Private Banking Associate

First Dakota National Bank; United States; On-site; USD 50,000 - 70,000; Full time

Job summary

First Dakota National Bank is seeking a full-time Private Banking Associate in Sioux Falls. This role involves providing personalized banking services and excellent customer service while supporting the Private Bank Relationship Managers. Ideal candidates will have a Bachelor's degree and two years of banking experience, demonstrating strong organizational skills and attention to detail. The work environment is office-based, with standard office hours, and certain physical tasks are required to be performed with reasonable accommodation.

Qualifications

• Successful candidates must demonstrate a positive attitude and good work ethic.
• Must have strong communication skills with clientele and co-workers.
• Ability to maintain confidentiality and comply with all Bank policies.

Responsibilities

• Provide personalized banking services and excellent customer service.
• Open, close and maintain personal and business accounts.
• Support Private Bank Relationship Managers with loan management.

Skills

Customer service

Attention to detail

Organizational skills

Banking product knowledge

Teamwork

Education

Bachelor's degree

Two years of banking experience

Job description

Private Banking Associate - Sioux Falls

First Dakota National Bank is hiring a full-time Private Banking Associate to join our Loft Advisors team in Sioux Falls. This person will provide personalized banking services and excellent customer service to clients in accordance with establishment guidelines and policies. Hours include Monday-Friday 8-5.

Duties

• Open, close and maintenance all types of personal & business accounts
• Responds to customer inquiries and requests regarding account or additional services
• Proficient knowledge of banking products and services
• Supports the Private Bank Relationship Managers with the origination, documentation and on-going management of commercial and consumer loans. Includes the process of booking new loans and renewals.
• Thrives working within the framework of a small team that works closely together to exceed both customer expectations and departmental growth objectives.
• Provides ongoing relationship servicing with current Private Bank customers to maintain goodwill and gain additional business.
• Efficiently process transfers, loan advances, payment postings, maintenance requests for both deposit and loan accounts.
• Other duties as assigned

Qualifications

Attributes include a positive attitude and good work ethic. The ability to process a variety of tasks accurately and efficiently, the capability to maintain strict confidentiality, attention to detail and comply with all Bank policies and procedures. Communicate effectively with various types of clientele, co-workers and departments to resolve an assortment of needs. Strong organizational skills and the ability to work well in a team environment. Punctuality is a must.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience

• Bachelor's degree from four-year college or university
• Two years of banking experience
• Or equivalent combination of education and experience

Work Environment

Office: The work environment of this job includes interacting with others in an office setting, and the noise level is usually moderate.

Physical Demands

Light: The physical demands of this job include bending, sitting, and occasionally lifting up to 10 pounds with or without reasonable accommodation.

Requirements of All Employees

• Adaptability - Adapts to changes in the work environment
• Attendance/Punctuality - Is consistently at work and on time; Arrives at meetings and appointments on time
• Career Apparel - Adheres to the Career Apparel policy; Demonstrates professional appearance during Bank hours or at after-hours Bank functions
• Customer Service - Responds promptly to customer needs including requests for service and assistance; Provide courteous, personal attention to promote ongoing relationship servicing with customers
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan
• Design - Demonstrates attention to detail
• Initiative - Looks for and takes advantage of opportunities; Asks for and offers help when needed
• Innovation - Shares suggestions for improving work
• Interpersonal - Maintains confidentiality; Remains open to others' ideas and tries new things
• Judgment - Exhibits sound and accurate judgment
• Motivation - Measures self against standard of excellence
• Communication - Listens and gets clarification; Responds well to questions; Participates in meetings; Writes clearly and informatively; Able to read and interpret written information
• Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports and upholds organizational goals and values
• Planning/Organizing - Uses time efficiently; Completes work in a timely manner
• Problem Solving - Identifies and resolves problems in a timely manner
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accepts responsibility for own actions; Inspires the trust of others; Works with integrity and ethically
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality
• Safety/Security - Observes safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly
• Team Work - Gives and welcomes feedback; Contributes to building a positive team spirit
• Technical Skills – Understands basic computer software programs; Strives to continuously build knowledge and skills; Shares expertise with others