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If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .
This position can be located at any of our offices in 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.
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
Primary responsibility is to administer trust accounts, estates, investment agency, and IRA accounts in accordance with legal documents, provisions of state law and appropriate policies and procedures.
Service and sales responsibilities are key components of this position.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following :
This includes completion of initial, special, and annual account review for assigned accounts.
Reports will be completed, and files organized to facilitate an analysis of client relationships, needs met, and services provided.
Other duties as assigned.
EDUCATION and / or EXPERIENCE
Bachelor's degree in Accounting, Finance or other Business degree. Prior experience in banking, trust, investment, accounting or law is preferred.
OTHER SKILLS & REQUIREMENTS
Pay close attention to detail. Computer skills essential. Experience with MS Work and MS Excel required. Experience with MS PowerPoint helpful.
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 communicate with supervisor.
MATHEMATICAL SKILLS
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area etc. Ability to apply concepts of basic algebra and geometry.
REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to walk and talk or hear. The employee frequently is required to stand and sit.
The employee is occasionally required to use hands to finger, handle, or feel; reach with hands and arms; and stoop, kneel, crouch, or crawl.
The employee must frequently lift and / or move up to 50 pounds. Specific vision abilities required by this job include close vision.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .
Last updated : 2024-07-11
Full Time
Banking
$59k-72k (estimate)
07/12/2024
10/07/2024
firstinterstatebank.com
BILLINGS, MT
1,000 - 3,000
1971
Public
KEVIN P RILEY
$500M - $1B
Banking
First Interstate Bank provides personal, business, agricultural and real estate banking services.
The job skills required for Trust specialist include Accounting, Wealth Management, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Trust specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Trust specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Trust specialist positions, which can be used as a reference in future career path planning. As a Trust specialist, it can be promoted into senior positions as a Trust Operations Team Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Trust specialist. You can explore the career advancement for a Trust specialist below and select your interested title to get hiring information.