Community Banker

First Interstate BancSystem•Boise, ID

5d•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 position maintains client relationships, emphasizing First Interstate Bank’s Service Commitments and aligning with the bank’s vision and values. This position is located at the Boise, Idaho Overland Road branch. The role provides in-person and phone assistance, performs teller transactions as needed, opens and maintains consumer and business deposit accounts and related products, and identifies referral opportunities to other lines of business. It also builds client relationships through proactive outreach. The position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations; employment is contingent on meeting applicable requirements, including acceptable background investigation results.

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 requirements under the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations, including acceptable background investigation results.
Attention to detail, including when following verbal and written instructions.
Maintain confidentiality and use tact and diplomacy with clients and co-workers.
Working knowledge of and ability to use a personal computer and Microsoft programs, with strong 10-key skills.
Ability to read and comprehend simple instructions, short correspondence, and memos, and to write simple correspondence.
Ability to present information effectively in one-on-one and small-group settings.
Ability to perform basic arithmetic, compute rates and percentages, and interpret bar graphs.
Ability to apply common sense to detailed but straightforward instructions and solve problems involving a few concrete variables in standardized situations.
Complete work on time, adjust to work demands, and produce accurate work with professionalism.
Take personal initiative and serve as a positive example.
Ability to converse with clients about their needs and originate personal loans.

Responsibilities

Provide personalized customer service in person and over the phone, answer client questions, address issues, and offer solutions.
Perform teller duties as needed, including check cashing, deposits, withdrawals, loan payments, and accurate counting of 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.