Job Description
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. Job Description Location: Sioux Falls, SD Shift: M-F 8am-5pm Job Status: Full-Time Company: First PREMIER Bank About The Role Ensures accurate transaction processing, maintaining detailed records, and upholding regulatory compliance. Serves as a key liaison between internal teams, custodians, and clients, helping to deliver seamless service and operational excellence. Essential duties and responsibilities include the following. Other duties may be assigned. Responsible for the accurate setup and ongoing maintenance of client accounts, including processing updates such as contact information changes, beneficiary designations, and ownership modifications. Ensures seamless execution of account transactions like transfers, rollovers, and distributions while maintaining meticulous records for compliance and audit readiness. Supports operational integrity by tracking all client interactions, service requests, and documentation in accordance with internal standards. Executes a wide range of financial transactions, including security trades, cash movements, and client distributions, with a strong emphasis on accuracy, timeliness, and compliance. Carefully verifies transaction details, adheres to processing deadlines, and utilizes system tools and checklists to minimize errors. Proactively monitors and resolves any issues related to pending or failed transactions. Performs account reconciliations by comparing internal records with external sources such as custodians, banks, and trading platforms to ensure consistency across systems. Validates financial data by balancing debits and credits, verifying cash positions and holdings, and using reconciliation tools to maintain data integrity. Investigates and resolves discrepancies by coordinating with external vendors, documenting resolution steps. Adheres to regulatory requirements (including Anti-Money Laundering (AML) protocols) internal policies, and industry standards by reviewing documentation for accuracy and completeness, monitoring for unusual activity, and maintaining compliant communication records. Proactively flags potential compliance issues for further review and stays up to date with evolving regulations through ongoing training. Serves as a point of contact for client inquiries across phone, email, and secure messaging platforms. Resolves a variety of client issues, including transaction delays, documentation gaps, and portal access problems, by coordinating with internal teams and ensuring follow-up until resolution. Upholds high standards of customer service by anticipating client needs, maintaining a professional and empathetic tone, and reinforcing the organization’s commitment to excellence. Continuously evaluates operational workflows to identify opportunities for process improvement by analyzing inefficiencies, redundancies, and recurring issues. Gathers insights from team feedback, client experiences, and performance data to uncover patterns and pain points. Benchmarks internal practices against industry standards and best practices to recommend and support the implementation of more efficient, scalable solutions. Collaborates with wealth managers, account officers, compliance teams, and other internal and external stakeholders to support client service. Prepares client reports, manages documentation, and ensures timely follow-ups to facilitate smooth communication and workflow. Provides stakeholders with accurate data and tools needed to deliver high-quality service and meet client expectations. Skills And Qualifications Systematically gathers, interprets, and evaluates information to identify trends, solve problems, and support data-driven decision-