be assigned.

Experience

• Required: 4-5 years of experience in trust administration.
• Required: Completion of Personal Trust Curriculum Level 1, 2 & 3 American Banker’s Association or related training within 1-3 years of hire date.
• 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.
• Relevant work experience may be substituted for the Bachelor’s degree requirement.
• Relevant military experience is considered for veterans and transitioning service members.

Education

• Required: Bachelor’s degree
• Preferred: Master’s degree

Working Conditions

• Incumbents must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential duties.
• Must be able to start work on time, maintain regular work attendance, be physically present at the assigned work location, and occasionally work overtime or outside of normal business hours.
• This job typically requires an individual to be able to observe details (including the ability to perceive color and the ability to identify clear near and far objects), to communicate and exchange accurate information, and may occasionally require the individual to physically move, remain in a stationary position, and position self to reach for objects.
• Must be able to operate standard office equipment and use office applications for communication, information and document transmission, and content, document, and report creation.
• The essential duties of this job occasionally require the associate to lift and/or move up to 25 pounds.
• Ability to travel overnight, unaccompanied, within the United States via automobile and air is required, on occasion.
• The noise level in the work environment is typically low to moderate.

Grade 16

Pay Range: $74370 - $92965 per year