Finance representative jobs in South Dakota - 78 jobs
Accounts Receivable / Financial Aid Representative
Boys and Girls Club of The Northern Plains 3.3
Finance representative job in Brookings, SD
JOB TITLE: Accounts Receivable / Financial Aid Representative REPORTS TO: Controller FLSA STATUS: Non-Exempt JOB TYPE: Part-Time Schedule: 4:00 PM - 8:00 PM SALARY: $20/hour MISSION: To inspire and enable all young people, especially those who need us most, to realize their full potential as productive, responsible, and caring citizens.
JOB SUMMARY: The Accounts Receivable (A/R) and Financial Aid Representative is responsible for managing billing processes, assisting families with payment and financial aid inquiries, and ensuring compliance with organizational financial policies. This role requires strong attention to detail, excellent communication skills, and the ability to provide exceptional customer service.
KEY RESPONSIBILITIES:
Accounts Receivable
Process payments in compliance with financial policies and procedures.
Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording A/R data.
Prepare billing statements for families.
Assist families with billing issues or billing setup.
Manage and maintain accurate customer account records.
Financial Aid
Assist families in navigating financial aid options.
Provide guidance on scholarship applications, including eligibility requirements.
Evaluate financial aid applications and determine qualification.
Maintain accurate and confidential financial aid records.
Qualifications
High school diploma or equivalent; some college coursework in finance or business preferred.
Experience in accounts receivable, billing, or financial aid administration is a plus.
Strong organizational and problem-solving skills.
Proficiency with financial software and Microsoft Office Suite.
Excellent communication and customer service skills.
Work Environment
Part-time evening hours (4:00 PM - 8:00 PM).
Collaborative and family-focused environment.
PHYSICAL REQUIREMENTS:
Ability to stand/sit for long periods throughout a shift
Ability to operate various types of general office equipment including PC, telephone, copier, etc.
This position is considered to be safety-sensitive.
The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain nor be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job.
We are proud to be an Equal Opportunity Employer and a Drug-Free Workplace!
All qualified applicants are considered for positions without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, non-job-related disability, or any other protected class.
The Boys & Girls Club of the Northern Plains provides reasonable accommodations to applicants and employees in compliance with local, state, and federal laws and regulations. Applicants requiring reasonable accommodation for any part of the application/hiring process should contact Human Resources to communicate their request for accommodation at ************.
$20 hourly Auto-Apply 60d ago
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Business Banker
Levo Federal Credit Union 3.9
Finance representative job in Elk Point, SD
Being a part of Levo means being part of an organization where people matter-not just their money. What we do every day makes a difference in the lives of others and the community we love by offering financial tools and services that fit modern life, providing expert advice, and listening and helping members chart their next step.
As the Commercial Loan Officer/Commercial Banker, you'll proactively build, develop, and manage a commercial loan portfolio. You'll work to increase and maintain its asset quality by developing new and existing business relationships. You're a trusted voice for our members and will identify and align new and existing loan members with additional products and services.
The best thing an employer can do is to give you the support you need to succeed. Our roles at Levo are more than just jobs. We believe in building careers and helping you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Our benefits include health, vision, dental, paid time off, paid holidays and great day time hours, pension plan, 401(k) option, volunteer hours, and many more!
This is a full-time role. Standard hours are Monday through Friday, 8:00 a.m. until 5:00 p.m. Some business development activities may occur outside standard hours. This is an on-site opportunity. The starting pay range is $60,000.00 to $90,000.00 annually, plus incentive, depending on experience.
After one year in the Commercial Loan Officer role, you'll know you are successful if:
You developed and maintained credible relationships with our members. You may even know their coffee order, pets' names, and kids' sports schedules.
You have been instrumental in developing quality loans for the commercial portfolio and supporting business development efforts.
You can provide feedback on approving or denying loans and demonstrate the ability to explore options for members when loans are denied.
You perform work responsibilities consistent with the Business Loan Policy, Lending Procedures, and compliance requirements of the Credit Union.
Essential Duties of the Commercial Loan/Commercial Banker Officer Include :
Establishes and maintains relationships with new and existing members. Develops, expands, and services commercial loan portfolio. Position requires officer to solicit new business and grow their loan portfolio member base.
Answer questions related to business loans and account activity. Determine s members' business and personal financial services needs and responsible for cross-selling of credit union's services and products.
Will complete underwriting, establish, and negotiate terms under which credit will be extended including costs, repayment terms, and collateral requirements.
