Universal Banking Intern
Investment banker job in Brookings, SD
As an intern, this person will learn first-hand what careers in community banking involve and will engage in a rotation through core departments including Retail Banking and Consumer, Business, Ag, and Mortgage Lending. Throughout the rotation, this person will gain insight into a variety of business units including Wealth Management as well as experience what happens “behind the scenes” in Credit Review and Operations.
Qualifications: This person should have a minimum of one year of business-related classes in a higher learning setting or the equivalent. Excellent communication and customer service skills are essential. This role requires on-site employment.
Principle Responsibilities:
Work closely with industry experts to identify and differentiate various banking products and services.
Observe and participate in the customer experience including identifying needs, recommending products that fit, and maintaining customer relationships.
Learn the foundations of banking by participating in general Retail functions including processing customer transactions, cash handling, and cash drawer balancing.
Shadow the lending process from start to finish and develop overall loan file knowledge.
- Observe meetings with loan customers
- List and describe various loan types and products
- Compile and prepare proper underwriting information
- Introduction to credit worthiness and cash flow by analyzing credit information and referring to policy & guidelines
- View loan processing, servicing and closing
- Witness Departmental collaboration
Introduction to Wealth Management Services including financial planning, trusts, retirement plan services, investment management and estate planning & administration.
Utilize banking systems and observe how they integrate into business processes.
Develop and apply a working knowledge of banking regulations and processes.
Maintain confidentiality, integrity and honesty, especially in dealing with customer information.
Gain skills related to professionalism, financial analysis, decision-making, customer service and communication.
Uphold professional standards when working with customers through various channels.
Attend and participate in committee and department meetings and professional development opportunities and trainings.
Connect with and learn from department leaders and management.
Prepare a presentation at the close of the internship to be presented to key stakeholders.
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 3
First Bank & Trust is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete
Equal Employment Opportunity Policy Statement
. Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at ************ or email ***************.
Auto-ApplyWealth & Deposit Management Banker
Investment banker job in Bismarck, ND
First Western Bank has a full-time opening for a Wealth & Deposit Management Banker in Bismarck, North Dakota.
Wealth & Deposit Management Banker Benefits Include:
Paid Vacation, Sick Leave and Holidays
Health Insurance
Dental Insurance
Vision Insurance
401k with matching contributions
Volunteer Paid Time Off
Banking Benefits
And More!
Wealth & Deposit Management Banker Overview :
The Private and Deposit Management Banker will be responsible for developing and managing relationships with clients, with a primary focus on deposit growth, and overall relationship profitability. This individual will actively seek new business opportunities, deepen existing client relationships, and serve as a trusted advisor by delivering customized banking solutions that support clients' operational and strategic goals. This position will s also be responsible for the hiring, training, and supervision of Universal Bankers and Tellers.
Proactively source new commercial, consumer, and ag clients through networking, referrals, and community involvement.
Build and maintain a robust pipeline of prospects, focusing on core deposit growth and treasury management opportunities.
Develop and present tailored proposals to meet client needs across depository, liquidity, payment, and receivables solutions.
Work closely with the Lending team on the market's portfolio of commercial, ag and consumer clients, providing high-touch service and strategic advice, and coordinate with lending officers when deposit-focused clients require credit services to support broader relationship growth.
Develop and maintain an understanding of all First Western products and services.
Conduct in-depth client needs assessments to identify opportunities to optimize cash flow, improve working capital efficiency, and reduce financial risk.
Onboard new depository clients with an emphasis on seamless implementation and client education.
Monitor product usage and service quality to ensure satisfaction and identify cross-sell opportunities.
Serve as the Universal Banking Manager to manage day-to-day administration of the bank branch and supervision of Universal Bankers and Tellers.
Provide a variety of management and administrative support to leadership on special projects.
Represent the bank in local community and participate in community sponsored events.
Ensure compliance with banking laws, regulations, and the Bank's policies and procedures, including the Bank Secrecy Act.
Ensure all onboarding, documentation, and servicing procedures follow bank compliance standards.
Assist with Teller transactions as needed.
Wealth & Deposit Management Banker Qualifications:
Bachelor's degree in business administration, management studies, or in a related discipline.
Minimum of five years of experience in a financial sales position, preferably in a leadership position, and with a strong emphasis on treasury/cash management and deposit acquisition.
