Community & Business Banker
About The Position
The Community & Business Banker delivers personalized service to clients and prospects by discussing financial needs and providing appropriate solutions. The role maintains client relationships in alignment with First Interstate Bank’s Service Commitments, vision, and values. It is based at the Bend, Oregon West branch. The banker serves clients in person and by phone, opens and maintains consumer and business deposit and credit products, originates personal loans, processes consumer and small-business loan requests, identifies referrals to other business lines, and performs teller duties as needed. The position also includes community volunteering and financial education, accurate and timely work, and compliance with applicable banking regulations and policies. Typical work hours vary based on scheduling and business needs; travel is as needed.
Requirements
- High school diploma or GED required.
- One to three years of banking or related experience required.
- Registered Mortgage Loan Originator per the SAFE Act within 30 days of starting, required.
- 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, digital platforms, CRM systems, and emerging technologies; strong 10-key skills.
- Ability to read and comprehend simple instructions and correspondence, write simple correspondence, and present information effectively in one-on-one and small-group settings.
- Ability to perform arithmetic using whole numbers, fractions, and decimals; 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.
- Demonstrate timely completion of work, adaptability to workload demands, accuracy, professionalism, and personal initiative.
- Regular and predictable attendance is required.
- Travel as needed.
Nice To Haves
- Associate’s degree preferred.
Responsibilities
- Deliver personalized client service in person and over the phone by answering 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 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 referral opportunities to Home Loans, Treasury Solutions, Merchant Services, Business Banking, Wealth Management, and other lines of business 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 and meet expected deadlines.
- 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.
Benefits
- Generous paid time off in addition to paid federal holidays.
- Child Care Assistance Program for eligible dependents.
- Exercise reimbursement program.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
