Personal Financial Officer & Member Engagement Specialist
Finance associate job in Sioux Falls, SD
Join us at Service First FCU to help us empower our members through financial services and promote our people helping people philosophy! We are looking for someone who believes that our members and service should always come first, just as we do. We are looking for an team member who will bring excellent customer service skills, productivity, and efficiency! We can't wait to see what you can bring to our team!
Benefits that we Offer:
401(k) with 6% matching
Health, Vision, & Dental Insurance
Life and AD&D insurance
Parental Leave
Paid Time Off
Volunteer Time Off
Financial Planning Services
Bonus and Incentive Programs
And MORE!!!
Key Job Duties and Responsibilities:
Meet with members to understand their financial needs and assess their eligibility for consumer loan products.
Prepare, process, and review loan applications to ensure completeness and compliance with credit union policies and procedures.
Provide guidance to members on loan options, terms, and conditions; explain the benefits and risks associated with loan products.
Handling calls, chats and emails, addressing member inquiries related to accounts, loans, and credit union services, ensuring a high level of member satisfaction.
Accepts and transacts in person and telephone transfers, credit card payments, telephone loan payments by card, notary services, asset verifications, monitors the length of time members wait and escalate when needed, and performs other clerical tasks.
**
Other duties as assigned
Required Education and Qualifications:
Bachelor's degree in finance, business, or a related field; or equivalent work experience.
Minimum of 1-3 years of experience in consumer lending or loan origination, preferably within a credit union or financial institution.
Strong knowledge of consumer lending products, underwriting processes, and regulatory compliance.
Exceptional customer service and communication skills, with a focus on building relationships and providing personalized service.
Proficiency in loan origination systems and Microsoft Office Suite.
Strong analytical skills and attention to detail, with the ability to assess financial information and make informed decisions.
Service First Federal Credit Union: Service First FCU has been open since 1934 providing banking services to more than 20,000 members across 43 counties with 3 locations in Sioux Falls, SD. Membership: Service First is a community-based financial institution. People living, working, or worshiping in our field of membership can become a member and access banking services. Membership is also open to the immediate family of current members.
Our Mission: To empower our members through financial services and education while promoting the people helping people philosophy and ensuring the future growth of the credit union.
Our Vision: Be the most preferred and trusted financial institution serving our members, their families, and future generations.
Job Type: Full-time
Work Location: In person
Auto-ApplySalaried Financial Advisor/Customer Service Team
Finance associate job in Sioux Falls, SD
Be a part of our Advisory/Customer Service Team as a Salaried Financial Advisor!
Hahn Financial Group, Inc. (HFG) is a Registered Investment Advisor and serves 1000's of Retirement Plan Participants & Wealth Management Clients across the country. We are expanding our Salaried Financial Advisor/Customer Service Team. The focus is world-class service and fiduciary guidance for our clients. We value our deep, trusting relationships with our participants and clients.
Required: Minimum of 1 year of Industry experience
Required: Current Series 65 License
Compensation package includes: Salary, 401k with Employer contributions, Health Insurance, Long Term Disability Insurance, and Vacation/PTO
Finance Manager
Finance associate job in Sioux Falls, SD
Join Our Team as a Finance Manager!
Are you passionate about education and looking to make a difference in the lives of students? Teachwell Solutions is seeking a dedicated and experienced Finance Manager to join our team in Sioux Falls, SD. As a Finance Manager, you will play a crucial role in ensuring the financial health and stability of our organization, allowing us to continue providing top-quality education services to students in the region.
Key Responsibilities:
Oversee accounts payable, accounts receivable, and state and federal reporting
Administer financial policies and procedures to ensure effective financial management
Manage the organization's budget and financial forecasting
Prepare financial reports, analyses, and recommendations for senior management and the board
Collaborate with internal and external stakeholders to ensure compliance with financial regulations
Lead the annual audit process and act as the primary point of contact for auditors
Provide strategic financial guidance and support to senior leadership
Qualifications:
Bachelor's degree in Accounting, Finance, or related field
Minimum of 5 years of experience in financial management
Strong knowledge of financial principles and practices
Excellent analytical and problem-solving skills
Ability to communicate effectively with diverse stakeholders
Knowledge of South Dakota education law and GASB accounting standards is beneficial
Experience working in a non-profit or educational organization is a plus
If you are a motivated and detail-oriented finance professional with a passion for education, we want to hear from you! Join our team at Teachwell Solutions and help us empower students to reach their full potential.
Teachwell offers a full benefits package, including participation in the South Dakota Retirement System pension plan, very generous PTO and paid holidays.
About Us
Teachwell Solutions is a non-profit educational organization dedicated to providing high-quality educational services to students with disabilities in the region. With a focus on personalized learning and individualized support, we strive to create a supportive and inclusive learning environment where all students can thrive. Our team of dedicated educators and professionals work together to empower students to achieve academic success and personal growth. Learn more about our mission and programs at teachwell.org.
Person hired must be able to pass a fingerprint-based background check and provide proof of eligibility to work in the US. Teachwell is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Finance Manager
Finance associate job in Sioux Falls, SD
The South Dakota Urban Indian Health, Inc. (SDUIH) is a native-led non-profit corporation that consists of two full-time primary care clinics located in Pierre and Sioux Falls. SDUIH is a comprehensive patient-focused health care organization accredited by AAAHC, an Urban Indian Health Center, and Federally Qualified Health Center. When you join our team at SDUIH, youre joining our Tiwahe (family). As an employee of SDUIH, youll improve the health and wellness of our patientswe call them relatives-- and positively impact the health of our community.