Demonstrated track record of new business development and client relationship growth.
Solid understanding of commercial bank products, especially treasury and deposit solutions.
Knowledge of marketing and business concepts.
Established network in the local market.
Exceptional interpersonal, consultative, and presentation skills.
Ability to work independently while collaborating across departments to deliver client solutions.
Auto-ApplyWealth & Deposit Management Banker
Investment banker job in Bismarck, ND
First Western Bank has a full-time opening for a Wealth & Deposit Management Banker in Bismarck, North Dakota.
Wealth & Deposit Management Banker Benefits Include:
Paid Vacation, Sick Leave and Holidays
Health Insurance
Dental Insurance
Vision Insurance
401k with matching contributions
Volunteer Paid Time Off
Banking Benefits
And More!
Wealth & Deposit Management Banker Overview :
The Private and Deposit Management Banker will be responsible for developing and managing relationships with clients, with a primary focus on deposit growth, and overall relationship profitability. This individual will actively seek new business opportunities, deepen existing client relationships, and serve as a trusted advisor by delivering customized banking solutions that support clients' operational and strategic goals. This position will s also be responsible for the hiring, training, and supervision of Universal Bankers and Tellers.
Proactively source new commercial, consumer, and ag clients through networking, referrals, and community involvement.
Build and maintain a robust pipeline of prospects, focusing on core deposit growth and treasury management opportunities.
Develop and present tailored proposals to meet client needs across depository, liquidity, payment, and receivables solutions.
Work closely with the Lending team on the market's portfolio of commercial, ag and consumer clients, providing high-touch service and strategic advice, and coordinate with lending officers when deposit-focused clients require credit services to support broader relationship growth.
Develop and maintain an understanding of all First Western products and services.
Conduct in-depth client needs assessments to identify opportunities to optimize cash flow, improve working capital efficiency, and reduce financial risk.
Onboard new depository clients with an emphasis on seamless implementation and client education.
Monitor product usage and service quality to ensure satisfaction and identify cross-sell opportunities.
Serve as the Universal Banking Manager to manage day-to-day administration of the bank branch and supervision of Universal Bankers and Tellers.
Provide a variety of management and administrative support to leadership on special projects.
Represent the bank in local community and participate in community sponsored events.
Ensure compliance with banking laws, regulations, and the Bank's policies and procedures, including the Bank Secrecy Act.
Ensure all onboarding, documentation, and servicing procedures follow bank compliance standards.
Assist with Teller transactions as needed.
Wealth & Deposit Management Banker Qualifications:
Bachelor's degree in business administration, management studies, or in a related discipline.
Minimum of five years of experience in a financial sales position, preferably in a leadership position, and with a strong emphasis on treasury/cash management and deposit acquisition.
Demonstrated track record of new business development and client relationship growth.
Solid understanding of commercial bank products, especially treasury and deposit solutions.
Knowledge of marketing and business concepts.
Established network in the local market.
Exceptional interpersonal, consultative, and presentation skills.
Ability to work independently while collaborating across departments to deliver client solutions.
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Investment banker 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.
Personal Banker
Investment banker job in Flandreau, SD
Job Description
Who we are
We are a family-owned bank committed to providing exceptional service and innovative banking solutions while making a difference in the communities we serve. We take great pride in the relationships we built and the lives we impact. We offer the strength of a big bank combined with local decision-making and hometown involvement, setting our community bank apart from the rest.
Our mission
Our mission is to support the financial goals of individuals and businesses in the communities we call home by offering every person a better banking experience.
Our values
Passion: We have an unrelenting drive to be great. Quality service is our #1 priority.
Commitment: We do not shy away from accountability. We together as a team and embrace the spirit of service.
Leadership: We are competitive leaders in our markets and a go-to source for finance and lending.
Community: We're proud to support each other and our local communities. We win when our customers win.
To learn more about us, visit ***************************
About the role
The Personal Banker is responsible for ensuring customer satisfaction and making decisions on behalf of the bank by assisting with a wide variety of duties including opening new accounts. This role supports efforts to maximize revenue, deposit growth, sales, customer satisfaction, and minimize operational losses.
Position is located in Flandreau, SD. It is not a remote position.
