Job Description
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employes feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
This position has responsibilities for the development and administration of client accounts, including estate settlement, trust administration and settlement, investment agencies and IRA accounts.
As a Trust Officer, you will:
• Managing client accounts on a personal basis with a primary emphasis on fiduciary expertise as well as knowledge of investment management, statements of accounts, taxes, and remittances.
• Provide exceptional service to current clients and prospective clients through knowledge of estate planning strategies, estate settlement process, and coordination of portfolio management relative to the governing instrument of the Trust.
• Promote Nicolet culture, train staff, set goals and review performance of staff.
• Coordinate Personal Trust/Fiduciary matters across various office locations and ensure consistent and compliance Trust administration per Nicolet’s policies and procedures as well as current legal and tax regulatory agencies.
• Assist all offices with Fiduciary expertise for existing and new business opportunities.
• Contribute to the intellectual overhead of the Trust Operation and participate in the Trust Administrative Committee.
• Calling on current and potential accounts, as well as centers of influence to develop new business and maintain favorable client relations.
• Keeps abreast of new regulations relative to trust administration and legal and tax consequences of investment decisions and strategies.
• Participates in community and business activities to enhance the image and position of the bank and to develop new business for the trust department.
• Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
• Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, ****** orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification. A commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
• Performs all other duties as assigned.
Qualifications
• Bachelor’s Degree in business, finance, or related field of study.
• A minimum of 3 years’ experience in personal trust administration/estate settlement.
• 5 +years of experience in personal trust administration/estate settlement preferred.
• Deep knowledge of fiduciary services and responsibilities.
• Thorough knowledge of personal trust products and services and wealth management products and services.
• Strong personal trust and relationship manager skills
• Strong networking and business development skills.
• Self-motivated, resourceful, and organized.
• Ability to think analytically and make sound business decisions with autonomy and independent judgment.
• Ability to deal sensitively with highly confidential information.
• Exceptional verbal and written communication skills and strong interpersonal skills.
• Ability to represent the bank in a professional and positive manner.
• Solid PC skills with proficiency in Microsoft Office Suite.
• Ability to maintain regular and reliable attendance.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
This position has responsibilities for the development and administration of client accounts, including estate settlement, trust administration and settlement, investment agencies and IRA accounts.
As a Trust Officer, you will:
• Managing client accounts on a personal basis with a primary emphasis on fiduciary expertise as well as knowledge of investment management, statements of accounts, taxes, and remittances.
• Provide exceptional service to current clients and prospective clients through knowledge of estate planning strategies, estate settlement process, and coordination of portfolio management relative to the governing instrument of the Trust.
• Promote Nicolet culture, train staff, set goals and review performance of staff.
• Coordinate Personal Trust/Fiduciary matters across various office locations and ensure consistent and compliance Trust administration per Nicolet’s policies and procedures as well as current legal and tax regulatory agencies.
• Assist all offices with Fiduciary expertise for existing and new business opportunities.
• Contribute to the intellectual overhead of the Trust Operation and participate in the Trust Administrative Committee.
• Calling on current and potential accounts, as well as centers of influence to develop new business and maintain favorable client relations.
• Keeps abreast of new regulations relative to trust administration and legal and tax consequences of investment decisions and strategies.
• Participates in community and business activities to enhance the image and position of the bank and to develop new business for the trust department.
• Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
• Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, ****** orientation, ethnicity, culture, religion, disability status, socioeconomic status, or other non-job-related classification. A commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
• Performs all other duties as assigned.
Qualifications
• Bachelor’s Degree in business, finance, or related field of study.
• A minimum of 3 years’ experience in personal trust administration/estate settlement.
• 5 +years of experience in personal trust administration/estate settlement preferred.
• Deep knowledge of fiduciary services and responsibilities.
• Thorough knowledge of personal trust products and services and wealth management products and services.
• Strong personal trust and relationship manager skills
• Strong networking and business development skills.
• Self-motivated, resourceful, and organized.
• Ability to think analytically and make sound business decisions with autonomy and independent judgment.
• Ability to deal sensitively with highly confidential information.
• Exceptional verbal and written communication skills and strong interpersonal skills.
• Ability to represent the bank in a professional and positive manner.
• Solid PC skills with proficiency in Microsoft Office Suite.
• Ability to maintain regular and reliable attendance.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
💡 Quick Summary
Seeking a career-building opportunity? The TRUST OFFICER position is now open for candidates interested in the Bank Jobs sector. This role in Appleton offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