Ensure that sound analysis and lending procedures are followed. Act in compliance with Business Lending and Business Account Policies and Guidelines at all times. Ensure Regulatory Compliance is followed in all areas of work. Recommends loan policy changes as necessary
Evaluate the information provided by the business borrower. Assist members, when possible, on business management and financial matters.
Verify the accuracy of business loan amounts and repayment terms on approved loan applications. Process commercial loan files, including reviewing loan documents, obtaining title insurance, appraisals, appraisal reviews, inspections, flood paperwork, filing lien documents, and preparing loan files for closing.
Other duties outlined in full job description
Requirements
Commercial Loan Officer/Commercial Banker Education and Experience: To thrive in this role, you should have at least 3-5 years of experience as a commercial or business loan officer and feel comfortable soliciting new business and maintaining current business relationships. A bachelor's degree or achievement of formal certifications recognized in the industry as equivalent is required, and ongoing education or training may be required.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Salary Description
$63,000 to $90,000 base salary plus commission
$63k-90k yearly 8d ago
Financial Services Representative - State Farm Agent Team Member
Erich Moberly-State Farm Agent
Finance representative job in Sturgis, SD
Job DescriptionBenefits:
Competitive salary
Flexible schedule
Health insurance
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial Service Representative with Erich Moberly State Farm agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
$26k-37k yearly est. 16d ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance representative job in Pierre, SD
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Job Summary_**
+ Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams
+ Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment
+ Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives
+ Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment
**_Responsibilities_**
+ Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings)
+ Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders
+ Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary
+ Employs a process improvement mindset to deliver efficiencies across work areas
+ Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.
**_Qualifications_**
+ 5+ years' experience in a finance function preferred
+ 2+ years in FP&A roles preferred, preferably in a large complex organization preferred
+ Bachelor's degree preferred, MBA strongly preferred
+ Healthcare industry experience preferred
+ Highly proficient in Microsoft Excel and PowerPoint preferred
**Anticipated salary range:** $80,900 - $115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$80.9k-115.5k yearly 30d ago
Financial Advisor
Northwestern Mutual 4.5
Finance representative job in Rapid City, 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 financialrepresentative 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 FinancialRepresentatives 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 FinancialRepresentatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual FinancialRepresentative, 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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$42k-74k yearly est. Auto-Apply 14d ago
Private Client Banker - Empire Place - Sioux Falls, SD
Jpmorgan Chase & Co 4.8
Finance representative job in Sioux Falls, SD
JobID: 210699857 JobSchedule: Full time JobShift: : You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$31k-62k yearly est. Auto-Apply 8d ago
Finance Intern
Terex Corporation 4.2
Finance representative job in Watertown, SD
The Finance Intern will support the Utilities Division finance team - gaining exposure to margin analysis, process mapping, and forecasting. Key Responsibilities * Create documentation and process maps for standard works * Perform analysis on equipment margins and bulk(consumable) inventory
* Help in the preparation of the Monthly Forecasts, including the development and distribution of input templates, and analysis of variances vs. 2026 current best estimate, prior forecast periods, or prior year.
Required Qualifications
* Student at accredited 4 year university/college.
* Pursuing a full-time undergraduate degree in Accounting, Finance, or a related field.
* Desire to build a career in Finance.
* Track record of demonstrable accomplishments in school and at work.
Required Skills & Competencies
* Basic understanding of Excel and PowerPoint.
* Analytical abilities.
* Attention to detail.
* Solid communication skills - both written and verbal.
* Well-developed organizational skills and ability to meet deadlines.
* Action oriented and strong follow-up.
* Positive, can-do attitude; self-starter.
Hours
* 40 hours per week during normal office hours, 8:00 am - 5:00 pm.
If you are interested in an open position but feel you may not meet all the listed qualifications, we still encourage you to apply.
About Terex:
Terex Corporation is a global industrial equipment manufacturer of materials processing machinery, waste and recycling solutions, mobile elevating work platforms (MEWPs), and equipment for the electric utility industry. We design, build, and support products used in maintenance, manufacturing, energy, minerals and materials management, construction, waste and recycling, and the entertainment industry. We provide best-in-class lifecycle support to our customers through our global parts and services organization, and offer complementary digital solutions, designed to help our customers maximize their return on their investment. Certain Terex products and solutions enable customers to reduce their impact on the environment including electric and hybrid offerings that deliver quiet and emission-free performance, products that support renewable energy, and products that aid in the recovery of useful materials from various types of waste. Our products are manufactured in North America, Europe, and Asia Pacific and sold worldwide.