What you will do
Provides courteous attention to customers promoting satisfied and long-term financial relationships while contributing to the overall profitability of the bank.
Ensures customers receive timely and high-quality customer service. Greets and addresses customers with respect and by name.
Participates and shows initiative towards sales and promotion of bank products and services.
Possesses the knowledge to assist customers in a variety of areas, including new accounts, updating accounts, electronic banking, ACH and wire transfers and is able to offer solutions that fit specific customer needs.
Develops an understanding of internal bank policies, as well as a strong understanding of banking regulations.
Acts as an escalation point for customer inquiries, and is able to use a combination of critical thinking and an understanding of existing policies to answer questions and problem-solve.
Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
Demonstrates leadership in bringing bank staff together to meet strategic goals.
Other duties as assigned.
What you will need
Bachelor's degree in Accounting, Finance, Business Administration, or related field of study preferred.
2+ years Banking experience preferred.
Understanding of banking regulations required, training provided.
Experience with electronic banking desired.
What we offer
Health Insurance
Dental Insurance
Vision Insurance
Paid Vacation, Sick, and Holiday time
A competitive 6% 401k match
And more!
Candidate must pass a pre-employment screening including credit history and criminal record check.
Our company provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Personal Banker
Investment banker job in Flandreau, SD
Who we are
We are a family-owned bank committed to providing exceptional service and innovative banking solutions while making a difference in the communities we serve. We take great pride in the relationships we built and the lives we impact. We offer the strength of a big bank combined with local decision-making and hometown involvement, setting our community bank apart from the rest.
Our mission
Our mission is to support the financial goals of individuals and businesses in the communities we call home by offering every person a better banking experience.
Our values
Passion: We have an unrelenting drive to be great. Quality service is our #1 priority.
Commitment: We do not shy away from accountability. We together as a team and embrace the spirit of service.
Leadership: We are competitive leaders in our markets and a go-to source for finance and lending.
Community: We're proud to support each other and our local communities. We win when our customers win.
To learn more about us, visit ***************************
About the role
The Personal Banker is responsible for ensuring customer satisfaction and making decisions on behalf of the bank by assisting with a wide variety of duties including opening new accounts. This role supports efforts to maximize revenue, deposit growth, sales, customer satisfaction, and minimize operational losses.
Position is located in Flandreau, SD. It is not a remote position.
What you will do
Provides courteous attention to customers promoting satisfied and long-term financial relationships while contributing to the overall profitability of the bank.
Ensures customers receive timely and high-quality customer service. Greets and addresses customers with respect and by name.
Participates and shows initiative towards sales and promotion of bank products and services.
Possesses the knowledge to assist customers in a variety of areas, including new accounts, updating accounts, electronic banking, ACH and wire transfers and is able to offer solutions that fit specific customer needs.
Develops an understanding of internal bank policies, as well as a strong understanding of banking regulations.
Acts as an escalation point for customer inquiries, and is able to use a combination of critical thinking and an understanding of existing policies to answer questions and problem-solve.
Actively engages in the local community, including cross-selling and generating new lines of business with a focus on growing deposits.
Demonstrates leadership in bringing bank staff together to meet strategic goals.
Other duties as assigned.
What you will need
Bachelor's degree in Accounting, Finance, Business Administration, or related field of study preferred.
2+ years Banking experience preferred.
Understanding of banking regulations required, training provided.
Experience with electronic banking desired.
What we offer
Health Insurance
Dental Insurance
Vision Insurance
Paid Vacation, Sick, and Holiday time
A competitive 6% 401k match
And more!
Candidate must pass a pre-employment screening including credit history and criminal record check.
Our company provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Personal Banker (Bismarck Main/South, ND)
Investment banker job in Bismarck, ND
Join Our Team as a Personal Banker - Bismarck Main/South, ND
Build a lasting career with
BNC National Bank
Are you looking to grow professionally and build a long-term future in the banking industry? BNC National Bank is seeking a motivated and customer-focused Personal Banker to join our Bismarck Main/South, ND branch. We're looking for someone who values stability, strives for excellence in customer service, and is eager to deepen their knowledge of banking services and solutions.
As a Personal Banker, you'll serve as a key point of contact for our customers-handling day-to-day transactions, opening new accounts, and identifying opportunities to match customer needs with our financial products. You'll also be an integral part of the branch team, contributing to its overall operational success.
