Personal Trust Lead

Personal Trust Lead

The Personal Trust Lead is responsible for the independent administration of accounts in which The First National Bank in Sioux Falls is named in a fiduciary capacity. This role maintains close communication with clients, professionals, and beneficiaries to accomplish the goals and objectives of each account relationship. In addition, the position mentors and trains teammates, contributing to their career advancement, skill development, and overall success. Acting as the relationship manager, the Lead coordinates with all areas of the Bank to meet customer needs and is visible in the community, representing The First National Bank in Sioux Falls in a professional manner at all times.

FIRST Values :

• Family We support, trust, and respect each other, our customers, and our shareholders.
• Independence & Innovation We embrace change as vital to our success.
• Relationships We build relationships that are based on strong character, mutual loyalty, trust, and respect.
• Stewardship We take care of ourselves so we can take care of others.
• Teamwork We help each other grow and succeed.

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 140 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 :

Project / Process Leadership Accountability :

Lead with clear direction, providing the necessary tools to delegate and elevate for growth and development of teammates.

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.

Growth Mindset :

Drive continuous growth by actively seeking learning opportunities to advance skillset, embrace a culture of continuous improvement and collaboration for department success, while enthusiastically pursuing ways to achieve defined growth goals.

Qualifications :

Graduate-level education (MBA, MPA, JD) in related field preferred. Seven 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) preferred upon hire.

Skills and Abilities :

Whats in it for you?