Financial Advisor
Finance representative job in Sioux Falls, SD
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
Auto-ApplySalaried Financial Advisor/Customer Service Team
Finance representative 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
Financial Advisor - SD - Sioux Falls
Finance representative job in Sioux Falls, SD
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyUS Experienced Financial Advisor
Finance representative job in Sioux Falls, SD
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Financial Services Representative - State Farm Agent Team Member
Finance representative 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.
Finance Intern
Finance representative 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.
Intern - Financial Institution Examiner (Summer)
Finance representative job in Sioux Falls, SD
Session: Summer (May - August) DLR Financial Institution Examiner Intern Hiring Manager: Michael Dummer Minimum Salary: $25.47/hr * APPLICANT MUST BE A CURRENT PART-TIME OR FULL-TIME STUDENT (MINIMUM OF 6 CREDIT HOURS) IN UPCOMING SEMESTER OR IN THE IMMEDIATELY PRECEDING SEMESTER.
Position Description:
Interns will work directly with an experienced team of trust and bank examiners to evaluate bank and trust company operations, business planning, risk management strategies, and compliance. They will be a member of a team that is responsible for assessing financial institutions to determine whether they are following safe and sound banking / trust company practices, maintaining effective controls and procedures, managing their institutions effectively, and complying with all applicable banking / trust company laws and regulations.
Student should have a cumulative (overall) GPA of at least 3.0 and be majoring in one of the following fields: Accounting, Banking, Business, Economics, or Finance.
Overnight travel may be required.
Qualifications:
Applicant must be enrolled as a part-time/full-time student at a college, university, or technical institute at the time they apply. By the start of the internship, the student should have completed one year (nine months) of their chosen program.
All students are encouraged to apply, but preference may be given to applicants with a standing of junior/senior, South Dakota residents, and students of South Dakota institutions.
Successful applicant(s) will be required to undergo a background investigation. An arrest/conviction record will not necessarily bar employment.
Apply at: ************************************************************************************
* Positions can be filled prior to the closing date.*
South Dakota Bureau of Human Resources
Telephone: ************
"An Equal Opportunity Employer"
#LI-Onsite
Finance Intern
Finance representative 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-ApplyRetail Banking Specialist
Finance representative 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-ApplyInsurance Account Representative - State Farm Agent Team Member
Finance representative job in Parker, SD
Job DescriptionROLE DESCRIPTION: As Insurance Account Representative - State Farm Agent Team Member for Mark Kasten - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
Provide information about insurance products and services.
Assist customers with policy applications and renewals.
Handle customer inquiries and provide timely responses.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
Personal Banker & Member Engagement Specialist
Finance representative 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, positivity, and efficiency! We can't wait to see what you can bring to our team!
Benefits that we Offer:
• 401(k) with 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:
• Greet and welcome members to the Credit Union in a courteous, professional, and timely manner, providing prompt, accurate, and efficient member transactions.
• Maintain an accurate balance of the cash drawer at all times and compare totaled amounts to the computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor.
• Answer member contacts promptly and serve the membership by providing information in a pleasant, professional, and efficient manner (respectable turnaround time) via multiple telephone lines/calls both incoming and outbound, info emails, written, online/phone applications, live chat, text messages, follow up the correspondence or general and specific service-related information concerning credit union services or policies.
• Comply with applicable laws, rules and regulations, department and company policies, and procedures about the credit union.
• Other duties as assigned
Required Education and Qualifications:
• High school diploma or GED
• Excellent interpersonal communication skills
• Desire to meet the financial needs of our customers and community
• Bilingual Personal Banker positions available (The Bilingual Personal Banker position requires being fluent in both written and oral communication in English and Spanish.)
Schedule:
- Day shift
- Weekends as needed
- No evenings
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.
Auto-ApplyPersonal Banker
Finance representative 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 representative 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 representative 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!
Financial Services Representative I
Finance representative job in Madison, SD
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
is located at our Madison, SD branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Child Care Assistance Program for eligible dependent(s).
Exercise reimbursement program for employees.
The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Financial Services Representative I delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
Performs Teller duties including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more.
Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions; identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity.
Builds client relationships through outbound and proactive measures including First 15.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
Attention to detail, including verbal and written instructions.
Maintains confidentiality.
Effective use of tact and diplomacy as it relates to clients and co-workers.
Working knowledge and use of a personal computer, Microsoft programs and strong 10-key skills.
Ability to read and comprehend simple instructions, short correspondence, and memos.
Ability to write simple correspondence.
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to compute rate and percent and to draw and interpret bar graphs.
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
Ability to deal with problems involving a few concrete variables in standardized situations.
Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
Delivers complete and accurate work and displays pride and professionalism in work.
Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies, and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
Takes personal initiative and is a positive example for other to emulate.
This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results.
EDUCATION AND/OR EXPERIENCE
High School Diploma or General Education Degree (GED) required
1-3 years banking or related experience required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
Lifting - Occasionally (up to 10 lbs)
Sitting - Frequently
Overtime - Subject to business need
Noise Level - Moderate
Typical Work Hours - M-F (8-5)
Regular and Predictable Attendance - Required
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
Auto-ApplyAgri-Business Banking Specialist
Finance representative 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 representative 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-ApplyCollege Financial Representative, Internship Program
Finance representative 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.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
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 representative job in Flandreau, SD
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 representative 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