Key Responsibilities:
Accurately perform teller transactions for both consumer and commercial accounts
Open and close a variety of account types, including checking, savings, overdraft protection (ODP), certificates of deposit (CDs), and retirement accounts
Build and maintain strong customer relationships through active listening and personalized service
Develop and apply a solid understanding of BNC's financial products and services
Recommend appropriate banking solutions based on individual and business customer needs
Assist with daily branch operations, compliance, documentation, and reporting
Contribute to a positive, team-oriented work environment focused on delivering excellent customer experiences
What We're Looking For:
Previous experience handling cash in a retail, banking, or customer service environment
Strong interpersonal and communication skills
Attention to detail and accuracy in financial transactions
Enthusiasm for helping customers reach their financial goals
Ability to work independently and as part of a collaborative team
A desire to grow and stay long-term within a reputable, community-focused bank
Why BNC National Bank?
At BNC, we're proud of our community roots and strong relationships. We value our employees and are committed to creating a supportive workplace that encourages long-term career development. When you join BNC, you're joining a team that believes in trust, integrity, and service excellence.
Compensation:
Starting at $18.00 - $20.00/hour
(Wage is a starting range and is highly dependent on experience)
Plus opportunities for incentive bonuses!
Schedule:
Full-time, 40 hours per week
Monday-Friday, 8am - 5pm
Rotating Saturdays
Benefits:
Generous Paid Vacation Time (120 hrs./yr.), Paid Sick Time (48 hrs./yr.), Paid Maternity Leave Benefits, and Paid Holidays
Medical, Dental, and Vision Insurance
Health Savings Account, including Employer Contribution
*must meet eligibility requirements
Flexible Spending Accounts
401(k) w/Company Match
Employee Recognition & Rewards Program
Company-Paid Life and AD&D Insurance
Employee Assistance Program
Paid Volunteer Opportunities
Unum Supplemental Plans
Continuing Education Opportunities
and MUCH MORE!
Apply Today!
If you're ready to take the next step in your banking career, apply now and become part of a team that values you and the work you do every day.
BNC National Bank is an Equal Opportunity Employer.
Personal Financial Representative - ND
Investment banker job in Lincoln, ND
Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility and access to new customers. We're looking for professionals with a growing practice who would like to use the Allstate brand and resources to expand, in your community.
Your Practice.
As an Allstate Financial Specialist, you'll build your own financial services practice with support from Allstate. Your partnership with Allstate Agency owners will drive new business in your community and support your access to new revenue streams
Your Support Team.
We support our Financial Specialists across the nation with a variety of product offerings and continued education that helps them succeed. Financial specialists can share space with an Allstate agency owner and obtain leads from them.
Your Rewards.
We believe hard work should be rewarded. At Allstate, we offer unlimited earning potential that's always connected to the growth of your business.
Your Work.
A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads.
Allstate provides support and expertise to help you build your business.
Are You a Fit?
We are looking for someone who possesses an unquenched entrepreneurial spirit and a strong track record of success. You'll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor's degree (or higher) with emphasis on business preferred
Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an Allstate PFR, bring your financial experience and proven track record to Allstate. Allstate PFRs are not franchisees. Except in NY, they are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Securities offered through Allstate Financial Services, LLC (LSA Securities in LA and PA). Registered Broker-Dealer. Member FINRA, SIPC. Main Office: 2920 South 84th Street, Lincoln, NE 68506. **************. Allstate is an Equal Opportunity Company. Note: Life and Health, and FINRA Series 6 & 63 (if applicable) licenses are required. To sell investment advisory services, Series 65 or 7 & 66 licenses would also be required. ©2018 Allstate Insurance Company, Northbrook, IL.
#LI-WW1
Skills
At Allstate, we work hard to help people live a good life every day. Allstaters are dedicated to serving clients, customers, and communities, which allows employees to find meaning and value in their work. Allstate offers an environment that fosters innovative thinking where you'll be able to explore your ideas and feel proud of the work you do.
Allstate helps protect nearly 16 million households with auto, home, life, and retirement products. We want every professional connected to Allstate to be committed to giving our customers the best and that means finding the best talent. We want you to be our next great addition.
It's easy to search and apply for a new opportunity with Allstate. Simply use the links below to identify the openings that interest you.
