Build strong relationships with BankWest employees and leadership to foster referrals supporting bank clients with financial products and services. Participate in business development activities ...
Quick apply

Build strong relationships with BankWest employees and leadership to foster referrals supporting bank clients with financial products and services. Participate in business development activities ...
Quick apply
Build strong relationships with BankWest employees and leadership to foster referrals supporting bank clients with financial products and services. Participate in business development activities ...
Build strong relationships with BankWest employees and leadership to foster referrals supporting bank clients with financial products and services. Participate in business development activities ...
Build strong relationships with BankWest employees and leadership to foster referrals supporting bank clients with financial products and services. Participate in business development activities ...
Incumbent must be comfortable acting as point of contact with borrowers, realtors, title companies, third parties and BankWest staff. Must have ability to remain calm and courteous when dealing with ...
Incumbent must be comfortable acting as point of contact with borrowers, realtors, title companies, third parties and BankWest staff. Must have ability to remain calm and courteous when dealing with ...
Pierre, SD ยท On-site
$16 - $20/hr
Provide exceptional customer service, via all on-line, electronic, Virtual Teller, and telephone communication channels, in accordance with all BankWest philosophies and policies. Process internal ...
Pierre, SD ยท On-site
$16 - $20/hr
Provide exceptional customer service, via all on-line, electronic, Virtual Teller, and telephone communication channels, in accordance with all BankWest philosophies and policies. Process internal ...
Pierre, SD ยท On-site
$16 - $20/hr
Provide exceptional customer service, via all on-line, electronic, Virtual Teller, and telephone communication channels, in accordance with all BankWest philosophies and policies. Process internal ...
Quick apply
Pierre, SD ยท On-site
$16 - $20/hr
Provide exceptional customer service, via all on-line, electronic, Virtual Teller, and telephone communication channels, in accordance with all BankWest philosophies and policies. Process internal ...
Partner with other BankWest Departments to drive business development and close new Trust business by participating in prospecting activities. Proactively identify and harvest opportunities to deepen ...
Partner with other BankWest Departments to drive business development and close new Trust business by participating in prospecting activities. Proactively identify and harvest opportunities to deepen ...
Build strong relationships with BankWest employees and leadership to foster referrals supporting bank clients with financial products and services. Participate in business development activities ...
Build strong relationships with BankWest employees and leadership to foster referrals supporting bank clients with financial products and services. Participate in business development activities ...
Selects, trains, coaches, and develops subordinates in accordance with BankWest philosophies and policies; schedules and manages staffing ensuring work completion and delivery of related customer ...
Selects, trains, coaches, and develops subordinates in accordance with BankWest philosophies and policies; schedules and manages staffing ensuring work completion and delivery of related customer ...
Rapid City, SD ยท On-site
Adhere to all applicable Policies and Procedures of BankWest organization, to include The Agency Way Manual. Community involvement is strongly encouraged. Other duties as assigned. Requirements ...
Rapid City, SD ยท On-site
Adhere to all applicable Policies and Procedures of BankWest organization, to include The Agency Way Manual. Community involvement is strongly encouraged. Other duties as assigned. Requirements ...
Incumbent must be comfortable acting as point of contact with borrowers, realtors, title companies, third parties and BankWest staff. Must have ability to remain calm and courteous when dealing with ...
New
Quick apply
Incumbent must be comfortable acting as point of contact with borrowers, realtors, title companies, third parties and BankWest staff. Must have ability to remain calm and courteous when dealing with ...
New
Provide exceptional customer service, via all on-line, electronic, Virtual Teller, and telephone communication channels, in accordance with all BankWest philosophies and policies. Process internal ...
Provide exceptional customer service, via all on-line, electronic, Virtual Teller, and telephone communication channels, in accordance with all BankWest philosophies and policies. Process internal ...
Partner with other BankWest Departments to drive business development and close new Trust business by participating in prospecting activities. Proactively identify and harvest opportunities to deepen ...
Partner with other BankWest Departments to drive business development and close new Trust business by participating in prospecting activities. Proactively identify and harvest opportunities to deepen ...
Adhere to all applicable Policies and Procedures of BankWest organization, to include The Agency Way Manual. Community involvement is strongly encouraged. Other duties as assigned. Requirements ...
Quick apply
Adhere to all applicable Policies and Procedures of BankWest organization, to include The Agency Way Manual. Community involvement is strongly encouraged. Other duties as assigned. Requirements ...
Incumbent must be comfortable acting as point of contact with borrowers, realtors, title companies, third parties and BankWest staff. Must have ability to remain calm and courteous when dealing with ...
New
Incumbent must be comfortable acting as point of contact with borrowers, realtors, title companies, third parties and BankWest staff. Must have ability to remain calm and courteous when dealing with ...