SDUIH employees enjoy traditional benefits, such as:
Health Insurance SDUIH pays 72% of the premium.
Life Insurance SDUIH provides $25,000, employees can purchase additional.
Sick leave of 40 hours per year.
PTO accrued at the rate of 5 hours each pay periodto start.
Short-Term and Long-Term Disability provided by SDUIH.
At least 11 paid holidays each year.
Participation in a 401(k) with a company match the first 4% the employee contributes.
Monthly Wellness Leave.
POSITION SUMMARY:
The Financial Manager will oversee all financial operations, including budgeting, accounting, payroll, contracts, and management of grant finances. Key duties involve financial reports, forecasting, managing cash flow, and ensuring compliance with state and federal regulations. This role is crucial for financial stability and strategic decision-making, supporting the organizations mission and working closely with the Executive Team.
Job Duties
Management of all accounting functions and related contracts accounts payable, accounts receivable, electronic banking, monthly reconciliations, close end-of-month books, among other duties.
Prepare financial statements for review by the Executive Director and Board of Directors.
Prepare and manage annual audit.
Prepare fiscal year detailed budgets and corresponding cash flow budgets, to be presented to the Executive Director and Board of Directors for approval.
Manage all payroll functions.
Work closely with other departments including grants, billing & coding, and the business office to ensure compliance, accuracy of budgeting and reporting, cash flow, and other fiscal operations.
Research, negotiate, and monitor indirect cost rates.
Qualifications & Skills
Degree in Finance, Accounting, or related field; equivalent experience accepted.
CPA certification preferred.
Knowledge of accounting systems; QuickBooks and Bamboo HR preferred.
Minimum experience of 5 years; experience in healthcare finances preferred.
Sophisticated understanding of budgeting and accounting processes and standards.
Strong analytical, problem-solving, and communication skills; desire and ability to work collaboratively and present complex information clearly.
Interest and ability to stay informed of state and federal rules and regulations, as well as industry trends and best practices.
Ability to lead efforts to stabilize and grow organizational finances for long-term stability
Commitment to the mission and vision of South Dakota Urban Indian Health.
Required
Must be able to pass a federal background check.
Candidates must be able to meet bonding status.
Provide Indian Preference documentation, if claimed.
Must be CPR certified or willing to obtain CPR certification within 6 months of employment.
How to apply:
Interested individual should email their resume and completed application to ************************ applications can be found at ***************************
INDIAN PREFERENCE In accordance to IHS policy and Federal guidelines, preference will be given to qualified Indian applicants in accordance to Section 703 (i) of the Title VII of the Civil Rights Act of 1964. SDUIH is an Equal Opportunity Employer. Must be able to provide Indian Preference documentation if claimed.
SDUIH has the right to amend this job description as operational needs dictate. SDUIH is an at- will employer.
Easy ApplyFinance Manager
Finance associate job in Sioux Falls, SD
Job DescriptionJoin Our Team as a Finance Manager!
Are you passionate about education and looking to make a difference in the lives of students? Teachwell Solutions is seeking a dedicated and experienced Finance Manager to join our team in Sioux Falls, SD. As a Finance Manager, you will play a crucial role in ensuring the financial health and stability of our organization, allowing us to continue providing top-quality education services to students in the region.
Key Responsibilities:
Oversee accounts payable, accounts receivable, and state and federal reporting
Administer financial policies and procedures to ensure effective financial management
Manage the organization's budget and financial forecasting
Prepare financial reports, analyses, and recommendations for senior management and the board
Collaborate with internal and external stakeholders to ensure compliance with financial regulations
Lead the annual audit process and act as the primary point of contact for auditors
Provide strategic financial guidance and support to senior leadership
Qualifications:
Bachelor's degree in Accounting, Finance, or related field
Minimum of 5 years of experience in financial management
Strong knowledge of financial principles and practices
Excellent analytical and problem-solving skills
Ability to communicate effectively with diverse stakeholders
Knowledge of South Dakota education law and GASB accounting standards is beneficial
Experience working in a non-profit or educational organization is a plus
If you are a motivated and detail-oriented finance professional with a passion for education, we want to hear from you! Join our team at Teachwell Solutions and help us empower students to reach their full potential.
Teachwell offers a full benefits package, including participation in the South Dakota Retirement System pension plan, very generous PTO and paid holidays.
About Us
Teachwell Solutions is a non-profit educational organization dedicated to providing high-quality educational services to students with disabilities in the region. With a focus on personalized learning and individualized support, we strive to create a supportive and inclusive learning environment where all students can thrive. Our team of dedicated educators and professionals work together to empower students to achieve academic success and personal growth. Learn more about our mission and programs at teachwell.org.
Person hired must be able to pass a fingerprint-based background check and provide proof of eligibility to work in the US. Teachwell is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
#hc211305
Financial Analyst
Finance associate job in Sioux Falls, SD
Job DescriptionReady to Build a Strong Career in the Building Products Industry?