Allstate Careers
Learn more about Allstate United States.
Learn more about Allstate Northern Ireland.
Learn more about Allstate India Private Limited.
For more information about Allstate's Website Accessibility Statement, please click here: Allstate Website Accessibility Statement
Allstate Personal Financial Representatives are independent contractors and are not employed by Allstate Insurance Company (“Allstate”) or its affiliates. In NY, they are Allstate employees. Allstate is an Equal Opportunity Company. © 2019 Allstate Insurance Co.
Auto-ApplyAg Banker
Investment banker job in Hayti, SD
The Ag/Commercial Banker is responsible for developing and managing commercial, consumer, and agricultural banking relationships. This role includes originating and servicing loans, managing portfolio risk, and ensuring compliance with policies and regulations. The Ag/Commercial Banker drives portfolio growth and fosters long-term client relationships to support the bank's business objectives.
Primary Responsibilities & Key Accountabilities:
Loan Origination & Portfolio Management
Originate, monitor, and service commercial, consumer, and agricultural loans in accordance with bank policies and regulatory requirements.
Conduct applicant interviews, analyze financial data, evaluate collateral, and assess credit risk.
Make loan decisions within assigned authority or present recommendations to the Management Committee.
Conduct ongoing monitoring of loan performance, including financial analysis, collateral inspections, and client communication.
Maintain accurate and current loan files and documentation.
Business Development & Relationship Management
Develop and maintain strong client relationships by identifying financial needs and providing tailored banking solutions.
Proactively source new lending opportunities and cross-sell bank products and services.
Solicit new deposit relationships to support portfolio growth.
Leverage market insights and financial expertise to assist clients in achieving business objectives.
Engage with local businesses and community organizations to promote the bank's presence and services.
Risk Management, Compliance & Asset Quality
Monitor asset quality within assigned portfolio and identify, report, and address problem credits.
Recommend and implement workout strategies, restructures, or guaranteed lending solutions as appropriate.
Manage and liquidate bank-owned properties when necessary.
Negotiate payment arrangements and oversee collections on delinquent loans.
Ensure all lending activities comply with regulatory requirements, internal policies, and audit standards.
Support a culture of compliance, integrity, and sound risk management.
Committee Participation & Community Involvement
Actively participate in the Management Committee and other assigned committees.
Represent the bank at community events, volunteer activities, and professional functions to enhance the bank's reputation and community presence.
This position description describes the general nature and level of work performed by the individual assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.
This position description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the position change.
Reliabank is an Equal Opportunity Employer, including individuals with disabilities and protected veterans. Requirements
Education & Experience:
Bachelor's degree in Business, Finance, Accounting, or related field
Minimum of 1-3 years of experience in commercial lending, credit analysis, or business banking
knowledge of credit principles, financial analysis, and commercial banking products
Excellent communication, negotiation, and relationship management skills
Proven ability to generate new business and build lasting client relationships
High attention to detail, organization, and follow-through
OTHER SKILLS & ABILITIES:
Ability to communicate well with customers and employees, both verbal and written.
Knowledge of lending regulations and policies.
Understanding compliance issues and regulations.
Profession demeanor and appearance.
Maintain the integrity of highly confidential customer and bank financial information.
Willingness to assume responsibility.
Accounts Receivable / Financial Aid Representative
Investment banker 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 ************.
Powered by JazzHR
Pf9Qvmr4Bj
Financial Services Representative - State Farm Agent Team Member
Investment banker 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.
Jr. Private Banker
Investment banker job in Dickinson, ND
Bravera Bank is hiring for a Jr. Private Banker in Dickinson, ND. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward.
The Jr Private Banker role requires a strong understanding of products and services in Retail, Digital Banking, Commercial Lending, Bravera Wealth and Bravera Insurance. This position is responsible for retaining and facilitating deposit growth by collaborating with commercial and ag lending teams as well as Wealth and Insurance. They are also responsible for cross selling deposit accounts and services to existing and new customers. There will be a strong focus on retaining and increasing existing customer relationships.
Measures of Success
Develop collaborative partnerships with team members, Wealth and Insurance to best serve clients. Become the liaison (“quarterback”) between customer and team members.
Execute strategies to build and foster relationships with clients to improve customer retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek customer feedback, etc.