Additional Information:
We are passionate about producing equipment that helps improve the lives of people around the world and providing our team members with a rewarding career and the opportunity to make an impact. We are committed to recruiting, engaging, developing, and retaining team members at all levels of our global workforce. Our culture is defined by our Terex Way Values - Integrity, Respect, Improvement, Servant Leadership, Courage, and Citizenship. Our values are the driving force behind our commitment to maintain an inclusive, supportive, non-discriminatory, and safe workplace for all team members. To that end, we are committed to actively foster a culture where every team member feels valued, listened to, and appreciated. We are committed to being fair and impartial in our decisions. As an Equal Opportunity Employer, employment decisions are made without regard to race, color, religion, national origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. If you are a qualified individual with a disability, including disabled veterans, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting the recruiting department (person or department) at **********************************.
The Company offers competitive salaries, advancement opportunities, and a full range of benefits, including paid vacation, 401(k), medical, dental, and vision.
$31k-35k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Ty Teveldal-State Farm Agent
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.
$27k-38k yearly est. 18d ago
Ag Banker
The First National Bank In Sioux Falls 3.0
Finance representative job in Sioux Falls, SD
Job Description
As an Ag Banker, you are responsible for developing, managing, and growing profitable relationships with agribusiness customers. This role involves originating and structuring credit with moderate supervision, while proactively identifying, managing, and monitoring risk before and after credit extension. As a relationship manager, you will partner with teams across the Bank to deliver thoughtful, profitable solutions that meet each customer's unique needs.
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
Relationship Management
Provide top service & relationship management.
Assist with department to maintain relationships and grow portfolio organically.
Maintain relationships with customers by offering excellent service.
Collaborate with Ag Department to enhance products and services to add customer value.
Maintain loan and deposit portfolio size that commensurate with your level. This level is evaluated annually by department leadership team.
Credit Administration
Display true ownership of portfolio quality measured by proper compliance with Bank's Loan Policy & Guidelines.
Maintain portfolio tickler exceptions are maintained at 15% with minimal and appropriate extension requests.
Credit file deviations must be kept to a minimum.
Administer and monitor construction projects appropriately to ensure project risk is sufficiently mitigated.
Provide thorough review of Customer Financial Statements to ensure proper Risk Ratings are maintained.
Ensure findings by Credit Review are resolved or addressed without oversight from Management. Monitor Loan Covenants appropriately.
Maintain acceptable level of documentation exceptions and deviations from loan policy.
Support experienced Ag Bankers with file maintenance and document collection for more complex relationships.
Assist with annual collateral inspections to ensure adequate collateral coverage for the borrowing relationship.
Maintain proper documentation to adhere to loan policy/guidelines and approval requirements.
Business Development
Initiate network opportunities to assure customers receive quality service and to enhance relationships with external referral sources to facilitate business development opportunities.
Provide superior service to existing clients that leads to client retention, additions, and referrals.
Follow up on leads and opportunities to retain existing customers and attract new relationships.
Assist in executing a plan that was developed in coordination with experienced Ag Bankers.
Develop new business by building relationships with industry groups and influencers.
Learn and educate oneself in the area of crop insurance. Work with First Crop Solutions to assist in growing the insurance portfolio.
Community Involvement
Actively promote bank in community and identify opportunities for community involvement and partnerships.
Actively participate in community and industry organizations to help source business development opportunities and demonstrate our commitment to Agriculture.
Assist or support Ag education programs and/or events.
Qualifications
Secondary education in related field preferred. One 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. Experience with agriculture preferred.
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.
Demonstrate a high degree of concern for professional and innovative customer service.
Ability to manage multiple competing priorities.
Possess working knowledge of commercial banking and economics.
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!
$31k-47k yearly est. 7d ago
Finance Service Rep, Southeast Region (TKM166)
Trail King Industries 3.8
Finance representative job in Mitchell, SD
About The Role
To provide retail-financing support for Trail King Industries, Inc. (TKI) customers and dealers along with other commercial financing opportunities. The position must demonstrate communication, knowledge and leadership in various phases of finance, sales, and marketing, and will collaborate with others with in TKI.
Responsibilities
Work with district sales managers (DSM's) in their territory/region to support sales of TKI products by arranging financing for customers.
Build and maintain relationships with an existing book of business while cultivating new opportunities within the current channels.
Cultivate new customers/lender opportunities for the growth of the program.
Generate and maximize fee income based on goals set each year.
