Community Banker

First Interstate•Boise, ID

6d•Onsite

About The Position

The Financial Services Representative II delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. The role maintains client relationships, emphasizing First Interstate Bank's Service Commitments and acting in accordance with its vision and values. This position is located at the Boise, Idaho Overland Road branch.

Requirements

High school diploma or General Education Degree (GED).
1–3 years of banking or related experience.
Register as a Mortgage Loan Originator under the SAFE Act within 30 days.
Meet the requirements of the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, including acceptable background investigation results.
Demonstrate attention to detail, maintain confidentiality, and use tact and diplomacy with clients and coworkers.
Have working knowledge of personal computers and Microsoft programs, with strong 10-key skills.
Read and comprehend simple instructions and correspondence, write simple correspondence, and present information effectively in one-on-one and small-group situations.
Perform basic arithmetic, calculate rates and percentages, and interpret bar graphs.
Apply common sense to detailed but uninvolved instructions and handle problems involving a few concrete variables in standardized situations.
Complete work on time, adjust to work demands, produce accurate work, and demonstrate professionalism and personal initiative.
Converse effectively with clients about their needs and originate personal loans.

Responsibilities

Provide personalized in-person and phone customer service, answer client questions, assist with issues, and offer solutions.
Perform teller duties as needed, including check cashing, deposits, withdrawals, loan payments, and accurately counting currency and coin.
Open and maintain consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, and consumer credit cards.
Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions.
Identify referral opportunities to other lines of business, including Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management; use 360 View to document referrals and other client activity.
Build client relationships through outbound and proactive measures, including First 15.
Stay current on regulation changes and comply with applicable bank regulations, policies, and procedures.