BPI is seeking a driven Financial Analyst to join our finance and accounting team. This role plays a critical part in supporting the financial management, forecasting, and strategic decision-making processes of BPI.
The Financial Analyst provides key analytical insights that drive business performance, enhance profitability, and ensure financial discipline across all functions. You will support the company's budgeting, forecasting, and reporting processes while collaborating cross-functionally to turn data into actionable insight.
Who We Are
BPI is an independently owned wholesale building material distributor serving the Upper Midwest for over five decades. We're proud of our family-oriented culture and our commitment to empowering employees to make a real impact.
Our values - Leadership, Integrity, Accountability, and Teamwork - are the foundation of everything we do. Join us and grow with a dynamic company that believes in promoting from within.
What You'll Do
Support budgeting, forecasting, and long-range financial planning processes, consolidating inputs and validating key assumptions.
Build and maintain dynamic financial models (P&L, balance sheet, cash flow) and perform ROI, scenario, and sensitivity analyses.
Analyze performance results versus budget and forecast; identify key drivers of variance and communicate insights to leadership.
Evaluate profitability by product line, customer, and distribution channel. Support pricing, margin, and cost optimization initiatives.
Partner with sales, operations, and supply chain to align financial insights with operational decisions and business strategy.
Develop management dashboards and reporting tools that improve visibility, consistency, and data-driven decision-making.
What We're Looking For
Bachelor's degree in Finance, Accounting, Economics, or related field
2-5 years of experience in FP&A, corporate finance, or similar analytical roles
Strong proficiency in financial modeling, Excel, and business analysis
Solid understanding of accounting principles and financial statements
Experience in budgeting, forecasting, and variance analysis
Proficiency with ERP and BI tools
Excellent communication and presentation skills, with the ability to convey insights to non-financial stakeholders
Preferred Qualifications
Experience in distribution, wholesale, or building materials industries
Knowledge of inventory accounting, freight modeling, and cost of goods sold structures
Exposure to demand planning and supply chain finance
Advanced analytical and financial planning system skills
What We Offer
Competitive compensation and career growth opportunities
Medical, Dental, Vision, Life Insurance, 401(K) Profit Sharing
Flexible Spending Account and Health Savings Account
Short- and Long-Term Disability
Employee Assistance Program
Employee Discount on Building Materials
Paid Time Off
Paid Holidays
Wellness Program
Be part of a growing and innovative company
Work in a collaborative and supportive environment
Apply Today!
Join a company that values leadership, accountability, integrity, and teamwork. BPI is an Equal Opportunity Employer (EEO) and welcomes all applicants.
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Finance Intern
Finance associate job in Sioux Falls, SD
Job DescriptionJoin Us for a Summer Internship in Finance!
Do you have a strong interest in Finance and a desire to apply your knowledge in a real-world setting? CAPITAL Services is excited to offer a paid summer internship designed to help you grow your skills in financial analysis and business intelligence - all while working alongside a supportive and experienced team.
Starts: May 2026
Location: Onsite at our Sioux Falls, SD office
Duration: 12 weeks
What You'll Be Doing
Assist in building volume and financial pro forma portfolios
Provide MIS reporting and analytical support for client portfolios
This is a hands-on opportunity to apply what you've learned in the classroom to real-world projects that make a difference
What We're Looking For
Basic Qualifications
Currently pursuing a degree in Finance, Economics, Business Administration, or a related field
Detail-oriented, self-motivated, and eager to learn
Strong communication skills - both written and verbal
Preferred Qualifications
Completed coursework or experience in Finance or Economics
Comfortable using Microsoft Excel
Solid analytical thinking and problem-solving abilities
Why Choose CAPITAL Services?
Build your finance toolkit and gain a competitive edge
Work with a tenured team that values results and knows how to have fun
Be part of a family-owned company that truly invests in its people
Here at CAPITAL, our mission is connecting people with convenient purchasing power for life's needs. We value using data to make strategic decisions that drive our business forward, while focusing on our people - customers, clients, and employees! Interested in working for an employer who values your opinion? To apply, please click on the apply button above and use the navigational buttons to complete the application process.
Finance Intern
Finance associate job in Sioux Falls, SD
Join Us for a Summer Internship in Finance!
Do you have a strong interest in Finance and a desire to apply your knowledge in a real-world setting? CAPITAL Services is excited to offer a paid summer internship designed to help you grow your skills in financial analysis and business intelligence - all while working alongside a supportive and experienced team.
Starts: May 2026
Location: Onsite at our Sioux Falls, SD office
Duration: 12 weeks
What You'll Be Doing
Assist in building volume and financial pro forma portfolios
Provide MIS reporting and analytical support for client portfolios
This is a hands-on opportunity to apply what you've learned in the classroom to real-world projects that make a difference
What We're Looking For
Basic Qualifications
Currently pursuing a degree in Finance, Economics, Business Administration, or a related field
Detail-oriented, self-motivated, and eager to learn
Strong communication skills - both written and verbal
Preferred Qualifications
Completed coursework or experience in Finance or Economics
Comfortable using Microsoft Excel
Solid analytical thinking and problem-solving abilities
Why Choose CAPITAL Services?
