Community Banker

First Interstate•Medford, OR

4d•Onsite

About The Position

The Community Banker delivers personalized client service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. The role is responsible for maintaining client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with its vision and values. This position is located at the Medford, Oregon Biddle Road branch.

Requirements

High school diploma or General Education Degree (GED).
1–3 years of banking or related experience.
Registered Mortgage Loan Originator per the SAFE Act within 30 days.
Strong attention to detail and ability to follow verbal and written instructions.
Maintain confidentiality and use tact and diplomacy when interacting with clients and coworkers.
Working knowledge of personal computers, Microsoft programs, and strong 10-key skills.
Working knowledge of digital platforms, CRM systems, and emerging technologies.
Ability to read and comprehend simple instructions, short correspondence, and memos, and to write simple correspondence.
Ability to effectively present information in one-on-one and small-group situations.
Ability to perform basic arithmetic, compute rates and percentages, and draw and interpret bar graphs.
Ability to apply common-sense understanding to detailed but uncomplicated instructions and solve problems involving a few concrete variables in standardized situations.
Timely completion of work, adaptability to work demands and deadlines, and production of complete and accurate work.
Personal initiative and professionalism, and ability to build client conversations to understand needs and originate personal loans.
Regular and predictable attendance is required.
Ability to travel as needed.

Responsibilities

Deliver personalized client service in person and over the phone by answering questions, assisting with issues, and offering solutions.
Open and maintain consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, and consumer and small business credit cards.
Hold financial conversations with clients and prospects to determine their needs and provide appropriate solutions.
Process new consumer loan requests and, as applicable, engage in conversations about or process new small business loan requests.
Identify referral opportunities to other business lines, including Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, and use 360 View to document referrals and other client activity.
Build client relationships through outbound outreach and proactive engagement.
Perform Teller duties as needed, including check cashing, deposits, withdrawals, loan payments, and accurately counting currency and coin.
Complete work accurately with minimal errors.
Participate in volunteer activities and financial education efforts.
Stay current on regulatory changes and comply with bank regulations, policies, and procedures related to assigned job functions.
Perform other duties as assigned.