Finance service representative jobs in South Dakota - 293 jobs
Customer Service Representative
Cargill, Inc. 4.7
Finance service representative job in South Dakota
Cargill is a family company committed to providing food and agricultural solutions to nourish the world in a safe, responsible, and sustainable way. We sit at the heart of the supply chain, partnering with producers and customers to source, make and deliver products that are vital for living. By providing customers with life's essentials, we enable businesses to grow, communities to prosper, and consumers to live well.
This position is in our Ag & Trading enterprise, where we connect producers and users of grains and oilseeds around the globe through origination, trading, processing, and distribution. We also offer a range of farmer services and risk management solutions.
Job Purpose and Impact
The Customer ServiceRepresentative will execute a limited scale of customer service activities for a single site team. In this role, you will provide clerical or administrative tasks to help optimize processing complex orders from customers and resolving order or delivery issues.
Key Accountabilities
Perform complex administrative or clerical tasks in support of improvement projects and commitments requiring a basicunderstanding of customer service practices and procedures.
Participate in executing customer service strategies.
Inform customers about order status, invoices and other standard information needed to complete the sale.
Provide administrative and clerical support to maintaining and updating tools or systems and relationships that supports accurate customer demand forecast, as well as other databases related to shipments and inventory management.
Handle complex clerical, administrative, technical or customer support issues under minimal supervision, while escalating only the most complex issues to appropriate staff.
Other duties as assigned #LI-Onsite #LI-JG3
Qualifications
Minimum Qualifications
High school diploma, secondary education level or equivalent
Minimum of four years of related work experience
Availability to work weekends during the harvest season
Position Details
This position is posted both internally and externally.
Position is based in Beardsley, SD
Relocation assistance is not provided for this role
Schedule: M-F 7:30am - 4:30pm - This position requires availability to work weekends during the harvest season
Equal Opportunity Employer, including Disability/Vet.
$34k-39k yearly est. 6d ago
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Dental Sales Representative -Flex Time
Promoveo Health 3.0
Finance service representative job in Sioux Falls, SD
Flex Time Dental Sales - Pharmaceutical Sales
We are currently recruiting an experienced Dental or Pharmaceutical Sales person to fill a flex time (13 days/month) position. The ideal candidate will hold a Bachelor's degree from an accredited college or university in a Sales related field or be a licensed Dental Hygienist and have 2+ years of sales success in Dental or Pharmaceutical Sales.
Our client has the #1 products in the dental market. They are a fortune 500 company that has great product for you to sample/sell and have wonderful
marketing materials that we deploy via the iPad.
Responsibilities of the Flex Time Dental Sales - Pharmaceutical Sales position
Sell and detail products directly to dental professionals Dentists and Hygienists).
Call on at least 8 dental offices each day and see the entire office.
Deliver 12 or more face to face presentations/day to targeted dentists and hygienists.
Conduct lunch and learn sessions with at least one office per day
Conduct dental products presentations with a company iPad.
Requirements of the Dental Sales - Pharmaceutical Sales position
Job Requirements
Bachelor's degree from an accredited college or university in Sales related field or Dental Hygiene
2+ years of sales success in Dental or Pharmaceutical Sales
Ability to work on a flex time (13 days/month) basis
Documented sales success
Relationships with dentists in the local market.
Compensation
The starting annual salary for this position is $30,000.00
Annual performance bonus of $5000.
Auto Allowance
Company Paid Storage Area
Company Paid Iphone and iPad
Job Type: Part-time
Seniority Level
Entry level
Industry
Pharmaceuticals
Employment Type
Part-time
Job Functions
Business DevelopmentSales
$30k yearly 4d ago
Business Banker
Levo Federal Credit Union 3.9
Finance service representative job in South Dakota
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 financialservices 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 9d ago
Customer Service Representative I
The Goal Family of Companies 4.3
Finance service representative job in Sioux Falls, SD
The Customer ServiceRepresentative I role encompasses key responsibilities which may include answering inbound calls, making outbound calls, responding to emails, and performing administrative projects. Inbound calls primarily consist of borrowers inquiring about the servicing of their consumer loan account. Outbound calls primarily consist of returning voice mails and calling borrowers to inform or remind them of their repayment options. Ideal candidates will demonstrate strong attention to detail and the ability to adhere to various rules and regulations related to consumer loans across multiple clients. Administrative responsibilities primarily include procedural tasks such as recording and tracking documents, phone call or email follow-up and special fact gathering assignments as needed.
