Position Summary:
As a Personal Trust Officer I, your primary role involves independently administering accounts that designate The First National Bank in Sioux Falls in fiduciary capacities. You will play a crucial part in ensuring effective communication with clients, professionals, and beneficiaries, working collaboratively to achieve the account relationship's goals and objectives. Additionally, you will act as the relationship manager, coordinating with all areas within the Bank to meet the customer's needs.
In addition, our FIRST Values apply to all teammates without exception.
FIRST Values
Who we are:
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 135 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.
What will you do:
Accountabilities
Client Relationship Management
Monitor client needs by establishing and managing relationships. Deliver exceptional client experience to ensure client retention, additions, and referrals. Facilitate ongoing and effective communication with internal and external stakeholders.
Business Development
Initiate network opportunities to assure clients receive quality service and to enhance relationships with external referral sources to facilitate business development opportunities.
Partner with Others
Partner with others to ensure team goals are met.
Qualifications
Secondary education in related field preferred. One or more years of relevant work experience or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position. Professional Certification (CFP, CTFA, or CFIRS) encouraged within five years of employment.
Skills and Abilities
What’s in it for you?
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