Generate a minimum of one million dollars in fundings per month through previous financed relationships and management of the TKI territory assigned.
Candidate Requirements
Bachelor of Science in Business Administration or Finance with minimum of ten years' experience in financing, credit, and sale/marketing support preferred. Must possess the ability to develop, implement and communicate company goals and philosophies. Demonstrated history of being an initiative-taker and communicate well orally and in written format. Analytical and problem-solving skills necessary.
Physical Demands & Work Environment
Reasonable accommodation may be provided to enable individuals with disabilities to perform the essential functions of the position.
Must be able to work up to 8 hours per day in a self-regulated environment.
Ability to sit for extended periods, stand, and walk and climb stairs, as necessary.
Must use necessary PPE to enter manufacturing area.
Occasional lifting of 10 to 40 pounds.
$25k-33k yearly est. Auto-Apply 44d ago
Private Client Banker - Empire Place - Sioux Falls, SD
JPMC
Finance representative job in Sioux Falls, SD
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$27k-45k yearly est. Auto-Apply 8d ago
Banker
Quality Talent Group
Finance representative job in Brookings, SD
Job Type: Full-time, Part-time
Shift: Day Shift
Our client, a global trailblazer in financial services, is not just a trusted name - they've earned the top spot on LinkedIn's 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.
Why join this team?
Comprehensive benefits package, including:
Health, dental, and vision coverage
401(k) plan
Paid time off and parental leave
Disability, life, critical illness, and accident insurance
Critical caregiving leave
Employee discounts and commuter benefits
Tuition reimbursement and scholarships for dependent children
Adoption reimbursement program
Competitive pay
Career advancement opportunities within a leading national bank
Supportive and inclusive culture focused on your professional growth
Requirements
6+ months of customer interaction experience (work, military, or education)
Must meet SAFE registration and Loan Originator (LO) requirements
Strong customer service and communication skills
Ability to handle transactions accurately and follow procedures
Experience building relationships and identifying customer needs
Integrity and professionalism in customer and team interactions
Ability to work a schedule that may include Saturdays
Must be eligible to work in the U.S. (Visa sponsorship not available)
What you'll do
Build strong customer relationships through proactive outreach and tailored financial solutions
Assist customers with opening new accounts, processing service requests, and completing credit applications
Educate customers on digital banking tools and technology
Refer customers to appropriate partners for specialized financial needs
Maintain compliance with the S.A.F.E. Mortgage Licensing Act and internal banking policies
Diversity & Inclusion
Our client is committed to fostering an inclusive workplace and welcomes applicants from all backgrounds.
Are you looking for more? Find it here. APPLY TODAY!
$27k-44k yearly est. 13d ago
Premier Banker
Dacotah Bank 3.6
Finance representative job in Rapid City, 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
$31k-36k yearly est. 48d ago
Accounts Receivable / Financial Aid Representative
Boys and Girls Club of The Northern Plains 3.3
Finance representative job in Brookings, SD
Job DescriptionJOB TITLE: Accounts Receivable / Financial Aid Representative REPORTS TO: Controller FLSA STATUS: Non-Exempt JOB TYPE: Part-Time Schedule: 4:00 PM - 8:00 PM SALARY: $20/hour MISSION: To inspire and enable all young people, especially those who need us most, to realize their full potential as productive, responsible, and caring citizens.
JOB SUMMARY: The Accounts Receivable (A/R) and Financial Aid Representative is responsible for managing billing processes, assisting families with payment and financial aid inquiries, and ensuring compliance with organizational financial policies. This role requires strong attention to detail, excellent communication skills, and the ability to provide exceptional customer service.
KEY RESPONSIBILITIES:
Accounts Receivable
Process payments in compliance with financial policies and procedures.
Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording A/R data.
Prepare billing statements for families.
Assist families with billing issues or billing setup.
Manage and maintain accurate customer account records.
Financial Aid
Assist families in navigating financial aid options.
Provide guidance on scholarship applications, including eligibility requirements.
Evaluate financial aid applications and determine qualification.
Maintain accurate and confidential financial aid records.
Qualifications
High school diploma or equivalent; some college coursework in finance or business preferred.
Experience in accounts receivable, billing, or financial aid administration is a plus.
Strong organizational and problem-solving skills.
Proficiency with financial software and Microsoft Office Suite.
Excellent communication and customer service skills.
Work Environment
Part-time evening hours (4:00 PM - 8:00 PM).
Collaborative and family-focused environment.