Responsibilities:
Perform responsibilities following standard operating procedures to meet or exceed documented service level goals
Have a high degree of awareness and understanding of information security
Answer inbound calls and reach first touch resolution on borrower questions or issues
Make outbound calls to respond to customer voice mails, provide loan updates, and provide options or counseling to borrowers in need of repayment assistance
Respond to customer emails and mail
Record customer interactions, open/close activities in system of record
Perform administrative functions such as document tracking and recording, payment tracking and recording, legal tracking and reporting, and ad-hoc projects as needed
Follow and understand all compliance and operational guidelines to ensure major areas of responsibilities are completed to compliance guidelines and standards
Essential Functions:
Regular and punctual attendance
Answer customer inquiries
Adhere to policies and procedures
Complaint resolution that aligns with Goal's core values
Customer retention and relationship building
Documentation and data entry
Work Environment and Physical Demands:
Ability to stand / sit for extended hours of time
Ability to remain at workstation for long periods of time
Ability to work in an environment with a moderate to loud noise level
Heavy keyboard/mouse usage required with repetitive movements
Basic Minimum Requirements:
2+ years call center customer service or retail customer service position
Proficiency in Microsoft Outlook, Word, and Excel
Workflow management experience
Ability to follow documented Best Practices and Standard Operating Procedures
Ability to communicate in a clear, concise, and professional manner
Ability to prioritize, be organized, and manage time effectively to meet service level goals
Bonus points if you have:
Consumer finance or student loan experience
An eagerness to learn and grow your leadership skills
A drive to succeed, a sense of urgency, and a passion for your work
An all-around team player attitude
The Job Description is intended to be a general representation of the responsibilities and requirements of the job. However, the description may not be all-inclusive, and responsibilities and requirements are subject to change.
Requirements:
$30k-36k yearly est. 9d ago
Business Banking Associate
The First National Bank In Sioux Falls 3.0
Finance service representative job in Sioux Falls, SD
As a Business Banking Associate, you will provide administrative support to Business Bankers, function managers, and related departments. Responsibilities include coordinating meetings and events, preparing complex documents, and supporting various departmental activities. You will collect, compile, and analyze data to create both standard and custom reports that support decision-making. A strong understanding of banking laws and regulations is essential, and duties must be performed in compliance with these standards. This role requires independent judgment and discretion, and you will also serve as a resource and provide guidance to other support staff.
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
File Maintenance
Perform file maintenance in an efficient and accurate manner that aligns with department goals and objectives.
Scan and maintain credit file documents in electronic document management system.
Forward critical documents to Loan QA in a timely manner.
Pull UCC searches, credit bureau reports, flood determinations, Onboard Advisor reports, and organizational documents.
Update and review ticklers and document exceptions.
Establish Loan Documents
Create loan documentation that is accurate and in compliance with laws and regulations.
Prepare line sheets & loan worksheets in accordance with approval documentation.
Review accuracy of loan documents pre-closing and verify completion post close.
Complete supplemental documentation required for loan closing and include in loan packet (Statement of Intent for Joint Credit, Certification of Beneficial Ownership, Sweep Agreements, etc.).
Organize loan packet in a professional manner.
Liaison
Serve as the liaison between lenders and other Bank departments.
Process/enter basic loan transactions into system by direction of customer or lender (loan payments, advances, transfers).
Complete Business Solutions Interest Forms and waiver/refund request forms.
Research exceptions from Loan QA and assist the lender in resolving them.