Build your finance toolkit and gain a competitive edge
Work with a tenured team that values results and knows how to have fun
Be part of a family-owned company that truly invests in its people
Here at CAPITAL, our mission is connecting people with convenient purchasing power for life's needs. We value using data to make strategic decisions that drive our business forward, while focusing on our people - customers, clients, and employees! Interested in working for an employer who values your opinion? To apply, please click on the apply button above and use the navigational buttons to complete the application process.
Auto-ApplyFinance Analyst
Finance associate job in Sioux Falls, SD
Shift: M-F 8am-5pm Job Status: Full-Time Company: First PREMIER Bank
About the Role Assists in the preparation of monthly forecasts, annual budget, and state franchise taxes for the organization. Ensures the accuracy and integrity of financial data through detailed analysis, collaboration with internal teams, and adherence to regulatory standards.
Job Duties and Responsibilities
Supports the development of monthly forecasts and annual budgets by compiling financial data, analyzing trends, and evaluating key components of the income statement and balance sheet. Prepares schedules based on expected growth and underlying business assumptions to inform strategic planning.
Monitors the BIN (Bank Identification Number) relationship daily. Reviews daily account balances to prevent overdrafts, maintaining adequate funding levels, and ensuring restricted accounts adhere to regulatory and policy requirements. Proactively identifies and addresses discrepancies to support smooth financial operations.
Manages the end-to-end process of state franchise tax payments, including reviewing tax estimates provided by external CPAs. Executes payments through various channels such as online portals, ACH transfers, and hard checks, ensuring timely and accurate disbursement. Maintains detailed tracking and documentation of all tax obligations to support compliance and audit readiness.
Performs general ledger maintenance across multiple financial systems by setting up new accounts and configuring automated posting codes to ensure accurate financial reporting.
Collaborates with departments across the bank to ensure the accuracy and integrity of financial reporting by addressing inquiries and resolving discrepancies related to general ledger activity. Conducts daily reviews of general ledger budgets to identify unusual transactions or potential errors, proactively reaching out to relevant teams for clarification and resolution. Serves as a key resource for interpreting financial data and supporting operational teams in maintaining compliance with accounting standards.
Assists in responding to internal, compliance, and external audit and review requests by gathering and organizing relevant financial data, reports, and documentation. Coordinates with various departments to compile required materials such as policy copies, procedural documentation, and system reports. Ensures timely and accurate responses to auditor inquiries.
Assists in the preparation of the Current Expected Credit Loss (CECL) report by compiling raw data, including historical charge-off information and risk-based assumptions, for submission to a third-party modeling provider. Upon receiving the modeled results, reviews the calculated allowance for loan losses to ensure accuracy and reasonableness by validating totals, subtotals, and key figures.
Assists in compiling and organizing financial and operational data for the Asset-Liability Committee (ALCO) reports. Gathers inputs from various internal sources to support analysis of interest rate risk, liquidity, and balance sheet management.
Skills and Responsibilities
Interprets data, identifies patterns, and draws logical conclusions to support decision-making and problem-solving.
Manages time, tasks, and resources to maintain structure and meet deadlines in a dynamic work environment.
Assesses situations, identifies root causes, and develops effective solutions to overcome challenges and improve outcomes.
Clearly and effectively conveys information, ideas, and feedback through verbal, written, and interpersonal interactions.
Focuses on accuracy and thoroughness, ensuring that all aspects of a task or project are carefully reviewed and executed without error.
Degree in Accounting, Finance, or a related field is preferred.
3 to 5 years of relevant experience is preferred.
Solid understanding of Generally Accepted Accounting Principles (GAAP) and/or financial concepts is preferred.
Proficiency in Microsoft Office and familiarity with financial software tools is preferred.
Competitive Benefits Package
Full medical benefits when working 20+ hours per week
Traditional and High-Deductible health plan options available
FREE dental and vision coverage
Generous Paid Time Off plans
401(k) - dollar-for-dollar match up to 5% of total compensation
Special discounts and offers for events at the Denny Sanford PREMIER Center
PREMIER Wellness Program
Paid Community Volunteer Hours - PREMIER averages 30,000 hours per year
Fun Employee Parties
Our Culture
Emphasis on personal success, respect, health, wellness, fun and giving back
Employees are rewarded, valued, and celebrated for hard work
Various Career advancement opportunities and growth
Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more
Financial Analyst
Finance associate job in Sioux Falls, SD
Facilitate the creation and review of budgets and forecasts
Create financial models to support decision-making
Develop one-time and recurring financial reports for leadership
Develop automated reporting and forecasting tools for more efficient use of data
Evaluate potential capital expenditures and initiatives
Finance Analyst
Finance associate job in Sioux Falls, SD
Shift: M-F 8am-5pm Job Status: Full-Time Company: First PREMIER Bank
About the Role Assists in the preparation of monthly forecasts, annual budget, and state franchise taxes for the organization. Ensures the accuracy and integrity of financial data through detailed analysis, collaboration with internal teams, and adherence to regulatory standards.
Job Duties and Responsibilities
Supports the development of monthly forecasts and annual budgets by compiling financial data, analyzing trends, and evaluating key components of the income statement and balance sheet. Prepares schedules based on expected growth and underlying business assumptions to inform strategic planning.
Monitors the BIN (Bank Identification Number) relationship daily. Reviews daily account balances to prevent overdrafts, maintaining adequate funding levels, and ensuring restricted accounts adhere to regulatory and policy requirements. Proactively identifies and addresses discrepancies to support smooth financial operations.