Contributes to the bank's financial success by being a trusted Advisor by effectively communicating and listening to customers.
Duties & Responsibilities
Ensure that active top clients are being identified and actively communicated with expert service and highly personalized interaction.
Connects customers across all lines of business of Bravera.
Build effective relationships with internal/external stakeholders.
(50%) Retention and Maintenance of Existing Customers-
Consults with customers over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the customer's financial objectives.
Manages the retention and expansion of customer relationships through a contact strategy (outreach and pre-planned appointments) and ongoing review the customer's financial needs.
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking options and services that will best meet customers' financial needs and goals.
Identify customer needs and goals for business, mortgage, retirement and investment services, then partner closely with partners in those areas.
Ensure understanding and compliance with all Bank regulations, policies and procedures.
(30%) New Business Development-
Proactively acquire new affluent consumer and small business customers, particularly new to bank Deposit Relationships.
Proactively develop external networks for referral sources that generate prospects and create visibility in the marketplace.
(20%) Collaboration with Insurance, Wealth and Digital -
Provide information to internal partners to further enhance the customer experience.
Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs.
Additional Responsibilities
Provides day-to-day training and support to other employees, specific customer issues and queries, and assistance with operational processes.
Performs sales and service support activities to meet customer needs and maintain overall service levels.
Collaborate with peers and team members to ensure delivery of superior customer.
Develops rapport and instills confidence with the customer to develop credibility and earn their trust.
Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
Fully understand and adhere to current banking regulations, policies, and procedures related to digital banking compliance and overall safety and soundness.
Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees and organizations.
The employee will adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.
Qualifications
Education: Secondary education in Business, Finance, or a related field preferred.
Experience: 4+ years of customer service experience or equivalent demonstrated through one or a combination of the following: work experience, training, education.
Well networked in respective market or willingness to develop the network.
Exceptional cross-functional collaboration & team skills; with a focus on cross-group collaboration.
In-depth knowledge of Personal and Commercial credit and non-credit products.
In-depth sales and customer service skills.
In-depth business development skills with successful track record.
Expert relationship management skills.
Location
Dickinson, ND
Benefits
To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement.
Our Values
Give and earn trust. We support and empower one another to earn trust through accountable performance.
Learn, teach and mentor. We are a learning organization that invests in growth and development.
Collaborate and innovate. We work together to drive continuous improvement to enhance your experience.
Want to learn more about careers with Bravera? Go to bravera.bank/careers.
#ForgeYourPath with us! Find us on Facebook, Instagram, X, LinkedIn, Youtube, and Tik Tok.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c).
Finance Service Rep, Midwest Region (TKM165)
Investment banker 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.
Auto-ApplyPersonal Banker & Member Engagement Specialist
Investment banker job in Sioux Falls, SD
Join us at Service First FCU to help us empower our members through financial services and promote our people helping people philosophy! We are looking for someone who believes that our members and service should always come first, just as we do. We are looking for an team member who will bring excellent customer service skills, positivity, and efficiency! We can't wait to see what you can bring to our team!
Benefits that we Offer:
• 401(k) with matching
• Health, Vision, & Dental Insurance
• Life and AD&D insurance
• Parental Leave
• Paid Time Off
• Volunteer Time Off
• Financial Planning Services
• Bonus and Incentive Programs
• And MORE!!!
Key Job Duties and Responsibilities:
• Greet and welcome members to the Credit Union in a courteous, professional, and timely manner, providing prompt, accurate, and efficient member transactions.
• Maintain an accurate balance of the cash drawer at all times and compare totaled amounts to the computer-generated proof sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor.
• Answer member contacts promptly and serve the membership by providing information in a pleasant, professional, and efficient manner (respectable turnaround time) via multiple telephone lines/calls both incoming and outbound, info emails, written, online/phone applications, live chat, text messages, follow up the correspondence or general and specific service-related information concerning credit union services or policies.
• Comply with applicable laws, rules and regulations, department and company policies, and procedures about the credit union.
• Other duties as assigned
Required Education and Qualifications:
• High school diploma or GED
• Excellent interpersonal communication skills
• Desire to meet the financial needs of our customers and community
• Bilingual Personal Banker positions available (The Bilingual Personal Banker position requires being fluent in both written and oral communication in English and Spanish.)