PHYSICAL REQUIREMENTS:
Ability to stand/sit for long periods throughout a shift
Ability to operate various types of general office equipment including PC, telephone, copier, etc.
This position is considered to be safety-sensitive.
The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain nor be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job.
We are proud to be an Equal Opportunity Employer and a Drug-Free Workplace!
All qualified applicants are considered for positions without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, non-job-related disability, or any other protected class.
The Boys & Girls Club of the Northern Plains provides reasonable accommodations to applicants and employees in compliance with local, state, and federal laws and regulations. Applicants requiring reasonable accommodation for any part of the application/hiring process should contact Human Resources to communicate their request for accommodation at ************.
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$20 hourly 31d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance representative job in Pierre, SD
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 37d ago
Private Client Banker - Empire Place - Sioux Falls, SD
Jpmorganchase 4.8
Finance representative job in Sioux Falls, SD
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$31k-62k yearly est. Auto-Apply 8d ago
Ag Banker
The First National Bank In Sioux Falls 3.0
Finance representative job in Sioux Falls, SD
As an Ag Banker, you are responsible for developing, managing, and growing profitable relationships with agribusiness customers. This role involves originating and structuring credit with moderate supervision, while proactively identifying, managing, and monitoring risk before and after credit extension. As a relationship manager, you will partner with teams across the Bank to deliver thoughtful, profitable solutions that meet each customer s unique needs.
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
Relationship Management
Provide top service & relationship management.
Assist with department to maintain relationships and grow portfolio organically.
Maintain relationships with customers by offering excellent service.
Collaborate with Ag Department to enhance products and services to add customer value.
Maintain loan and deposit portfolio size that commensurate with your level. This level is evaluated annually by department leadership team.
Credit Administration
Display true ownership of portfolio quality measured by proper compliance with Bank s Loan Policy & Guidelines.
Maintain portfolio tickler exceptions are maintained at 15% with minimal and appropriate extension requests.
Credit file deviations must be kept to a minimum.
Administer and monitor construction projects appropriately to ensure project risk is sufficiently mitigated.
Provide thorough review of Customer Financial Statements to ensure proper Risk Ratings are maintained.
Ensure findings by Credit Review are resolved or addressed without oversight from Management. Monitor Loan Covenants appropriately.
Maintain acceptable level of documentation exceptions and deviations from loan policy.
Support experienced Ag Bankers with file maintenance and document collection for more complex relationships.
Assist with annual collateral inspections to ensure adequate collateral coverage for the borrowing relationship.
Maintain proper documentation to adhere to loan policy/guidelines and approval requirements.
Business Development
Initiate network opportunities to assure customers receive quality service and to enhance relationships with external referral sources to facilitate business development opportunities.
Provide superior service to existing clients that leads to client retention, additions, and referrals.
Follow up on leads and opportunities to retain existing customers and attract new relationships.
Assist in executing a plan that was developed in coordination with experienced Ag Bankers.
Develop new business by building relationships with industry groups and influencers.
Learn and educate oneself in the area of crop insurance. Work with First Crop Solutions to assist in growing the insurance portfolio.
Community Involvement
Actively promote bank in community and identify opportunities for community involvement and partnerships.
Actively participate in community and industry organizations to help source business development opportunities and demonstrate our commitment to Agriculture.
Assist or support Ag education programs and/or events.
Qualifications
Secondary education in related field preferred. One 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. Experience with agriculture preferred.
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.
Demonstrate a high degree of concern for professional and innovative customer service.
Ability to manage multiple competing priorities.
Possess working knowledge of commercial banking and economics.
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!
$31k-47k yearly est. 6d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance representative job in Sioux Falls, SD
College FinancialRepresentatives 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 financialrepresentatives, 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 FinancialRepresentative 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 FinancialRepresentative, 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 FinancialRepresentative 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 FinancialRepresentatives and College FinancialRepresentatives 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 FinancialRepresentatives 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 FinancialRepresentative, 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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 14d ago
Premier Banker
Dacotah Banks 3.6
Finance representative job in Rapid City, 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
$31k-36k yearly est. 49d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance representative job in Aberdeen, SD
College FinancialRepresentatives 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 financialrepresentatives, 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 FinancialRepresentative 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 FinancialRepresentative, 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 FinancialRepresentative 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 FinancialRepresentatives and College FinancialRepresentatives are valued partners and proud business owners. As such, they are considered independent contractors
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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
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College FinancialRepresentatives 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 FinancialRepresentative, 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.