Trust Officer II - Sioux Falls, SD

There are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created. We regularly receive best in class results through our biennial employee engagement survey. We're also proud to receive recognition from others, including our designation as a "Best Place for Working Parents," being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the "Best Businesses Supporting Local Charity" by readers of the Business Record.

Job Summary:

The Trust Officer II is responsible for the daily activities related to the administration and maintenance of South Dakota directed trusts, family office, and traditional fiduciary relationships. This position requires a high degree of business acumen, leadership, customer service skills, prompt responses to client inquiries, and special projects for clients as necessary. Duties will include the preparation of necessary documents to open and maintain account compliance; facilitate trust drafting, modification and petitions with clients and outside professionals, and properly document each step for superior performance in audit testing by internal auditors, FDIC, and the SD division of banking. Business development activity with a targeted production level and documentation is expected. This position may include travel as frequently as 7-10 days per year

Primary Functions and/or Responsibilities:

* Manages assigned client relationships

* Proactively anticipates client needs and requests

* Interacts with clients to answer requests, coordinating daily activities and escalating issues as needed

* Completes special projects as assigned

* Prepares materials for client and prospect presentations, meetings

* Completes necessary documents relating to compliance and annual account reviews

* Manages and coordinates new account onboarding

* Meets sales and referral goals assigned

* Review and follow-up of sales activities

* Collaborates with others to drive success of team, department, and organization

* Proactively shares and promotes new ideas to support process improvements and changes to team processes

* Manages continued professional development

* Serves as a backup to other team positions

* Other duties as assigned

Education and/or Experience:

* Bachelors degree or equivalent work experience required

* 5 years of related experience preferred

* 4-6 years of experience in Private Client Services, Fiduciary Services, or Trust & Estate Planning strongly preferred

* CTFA, JD, CFP or other related designations strongly preferred or willing to pursue

* Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Specific Skills, Knowledge & Abilities:

* Familiarity with legal fiduciary responsibilities

* Familiarity with South Dakota Trust law

* Familiarity with account compliance responsibilities

* Ability to process detail work accurately and timely

* Ability to follow written and oral instructions

* Team player

Hiring Salary Range

The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate's prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Hiring Salary Range: $73,000 - $96,000

Benefits

* Group Health, Dental, and Vision Insurance

* Generous Paid Time Off (PTO)

* Volunteer Time Off (VTO)

* 401(k) plan with lucrative company match

* Tuition assistance

* Company Paid Life Insurance

* Paid Parental Leave

* Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.

* Team Member Banking - a suite of products and services with special benefits for employees

Hybrid Eligibility: Position may be eligible for a hybrid work schedule (requiring some days in the office each week).

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

"PROTECTED VETERANS" AND "INDIVIDUAL WITH DISABILITY"