Schedule:
- Day shift
- Weekends as needed
- No evenings
Service First Federal Credit Union: Service First FCU has been open since 1934 providing banking services to more than 20,000 members across 43 counties with 3 locations in Sioux Falls, SD. Membership: Service First is a community-based financial institution. People living, working, or worshiping in our field of membership can become a member and access banking services. Membership is also open to the immediate family of current members.
Our Mission: To empower our members through financial services and education while promoting the people helping people philosophy and ensuring the future growth of the credit union.
Our Vision: Be the most preferred and trusted financial institution serving our members, their families, and future generations.
Auto-ApplyPersonal Banker (Teller)
Investment banker job in New Rockford, ND
At Bank Forward, our greatest asset is our employees. Working for a widely respected company with a rich tradition, in an atmosphere of enthusiasm, positivity, with a culture grounded in teamwork focused on the future is what can be expected at Bank Forward…It's Simply the Forward Way!
Compensation Range: $19.00-$24.00, depending on experience.
Benefits: Health (Traditional and High Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave, and Employee Stock Ownership!
Work Hours: Full-time; Monday-Friday, 8:00am-5:00pm
Skills / Requirements / Qualifications:
Exhibit excellent customer service skills by greeting customers in person or on the phone in a timely, courteous, and professional manner.
Process customer transactions accurately and efficiently.
Provide referrals for company products and services through the recognition of customer's needs.
Accurately perform bookkeeping reconciliation from daily reports and cash book.
Secure cash and accurately balance cash drawer daily.
Maintain vault cash and limits and assist with balancing of the vault.
Process and balance daily image and proof transactions.
Balance, re-fill, and troubleshoot ATM machine errors.
High school diploma or GED required.
Equal Opportunity Employer
Personal Banker Brookings Branch
Investment banker job in Brookings, SD
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Posting Location(s):
527 Main Ave Brookings, South Dakota 57006
Posting End Date:
28 Dec 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyPremier Banker
Investment banker 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
Personal Banker - Brandon Branch
Investment banker job in Brandon, SD
Join our team as a Personal Banker and make a meaningful impact in the lives of our customers!
In this role, you will establish and maintain strong customer relationships by providing personalized financial advice and solutions to help customers achieve their goals. As a Personal Banker, you will manage a portfolio of customers while staying well-versed in all bank products and services. You will also identify opportunities to recommend additional products and services that align with customers' needs, helping them achieve greater financial well-being.
This position offers weekday hours, Monday through Friday, from 8:00 am to 5:00 pm. Based at our Brandon Branch, the role also services the Bethany Meadows Retirement Center a couple of hours twice a week.
In addition, our FIRST Values apply to all teammates without exception.
FIRST Values
Family We support, trust, and respect each other, our customers, and our shareholders.
Independence & Innovation We embrace change as vital to our success.
Relationships We build relationships that are based on strong character, mutual loyalty, trust, and respect.
Stewardship We take care of ourselves so we can take care of others.
Teamwork We help each other grow and succeed.
Who we are:
The First National Bank in Sioux Falls began its long-term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 140 years, The First National Bank in Sioux Falls has worked diligently to promote the growth and vitality of our city and the surrounding area. The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations.
The First National Bank Way, which is a blend of our Mission Statement and FIRST Values, serves as the foundation of our culture. It is a gift that has been passed down to us and is the legacy that we will protect and preserve. Nothing is more important to us it is the cornerstone of our success.
Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values.
Our FIRST Values are not just words; they are truly felt by our employees, customers, shareholders, and communities. They tell us who we are as a business and guide our behaviors and decisions as we move forward and build successful relationships.
Although banking has evolved over the years, our mission and values have not and will not change.
What will you do:
Accountabilities
Sales & Service
Execute the Sales and Service program of the department when working with customers.
Fully understand the products and services that are applicable to their role and recommends those products to our customers when appropriate.
Responsible for the growth of their assigned portfolio.
Know how their role fits in to the strategic plan of the bank and their department.
Strive to meet goals that have been set for them and for their overall team.
Understand that their role includes delivering world class customer service by exceeding customer's expectations and building brand loyalty.
Explain and recommend banking services and products to clients based on their needs.
