Job Description

Summary/Objective: The Trust Officer--Specialty Assets serves as the primary relationship manager for assigned accounts and is primarily responsible for managing specialty assets, including mineral interests, agricultural properties, and real estate holdings.



Essential functions:


Administers assigned accounts in accordance with governing documents, applicable statutes, and policies. Manages and serves as the team's subject matter expert for specialty assets, including real estate, farm and ranch properties, and mineral interests such as oil and gas holdings. Works with clients and their legal or tax advisors on trust and estate planning concepts. Coordinates with Trust Department colleagues, other bank departments, clients, and vendors to ensure efficient administration and communication. Participates in Trust Committee meetings and contributes to compliance discussions. Collaborates with investment advisors to align asset management with client objectives and fiduciary standards. Maintains proactive communication with clients regarding account activity, performance, and recommendations. Identifies and resolves compliance or administrative issues promptly, informing management of risks or concerns. Oversees fund distributions through Trust Operations in accordance with governing documents and policies. Maintains required training, continuing education, and professional certifications. Actively participate in customer, community, and public relations activities to increase the bank's visibility and enhance new business opportunities. Additional duties as assigned, as they relate to the position.

Competencies:


Strong knowledge of Minerals, Agriculture, or Real Estate Knowledge of bank policies, procedures, and regulations Maintains a proficient knowledge of Trust rules and regulations Experience with personal trust, investments, or wealth management Attend training on bank/job-related topics Strong organizational, analytical, planning, and problem-solving skills Ability to work both independently and as part of a team Independent decision maker within authority limits Candidate must possess leadership ability and collaboration skills to work with all areas of the bank Candidate must always act professionally Able to handle confidential information Ability to read and interpret legal documents, policies, procedures, and reports Exhibit an intuitive sense of detail Proficient in Adobe Acrobat, Internet browsers, and Microsoft Suite (Word, Outlook, Teams, PowerPoint, and Excel) Computer savvy: able to learn new software quickly Self-motivated and persistent in following through and learning quickly Excellent interpersonal, verbal, and written communication skills Commitment and continuous demonstration of ethical behavior and willingness to adhere to all company policies and current financial legislation. Conform to the Bank's core values, which are: +

Exceptional Customer Service

- Everyone matters, always.
+

Family Driven

- Ours, yours, we put family first.
+

Community Focused

- Our communities are the backbone of our business.
+

Communication

- Open, clear, and honest communication is key.
+

Teamwork

- Individuals working together to achieve a common goal

Education/Qualifications:


Bachelor's degree in a related field, or a minimum of three (3) years of experience in Trust Administration, Ranch Management, or Mineral Management within a professional setting. CTFA (Certified Trust and Fiduciary Advisor) designation or other relevant certification preferred.

Supervisory:

This position has no direct supervisory responsibilities and may serve as a coach and mentor for other positions in the organization.

Working Conditions:

Normal office environment. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to type, carry, handle, and feel objects; reach with hands and arms; talk or hear. The employee must occasionally lift and/or move up to 25 pounds and more with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Multitask; perform tasks in an open office environment with noise from conversations, office machines, or any other distracting sounds in the area. Keep track of assigned tasks May be occasionally exposed to upset customers during everyday activities or work under stress caused by anxious or impatient customers.

First Northern Bank is committed to equal opportunity for all, without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristics. First Northern Bank will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business. If you are interested in applying for an employment opportunity and feel you need a reasonable accommodation pursuant to the ADA, please contact us at 307-684-2211.

* The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.