What are the responsibilities and job description for the Trust Advisor position at Security National Bank?
Are you passionate about building lasting relationships and helping clients secure their financial legacies?
At Security National Bank, if there is one belief we hold together as a team, it’s that everything matters. From the words we say, to the way we dress, to the decisions we make and the actions we take – every single thing we do matters. Why? Because we recognize the inherent value of each individual, and the potential of what each person can become. We realize every one of life’s interactions is an opportunity to help someone reach that potential. This is why we treat even the smallest details of life and banking with careful thought and attention. If you aspire to do the same, we’d like you to advance your career with us at SNB.
Our Wealth Management team does more than manage assets - we guide individuals and families through life’s most important financial decisions. Our clients’ legacies reflect their dreams, hard work, and long-term goals. As a Trust Advisor, you’ll play a key role in protecting what matters most to them. In this role, you will provide expert guidance in the administration of fiduciary accounts, ensuring that clients’ trusts and estates are managed with precision and care. You will work alongside a collaborative team of experienced Trust Advisors and Administrators to deliver personalized solutions while building meaningful relationships with clients, listening to their needs, and helping them navigate complex financial matters.
With 74 years of Trust and Estate experience, Security National Bank is a trusted name in Wealth Management. We are seeking a professional with strong technical expertise, attention to detail, and outstanding interpersonal skills - someone who thrives on providing exceptional service to clients from all walks of life.
KEY RESPONSIBILITIES:
- Build and maintain strong client relationships, developing a deep understanding of their personal and financial needs.
- Provide expert guidance on investments, estate planning, and personal financial solutions to help clients achieve their long-term goals.
- Deliver exceptional service by tailoring solutions to each client’s unique situation.
- Administer trust accounts with moderate to advanced complexity, ensuring fiduciary responsibilities are met.
- Oversee estate administration from asset collection through court processes and final distributions.
- Obtain necessary documentation, authorize payments, and assess tax implications for accounts.
- Collaborate with the Tax Department to prepare and review fiduciary and individual tax returns.
- Ensure compliance with all company policies, state laws, and regulations.
- Identify opportunities to develop new business, promote SNB’s products and services, and enhance client relationships.
QUALIFICATIONS AND COMPETENCIES:
- Skills and Abilities
- Strong relationship-building skills with the ability to develop trust and rapport with clients.
- Exceptional attention to detail and organizational skills to manage multiple accounts effectively.
- Service-oriented mindset with a professional, respectful, and client-focused approach.
- Excellent oral, written, and interpersonal communication skills for engaging with clients, beneficiaries, and external professionals.
- Ability to manage multiple priorities, meet deadlines, and adapt to changing client needs.
- Team-oriented mindset with a collaborative approach to working with colleagues and departments.
- Creative problem-solving skills, with the ability to assess challenges objectively and propose thoughtful solutions.
- Knowledge & Expertise
- Bachelor’s degree in business, finance, or accounting.
- Proven track record in new business development and client retention.
- Experience in trust and estate administration, including fiduciary account management.
- Knowledge of estate planning, investments, and personal financial solutions.
- Understanding of tax considerations related to fiduciary and individual tax returns.
- Familiarity with compliance regulations, state laws, and banking policies governing trust administration.
- Strong commitment to community involvement and representing the bank in a professional manner.
WHY SECURITY NATIONAL BANK?
At SNB, we stand for excellent service and are committed to doing what’s right. Our team is deeply connected to the communities we serve, giving back and embodying our mission to make a positive difference.
If you are ready to take the next step in your career with an organization that values integrity, relationships, and growth, we encourage you to join us in creating a lasting impact.
HOURS:
Regular business hours, Monday through Friday. Some extended business hours with events.
BENEFITS:
We offer a comprehensive benefit package to our employees including medical, dental, short and long term disability, life insurance, paid time off, a wellness program, and a 401(k) savings plan at hire for future financial protection.
ABOUT SECURITY NATIONAL BANK:
Security National Bank was chartered in 1884 in Sioux City, Iowa; founded on the time-tested principles of integrity, honor, open-mindedness, efficiency, good humor, respect, duty, and human connection. These principles served as guideposts that enabled SNB to withstand the economic panic of the late 1800s, the Great Depression, two World Wars, and the farm crisis — and emerge as the region’s most established and trustworthy locally owned bank. We believe what was worth doing well yesterday is still worth doing well today. People change and banking changes, but our time-tested principles remain. To this day, we believe that doing what’s right is the only way to take care of customers, empower businesses, cultivate growth, inspire our community, and accomplish the remarkable.
Security National Bank is an Equal Opportunity, Affirmative Action Employer. Applicants are considered for all positions without regard to race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), national origin, age, disability, marital status, or veteran status.
LEARN MORE:
https://www.snbonline.com/about/employment-opportunities
LOCATION:
Dakota Dunes, SD
Experience
Preferred- Proven track record in new business development and client retention.
- Experience in trust and estate administration, including fiduciary account management.
Education
Preferred- Bachelors or better
Skills
Preferred- Wealth Management
- Telephone
- Teamwork
- Tax
- Self-motivated
- Problem Solving
- Microsoft Office
- Investments
- Honesty
- Financial Planning
- Finance
- Credit
- Computer
- Compliance
- Communication
- Business Development
- Banking
- Administrative
- Accuracy
- Account administration
Behaviors
Preferred- Thought Provoking: Capable of making others think deeply on a subject
- Team Player: Works well as a member of a group
- Loyal: Shows firm and constant support to a cause
- Enthusiastic: Shows intense and eager enjoyment and interest
- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
- Dedicated: Devoted to a task or purpose with loyalty or integrity
Motivations
Preferred- Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work
- Self-Starter: Inspired to perform without outside help
- Job Security: Inspired to perform well by the knowledge that your job is safe
- Growth Opportunities: Inspired to perform well by the chance to take on more responsibility
- Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
- Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization
