Enable America Jobs

This job was posted by https://www.arjoblink.arkansas.gov : For more information, please see: https://www.arjoblink.arkansas.gov/jobs/4211340

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 RESPONSIBILITIESinclude the following. Other duties may be assigned.

1. Maintain existing customer relationships in current and appropriate condition while soliciting new business from client base.
2. Establish a call plan and work closely with Regional Investment Officer to regularly call on the high potential clients and centers of influence.
3. Work closely with Regional Investment Officer to develop and maintain the investment strategies according to customers goals/expectations while providing appropriate investment information and assistance to customer to maintain a close relationship.
4. 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.
5. Review accounts for compliance with internal policies and procedures, federal regulations, local laws and legal documents.
6. Interprets legal documents and determines discretionary distributions.
7. 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.
8. Coordinate activities with the Trust Divisions Tax Services, Investments, and Operations department to resolve related issues.
9. Maintain all customer appointments, calls, and contacts in the Advisor system.
10. 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.