VP, Wealth Advisor- Trust & Wealth

Bank Ozk Investment And Trust Relationship Manager

Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers. The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts.

Job Purpose & Scope :

Responsible for developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement planning and corporate trust account new business.

Essential Job Functions :

• Develops leads and referrals for revenue generating client investment and trust relationships.
• Partners with retirement planning and corporate trust specialists to develop and build new business.
• Establishes and maintains mutually beneficial business relationships with external referral sources and internal bank partners, such as branch bankers, lenders, and other Bank employees.
• Meets with and educates Bank partners to position the value of Trust and Wealth capabilities.
• Creates market-wide business development plan in conjunction with the Managing Director, Chief Development Officer, Investment Advisors, and other Trust officers in leadership roles.
• Assists Trust officers with the development of individual business development plans.
• Provides management with insight on market industry trends, best practices, and product needs, and keeps abreast of changing economic, legal, financial planning, investment trends, and general market and business issues affecting affluent clients.
• Establishes and maintains relationships with prospects and referral sources.
• Coordinates and attends events as a representative of the Bank.
• Ensures a high level of customer service is established and maintained.
• Assures delivery of quality fiduciary services to all clients of Trust and Wealth in assigned market.
• Meets revenue, growth, and retention goals.
• Serves as liaison for the Bank Marketing group, as requested.
• Regularly exercises discretion and judgment in performance of essential job functions.
• Maintains good punctuality and attendance to work.
• Follows Bank policy, practice, and procedures.

Knowledge, Skills & Abilities :

Basic Qualifications :

Job Expectations :

Operate customary equipment and technology used in a business environment, with or without accommodation. Note : This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

EEO Statement : Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.