SVP Fiduciary Officer

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. Learn more about Bank OZK  benefits .   Job Purpose & Scope Manages and administers complex fiduciary accounts and supervises fiduciary associates and junior officers in the administration of fiduciary accounts.  Responsible for sourcing, developing and closing new fiduciary account business to achieve Trust and Wealth objectives.     Essential Job Functions Manages and administers fiduciary accounts of varying complexity including, but not limited to:  Corresponds, communicates, and meets with clients ensuring that a high level of client service is provided, and strong client relationships are developed and maintained. Understands client situations and circumstances, including knowing the clients’ extended family and next generation to develop and proactively deliver solutions to meet client needs. Evaluates trust documents and administer trusts in accordance with terms and applicable laws. Communicates with beneficiaries, evaluates requests for distributions and decisions appropriately. Presents discretionary trust matters to Trust Administration Committee (TAC), after consultation with Regional Director and/or Chief Fiduciary Officer. Reviews fiduciary tax returns and works collaboratively with outside tax preparers. Works with Manager of PHI regarding all unique assets in the handling of such assets maintained in trust accounts. Identifies issues for escalation and consultation with Regional Director and/or Chief Fiduciary Officer, providing analysis and preliminary recommendations, including hiring of outside counsel, when necessary. Successfully partners with centers of influence and the professional community to develop a network of external referral partners. Travels within local market area to meet with clients and prospects for new clients. Establishes and maintains mutually beneficial business relationships with 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. Seeks opportunities to demonstrate subject matter expertise, including making effective internal and external presentations, to develop credibility and enhance the Bank’s reputation. Communicates and collaborates effectively with teammates. Cultivates and maintains strong client relationships. Corresponds, communicates, and meets with clients, ensuring a high level of client engagement to build and strengthen client relationships. Manages, mentors and trains junior and new team members. Maintains accurate and well-organized records and files. Produces timely, thorough and accurate work, ensuring deadlines and regulatory requirements are met. Regularly exercises discretion and judgment in the performance of essential job functions. Maintains good punctuality and attendance to work. Follows Bank policy, procedures, and guidelines.     Knowledge, Skills & Abilities Knowledge of applicable probate and trust laws.  Knowledge of federal income, estate, gift, and GST tax; multi-state estate and tax planning issues.  Knowledge in trust