What are the responsibilities and job description for the Investment Sales Associate position at First PREMIER Bank?
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.
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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.
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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.
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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, wellness, fun and giving back
- Employees are rewarded, valued, and celebrated for hard work
- Various Career advancement opportunities and growth
- Appreciation is shown through concerts, outdoor bashes, cash, car giveaways and more
At First PREMIER Bank and PREMIER Bankcard, we’ve created a culture that emphasizes personal success, respect, health, and wellness, fun and giving back. This is an environment where you will be rewarded, valued, and celebrated for your hard work.
We offer a robust and expanded package of health benefits, incentives, paid time off and growth and career advancement opportunities. We celebrate our employees and show our appreciation with private concerts, outdoor bashes, cash and car giveaways and more! See some of our epic celebrations and employee recognitions.
Considered one of the nation’s strongest financial organizations, we’ve achieved our success by embodying the views and values of The PREMIER Way. From our CEOs to the newest hires, we all follow these shared views and values to guide us on how to treat our customers, co-workers and communities. The PREMIER Way also serves as a roadmap on how to be successful inside and outside of the workplace. We believe in investing in our employees, their families and our communities.
To ensure timely communication during the application process, please ensure that the “My Presence” portion of your profile is kept current. This should include your most recent phone number and email address. Additionally, please upload any relevant documentation, such as a cover letter and resume. Initial contact will be made via email. Please check your email regularly for any updates or sign in at Careers to view any status changes.
Neither First PREMIER Bank nor PREMIER Bankcard, LLC discriminates in hiring or employment on the basis of race, color, religion, gender, national origin, age, disability, protected veteran status, or status within any other protected group.
