Trust Clerk jobs in Tulsa, OK

Exempt: Yes

Salary Grade: Grade 15

Position is located at 100 SE Frank Phillips Boulevard in Bartlesville, Oklahoma.

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

Summary:

SUMMARY: 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 RESPONSIBILITIES include the following. Other duties may be assigned.

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.
  

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, Accounting, Business, related field or equivalent experience required.
• 5 years of experience in trust administration required.
• Completion of Personal Trust Curriculum Level 1, 2 & 3 ABA or related training 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 required.
• Excellent skills/knowledge of the Advisor system required.
• Master’s Degree preferred.

OTHER SKILLS and ABILITES:

• 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 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.

The incumbent must be able to travel occasionally by themselves within the US, including overnight, and via automobile and air.

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.