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Mason City (641)423-1600 Change Location

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Mason City Change Location

2601 4th Street SW
Mason City, IA 50401

Tel. (641)423-1600

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Home Blog Wealth Management Promotions and New Hire

Wealth Management Promotions and New Hire

First Citizens Bank is pleased to announce promotions of two employees and the addition of one new member to the wealth management team.

Amanda Berding has been promoted to Trust Operations Officer. In this role, Amanda leads the internal operations team in Wealth Management providing smooth and efficient operations for both internal clients and outsourcing clients. Amanda started her career at First Citizens in 2004 and has worked her way through various roles in the bank. Amanda attained the Accredited Trust Operations Professional designation in 2019 and continuously expands her knowledge of the trust accounting system utilized by the Department.

 

Courtney Hoffman has been promoted to Associate Trust Administrator II. Courtney has been with First Citizens since 2014. Courtney has been a key influencer in the adoption of new technologies for the Department including Docusign, allowing rapid adoption of electronic signature capability, and a primary support for the fiduciary team. In this role, Courtney supports Trust Officers and the Trust Administrator in administering trust, conservatorship, farm management, and bill pay accounts.

 

Valerie Buttweiler has joined the team as an Associate Trust Administrator I. Valerie will support the fiduciary team in this role. Valerie most recently worked for an abstract company for the past nearly nine years. She has a BA degree in Paralegal from Winona State University.



 

“We are thrilled to continue to grow our team both internally and externally,” said Nicole Rognes Olson, Chief Wealth Management Officer. “We have an incredible group of team members committed to working together to provide quality and depth of services to our direct clients through trust, estate and conservatorship administration, farm management, investment management, and comprehensive financial planning, and 401k plan administration in addition to those clients we serve through trust operations outsourcing services. We believe it is our collaborative and client-focused team that sets us apart and allows us to provide peace of mind to our clients during these uncertain times.”  

First Citizens Wealth Management, a division of First Citizens Bank, has offices in Mason City and Charles City bank locations and offers virtual and telephone appointments. They serve clients by helping plan, grow, and protect their legacies across generations.

 

Products provided by First Citizens Wealth Management are not insured by the FDIC, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of the principal invested.

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