AWM Investment Officer 3

at  Arvest Bank

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 .

TEAM ACCOUNTABILITIES:

• Support and uphold the Arvest Mission Statement.
• Uphold the Arvest Code of Ethics 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.Promote professionalism at all times.
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  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 or related field required OR equivalent experience required.
• 5 years of trust, sales and/or customer service experience required.
• In-depth knowledge of investment and fiduciary products and services required.
• Knowledge of fiduciary management techniques required.
• Knowledge of management and sales techniques required.
• MBA/CFA/CPWA/CFP/CPA/CTFA or other relevant credentials/designations preferred or the ability to obtain.

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 attending meetings
• Must be able to operate personal computer keyboard in order to create reports, schedules, and other appropriate documentation

• Determine appropriate asset allocation of general to complex portfolio investments to best meet the investment objective, taking into consideration the tax implications and the financial plan (typically handling accounts of $1 million or greater).
• Provide clients with investment program solutions, understand clients’ unique needs and coordinate the design, implementation and monitoring of a modeled or customized investment program across traditional and alternative investments to meet those needs.
• Communicate with clients and internal team members on a regular basis, anticipating and responding to issues and developments, researching issues and opportunities, developing new ideas and discussing investment program solutions as the liaison to the Portfolio Management team. This includes remaining current on the investment philosophy and strategies of all investment options.
• Interpret general to complex economic, market and business information in order to recognize, understand and communicate market environment.
• Required to participate in on-going marketing of our services and business development efforts that include cross sell or referring company products and services to existing customers when appropriate.
• Assist with set-up and transition of investments (marketable securities and unique assets) of new fiduciary accounts. Coordinate with appropriate internal teams (Portfolio Managers, Unique Assets, Wealth Strategist and Trust Administrators) to ensure all assets are transferred properly and assist with disposition of assets for diversification, liquidations or closing accounts.
• Conduct Reg-9 reviews and on-going account monitoring: IPS updates, changes to investment objective, appropriate asset allocation, rebalancing, asset location, cash management, tax lot management/sale plans, service agreements, portfolio/performance reviews, ascertain changes in planning needs.
• Remain current and knowledgeable about traditional and alternative investments as well as related issues that affect those investments (economy, markets, finance).
• Ability to communicate general to complex investment solutions to a variety of constituents with varying levels of investment knowledge.
• Coordinate analysis of client portfolios and recommendations for improvements. This requires technology orientation and proficiency and may include trust principal and income (P&I) system, investment software, planning software and investment presentation software.
• 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