Manages the end-to-end process of state franchise tax payments, including reviewing tax estimates provided by external CPAs. Executes payments through various channels such as online portals, ACH transfers, and hard checks, ensuring timely and accurate disbursement. Maintains detailed tracking and documentation of all tax obligations to support compliance and audit readiness.
Performs general ledger maintenance across multiple financial systems by setting up new accounts and configuring automated posting codes to ensure accurate financial reporting.
Collaborates with departments across the bank to ensure the accuracy and integrity of financial reporting by addressing inquiries and resolving discrepancies related to general ledger activity. Conducts daily reviews of general ledger budgets to identify unusual transactions or potential errors, proactively reaching out to relevant teams for clarification and resolution. Serves as a key resource for interpreting financial data and supporting operational teams in maintaining compliance with accounting standards.
Assists in responding to internal, compliance, and external audit and review requests by gathering and organizing relevant financial data, reports, and documentation. Coordinates with various departments to compile required materials such as policy copies, procedural documentation, and system reports. Ensures timely and accurate responses to auditor inquiries.
Assists in the preparation of the Current Expected Credit Loss (CECL) report by compiling raw data, including historical charge-off information and risk-based assumptions, for submission to a third-party modeling provider. Upon receiving the modeled results, reviews the calculated allowance for loan losses to ensure accuracy and reasonableness by validating totals, subtotals, and key figures.
Assists in compiling and organizing financial and operational data for the Asset-Liability Committee (ALCO) reports. Gathers inputs from various internal sources to support analysis of interest rate risk, liquidity, and balance sheet management.
Skills and Responsibilities
Interprets data, identifies patterns, and draws logical conclusions to support decision-making and problem-solving.
Manages time, tasks, and resources to maintain structure and meet deadlines in a dynamic work environment.
Assesses situations, identifies root causes, and develops effective solutions to overcome challenges and improve outcomes.
Clearly and effectively conveys information, ideas, and feedback through verbal, written, and interpersonal interactions.
Focuses on accuracy and thoroughness, ensuring that all aspects of a task or project are carefully reviewed and executed without error.
Degree in Accounting, Finance, or a related field is preferred.
3 to 5 years of relevant experience is preferred.
Solid understanding of Generally Accepted Accounting Principles (GAAP) and/or financial concepts is preferred.
Proficiency in Microsoft Office and familiarity with financial software tools is preferred.
Competitive Benefits Package
Full medical benefits when working 20+ hours per week
Traditional and High-Deductible health plan options available
FREE dental and vision coverage
Generous Paid Time Off plans
401(k) - dollar-for-dollar match up to 5% of total compensation
Special discounts and offers for events at the Denny Sanford PREMIER Center
PREMIER Wellness Program
Paid Community Volunteer Hours - PREMIER averages 30,000 hours per year
Fun Employee Parties
Our Culture
Emphasis on personal success, respect, health, wellness, fun and giving back
Employees are rewarded, valued, and celebrated for hard work
Various Career advancement opportunities and growth
Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Financial Services Representative - State Farm Agent Team Member
Finance associate job in Sioux Falls, SD
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview:
Are you an experienced financial services and insurance professional who thrives on building strong customer relationships and guiding clients toward a secure financial future? Our State Farm agency is seeking a customer-focused individual who can confidently consult on financial planning, life and health insurance, and long-term protection strategies.
This role is ideal for someone who enjoys meaningful conversations with customers, has strong analytical skills, and can identify the right mix of products to meet their needs.
Key Responsibilities:
Consult customers on financial planning, investment options, and life/health insurance coverage
Assist customers with portfolio management, asset allocation, and risk management strategies
Conduct financial reviews and recommend personalized product solutions
Maintain compliance with financial and insurance regulations
Preferred Qualifications:
Active Life/Health and Series 6/63/65 or 7 licenses.
Previous experience in financial services and/or insurance.
Strong communication and analytical skills.
Professional, trustworthy, and customer-focused demeanor.
Retail Banking Specialist
Finance associate job in Sioux Falls, SD
This person shall be responsible for providing a superior service experience to all guests of FBT. This person must meet and resolve the transactional needs of guests in a timely and efficient manner, remaining ever aware of the guest. This person shall be responsible for developing and maintaining client relationships and managing client needs while proactively recognizing opportunities and offering solutions, all while putting people first.
Qualifications: This person should have a high school diploma and a minimum of one year of related experience, or the equivalent. This person should demonstrate strong communication skills through excellent verbal and written correspondence, effective listening, and responsiveness. This person should be genuinely personable, empathetic to others, collaborative, and a solution driven problem solver.
Principal responsibilities are to:
1. Provide a superior service experience that not only satisfies the wants and needs of the bank's guests but provides them with a unique experience indicative of First Bank & Trust's culture and commitment to the communities we serve.
2. Enthusiastically develop, maintain, and grow new and existing relationships that are profitable to the bank while minimizing risk. While not required, a general understanding and aptitude for sales aids in this responsibility.
3. Perform general teller functions including processing deposits, withdrawals, payments, and negotiable items. Maintain a balanced cash drawer each day. Remain risk-aware, recognizing and swiftly reporting any suspicious transactions. Assist in the daily servicing of branch hardware; including ATM and/or TCR(s).
