Senior Trust and Estate Planning Officer

Job Description

The Senior Personal Trust and Estate Planning Officer is responsible for the independent administration of accounts in which The First National Bank in Sioux Falls is named in a fiduciary capacity. This role maintains close communication with clients, professionals, and beneficiaries to achieve the goals and objectives of each account relationship. The officer mentors and trains Personal Trust teammates, contributing to their career growth, skill development, and overall success.

Serving as the relationship manager, this position coordinates with all areas of the Bank to meet client needs while providing expert guidance on estate planning strategies. The Senior Personal Trust and Estate Planning Officer is also active in the community and represents The First National Bank in Sioux Falls in a professional manner at all times.

In addition, our FIRST Values apply to all teammates without exception.

• Family – We support, trust, and respect each other, our customers, and our shareholders.
• Independence & Innovation – We embrace change as vital to our success.
• Relationships – We build relationships that are based on strong character, mutual loyalty, trust, and respect.
• Stewardship – We take care of ourselves so we can take care of others.
• Teamwork – We help each other grow and succeed.

The First National Bank in Sioux Falls began its long-term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 140 years, The First National Bank in Sioux Falls has worked diligently to promote the growth and vitality of our city and the surrounding area.

The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations.

The First National Bank Way, which is a blend of our Mission Statement and FIRST Values, serves as the foundation of our culture. It is a gift that has been passed down to us and is the legacy that we will protect and preserve. Nothing is more important to us – it is the cornerstone of our success.

Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values.

Our FIRST Values are not just words; they are truly felt by our employees, customers, shareholders, and communities. They tell us who we are as a business and guide our behaviors and decisions as we move forward and build successful relationships.

Although banking has evolved over the years, our mission and values have not and will not change.

Accountabilities

• Lead with clear direction, providing the necessary tools to delegate and elevate for growth and development of teammates.
• Lead, motivate, and empower teammates to turn strategic initiatives into actionable and accountable behaviors and results. Hold regular one-on-ones, quarterly conversations, and identify rocks for each teammate for each quarter.
• Establish high-quality teammate relationships consistent with the culture of FNB and in alignment with our FIRST Values.
• Provide coaching and mentorship by facilitating the personal and professional development of teammates to meet business objectives and strategy.
• Ensure teammate compliance with regulations and established policies.
• Inspire team to strive for the best outcomes. Utilize empathy and active listening skills.
• Ensure that performance issues are addressed in an effective and meaningful manner.
• Assist the WM Department with inquiries from attorneys and clients that require mapping out Trust strategies and the resulting impact on estate size and asset inheritance.
• Challenge and engage teammates. Seek input and consider feedback when considering new initiatives for creating efficiencies and streamlining processes.

Monitor client needs by establishing and managing relationships. Deliver exceptional client experience to ensure client retention, additions, and referrals. Facilitate ongoing and…