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1 Financial Services Representative I Job in Garden City, ID

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First Interstate BancSystem
Garden City, ID | Full Time
8 Months Ago
Financial Services Representative I
Full Time | Banking 8 Months Ago
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First Interstate BancSystem is Hiring a Financial Services Representative I Near Garden City, ID

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Garden City branch. SUMMARY Responsible for the delivery of personalized customer service, by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identify referral opportunities to ensure all of the client’s financial needs are met. Responsible for the maintenance of client relationships, with emphasis on First Interstate Bank’s Service Commitments and in accordance with our vision and values. ESSENTIAL DUTIES & RESPONSIBILITIES include the following: other duties may be assigned. Deliver personalized customer service, in person and over the phone, answering client questions, assisting with issues, and offering solutions May perform teller duties, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments and counting currency and coin accurately. Open and maintain a variety of products including consumer and business checking and savings accounts, IRAs & Certificates of Deposit, consumer credit cards, and much more. Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identify referral opportunities for Home Loans, Treasury Solutions, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity. Build client relationships through outbound and proactive measures including First 15. Demonstrate 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. Keep up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training. Takes personal initiative and is a positive example for other to emulate. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION &/or EXPERIENCE High School diploma or general education degree (GED) required and two plus (2 ) years of banking or comparable experience. OTHER SKILLS & ABILITIES Attention to detail including verbal and written instructions; maintain confidentiality; effective use of tact and diplomacy as it relates to clients and co-workers; working knowledge and use of a personal computer, Word/Excel software programs and strong 10-key skills preferred. LANGUAGE 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. MATHEMATICAL SKILLS 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. REASONING ABILITY 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. PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to talk, hear, stand, walk & use hands to finger, handle, or feel. The employee frequently is required to sit. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

POST DATE

07/16/2022

EXPIRATION DATE

09/28/2022

WEBSITE

fibk.com

HEADQUARTERS

SPRINGFIELD, OR

SIZE

1,000 - 3,000

FOUNDED

1971

CEO

JEFF TAYLOR

REVENUE

$500M - $1B

INDUSTRY

Banking

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About First Interstate Bancsystem

First Interstate BancSystem, Inc. is a financial and bank holding company. The Company, through its bank subsidiary First Interstate Bank (the Bank), delivers a range of banking products and services to individuals, businesses, municipalities and other entities. The Company also, through its subsidiary Bank of the Cascades, offers full-service community banking through 46 branches in Oregon, Idaho and Washington. The Company operates through community banking segment. Its community banking segment provides customers with commercial and consumer banking products and services in its market areas... through community service activities. In addition to its primary emphasis on commercial and consumer banking services, the Company also offers trust, employee benefit and insurance services through its bank subsidiary. As of August 17, 2018, it operated over 120 banking offices, including online and mobile banking services, throughout Idaho, Montana, Oregon, South Dakota, Washington, and Wyoming. More
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The job skills required for Financial Services Representative I include Commitment, Initiative, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Services Representative I. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Services Representative I. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Financial Services Representative I positions, which can be used as a reference in future career path planning. As a Financial Services Representative I, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative I. You can explore the career advancement for a Financial Services Representative I below and select your interested title to get hiring information.

If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Financial Services Representative job description and responsibilities

They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.

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To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.

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A financial service representative provides financial advice and matches financial products with customers' needs and goals.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Services Representative jobs

Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.

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Opt for more than a basic bank account.

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Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.

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Soft skills for financial services representative roles can be of help.

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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.

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Step 3: View the best colleges and universities for Financial Services Representative.

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