4. Anticipate needs and advise clients on solutions that personally benefit them.
5. Assist in the opening of new accounts and establishing new relationships.
6. Be an expert and educate clients in the bank's suite of products, services and processes that meet both client and community needs.
7. Proactively seek direction from the Retail Banking Supervisor and/or Retail Branch Manager that assures daily work aligns with organizational goals. In addition, be persistent in building relationships and collaborating with colleagues both in and outside of the Retail business line to meet client needs.
8. Monitor and maintain both the deposit and credit portfolios for quality and potential risk. If necessary, follow through on collection efforts, using all legal means as required by Loan Policy and Guidelines.
9. Act in accordance with FBT policies and procedures as set forth in the employee handbook.
10. Adhere to compliance procedures and participate in required compliance training and all meetings deemed appropriate by supervisor.
Compensation Grade
Hourly Grade 3
First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete
Equal Employment Opportunity Policy Statement
. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at ************ or email ***************.
Auto-ApplyCollege Financial Representative, Internship Program
Finance associate job in Sioux Falls, SD
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyPersonal Banker
Finance associate job in Flandreau, SD
Job Description
Who we are
We are a family-owned bank committed to providing exceptional service and innovative banking solutions while making a difference in the communities we serve. We take great pride in the relationships we built and the lives we impact. We offer the strength of a big bank combined with local decision-making and hometown involvement, setting our community bank apart from the rest.
Our mission
Our mission is to support the financial goals of individuals and businesses in the communities we call home by offering every person a better banking experience.
Our values
Passion: We have an unrelenting drive to be great. Quality service is our #1 priority.
Commitment: We do not shy away from accountability. We together as a team and embrace the spirit of service.
Leadership: We are competitive leaders in our markets and a go-to source for finance and lending.
Community: We're proud to support each other and our local communities. We win when our customers win.
To learn more about us, visit ***************************
About the role
The Personal Banker is responsible for ensuring customer satisfaction and making decisions on behalf of the bank by assisting with a wide variety of duties including opening new accounts. This role supports efforts to maximize revenue, deposit growth, sales, customer satisfaction, and minimize operational losses.
Position is located in Flandreau, SD. It is not a remote position.
What you will do
Provides courteous attention to customers promoting satisfied and long-term financial relationships while contributing to the overall profitability of the bank.
Ensures customers receive timely and high-quality customer service. Greets and addresses customers with respect and by name.
Participates and shows initiative towards sales and promotion of bank products and services.
Possesses the knowledge to assist customers in a variety of areas, including new accounts, updating accounts, electronic banking, ACH and wire transfers and is able to offer solutions that fit specific customer needs.
Develops an understanding of internal bank policies, as well as a strong understanding of banking regulations.
Acts as an escalation point for customer inquiries, and is able to use a combination of critical thinking and an understanding of existing policies to answer questions and problem-solve.
Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
Demonstrates leadership in bringing bank staff together to meet strategic goals.
Other duties as assigned.
What you will need
Bachelor's degree in Accounting, Finance, Business Administration, or related field of study preferred.
2+ years Banking experience preferred.
Understanding of banking regulations required, training provided.
Experience with electronic banking desired.
What we offer
Health Insurance
Dental Insurance
Vision Insurance
Paid Vacation, Sick, and Holiday time
A competitive 6% 401k match
And more!
Candidate must pass a pre-employment screening including credit history and criminal record check.
Our company provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Premier Banker
Finance associate job in Sioux Falls, SD
As a Premier Banker, you will be in in a strategic sales-focused position responsible for identifying, developing, and acquiring new consumer deposit relationships within assigned markets. This role enhances relationships with our market teams and Regional Retail Managers, driving deposit growth through proactive outreach, community engagement, and targeted sales efforts. Your role focuses on building long-term relationships, providing personalized financial solutions, and proactively engaging with local organizations, businesses, and events to generate new business opportunities.
The ideal candidate is a highly motivated, results-driven banking professional with a passion for growing consumer portfolios and fostering strong client relationships.
Essential Functions
Employees must be able to perform the essential functions of this position satisfactorily or make a request for reasonable accommodations as needed.
Business Development:
Proactively source and acquire new consumer and small business deposit relationships through outbound calling, networking, referrals, and community involvement.
Execute local market strategies to attract new clients, with an emphasis on checking, money market, and CD products.
Identify and pursue opportunities for portfolio growth through internal and external referrals.
Community Engagement:
Actively participate in local community events, nonprofit initiatives, and networking functions to build brand awareness and develop new client relationships.
Build partnerships with local businesses, professional groups, and centers of influence to expand referral networks.
Client Relationship Management:
Transition newly acquired clients to branch teams for long-term servicing, while maintaining an ongoing relationship to encourage retention and referral activity.
Maintain proactive communication with clients to ensure satisfaction and identify evolving financial needs.
Cross-Functional Collaboration:
Work closely with business bankers, ag bankers, insurance producers, mortgage bankers, trust officers and branch staff to deliver a seamless client experience.
Refer clients to appropriate internal partners based on identified opportunities and customer requests.
Compliance & Risk Management:
Ensure all client interactions and transactions comply with internal policies, procedures, and regulatory standards.
