Investment Officer

The Investment Officer is responsible for the discretionary management of agency and fiduciary investment portfolios, client relationship management, and business development efforts that promote the Bank's investment management services. This role serves as a trusted advisor to clients, prospects, and referral partners by communicating the department's investment philosophy, strategy, market outlook, and portfolio management process. The Investment Officer also supports the development, implementation, and oversight of Wealth Management and Bank initiatives that strengthen operational excellence, regulatory compliance, and client satisfaction.

This position embodies the Company's Core Values through exceptional client service, ownership, accountability, collaboration, and professionalism. Success in this role requires strong communication skills, sound investment judgment, attention to detail, relationship-building expertise, and a proactive, solution-oriented mindset.

• Independently manage assigned fiduciary and agency investment portfolios in accordance with departmental policies, investment guidelines, and fiduciary standards.
• Execute securities transactions across major financial markets while maintaining adherence to established investment practices and risk parameters.
• Conduct required Regulation 9 fiduciary investment reviews for assigned accounts.
• Monitor portfolio performance and recommend investment strategies aligned with client objectives.
• Participate in the ongoing management, retention, and growth of client relationships.

• Promote investment management services to prospective clients, centers of influence, and referral sources.
• Partner with colleagues across the organization to identify and develop new business opportunities.
• Achieve established business development and revenue growth goals.
• Effectively communicate the department's investment philosophy, market outlook, and portfolio management approach to clients, prospects, and referral partners.

• Maintain compliance with fiduciary regulations, banking requirements, and internal policies and procedures.
• Serve as a resource during regulatory examinations, audits, and compliance reviews.
• Ensure all activities meet or exceed internal audit standards and regulatory expectations.
• Stay informed of industry trends, market developments, and evolving regulatory requirements.

• Provide guidance and support to department and division team members.
• Assist in the development, implementation, and enhancement of Wealth Management policies, procedures, and best practices.
• Contribute to the ongoing improvement of products, services, operational processes, and client experience initiatives.
• Support strategic initiatives that promote operational efficiency and business growth.

• Pursue ongoing professional and industry education to expand investment knowledge and expertise.
• Maintain current knowledge of financial markets, fiduciary practices, banking regulations, and organizational policies.
• Participate in relevant professional development programs, certifications, and continuing education opportunities.

Education Bachelor's degree in Finance, Economics, Business Administration, or a related field required. Advanced degree (MBA, Master's in Finance, Economics, Mathematics, or related discipline) preferred. Experience Minimum of four (4) years of fiduciary investment management experience required. Advanced academic credentials or professional designations such as CFA®, CIMA®, CFP®, or similar may be considered toward experience requirements. Demonstrated experience managing investment portfolios and building client relationships.

Knowledge of fiduciary regulations, investment markets, and wealth management practices.

• Strong investment and portfolio management expertise.
• Excellent client relationship and business development skills.
• Effective verbal and written communication abilities.
• Strong analytical, critical thinking, and decision-making skills.
• Detail-oriented with exceptional organizational abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Demonstrated professionalism, integrity, and sound judgment.
• Commitment to delivering outstanding client service.
• Ability to travel occasionally for client meetings, business…