Wealth Management Operations & Client Services Specialist

The-First-National-Bank-in-Sioux-Falls; Sioux Falls (SD); On-site; USD 52,000 - 68,000; Full time

Job summary

The First National Bank in Sioux Falls is seeking a detail‑oriented operations teammate for Wealth Management. You will open and maintain client accounts, input and reconcile transactions, and support online access for customers.

The role emphasizes accuracy, compliance, and strong service to clients. Ideal candidates will have 1+ year banking experience, excellent communication and organizational skills, and a collaborative mindset.

Qualifications

• High School Diploma or equivalent is required.
• 1+ years of banking or related experience preferred.
• Strong communication and customer service skills are essential.

Responsibilities

• Open new accounts and maintain existing accounts per policies and procedures.
• Process transactions, trades, wires, and payments in Trust Accounting system.
• Balance and reconcile accounts and support Wealth Management Online Account Access.
• Support Wealth Management Operations with policy and procedure updates.
• Communicate clearly and manage expectations with teammates and clients.

Skills

Communication

Customer service

Interpersonal skills

Conflict resolution

Organization

Time management

Adaptability

Education

High School Diploma or equivalent

Job description

The First National Bank in Sioux Falls is seeking a detail‑oriented operations teammate for Wealth Management. You will open and maintain client accounts, input and reconcile transactions, and support online access for customers.

The role emphasizes accuracy, compliance, and strong service to clients. Ideal candidates will have 1+ year banking experience, excellent communication and organizational skills, and a collaborative mindset.