Job Posting for Private Banking Specialist 2 at Arvest Bank

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

Location: 405 S Walton Blvd, Bentonville, AR or 4201 W JB Hunt Dr, Rogers, AR.

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 .

Summary:

SUMMARY: The Private Banking Specialist 2 providing full service support to private banking customers, lenders and other team members in private banking. The associate provides a wide variety of bank products to customers with potential for multiple bank relationships. This associate will be fully knowledgeable and proficient in multiple types of lending in addition to deposit products offered in Private Banking. The Private Banking Specialist 2 primary focus is on providing lending support for commercial and/or mortgage functions. The incumbent may also be a Licensed Bank Associate (LBA), depending on location.

ESSENTIAL DUTIES AND RESPONSIBILITIES could include the following. Other duties may be assigned.

Contribute to achievement of branch sales goals by suggesting products and services that would be of interest to the customer and that would meet their needs; refer customer to appropriate product specialists.

Deliver consistent exceptional customer service by displaying sincere, outgoing, and aggressive friendliness. Smiling, acknowledging every customer, introducing yourself, making eye contact, and thanking the customer are all examples.

Provide assistance to customers with the loan application process. Coordinate loan requests and process through Arvest Bank – Mortgage Division, Centralized Loan Underwriting department or through the commercial loan processes as required for the various types of loan requests.

Close loans for commercial, mortgage and/or consumer loans with customer explaining all pertinent information, as well as any applicable policies or procedures, to customer’s satisfaction.Perform final over view of documents to insure quality.

At least annually, obtain the necessary documentation to support ongoing technical exceptions in the loan files.This is required in order to protect the bank’s security interests in the collateral and document the loan file as needed for outstanding loans.

Complete customer financial profiles to support private banking qualifications have been met in accordance to policy.

Participate in private banking business development program to fully service customers.

Answer questions concerning accounts, loans, statements, etc., including but not limited to assisting customers with deposit risk management and day-to-day banking business.

Serve as back up for deposit account requests such as opening and closing accounts, handling maintenance/changes, maintain in depth knowledge of products/services, achieve and maintain insurance and annuity licenses if considered necessary by the private banking department within its market, and demonstrate knowledge of policies and procedures, compliance, and Signature.

Acknowledge customer complaints and follow policy and procedures for reporting purposes.

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 ACCOUNTABILITIES:

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
Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank's overall operation.
Promote professionalism at all times.

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:

High school diploma or general education degree (GED) required.
3 years’ experience as a Loan Assistant and/or Private Banking Specialist required.
5 years’ experience in banking required.
Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
Successful completion Fundamentals of Lending or ability to obtain with 90 days required.
Arvest experience preferred.

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 and be highly organized
Must be able to work in a stressful atmosphere
Must be able to rotate job tasks
Must be able to occasionally work overtime
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, copier and FAX machines
Must be able to move from department to department or bank to bank to attend meetings
Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. The associate must occasionally reach with hands and arms; stoop, kneel, or crouch.

The associate may occasionally be required to lift or move up to 25 pounds.

Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Grade 13

Pay Range: $22.75 - $25.00 per hour

Apply for this job

Receive alerts for other Private Banking Specialist 2 job openings

Salary.com Estimation for Private Banking Specialist 2 in Bentonville, AR

$116,179 to $174,674

Private Banking Specialist 2

Job Posting for Private Banking Specialist 2 at Arvest Bank

Sign up to receive alerts about other jobs that are on the Private Banking Specialist 2 career path.

Sign up to receive alerts about other jobs with skills like those required for the Private Banking Specialist 2.

Job openings at Arvest Bank

Not the job you're looking for? Here are some other Private Banking Specialist 2 jobs in the Bentonville, AR area that may be a better fit.

We don't have any other Private Banking Specialist 2 jobs in the Bentonville, AR area right now.