**If you are a current FIB employee, please apply through the Career Worklet
in the Employee Portal.
This position may be located at any of the offices within First Interstate
Bank's fourteen state footprint, including Arizona, Colorado, Idaho,
Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, North
Dakota, Oregon, South Dakota, Washington and Wyoming.
What's Important to You
We know your career is just one aspect of a meaningful, complex, and
demanding life. That's why we designed our compensation and benefits package
to provide employees and their families with as much choice as possible.
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Student debt employer repayment program.
401(k) retirement plan with a 6% match.
The health and happiness of the places we call home matter to us. Learn a
little more about what we do for the communities we serve, and why we want
YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work
ethic and willingness to learn make you a natural fit for
#TeamFirstInterstate.
SUMMARY
Responsible for the delivery and management of trust platform services across
a region. Through this position the management and leadership of trust
services in First Interstate Wealth Management will be conducted to meet the
long-term trust/investment needs of customers within the bank's market
areas. Accountable for the performance of the trust platform services
specifically including the client experience and risk management. This
position will supervise and lead the trust officers and trust assistants who
are responsible for setting up and administering trust platform accounts;
retaining client relationships and accounts; and developing these
relationships to their fullest potential. Assigns accounts and ensures
relationships are managed according to governing instruments, law and
fiduciary policies and procedures to ensure an appropriate client
experience, satisfactory audits and mitigation of company risk. Also
responsible for recruiting, interviewing, hiring, training, and
developing trust team members. Provides fiduciary oversight (in conjunction
with the WM Leadership and WM Compliance Officer) and answers difficult or
complex questions regarding trust taxability, document interpretation and
fiduciary risk management. Responsible for review of trust documents and
approval of discretionary distributions. Administration or management of some
client relationships may be required.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following: other duties
may be assigned.
Personnel Management and Development: Serve as a leader, coach, and
mentor to a full team of Trust Specialists delivering trust platform services
to the assigned region. Create an effective learning and coaching environment
for employees. Establish a professional attitude and practice. Establish
personal goals for all direct reports. Provide positive re-enforcement and
constructive discipline, as necessary.
Client Experience and Compliance: Ensures client account relationships are
managed in full compliance with applicable documents, laws, regulations
and policies and procedures. Provides fiduciary oversight and serves as
regional team leader regarding trust platform account administration. Work
directly with Compliance Officer to ensure utmost compliance with laws and
policies and procedures. Promptly resolve and implement audit recommendations
made by internal and external auditors and state and federal examiners. Areas
of oversight may include, but are not limited to: trust, review,
special asset and risk management committee participation, trust account
pre-acceptance, complaint management, audit compliance and follow-up,
annual account reviews, pending, watch and litigation list management,
discretionary distribution approval, account distributions and
termination, unique asset oversight, fee schedule implementation;
do ument revi
Teamwork: Partner with Regional Sales Managers to develop holistic approach
to client management and team delivery of Wealth Management and bank services
and products through particular emphasis on participating in and supporting a
relationship-based delivery approach, leveraging resources in regionally
located Wealth Advisor Teams.In addition, this role will require teamwork
with trust operations, asset management group and other back-office support
functions.
Financial Accountability: Indirectly accountable for the financial
performance of Wealth Management in the region through the gathering of new
assets, the limitation of customer attrition, appropriate expense control
and prudent risk management.
QUALIFICATIONS To perform this job successfully, an individual must be able
to perform each essential duty satisfactorily. The requirements listed below
are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities
to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor's degree from an accredited college/university in appropriate
field is preferred.
Qualified candidate will have a minimum of 10 plus years experience in the
management and leadership of trust professionals. Advance degrees or
designations such as MBA, Master's Degree, CTFA, LLM, JD, CPA or
CFP preferred.
Travel will be required within the assigned region and to management meetings
and periodic trainings/conferences.
LANGUAGE SKILLS
Ability to read and comprehend technical instructions, correspondence,
memos, policies and procedures and laws and regulations. Ability to read
policy and procedure manuals. Ability to write complex correspondence. Ability
to effectively present information in one-on-one and small group situations to
customers, clients, and other employees of the organization. Effectively