Job Description

Job Description

Job Description

Salary:

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

Summary/Objective: The Trust Officer is responsible for the coordination of services and administration of account relationships.

Essential Functions:

• Administers assigned accounts in accordance with governing documents, applicable law, policies, and procedures.
• As part of a team, supports the management of various unique assets including, but not limited to, real estate, farms and ranches, oil, gas, & other energy assets.
• Responsible for developing relationships with clients and communicating proactively with clarity.
• As the primary account contact, resolves client issues proficiently with collaboration of the team.
• Completes account reviews on assigned accounts.
• Directs the payment of funds to grantors, beneficiaries, vendors, etc. through the Operations team by interpreting the governing document.
• Collaborates with investment advisors on appropriate investments for assigned accounts.
• Coordinates with Trust team members, bank team members, attorneys, accountants, and external vendors on account relationship matters.
• Keeps management apprised of client risk concerns and complaints.
• Maintains appropriate training and continuing education requirements for both internal programs and external licenses/certifications.
• Leads or participates in projects 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 Trust rules and regulations
• Knowledge of personal trust, investments, and wealth management
• 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
• 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, and written communication skills
• Independent decision maker 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 Banks 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:

• Bachelors degree in business administration, finance, accounting, or related field required, or four years of trust administration experience.
• Minimum of two years with a financial institution, trust company, investment firm, law firm, brokerage/advisory firm, or related experience
• CTFA certification 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; talk or hear. The employee must occasionally lift and/or move up to 25 pounds and 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 any other distracting sounds in the area.
• 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, without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any 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 feel you 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.

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