Arvest Wealth Management Senior Trust Officer

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 can be located at 100 SE Frank Phillips Boulevard in Bartlesville, Oklahoma or in Arvest locations in Northeast or Northcentral Oklahoma.Position is Monday through Friday 8 am to 5 pm with ability to work additional hours as needed.Summary:AWM Senior Trust OfficerJob SummaryThe AWM (Arvest Wealth Management) Senior Trust Officer manages fiduciary relationships, focusing on proactive business development and complex administrative oversight. Key responsibilities include acquiring new clients, retaining key professional relationships and driving significant trust revenue and asset growth to meet established goals. This role ensures strict adherence to governing laws and policies, including legal document interpretation and compliance.ResponsibilitiesDrive the growth of trust revenue and assets to achieve annual revenue targets, including new recurring revenue and one-time fees, with a primary focus on new, large, and complex client acquisition.Ensure the retention and optimal management of assigned client relationships.Cultivate and solicit new business from the existing client base to expand service offerings and meet evolving needs.Provide high-quality, proactive client interaction and efficient service through a structured call plan and collaboration with the Trust Investment Officer.Uphold compliance standards by reviewing accounts against internal policies, federal regulations, and legal documents.Serve as the primary administrative authority for the most complex trust matters, including discretionary distributions, Regulation 9 reviews, and oversight of account operations, often acting as a mentor or resource for Trust Officers on legal and fiduciary matters.Maintain and leverage an extensive network of clients, public and internal contacts to communicate on trust and estate planning matters and drive business, with accountability for generating a measurable pipeline of new recurring revenue.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.Responsibilities:ExperienceRequired: 10 or more years of experience in trust administration and estate planning at an Officer levelRequired: Extensive knowledge of fiduciary management techniques, investments, tax, and legal issues as obtained through formal trust schools and seminars such as the American Bankers Association curriculum, Cannon Trust Schools, etc.Required: Active involvement in community and professional organizations including board service.Relevant work experience may be substituted for the Bachelor’s degree requirement.Relevant military experience is considered for veterans and transitioning service members.CredentialsRequired: Designation of Certified Trust and Fiduciary Advisor (CTFA) and/or Certified Financial Planner (CFP) or equivalent training.EducationRequired: Bachelor’s DegreePreferred: Master’s Degree or Juris DoctorateWorking ConditionsIncumbents 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 18Pay Range: $107320 - $134150 per year