Trust Officer II - Omaha, NE / Onsite

Security National Bank•Omaha, NE

7h•Onsite

About The Position

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets: Iowa, Nebraska and Texas. As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus. JOB SUMMARY This position is responsible for providing day-to-day professional administration and regulatory compliance of accounts of moderate complexity, profile and/or volume, which include trusts, conservatorships, agencies, IRAs and estates. In addition, the role is expected to build client relationships to generate new business by focusing on a “team approach to warm leads” generated with and through the assistance of existing clients, other Bank associates, senior Bank management and the Director of Trust Services of local market.

Requirements

Advanced, working knowledge of personal trust, estate and conservatorship administration and the state and federal laws applicable to each area of administration.
Advanced, working knowledge and experience in recommending estate and financial planning concepts to clients or professional advisers and overseeing the implementation of the same.
Basic knowledge of investments and asset allocation strategies to include Modern Portfolio theory and the Prudent Investor Act.
General knowledge and understanding of IRA’s.
Knowledge of account opening process and grasp of the necessary paperwork required to open all types of accounts.
General knowledge of trust accounting and 1041 preparation.
Outstanding customer service and communication skills.
Ability to handle multiple tasks while meeting time deadlines.
Attention to detail and self-started demonstrating the ability to work independently but within an overall team approach.
Ability to complete required training by assigned due date.
Ability to maintain regular and reliable attendance.
Ability to possess a valid driver’s license and maintain a clean driving record to operate a company vehicle or conduct essential functions of the job
Ability to travel 10% of the time to attend client meetings, events, conferences, etc.
Minimum of a Bachelor’s degree required in law, accounting, business or equivalent experience.
Minimum of 3-5 years of experience as an attorney, trust officer, CPA or other professional occupation that has practiced in the estate planning field and is able to demonstrate increasing levels of business success against expectations in that role.

Nice To Haves

A Law degree, CPA designation, MBA or other professional designation obtained through extensive study in the estate planning field such as Certified Trust and Financial Advisor (CTFA) strongly preferred.
Prior leadership experience preferred.

Responsibilities

Administers an increasing volume of moderate complexity accounts, which include trusts, conservatorships, agencies, IRAs and estates, pursuant to the controlling document, state and federal regulations and client direction.
Facilitates dispute resolutions for unique assets under management such as limited partnerships, agricultural and commercial real estate, and operating businesses.
Develops a strong working relationship with an assigned Trust Assistant in the handling of daily administrative matters.
Achieves new business sales goals with the assistance of the Director of Trust Services or other senior officers or management staff focusing mainly on retention sales to generate a greater share of existing client wealth.
Establishes and maintains a robust pipeline of new business prospects primarily existing banking relationships and networking.
Builds and maintains a professional network of circles of influence such as attorneys, CPAs, other professionals, and others within the bank to develop additional revenue possibilities.
Actively participates in sales meetings and mentors/advises less seasoned personal trust officers.
Performs client communication to include independent dispute resolution, administrative reviews with the assistance of an investment officer, and ongoing customer contact to ensure high levels of client retention.
Supervises daily functions of the team to include assisting with sourcing and hiring, motivating, coaching, assigning work, scheduling, training, providing timely input to quarterly/annual performance reviews, and problem solving, but does not have final decision-making authority.
Performs independent establishment of client investment policy statements, portfolio review and reallocation, and the implementation of Trust Investment Committee recommendations.
Ensures accurate and timely delivery of trust and investment services.
Interacts with the operations and compliance team members ensuring proper compliance and operational excellence.
Performs other duties as required and assigned.