New
Pierre, SD ยท On-site
Promote BankWest products and services by identifying customer needs. Document calls and referrals in the CRM software, Connections. Oversee and perform administration of assigned Trust accounts per ...
Quick apply
Pierre, SD ยท On-site
Promote BankWest products and services by identifying customer needs. Document calls and referrals in the CRM software, Connections. Oversee and perform administration of assigned Trust accounts per ...
Adhere to all applicable Policies and Procedures of BankWest organization, to include The Agency Way Manual. Community involvement is strongly encouraged. Other duties as assigned. Requirements ...
Adhere to all applicable Policies and Procedures of BankWest organization, to include The Agency Way Manual. Community involvement is strongly encouraged. Other duties as assigned. Requirements ...
Selects, trains, coaches, and develops subordinates in accordance with BankWest philosophies and policies; schedules and manages staffing ensuring work completion and delivery of related customer ...
Selects, trains, coaches, and develops subordinates in accordance with BankWest philosophies and policies; schedules and manages staffing ensuring work completion and delivery of related customer ...
Pierre, SD ยท On-site
They will evaluate the degree of risk associated with loans while complying with established BankWest Loan Policy and Procedures along with State and Federal Regulations. The Senior Agriculture or ...
Pierre, SD ยท On-site
They will evaluate the degree of risk associated with loans while complying with established BankWest Loan Policy and Procedures along with State and Federal Regulations. The Senior Agriculture or ...
Pierre, SD ยท On-site
Promote BankWest products and services by identifying customer needs. Document calls and referrals in the CRM software, Connections. Oversee and perform administration of assigned Trust accounts per ...
Pierre, SD ยท On-site
Promote BankWest products and services by identifying customer needs. Document calls and referrals in the CRM software, Connections. Oversee and perform administration of assigned Trust accounts per ...
Kadoka, SD ยท On-site
$18.50 - $23.25/hr
Adhere to all applicable Policies and Procedures of BankWest organization. Community involvement is strongly encouraged. Other duties as assigned. Requirements Education: A high school diploma or ...
Quick apply
Kadoka, SD ยท On-site
$18.50 - $23.25/hr
Adhere to all applicable Policies and Procedures of BankWest organization. Community involvement is strongly encouraged. Other duties as assigned. Requirements Education: A high school diploma or ...

Full-time
Posted 2 days ago
Scope of Job:
Manages an existing client book while actively generating new business through strategic referrals, targeted marketing efforts, and strong partnerships with local bank staff across branch locations. Provides personalized financial advice and planning services, helping clients achieve their financial goals through informed decision-making and tailored strategies. Responsible for proactively engaging clients, presenting solutions, and staying current on market trends and financial products. This role involves the opportunity to work independently, manage your own pipeline, and collaborate closely with internal partners to deliver exceptional financial guidance in a supportive and dynamic environment.
Primary Duties:
Deliver comprehensive financial advice tailored to client goals, risk tolerance, and life circumstances.
Develop and implement financial plans addressing retirement, investment, tax, estate, and insurance needs.
Proactively conduct regular client reviews to ensure strategies remain aligned with evolving goals and market changes.
Manage new account openings, documentation, service follow-ups, and ensure timely execution of transactions and service requests.
Prepare and present research, reports (e.g., Morningstar, Retire Up), and tailored investment recommendations for client meetings.
Build strong relationships with BankWest employees and leadership to foster referrals supporting bank clients with financial products and services.
Participate in business development activities including marketing campaigns, client events, and prospect outreach to expand BankWest's client base.
Collaborate with internal financial services and bank teams to support cross-functional initiatives and client service excellence.
Provide backup and support to colleagues responding to walk-in client needs and incoming inquiries with professionalism.
Secondary Duties:
Work as a team with departmental counterparts on planning and implementing assigned projects and products.
Participate on various committees and project teams as deemed appropriate by management.
Attend, actively participate in organization, job specific training offered, and Quality Service programs.
Adhere to all applicable Policies and Procedures of BankWest organization.
Community Involvement strongly encouraged.
Other Duties as Assigned
Requirements
Education:
A Bachelor's Degree in a related field.
Applicable experience and/or related certifications may be considered in lieu of degree.
Industry recognized professional certification(s) and/or certificates.
Series 7, Series 66 (or equivalent) and other relevant certifications.
Paraplanner designation preferred.
Experience:
2 years' experience in related field. (5+ years preferred)
Knowledge and Special Skills:
Knowledge of BankWest products and services.
Knowledge of the brokerage industry.
Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities.
Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service.
Strong interpersonal skills to ensure effective communication with external and/or internal customers.
Knowledge or ability to learn regulatory requirements pertinent to performance of specified duties in job description.
Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output.
Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards.
BankWest is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.
Sourced by ZipRecruiter
11 - 50 Employees
Rockford, MN, US
1980