USA

Client Service Associate

Sioux Falls - South Dakota (SD), 57104

The First National Bank in Sioux Falls

Job Description:

We do things differently. With an infectious culture, a 130-year commitment to our communities, and a foundation built on our FIRST Values, we pride ourselves on being more than just a bank.

Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values (Family, Innovation/Independence, Relationships, Stewardship, and Teamwork). We are relationship focused and aim to make our customers’ lives easier and better. Our employees care deeply about our customers, each other, and our communities.

Come join us!

Position: Client Service Associate
Department/Branch: Wealth Management/Downtown
Work Schedule: Monday – Friday, 8:00 a.m. – 5:00 p.m.

JOB SUMMARY

Performs administrative support work such as preparing documents for and communicating with internal and external clients. Collects, compiles, records, or otherwise gathers data and prepares standard and custom reports with information necessary for decision making. Reviews account activity detail, working closely with administration to make sure the account is being administered in accordance to the governing document.

ESSENTIAL FUNCTIONS
  • Communicate with clients, attorneys, accountants, and other professionals.
  • Meet with clients and professionals at place of residence or business.
  • Review daily account transactions for accuracy and consistency.
  • Organize and track data for federal and state income taxes and real estate taxes.
  • Prepare internal and external documents independently.
  • Review and complete
the set-up of new accounts in the trust accounting system.
  • Process the closing of accounts.
COMPETENCIES
  • Communication

    Conveying information and ideas clearly and concisely to individuals or groups in an engaging manner that helps them understand and retain the message; listening actively to others.

  • Initiating Action

    Taking prompt action to accomplish work goals; taking action to achieve results beyond what is required; being proactive.

  • Work Standards
Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed.

REQUIREMENTS

High School Diploma. Associate or undergraduate degree preferred.
Three years of related training or experience.

Skills/Abilities:
  • Detail oriented individual able to complete tasks with a high degree of accuracy
  • Possess knowledge of Microsoft Office programs and be able to learn job-related software
  • High degree of organizational skills with the ability to utilize various resources for investigation
  • Ability to communicate effectively through both verbal and written communication

APPLY HERE

The First National Bank in Sioux Falls is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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