Compliance
Maintain a working knowledge of guidelines, policies, laws and regulations associated with work responsibilities. Ensure compliance in processes and related communication(s). Monitor and audit work regularly. Identify, address and/or escalate issues appropriately.
Develop an understanding of Loan Policy and Loan Guidelines.
Collect and record data for completion of CRA forms.
Gather and review documentation for new customers to complete CIP forms accurately.
Collect and verify documentation for completion of Beneficial Ownership Certificates.
Qualifications
Secondary education in related field preferred. Relevant work experience preferred, including banking or related field, or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position.
Skills and Abilities
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.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
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!
$70k-112k yearly est. 35d ago
Financial Services Representative - State Farm Agent Team Member
Erich Moberly-State Farm Agent
Finance service representative job in Sturgis, SD
Job DescriptionBenefits:
Competitive salary
Flexible schedule
Health insurance
Paid time off
Training & development
ROLE DESCRIPTION: As a FinancialServiceRepresentative 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 financialservices.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
$26k-37k yearly est. 17d ago
Financial Services Representative - State Farm Agent Team Member
Ty Teveldal-State Farm Agent
Finance service 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 financialservices 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 financialservices and/or insurance.
Strong communication and analytical skills.
Professional, trustworthy, and customer-focused demeanor.
$27k-38k yearly est. 19d ago
Private Client Banker - Empire Place - Sioux Falls, SD
Jpmorgan Chase & Co 4.8
Finance service 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 financialservices, 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 9d ago
Finance Service Rep, Midwest Region (TKM165)
Trail King Industries 3.8
Finance service 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 46d ago
Accounts Receivable / Financial Aid Representative
Boys and Girls Club of The Northern Plains 3.3
Finance service 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
Private Client Banker - Empire Place - Sioux Falls, SD
JPMC
Finance service 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 financialservices, 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 10d ago
Business Banking Specialist II
Bankeasy
Finance service 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 ***************.
$30k-43k yearly est. Auto-Apply 60d+ ago
Business Banker
Plains Commerce Bank 3.3
Finance service representative job in Aberdeen, SD
Business Banker To build and service a loan portfolio. Typically, the person in this position will maintain a loan portfolio size over 10 million dollars. Qualities of the successful candidate include:
Three to five years of prior lending experience preferred
Must have detailed knowledge of banking rules and regulations and Bank products offered
Construction lending experience is a plus
Professional appearance and attitude are a must
Must have knowledge of credit analysis, credit policy/procedures, problem loan administration, and financial budgeting and planning
Computer knowledge and the ability to learn various software programs is a must
Attention to detail while composing, typing and proofing loan documents
Must have the ability to calculate figures and have good verbal and written communication skills
Responsibilities of this position include (but not limited to):
Identifies, pursues, and develops potential; commercial customers in order to build a high-quality loan portfolio, while staying in accordance with loan policy guidelines and underwriting standards to ensure maximum profitability, loan quality and to minimize potential losses to the Bank
Manages an existing portfolio and will be required to build on those relationships by giving top notch financialservice
Approves and administers loans up to individual credit limit
Establishes customer's risk level by researching bank relationships, determining collateral values, and analyzing all data compiled to ensure quality loans are approved. Listens to a customer's problem and then tries to find a workable solution
Displays knowledge and proficiency in explaining and selling additional Bank products; recognizes sales opportunities and refers customers to the appropriate department
Prepares and presents information at loan meetings in a clear, accurate, and confident manner
Plays an active role in community affairs and organizations while projecting a positive image of the Bank and demonstrating the Bank's commitment to the community.
We offer a competitive benefits package that includes Medical, Dental and Vision; FSA or Dependent Care; Supplemental Accident, Hospital, or Critical Illness Plans; Employer paid Life Insurance, Short Term Disability, and Long-Term Disability; and Additional Voluntary Life Insurance Options. Paid Vacation, Sick and Volunteer leave; 401K and Profit Sharing.
