Armstrong Bank · 2 months ago
Trust Investment Officer
Bixby, OK, USA
Full-time
Onsite
Mid, Senior Level
3+ years expArmstrong Bank is seeking a Trust Investment Officer who will interact with various stakeholders to establish investment protocols in line with bank policies. The role involves managing client investment portfolios, conducting market research, and providing tailored investment advice while ensuring compliance with fiduciary standards.
BankingFinanceFinancial Services
Responsibilities
Ensure that customers and bankers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the Serve Like Family Playbook
Provide exceptional client service with integrity, empathy, and a client-first mindset, consistently exceeding expectations of internal partners, clients, prospects, and external centers of influence
Serve as a trusted resource on market conditions and economic trends, offering investment advice tailored to each client’s goals and objectives
Conduct thorough research on market trends, economic indicators, mutual funds, ETFs, individual securities, and alternative investments to support prudent investment decisions
Build and maintain the Bank’s Approved Investment List; present recommended changes to the Senior Trust Committee based on informed analysis
Monitor and evaluate investment portfolios for clients and prospects, ensuring compliance with fiduciary standards, trust documents, and internal policies
Accurately and promptly execute trades, maintaining detailed records of all investment activities
Provide monthly economic and market commentary for internal and external audiences, supporting thought leadership and transparency
Lead or participate in regulatory and performance reviews of investments to ensure quality and compliance
Engage in financial planning discussions with clients to provide investment expertise as part of a comprehensive wealth management strategy
Prepare and present portfolio evaluations and performance reports aligned with client review schedules
Actively network within the Bank and across communities to identify opportunities for new business and client referrals
Support and lead educational events and seminars that promote understanding of trust and investment services
Uphold fiduciary accountability by consistently following through on commitments and maintaining the highest ethical standards
Perform additional duties and special projects as assigned to support departmental and organizational goals
Qualification
Required
Bachelor's degree in a related field with a minimum 3.0 GPA required
Typically requires 3–5+ years of relevant investment or trust experience
Valid state-issued driver's license required
Preferred
Master's degree or professional certification (CFA, CFP, CTFA) preferred
Company
Armstrong Bank
Armstrong Bank is a financial institution that provides personal and digital banking, investment, and lending across Oklahoma and Arkansas.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Alec Tahy
Vice President, Relationship Banker
Matt Mason
Regional President
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