Trust Advisor - North Sioux City, United States - SNB

Description

At Security National Bank, if there is one belief we hold together as a team, it's that everything matters. From the words we say, to the way we dress, to the decisions we make and the actions we take - every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life's interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we'd like you to advance your career with us at SNB.

JOB DESCRIPTION:

Wealth Management is not about the money our clients have. It is about taking care of the things that matter. Our client's legacies are a reflection of their plans, dreams, and hard work. Our Trust Advisors listen. And then they help our clients get to where they want to go, because it matters.

As a Trust Professional, you will collaborate with a team of Trust Advisors and Administrators in the management of fiduciary accounts. Assisting in the daily management of the trust accounts in accordance with the Bank's fiduciary responsibilities as trustee and executor. You will perform diverse functions requiring confidentiality, initiative, thoughtfulness, and follow-through.

Wealth Management services and capabilities are an integral part of Security National Bank's offering to clients. With over 74 years of experience in serving as a corporate fiduciary for families, it is important that our Trust and Estate services are delivered by the most capable people, with technical experience as well as the ability to interact with a variety of types of families and individuals.

• Develops, maintains, and manages relationships with clients that allow for a thorough understanding of their personal and financial needs.
• Provide counsel to clients with investments, personal financial solutions, and estate planning.
• Provide exceptional service through a thorough knowledge of the personality in each account.
• Maintain ongoing relationships with clients, beneficiaries, trustors, and related professionals connected with each account.
• Administration and fiduciary responsibilities of trust accounts with a moderate to an advanced degree of complexity.
• Administer estates from asset collection through court processes and distributions per terms of will.
• Obtains appropriate documentation on accounts, authorizes payments from accounts, and considers tax liabilities.
• Collaborate with the Tax Department to prepare and review fiduciary and individual tax returns.
• Comply with all company policies and procedures, state laws, and regulations.
• Develops new business and promote SNB products and services. Attempt to upgrade client relationships where appropriate.

EDUCATION AND EXPERIENCE:

• Bachelor's degree in business, finance, or accounting.
• A verifiable record of new business development and retention.
• A record of community involvement.
• Meticulous attention to detail and organizational skills required.
• Service-oriented, polite, and respectful.
• Ability to manage multiple requests and priorities simultaneously, meet deadlines, and show flexibility to change direction when needed.
• Excellent oral, written, and interpersonal communication skills.
• Team-oriented and the ability to work collaboratively.
• Creative problem solver with the ability to objectively review a challenge and suggest multiple alternative.

HOURS:

Regular business hours, Monday through Friday. Some extended business hours with events.

BENEFITS:

We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.

ABOUT SECURITY NATIONAL BANK:

Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis -and emerge as the region's most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what's right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.

Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.

LEARN MORE:

LOCATION:

Sioux City, IA

Main Bank