Maintain accurate and timely documentation in the client relationship management (CRM) system.
Performance & Reporting:
Meet or exceed quarterly deposit growth targets and activity benchmarks.
Maintain accurate pipeline reporting, tracking acquisition activities and the overall client onboarding progress.
Analyze local market trends and customer feedback to recommend enhancements to retail product/service offerings.
Education & Experience
Bachelor's degree in business, finance, or a related field (or equivalent experience)
3-5+ years of relationship banking, business development, sales, or financial services experience
Proven track record in business development and client relationship management
Strong knowledge of personal banking products and services, credit products, and banking regulations
Exceptional interpersonal, communication, and presentation skills
Work independently, manage priorities and deliver results with limited direction.
We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including:
Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage
Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage
Health Savings Account
Life Insurance for the employee and family
Paid Vacation and Sick Time
Retirement Plan Options
Additional Perks and Benefits
Personal Banker - Brandon Branch
Finance associate job in Brandon, SD
Join our team as a Personal Banker and make a meaningful impact in the lives of our customers!
In this role, you will establish and maintain strong customer relationships by providing personalized financial advice and solutions to help customers achieve their goals. As a Personal Banker, you will manage a portfolio of customers while staying well-versed in all bank products and services. You will also identify opportunities to recommend additional products and services that align with customers' needs, helping them achieve greater financial well-being.
This position offers weekday hours, Monday through Friday, from 8:00 am to 5:00 pm. Based at our Brandon Branch, the role also services the Bethany Meadows Retirement Center a couple of hours twice a week.
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
Sales & Service
Execute the Sales and Service program of the department when working with customers.
Fully understand the products and services that are applicable to their role and recommends those products to our customers when appropriate.
Responsible for the growth of their assigned portfolio.
Know how their role fits in to the strategic plan of the bank and their department.
Strive to meet goals that have been set for them and for their overall team.
Understand that their role includes delivering world class customer service by exceeding customer's expectations and building brand loyalty.
Explain and recommend banking services and products to clients based on their needs.
Monitor transactions and oversee client bank accounts, including opening and closing accounts.
Based on location, there may additional responsibilities assigned.
Answer and direct phone calls.
Process applications for loans, credit cards, new accounts, and safe deposit boxes.
Refer clients to in-house financial experts and/or relevant bank departments, such as Wealth Management, Commercial Banking or Ag Banking.
Present and sell banking services and products to existing and prospective clients.
Quality
Follow guidelines, policies, and procedures of the bank to keep errors to a minimum.
Errors are identified quickly and remedied efficiently when they occur.
Use solid judgement when making decisions and keeps the Bank's policies, procedures, and reputation in mind.
Exceptions are well thought out and documented with proper approval.
Prepare documentation to open accounts and change accounts, including obtaining signatures.
Perform administrative duties, such as data entry as needed.
Process internal paperwork through checkoff team that has minimal errors and any errors that are identified are corrected in a timely manner.
Stay current with changes to Bank policies and procedures.
Collect accurate information from clients.
Qualifications
Secondary education in business or related field preferred. Five or more years of relevant work experience or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position.
Skills and Abilities
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.
Excellent organizational skills and attention to detail. High level of accuracy required.
Demonstrate a high degree of concern for professional and innovative customer service.
Ability to adapt to the needs of the organization and teammates.
What s in it for you?
Health Insurance
Dental & Vision Insurance
Profit Sharing
Paid Vacation & Holidays
Company paid short and long term disability
Tuition Reimbursement Program
Employee Banking Perks
Community Volunteer time
And More!
Agri-Business Banking Specialist
Finance associate job in Madison, SD
This person is responsible for providing administrative support to the Agri-Business Bankers throughout the loan process.
Qualifications: This person should have an associate degree and 2 years of relevant experience, or the equivalent. Experience with lending administration and documentation is preferred. This person should exhibit knowledge of banking concepts, practices, and procedures, including an understanding of loan policy and guidelines. The ability to interact with customers, bankers, and other professionals is . Exceptional customer service, communication, attention to detail, and collaboration skills are necessary.
Principle Responsibilities:
Assist Agri-Business Bankers with loan and credit underwriting documentation including, but not limited to title work, appraisals, etc.
Initiate and build loan documentation utilizing loan operating software and verify all details (orders, collateral, disclosures, etc.) of initial loan files are complete and accurate according to policies and procedures. Work closely with title company and insurance companies as needed.
Act as a liaison between bankers and internal departments to coordinate client requests and resolve inquiries. Collaborate closely with internal related departments as loan progresses. Serve as a resource for any funding/post funding questions.
Follow established procedures and practices for processing business banking products from application to origination.
Perform additional banking services, including completing advances, initiating wire requests, lien releases, making advances/payments, and transfers as needed.
Monitor in-process loan files for receipt of complete and accurate documentation for underwriting. Assist in preparing credit packages for submission to underwriting.
Monitor all current business loan files and paid loan files to ensure proper maintenance according to established procedures. Monitor reports, provide loan payoffs, and release collateral.
Assist in preparing annual reviews and work portfolio discrepancy lists.
Remain up to date on system, process, product, and regulatory changes.
Attend all team meetings and training opportunities as deemed appropriate by the supervisor.
Act in accordance with FBT policies and procedures as set forth in the employee handbook.