Compensation for positions is based on the specific position and may be paid in the form of an hourly wage, overtime, a semi-monthly salary, commissions, or a combination of them. Depending on the specific position, some may be paid solely on commissions or others may include a bonus structure. As part of our employee benefits package, we offer exclusive perks such as discounted rates on banking and mortgage services, fee waivers, and access to special financial products. These benefits are designed to support your financial well-being as a valued member of our team.
Plains Commerce Bank is an Affirmative Action/Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual's race, religion, color, gender, national origin, ancestry, age, sexual orientation, disability, or veteran status.
$38k-43k yearly est. 15d ago
Premier Banker
Dacotah Bank 3.6
Finance service 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 financialservices 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
Business Banking Associate
The First National Bank In Sioux Falls 3.0
Finance service representative job in Sioux Falls, SD
Job Description
As a Business Banking Associate, you will provide administrative support to Business Bankers, function managers, and related departments. Responsibilities include coordinating meetings and events, preparing complex documents, and supporting various departmental activities. You will collect, compile, and analyze data to create both standard and custom reports that support decision-making. A strong understanding of banking laws and regulations is essential, and duties must be performed in compliance with these standards. This role requires independent judgment and discretion, and you will also serve as a resource and provide guidance to other support staff.
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
File Maintenance
Perform file maintenance in an efficient and accurate manner that aligns with department goals and objectives.
Scan and maintain credit file documents in electronic document management system.
Forward critical documents to Loan QA in a timely manner.
Pull UCC searches, credit bureau reports, flood determinations, Onboard Advisor reports, and organizational documents.
Update and review ticklers and document exceptions.
Establish Loan Documents
Create loan documentation that is accurate and in compliance with laws and regulations.
Prepare line sheets & loan worksheets in accordance with approval documentation.
Review accuracy of loan documents pre-closing and verify completion post close.
Complete supplemental documentation required for loan closing and include in loan packet (Statement of Intent for Joint Credit, Certification of Beneficial Ownership, Sweep Agreements, etc.).
Organize loan packet in a professional manner.
Liaison
Serve as the liaison between lenders and other Bank departments.
Process/enter basic loan transactions into system by direction of customer or lender (loan payments, advances, transfers).
Complete Business Solutions Interest Forms and waiver/refund request forms.
Research exceptions from Loan QA and assist the lender in resolving them.
Compliance
Maintain a working knowledge of guidelines, policies, laws and regulations associated with work responsibilities. Ensure compliance in processes and related communication(s). Monitor and audit work regularly. Identify, address and/or escalate issues appropriately.
Develop an understanding of Loan Policy and Loan Guidelines.
Collect and record data for completion of CRA forms.
Gather and review documentation for new customers to complete CIP forms accurately.
Collect and verify documentation for completion of Beneficial Ownership Certificates.
Qualifications
Secondary education in related field preferred. Relevant work experience preferred, including banking or related field, or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position.
Skills and Abilities
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.
Excellent organizational skills and attention to detail.
Excellent time management skills with a proven ability to meet deadlines.
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!
$70k-112k yearly est. 6d ago
Private Client Banker - Empire Place - Sioux Falls, SD
Jpmorganchase 4.8
Finance service 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 financialservices, 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 10d ago
Accounts Receivable / Financial Aid Representative
Boys and Girls Club of The Northern Plains 3.3
Finance service 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 3d ago
Retail Banking Specialist
Bankeasy
Finance service representative job in Brookings, 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:
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.
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.
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).
Anticipate needs and advise clients on solutions that personally benefit them.
Assist in the opening of new accounts and establishing new relationships.
Be an expert and educate clients in the bank's suite of products, services and processes that meet both client and community needs.
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.
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.
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 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 ***************.
$30k-43k yearly est. Auto-Apply 60d ago
Premier Banker
Dacotah Banks 3.6
Finance service 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 financialservices 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. 50d ago
Ag Banker
The First National Bank In Sioux Falls 3.0
Finance service 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. 8d ago
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