Private Banking Advisor

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, visit

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

911 NE Sam Walton Ln, Lees Summit, MO.

The incumbent is responsible for effective generation of a full range of products and services used to achieve a comprehensive financial approach of meeting clients’ financial needs. The incumbent has a broad range of knowledge of various financial strategies such as cash flow management, leverage, and wealth transfer before and after death. The incumbent has an assigned portfolio of clients and is expected to conduct a systematic contact approach to achieve high‑level touches with private banking clients.

The incumbent is to provide exemplary customer service and be consistently available to meet with clients as needed. Direct responsibilities include: managing a loan portfolio consisting of consumer and commercial loans and deposits, managing loan portfolio risk and client relationships, assessing other financial products to serve the private banking client’s financial needs and fulfilling the delivery of the product or service to the client.

Incumbent is expected to be actively involved in the community.

• Analyze and develop wealth management strategies for private banking clients by aligning the client’s financial goals with Arvest’s products and services that will serve to meet the client’s needs.
• Serve as a single point of contact for all of a Private Banking client’s financial needs. This role has the responsibility of identifying and acquiring strategic business partners within Arvest who can assist in fulfilling financial needs.
• Develop quality prospects and Centers of Influence (COI’s), through internal and external referral sources, organization involvement, market research, target marketing specific industries or segments of the market.
• Demonstrate strategic internal partnerships by conducting joint calls with other associates, including commercial and mortgage lenders, treasury management personnel, wealth management counterparts, and/or the Private Banking Manager.
• Analyze and develop loan presentations with complete credit analysis for commercial loans. Utilize sound underwriting practices to determine an appropriate decision for a commercial loan request. Assimilate required documentation to process consumer loans using the bank’s policies and procedures. Ensure completion of loan closing and disbursements for the client.
• Generate a continuous pipeline of new business utilizing the CFB4 process.
• Pursue continuing education related to the role of the Private Banker. Development of additional expertise in lending and asset management for wealth management financial planning is expected.
• Foster teamwork and private banking knowledge in all assigned branches to ensure a positive customer experience for qualified private banking clients.
• 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 completing compliance training and adhering to internal procedures and controls; reporting any known violations of compliance policy, laws, or regulations and reporting any suspicious customer and/or account activity.

• 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…