Private Banking Associate

First Dakota National Bank•Sioux Falls, SD
•Onsite

About The Position

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.

Requirements

  • Proficient knowledge of banking products and services
  • Bachelor's degree from four-year college or university
  • Two years of banking experience
  • Or equivalent combination of education and experience.
  • Adaptability - Adapts to changes in the work environment
  • Attendance/Punctuality - Is consistently at work and on time; Arrives at meetings and appointments on time
  • 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
  • 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.

Nice To Haves

  • Positive attitude
  • Good work ethic
  • Ability to process a variety of tasks accurately and efficiently
  • Capability to maintain strict confidentiality
  • Attention to detail
  • 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
  • Ability to work well in a team environment.
  • Punctuality is a must.
  • Innovation - Shares suggestions for improving work
  • Career Apparel - Adheres to the Career Apparel policy; Demonstrates professional appearance during Bank hours or at after-hours Bank functions

Responsibilities

  • Open, close and maintenance all types of personal & business accounts
  • Responds to customer inquiries and requests regarding account or additional 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.
  • 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.
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