Client Experience Associate

The-First-National-Bank-in-Sioux-Falls; Sioux Falls (SD); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

Profit Sharing

Paid Vacation & Holidays

Disability - short and long term

Job summary

The First National Bank in Sioux Falls is seeking a Client Experience Associate to support Wealth Management client services and administrative tasks. You will prepare documents, communicate with clients, and compile reports with sound judgment in collaboration with the Wealth Management team.

Ideal candidates will have strong client service, data analysis skills, and experience with CRM and Microsoft Office. The role emphasizes independent work and adherence to fiduciary policies and procedures.

Qualifications

• Experience delivering front-line client service by phone or email.
• Ability to analyze data and prepare standard or custom reports.
• Familiarity with wealth management processes and trust documents.

Responsibilities

• Provide superior client service by telephone or email and document interactions in CRM.
• Coordinate new client setup and account closure for Wealth Management accounts.
• Assist in coordinating client tax preparation data where needed.
• Review daily activity to ensure administration aligns with governing documents.

Skills

Client service

Data analysis

CRM experience

Microsoft Office

Communication skills

Education

Bachelor's degree preferred

Tools

CRM software

Job description

Careers at The First National Bank in Sioux Falls

As a Client Experience Associate, you will support the delivery of Wealth Management services to ensure client satisfaction, retention, and compliance with all policies and procedures governing fiduciary relationships. This role involves providing administrative support by preparing documents and communicating with both internal and external clients. You will collect, compile, and analyze data to prepare standard and custom reports that require sound judgment and collaboration with other Wealth Management team members. Additional responsibilities include reviewing account activity to ensure administration aligns with governing documents. A working knowledge of trust laws, departmental policies, and Wealth Management operations, procedures, and regulations is essential. Ability to determine priorities and work independently with minimal supervision is required.

In addition, our FIRST Values apply to all teammates without exception.

FIRST Values

• Family - We support, trust, and respect each other, our customers, and our shareholders.
• Independence & Innovation - We embrace change as vital to our success.
• Relationships - We build relationships that are based on strong character, mutual loyalty, trust, and respect.
• Stewardship - We take care of ourselves so we can take care of others.
• Teamwork - We help each other grow and succeed.

Who we are:

The First National Bank in Sioux Falls began its long-term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 140 years, The First National Bank in Sioux Falls has worked diligently to promote the growth and vitality of our city and the surrounding area. The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations.

The First National Bank Way, which is a blend of our Mission Statement and FIRST Values, serves as the foundation of our culture. It is a gift that has been passed down to us and is the legacy that we will protect and preserve. Nothing is more important to us – it is the cornerstone of our success.

Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values.

Our FIRST Values are not just words; they are truly felt by our employees, customers, shareholders, and communities. They tell us who we are as a business and guide our behaviors and decisions as we move forward and build successful relationships.

Although banking has evolved over the years, our mission and values have not and will not change.

What will you do:

Accountabilities

Client Service & Management

Provide superior client service resulting in high client retention, additions to accounts, and referrals for new prospective clients.

• Provide the highest caliber front-line service to clients by telephone or email, handling inbound calls and contacts. Follow-up on client issues and relay information to clients through correspondence and telephone communications. Document client interactions in CRM.
• Coordinate new client set-up and account closing process for all assigned Wealth Management accounts. Can include preparation of new account paperwork, including material for prospect meetings.
• Assist in the coordination of client tax preparation, if needed, including organizing and tracking data for federal and state income taxes and real estate taxes.
• Complete day-to-day functions on all assigned Wealth Management accounts accurately and by necessary deadlines (i.e. handle customer requests, such as gifting, required minimum distributions, money distributions, and reports, etc.); interface with support areas such as Operations to ensure timely completion.
• Review daily transaction reports and cash balances in accounts; may resolve problems or issues on assigned accounts and notify officer.
• Provide comprehensive administrative support of Wealth Management accounts for assigned Officers.
• Coordinate Wealth Management client bill paying or distribution process including reviewing bills for accuracy and submitting for payment following department procedures.

Drive continuous growth by actively seeking learning opportunities to advance skillset, embrace a culture of continuous improvement and collaboration for department success, while enthusiastically pursuing ways to achieve defined growth goals.

• Solicit, welcome, and implement feedback from leaders, peers, COIs, and clients as a means to remain coachable, recognizing there is always room for growth and improvement.
• Actively pursue training, workshops, or certification opportunities that advance professional knowledge and align with department objectives.
• Regularly contribute ideas for process improvements.
• Engage with teammates across departments to exchange knowledge, align best practices, and work together on projects that contribute to broader company goals.
• Define specific, measurable goals for professional growth and regularly assess progress, seeking feedback and making adjustments as needed.
• Proactively apply new skills and insights from learning experiences to daily tasks, adjusting approaches to improve outcomes and efficiency.
• Approach obstacles as learning opportunities, working collaboratively to identify solutions and adjust strategies as needed.
• Actively contribute to team objectives and projects, participating in brainstorming sessions and showing openness to new methods.
• Volunteer for new tasks or projects that enhance skillsets and provide additional value to the department.
• Ability to work independently with little supervision. Self-motivated.
• Excellent verbal and written communication skills.
• Ability to conduct relationships in a manner that ensures cooperation and positive results.
• Demonstrate a high degree of concern for professional and innovative customer service.
• Demonstrate solution-oriented services to customers.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and conflict resolution skills.
• Excellent time management skills with a proven ability to meet deadlines.
• Working knowledge of Microsoft Office programs and be able to learn job-related software.
• Ability to adapt to the needs of the organization and teammates.

What’s in it for you?

• Health Insurance
• Profit Sharing
• Paid Vacation & Holidays
• Company paid short and long term disability