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Fiduciary Services Officer

2 months ago

Marinette, Wisconsin, United States Nicolet National Bank Full time
Position Overview

At Nicolet National Bank, we pride ourselves on a culture that emphasizes community banking, prioritizing the needs of our clients in every decision we make. Our Core Values guide our actions, ensuring we deliver exceptional service to our customers. We recognize that every role within our organization is vital to our success, and we strive to create a workplace where our employees feel appreciated, respected, and supported. With branches across multiple states, we are dedicated to positively impacting our local communities.

Role Responsibilities:

  • Oversee client accounts with a strong focus on fiduciary knowledge, investment management, account statements, tax implications, and remittances.
  • Deliver outstanding service to both existing and prospective clients by leveraging expertise in estate planning, the estate settlement process, and portfolio management aligned with the Trust's governing documents.
  • Foster the Nicolet culture by mentoring staff, establishing objectives, and evaluating team performance.
  • Ensure consistency and compliance in Trust administration across various locations, adhering to Nicolet's policies and current legal and tax regulations.
  • Provide Fiduciary expertise to support existing and new business opportunities across all offices.
  • Contribute to the collective knowledge of the Trust Operations and engage in the Trust Administrative Committee.
  • Engage with current and potential clients, as well as influential community members, to cultivate new business opportunities and maintain strong client relationships.
  • Stay informed about new regulations affecting trust administration and the legal and tax implications of investment strategies.
  • Participate in community and business events to enhance the bank's reputation and generate new business for the Trust department.
  • Adhere to Nicolet's philosophy and policies by implementing necessary controls to ensure compliance with applicable laws and regulations, thereby fulfilling legal obligations and enhancing the quality of our services.
  • Demonstrate an understanding of workplace diversity and collaborate effectively with colleagues from various backgrounds, upholding Nicolet's commitment to equal employment opportunities and non-discrimination.
  • Perform additional duties as assigned.

Qualifications:

  • Bachelor's Degree in business, finance, or a related field.
  • A minimum of 3 years of experience in personal trust administration or estate settlement.
  • Preferred: 5+ years of experience in personal trust administration or estate settlement.
  • In-depth knowledge of fiduciary services and responsibilities.
  • Comprehensive understanding of personal trust and wealth management products and services.
  • Strong skills in personal trust management and relationship building.
  • Proficient in networking and business development.
  • Self-driven, resourceful, and organized.
  • Analytical thinker capable of making sound business decisions independently.
  • Ability to handle highly confidential information with sensitivity.
  • Exceptional verbal and written communication skills along with strong interpersonal abilities.
  • Professional representation of the bank in all interactions.
  • Proficient in Microsoft Office Suite and solid PC skills.
  • Consistent and reliable attendance is essential.

Equal Opportunity Employer/Veterans/Disabled