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,...