Private Banking Associate

Job Description

Job Description

Private Banking Associate - Sioux Falls

First Dakota National Bank is hiring a full-time Private Banking Associate to join our Loft Advisors team in Sioux Falls. This person will provide personalized banking services and excellent customer service to clients in accordance with establishment guidelines and policies. Hours include Monday-Friday 8-5.

Duties

• Open, close and maintenance all types of personal & business accounts
• Responds to customer inquiries and requests regarding account or additional services
• Proficient knowledge of banking products and services
• Supports the Private Bank Relationship Managers with the origination, documentation and on-going management of commercial and consumer loans. Includes the process of booking new loans and renewals.
• Thrives working within the framework of a small team that works closely together to exceed both customer expectations and departmental growth objectives.
• Provides ongoing relationship servicing with current Private Bank customers to maintain goodwill and gain additional business.
• Efficiently process transfers, loan advances, payment postings, maintenance requests for both deposit and loan accounts.
• Other duties as assigned

Qualifications

Attributes include a positive attitude and good work ethic. The ability to process a variety of tasks accurately and efficiently, the capability to maintain strict confidentiality, attention to detail and comply with all Bank policies and procedures. Communicate effectively with various types of clientele, co-workers and departments to resolve an assortment of needs. Strong organizational skills and the ability to work well in a team environment. Punctuality is a must.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience

Bachelor's degree from four-year college or university;
Two years of banking experience;
Or equivalent combination of education and experience.

Work Environment

Office: The work environment of this job includes interacting with others in an office setting, and the noise level is usually moderate.

Physical Demands

Light: The physical demands of this job include bending, sitting, and occasionally lifting up to 10 pounds with or without reasonable accommodation.

Requirements of All Employees

To perform the job successfully, an individual should demonstrate the following:

Adaptability - Adapts to changes in the work environment

Attendance/Punctuality - Is consistently at work and on time; Arrives at meetings and appointments on time

Career Apparel - Adheres to the Career Apparel policy; Demonstrates professional appearance during Bank hours or at after-hours Bank functions

Customer Service - Responds promptly to customer needs including requests for service and assistance; Provide courteous, personal attention to promote ongoing relationship servicing with customers

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan

Design - Demonstrates attention to detail

Initiative - Looks for and takes advantage of opportunities; Asks for and offers help when needed

Innovation - Shares suggestions for improving work

Interpersonal - Maintains confidentiality; Remains open to others' ideas and tries new things

Judgment - Exhibits sound and accurate judgment

Motivation - Measures self against standard of excellence

Communication - Listens and gets clarification; Responds well to questions; Participates in meetings; Writes clearly and informatively; Able to read and interpret written information

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports and upholds organizational goals and values

Planning/Organizing - Uses time efficiently; Completes work in a timely manner

Problem Solving - Identifies and resolves problems in a timely manner

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accepts responsibility for own actions; Inspires the trust of others; Works with integrity and ethically

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality

Safety/Security - Observes safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly

Team Work - Gives and welcomes feedback; Contributes to building a positive team spirit

Technical Skills – Understands basic computer software programs; Strives to continuously build knowledge and skills; Shares expertise with others

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