Adhere to compliance procedures and participate in required compliance training.
Compensation Grade
Hourly Grade 4
First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete
Equal Employment Opportunity Policy Statement
. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at ************ or email ***************.
Auto-ApplyBusiness Banking Specialist II
Finance associate job in Sioux Falls, SD
This person is responsible for providing critical administrative support to the Business/Commercial Bankers throughout the loan process. The Business Banking Specialist II will work closely with Bankers and internal departments on large and complex relationships to meet the team's business development and client management goals.
Qualifications: This person should have an associate degree and 4 years of relevant experience, or the equivalent. Experience with complex lending administration and documentation is preferred. This person should exhibit knowledge of banking concepts, practices, and procedures, including a strong understanding of loan policy and guidelines. The ability to interact at a high level with customers, bankers, and other professionals is required. Exceptional customer service, communication, attention to detail, and collaboration skills are necessary.
Principal Responsibilities:
Assist Business/Commercial Bankers with loan and credit underwriting documentation including, but not limited to title work, appraisals, etc.
Initiate and build complex loan documentation utilizing loan operating software and verify all details (orders, collateral, disclosures, etc.) of initial loan files are complete and accurate according to policies and procedures. Work closely with title company and insurance companies as needed.
Act as a liaison between bankers and internal departments to coordinate client requests and resolve inquiries. Collaborate closely with internal related departments as loan progresses. Serve as a resource for any funding/post funding questions.
Maintain knowledge around the complexity of transactions and related risks (credit, market, operational, legal, compliance, etc.).
Follow established procedures and practices for processing business banking products from application to origination. Seek out opportunities to create efficiencies and share recommendations with manager.
Perform additional banking services, including completing advances, initiating wire requests, lien releases, making advances/payments, and transfers as needed.
Monitor in-process loan files for receipt of complete and accurate documentation for underwriting. Assist in preparing credit packages for submission to underwriting.
Monitor all current business loan files and paid loan files to ensure proper maintenance according to established procedures. Monitor reports, provide loan payoffs, and release collateral.
Assist in preparing annual reviews and work multiple discrepancy lists.
Remain up to date on system, process, product, and regulatory changes.
Attend all team meetings and training opportunities as deemed appropriate by the supervisor.
Act in accordance with FBT policies and procedures as set forth in the employee handbook.
Adhere to compliance procedures and participate in required compliance training.
Compensation Grade
Hourly Grade 5
First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete
Equal Employment Opportunity Policy Statement
. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at ************ or email ***************.
Auto-ApplyPremier Banker
Finance associate job in Sioux Falls, SD
As a Premier Banker, you will be in in a strategic sales-focused position responsible for identifying, developing, and acquiring new consumer deposit relationships within assigned markets. This role enhances relationships with our market teams and Regional Retail Managers, driving deposit growth through proactive outreach, community engagement, and targeted sales efforts. Your role focuses on building long-term relationships, providing personalized financial solutions, and proactively engaging with local organizations, businesses, and events to generate new business opportunities.
The ideal candidate is a highly motivated, results-driven banking professional with a passion for growing consumer portfolios and fostering strong client relationships.
Essential Functions
Employees must be able to perform the essential functions of this position satisfactorily or make a request for reasonable accommodations as needed.
Business Development:
* Proactively source and acquire new consumer and small business deposit relationships through outbound calling, networking, referrals, and community involvement.
* Execute local market strategies to attract new clients, with an emphasis on checking, money market, and CD products.
* Identify and pursue opportunities for portfolio growth through internal and external referrals.
Community Engagement:
* Actively participate in local community events, nonprofit initiatives, and networking functions to build brand awareness and develop new client relationships.
* Build partnerships with local businesses, professional groups, and centers of influence to expand referral networks.
Client Relationship Management:
* Transition newly acquired clients to branch teams for long-term servicing, while maintaining an ongoing relationship to encourage retention and referral activity.
* Maintain proactive communication with clients to ensure satisfaction and identify evolving financial needs.
Cross-Functional Collaboration:
* Work closely with business bankers, ag bankers, insurance producers, mortgage bankers, trust officers and branch staff to deliver a seamless client experience.
* Refer clients to appropriate internal partners based on identified opportunities and customer requests.
Compliance & Risk Management:
* Ensure all client interactions and transactions comply with internal policies, procedures, and regulatory standards.
* Maintain accurate and timely documentation in the client relationship management (CRM) system.
Performance & Reporting:
* Meet or exceed quarterly deposit growth targets and activity benchmarks.
* Maintain accurate pipeline reporting, tracking acquisition activities and the overall client onboarding progress.
* Analyze local market trends and customer feedback to recommend enhancements to retail product/service offerings.
Education & Experience
* Bachelor's degree in business, finance, or a related field (or equivalent experience)
* 3-5+ years of relationship banking, business development, sales, or financial services experience
* Proven track record in business development and client relationship management
* Strong knowledge of personal banking products and services, credit products, and banking regulations
* Exceptional interpersonal, communication, and presentation skills
* Work independently, manage priorities and deliver results with limited direction.
We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including:
* Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage
* Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage
* Health Savings Account
* Life Insurance for the employee and family
* Paid Vacation and Sick Time
* Retirement Plan Options
* Additional Perks and Benefits