Financial Services Representative II

First Interstate Bank • Bend, OR

70d

About The Position

The Financial Services Representative II delivers personalized customer service by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. This position will be responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.

Requirements

• High School Diploma or General Education Degree (GED) required.
• 1-3 years Banking or related experience required.
• Attention to detail, including verbal and written instructions.
• Maintains confidentiality.
• Effective use of tact and diplomacy as it relates to clients and co-workers.
• Working knowledge and use of a personal computer, Microsoft programs, and strong 10-key skills.
• Ability to read and comprehend simple instructions, short correspondence and memos.
• Ability to write simple correspondence.
• Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to compute rate and percent and to draw and interpret bar graphs.
• Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
• Ability to deal with problems involving a few concrete variables in standardized situations.
• Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
• Delivers complete and accurate work and displays pride and professionalism in work.
• Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function.
• Takes personal initiative and is a positive example for others to emulate.
• Adept at conversing with clients about their needs and is able to originate all types of personal loans.

Responsibilities

• Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
• Performs Teller duties, as needed, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
• Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, and consumer credit cards.
• Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions.
• Identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management.
• Builds client relationships through outbound and proactive measures including First 15.

Benefits

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Child Care Assistance Program for eligible dependent(s).
• Exercise reimbursement program for employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED