Private Banker

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, please visit

Position is located at 5201 SW Lee Blvd., Lawton, OK 73505.

Position requires flexibility and availability Monday through Friday 8:00 am to 5:00 pm with ability to work extra hours as needed.

The story of Arvest is one of commitment started by our founders in 1961, with an intense dedication to focusing on our customers. We will always be active and involved members of the communities we serve, and we will always work to put the needs of our customers first as we continue to fulfill our mission – People helping people find financial solutions for life.

Job Title:

Private Banker

The incumbent is responsible for generating growth in balances through the sale, promotion, and referral of products utilizing a proactive and disciplined approach. The incumbent will have an assigned portfolio of clients and proactively meet with them to discover their financial needs and develop solutions to fulfill those needs. Depending upon the client’s individual needs, the incumbent will work with internal strategic partners to ensure higher net‑worth clients and prospects have access to experts who can help them with specialized, comprehensive financial needs.

The incumbent is to provide exemplary customer service and be consistently available to meet with clients as needed. Direct responsibilities include underwriting commercial loans, generating consumer loans and deposits, and managing loan portfolio risk and client relationships.

We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

• Analyze and evaluate client relationships to determine products and services currently being used and additional items from which the client could benefit to meet his or her financial goals.
• Develop financial strategies using internal strategic partners designed to benefit private banking clients by fulfilling a financial need.
• As directed, develop quality prospects and Centers of Influence (COIs) through internal and external referral sources, organization involvement, market research, and targeted marketing in specific industries or segments of the market.
• Analyze credit requests and 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.
• Manage portfolio risk by ensuring technical exceptions properly document loan requirements and secure the bank’s position in assigned collateral.
• Generate new loan and deposit business in accordance with the bank’s policy and procedures.
• Maintain client relationships using a strategic, focused customer contact system.
• Participate in joint calls with other Private Bankers, other lenders, treasury services, and/or wealth management specialists to demonstrate strategic partnerships within the bank.
• Develop knowledge and skills in wealth management to identify and provide a comprehensive approach to meeting a client’s full financial needs.
• Foster teamwork and private banking knowledge in all assigned branches to ensure a positive customer experience for qualified private banking clients.
• Takes a residential mortgage loan application for any consumer purpose.
• Offers or negotiates terms of a residential mortgage loan for compensation or gain.
• 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; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

• Associate degree in accounting, finance or business, or…