Private Banking Associate
Private Banking Associate
Posted on :
15-04-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
15-04-2025
Job Description
Private Banking Associate
First Dakota National Bank is hiring a fulltime Private Banking Associate to join our Loft Advisors team in Sioux Falls. This person will prepare and execute funding of loan packages and documentation in accordance with establishment guidelines and policies. Hours include MondayFriday 85.
Duties
Supports the Private Bank Relationship Managers with the origination documentation and ongoing management of commercial and consumer loans. Includes the process of booking new loans and renewals. Also includes the continuous management of all credit facility documentation items.
Thrives working within the framework of a small team that works closely together to exceed both customer expectations and departmental growth objectives.
Provides ongoing relationship servicing with current Private Bank customers to maintain goodwill and gain additional business.
Coordinates with and assists back office personnel in resolving credit problems delinquent payment issues and other related items.
Efficiently process loan advances payment postings maintenance requests and loan monitoring requirements.
Other duties as assigned.
Qualifications
Attributes include a positive attitude and good work ethic. The ability to process a variety of tasks accurately and efficiently the capability to maintain strict confidentiality attention to detail and comply with all Bank policies and procedures. Communicate effectively with various types of clientele coworkers and departments to resolve an assortment of needs. Strong organizational skills and the ability to work well in a team environment. Punctuality is a must.
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience
Bachelors degree from fouryear college or university;
Two years of experience in commercial lending environment;
Or equivalent combination of education and experience.
Work Environment
Office: The work environment of this job includes interacting with others in an office setting and the noise level is usually moderate.
Physical Demands
Light: The physical demands of this job include bending sitting and occasionally lifting up to 10 pounds with or without reasonable accommodation.
Requirements of All Employees
To perform the job successfully an individual should demonstrate the following:
Adaptability Adapts to changes in the work environment
Attendance/Punctuality Is consistently at work and on time; Arrives at meetings and appointments on time
Career Apparel Adheres to the Career Apparel policy; Demonstrates professional appearance during Bank hours or at afterhours Bank functions
Customer Service Responds promptly to customer needs including requests for service and assistance; Provide courteous personal attention to promote ongoing relationship servicing with customers
Dependability Follows instructions responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan
Design Demonstrates attention to detail
Initiative Looks for and takes advantage of opportunities; Asks for and offers help when needed
Innovation Shares suggestions for improving work
Interpersonal Maintains confidentiality; Remains open to others ideas and tries new things
Judgment Exhibits sound and accurate judgment
Motivation Measures self against standard of excellence
Communication Listens and gets clarification; Responds well to questions; Participates in meetings; Writes clearly and informatively; Able to read and interpret written information
Organizational Support Follows policies and procedures; Completes administrative tasks correctly and on time; Supports and upholds organizational goals and values
Planning/Organizing Uses time efficiently; Completes work in a timely manner
Problem Solving Identifies and resolves problems in a timely manner
Professionalism Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accepts responsibility for own actions; Inspires the trust of others; Works with integrity and ethically
Quality Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality
Safety/Security Observes safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly
Team Work Gives and welcomes feedback; Contributes to building a positive team spirit
Technical Skills Understands basic computer software programs; Strives to continuously build knowledge and skills; Shares expertise with others
Required Experience:
IC
Employment Type
Full Time
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