Client Experience Associate

Job Description

Job Description

Position Summary :

As a Client Experience Associate, you will support the delivery of Wealth Management services to ensure client satisfaction, retention, and compliance with all policies and procedures governing fiduciary relationships. This role involves providing administrative support by preparing documents and communicating with both internal and external clients. You will collect, compile, and analyze data to prepare standard and custom reports that require sound judgment and collaboration with other Wealth Management team members. Additional responsibilities include reviewing account activity to ensure administration aligns with governing documents. A working knowledge of trust laws, departmental policies, and Wealth Management operations, procedures, and regulations is essential. Ability to determine priorities and work independently with minimal supervision is required.

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

Client Service & Management

Provide superior client service resulting in high client retention, additions to accounts, and referrals for new prospective clients.

Growth Mindset

Drive continuous growth by actively seeking learning opportunities to advance skillset, embrace a culture of continuous improvement and collaboration for department success, while enthusiastically pursuing ways to achieve defined growth goals.

Qualifications

High School education required. 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.

Skills and Abilities

What’s in it for you?