Community & Business Banker

First Interstate•Bend, OR

13d•Onsite

About The Position

The Community & Business Banker delivers personalized client 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 working in accordance with its vision and values. The position is located at the Bend, Oregon West branch.

Requirements

High school diploma or GED.
1–3 years of banking or related experience.
Registered Mortgage Loan Originator under 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 software programs, and strong 10-key skills.
Working knowledge of digital platforms, CRM systems, and emerging technologies.
Ability to read and comprehend simple instructions, correspondence, and memos, and write simple correspondence.
Ability to present information effectively in one-on-one and small-group situations.
Ability to perform arithmetic, compute rates and percentages, 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 workload demands, and ability to meet deadlines.
Produce complete and accurate work with professionalism, take initiative, and serve as a positive example.

Nice To Haves

Associate's degree.

Responsibilities

Provide personalized in-person and telephone service by answering client questions, resolving issues, and offering solutions.
Open and maintain consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer and small business credit cards, and originate personal loans.
Process new consumer and small business loan requests.
Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions.
Identify and document referrals to other lines of business, including Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, using 360 View.
Build client relationships through outbound engagement and proactive measures.
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 applicable bank regulations, policies, and procedures.
Perform other duties as assigned.