Private Banking Specialist 2

State of Arkansas • Lincoln, AR

399d

About The Position

The Private Banking Specialist 2 role at Arvest involves delivering exceptional customer service while contributing to branch sales goals. The position requires assisting customers with various banking needs, including loan applications and account inquiries, while ensuring compliance with banking regulations and policies.

Requirements

• Strong customer service skills with a focus on friendliness and approachability.
• Experience in banking or financial services, particularly in private banking or loan processing.
• Knowledge of banking regulations and compliance, including BSA/AML requirements.
• Ability to identify customer needs and provide appropriate solutions.
• Strong organizational skills to manage loan documentation and processes.

Nice To Haves

• Experience with sales in a banking environment.
• Licenses in insurance and annuities.

Responsibilities

• Deliver consistent, exceptional customer service by displaying sincere, outgoing, and aggressive friendliness.
• Contribute to achieving branch sales goals by selling products to new and existing customers by identifying problems, needs, and opportunities.
• Answer questions concerning accounts, loans, statements, etc., including assisting customers with deposit risk management and day-to-day banking business.
• Support private banking qualifications by completing customer financial profiles.
• Assist customers with various loan application processes.
• 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.
• Obtain the necessary documentation to support ongoing technical exceptions in the loan files.
• Close loans for commercial, mortgage, and/or consumer loans to customer satisfaction and perform a final overview of documents to ensure quality.
• Participate in private banking business development program to comprehensively service customers.
• Serve as backup for deposit account requests.
• Acquire and maintain insurance and annuity licenses if considered necessary by the private banking department within its market.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Executive, Legislative, and Other General Government Support
• Education Level: No Education Listed