Investment Sales Associate
Location: Sioux Falls, SD
Shift: M-F 8am - 5pm
Job Schedule: Full-Time
Company: First PREMIER Bank
About the Role
Provides administrative support to Investment representatives by performing a variety of duties in support of department functions.
Job Duties and Responsibilities
* Assist customers and bank employees in person and via phone.
* Receive, open, sort and route incoming and outgoing mail.
* Receive incoming phone calls by providing information, taking messages, screening requests or referring calls to appropriate people.
* Send and receive faxes; notify parties of intention to fax and confirms receipt of fax.
* Coordinate appointments, meetings, conferences, special events, and travel arrangements as needed.
* Make outbound customer service calls and schedule meetings with customers.
* Monitor and maintain inventory of supplies, forms and other materials, initiate ordering process as necessary.
* Copy and collate materials for use in reports and presentations and/or distribution to specified parties.
* Assist advisors with processing and submission of documents.
* Ensure thorough and accurate completion of documents.
* Utilize software to format and generate various materials including correspondence and memos.
* Maintain customer and prospect CRM.
* Scan & electronically file documents.
* Consults with Personal Bankers on First PREMIER Bank IRA’s and make recommendations.
* Research/verify information for various investments via phone.
Skills and Qualifications
* Combination of education/experience that enables incumbent to meet essential functions and required competencies of the position.
* Advanced customer service skills.
* Must have SD Insurance license, or the ability to obtain them within a reasonable period of time.
* Must possess and demonstrate advanced PC skills, including Microsoft Excel and Word.
* Proficiency of the English language.
* Exceptional verbal and written communication skills.
* Ability to concentrate and work independently.
* Attention to detail and analytical and problem-solving skills.
* Capacity to learn, adapt to change, and become proficient quickly.
* Ability to handle stress and exercise self-control.
* Adhere to company policies and procedures; and uphold the PREMIER Way.
Competitive Benefits Package
* Full medical benefits when working 20+ hours per week
* Traditional and High Deductible health plan options available
* FREE dental and vision coverage
* Generous Paid Time Off plans
* 401(k) – dollar-for-dollar match up to 5% of total compensation
* Special discounts and offers for events at the Denny Sanford PREMIER Center
* PREMIER Wellness Program
* Paid Community Volunteer Hours – PREMIER averages 30,000 hours per year
* Fun Employee Parties
Our Culture
* Emphasis on personal success, respect, health,...
- Rate: Not Specified
- Location: Sioux Falls, US-SD
- Type: Permanent
- Industry: Finance
- Recruiter: First PREMIER Bank
- Contact: Alexandra Ngo
- Email: to view click here
- Reference: INVES004087-00001
- Posted: 2025-03-14 07:23:31 -
- View all Jobs from First PREMIER Bank
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