Job Description

Job Description

Job Description

Salary:

This position is open to these First Northern Bank of Wyoming branches - Buffalo, Gillette, Sheridan, or Newcastle.

Summary/Objective: The Trust Officer will serve as a relationship manager for accounts, providing clients with professional guidance on complex matters and overseeing accounts following the provisions of the governing documents.

Essential functions:
•Provides administration of assigned accounts per governing documents, applicable statutes, and fiduciary standards consistent with policy.
•Assists clients with discussions regarding trust and estate planning concepts, in conjunction with legal and tax advisors, with forming trusts, providing options concerning arrangements best suited for their situation.
•As part of a team, aids in managing various unique assets, including, but not limited to, real estate, farms and ranches, oil, gas, wind, and other energy assets.
•Coordinates with Trust team members, other bank department team members, clients, and external vendors.
•Participates in Trust Committee meetings.
•Collaborates with investment advisors on appropriate investments based on financial goals, ensuring prudent investments are selected.
•Ensures quality service and profitable business growth by managing a portfolio of complex customer relationships.
•Communicates proactively with clients about account activity, performance, and valuable ideas.
•Monitors assigned accounts to identify and resolve non-compliance with relevant statutes and policies.
•Keeps management apprised of client risk concerns, problems, and complaints.
•Directs the payment of funds to grantors, beneficiaries, payees, vendors, etc., through the Operations team by understanding and interpreting the governing document.
•Maintains appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
•Leads and/or participates in projects as a subject matter expert, as needed and/or assigned.
•Advocates for new account relations through community and professional visibility.
•Participates as able with branch marketing and community involvement events.
• Additional duties as assigned as it relates to the position.

Competencies:
•Knowledgeable of bank policies, procedures, and regulations
•Maintains a proficient knowledge of all Trust rules and regulations.
•Strong knowledge of personal trust, investment, and wealth management.
•Attend training on bank/job-related topics.
•Strong organizational, analytical, planning, and problem-solving skills
•Ability to work both independently and as part of a team
•Candidate must possess leadership ability and collaboration skills to work with all areas of the bank
•Candidate must act professionally at all times
•Able to handle confidential information
•The ability to read and interpret legal documents, vendor contracts, policies, procedures, audit reports, examination reports, etc.
•A detective, someone with an intuitive sense of detail
•Proficient in Microsoft Office Suite (Word, Outlook, Teams, PowerPoint, and Excel)
•Computer savvy: able to learn new software quickly
•Self-motivated and persistent in following through and learning quickly

•Excellent interpersonal, verbal, written, and communication skills
•Independent decision-makers within authority limits
•Commitment and continuous demonstration of ethical behavior and willingness to adhere to all company policies and current financial legislation.
•Conform to the Bank’s core values, which are:
o Exceptional Customer Service- Everyone matters, always.
o Family Driven- Ours, yours, we put family first.
o Community-Focused- Our communities are the backbone of our business.
o Communication- Open, clear, and honest communication is key.
o Teamwork- Individuals working together to achieve a common goal

Education/Qualifications:
•A bachelor’s degree in business administration, finance, accounting, or a related field is required.
•Minimum of three years with a financial institution, trust company, investment firm, law firm, brokerage/advisory firm, or related experience
•Licensed attorney, CPA, CTFA, CFA, CFP, or other professional designation a plus
•Knowledge and understanding of fiduciary law, fiduciary tax practices, fiduciary accounting, estate settlement process, and other regulatory compliance requirements a plus

Supervisory:
This position has no direct supervisory responsibilities and may serve as a coach and mentor for other positions in the organization.

Working Conditions:
•Normal office environment.
•While performing the duties of this job, the employee is regularly required to stand, walk, use hands to type, carry, handle, and feel objects, reach with hands and arms, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds or more with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
•Multitask; perform tasks in an open office environment with noise from conversations, office machines, or other distracting sounds.
•Keep track of assigned tasks
•Occasionally may be exposed to upset customers during everyday activities or work under stress caused by anxious or impatient customers.

First Northern Bank is committed to equal opportunity for all, regardless of race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or other protected characteristics. First Northern Bank will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business. If you are interested in applying for an employment opportunity and need a reasonable accommodation pursuant to the ADA, please contact us at 307-684-2211.

*The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
This document describes this job's general content and performance requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements and does not imply a contract.

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