Monitor transactions and oversee client bank accounts, including opening and closing accounts.
Based on location, there may additional responsibilities assigned.
Answer and direct phone calls.
Process applications for loans, credit cards, new accounts, and safe deposit boxes.
Refer clients to in-house financial experts and/or relevant bank departments, such as Wealth Management, Commercial Banking or Ag Banking.
Present and sell banking services and products to existing and prospective clients.
Quality
Follow guidelines, policies, and procedures of the bank to keep errors to a minimum.
Errors are identified quickly and remedied efficiently when they occur.
Use solid judgement when making decisions and keeps the Bank's policies, procedures, and reputation in mind.
Exceptions are well thought out and documented with proper approval.
Prepare documentation to open accounts and change accounts, including obtaining signatures.
Perform administrative duties, such as data entry as needed.
Process internal paperwork through checkoff team that has minimal errors and any errors that are identified are corrected in a timely manner.
Stay current with changes to Bank policies and procedures.
Collect accurate information from clients.
Qualifications
Secondary education in business or related field preferred. Five or more years of relevant work experience or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position.
Skills and Abilities
Ability to work independently with little supervision. Self-motivated.
Excellent verbal and written communication skills.
Ability to conduct relationships in a manner that ensures cooperation and positive results.
Excellent organizational skills and attention to detail. High level of accuracy required.
Demonstrate a high degree of concern for professional and innovative customer service.
Ability to adapt to the needs of the organization and teammates.
What s in it for you?
Health Insurance
Dental & Vision Insurance
Profit Sharing
Paid Vacation & Holidays
Company paid short and long term disability
Tuition Reimbursement Program
Employee Banking Perks
Community Volunteer time
And More!
Financial Clearance Representative
Investment banker job in Michigan City, ND
Responsible for ensuring accounts are financially cleared prior to the date of service. Interview patients when scheduled for an elective, urgent, inpatient or outpatient procedure. Responsibilities: * Financially clears patients for each visit type, admit type and area of service via the Electronic Medical Record- EMR, electronic verification tools.
* Accurately and efficiently performs registration using thorough interviewing techniques, registering patients in appropriate status, and following registration guidelines.
* Starts the overall patient's experience and billing process for outpatient and inpatient services by collecting, documenting, and scanning all required demographic and financial information.
* Responsible for obtaining and verifying accurate insurance information, benefit validation and authorizations.
* Estimates and collects copays, deductibles, and other patient financial obligations.
* Manages all responsibilities within hospital and department compliance guidelines and in accordance with Meaningful Use requirements.
* Applies recurring visit processing according to protocol.
* Performs duties otherwise assigned by management.
Qualifications:
Required:
* High school diploma or equivalent required
* One year experience in patient access, registration, billing or physician office
Preferred:
* One-year experience in insurance verification and authorization using Windows (Excel, Word, Outlook, etc.), an EMR system, Electronic Eligibility System and various websites for third party payers for verification
Equal Opportunity Employer of Minorities/Females/Disabled/Veterans
Additional Information
* Schedule: Full-time
* Requisition ID: 25006311
* Daily Work Times: 8am-4:30p
* Hours Per Pay Period: 80
* On Call: No
* Weekends: No
Personal Banker Mission Branch
Investment banker job in Mission, SD
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
**In this role you will:**
+ Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
+ Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
+ Receive direction from managers and exercise judgement within defined policies and procedures
+ Develop understanding of bank products and services to connect to customers' needs
+ Interact with customers to demonstrate care and build relationships
+ Provide appropriate options for bank products and services to customer
+ Refer customers' financial needs to other bankers and partners as needed
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Customer service focus with experience handling complex transactions across multiple systems
+ Experience proactively engaging with customers through outreach via phone or email
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to help customers succeed financially by offering introductions to additional team members as appropriate
+ Experience working with others on a team to meet customer needs
+ Experience fostering and developing strong customer relationships
+ Ability to build strong relationships with internal partners
+ Ability to follow policies, procedures, and regulations
+ Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
+ Ability to interact with integrity and professionalism with customers and team members
+ Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
+ Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Support customers and employees in resolving or escalating concerns or complaints
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ This position is not eligible for Visa sponsorship
**Posting Location(s):**
+ 112 N Main St MISSION, South Dakota 57555
**Posting End Date:**
14 Dec 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-506977