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Financial service representative
$35k-46k (estimate)
Full Time | Banking 3 Months Ago
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First Interstate Bank is Hiring a Financial service representative Near Caldwell, ID

If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .

This position is located at our Caldwell, ID Kimball Ave branch.

What’s Important to You

We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

  • Accrue and use your paid time off (PTO) immediately no waiting period plus paid federal holidays in addition to PTO.
  • Child Care Assistance Program for eligible dependent(s).
  • We prioritize wellness by offering eligible employees a monthly stipend, toward a fitness club membership or exercise-related classes.
  • The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.

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.

This position will be adept at conversing with client about their needs and is able to originate all types of personal loans.

  • 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

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and / 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 .

Last updated : 2024-02-27

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$35k-46k (estimate)

POST DATE

02/29/2024

EXPIRATION DATE

05/05/2024

WEBSITE

firstinterstatebank.com

HEADQUARTERS

BILLINGS, MT

SIZE

1,000 - 3,000

FOUNDED

1971

TYPE

Public

CEO

KEVIN P RILEY

REVENUE

$500M - $1B

INDUSTRY

Banking

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First Interstate Bank provides personal, business, agricultural and real estate banking services.

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The following is the career advancement route for Financial service representative positions, which can be used as a reference in future career path planning. As a Financial service representative, 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 service representative. You can explore the career advancement for a Financial service representative below and select your interested title to get hiring information.

If you are interested in becoming a Financial Service 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 Service Representative for your reference.

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

Quotes from people on Financial Service 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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Maintain comprehensive knowledge of all services and products and update all request on development needs.

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A financial service representative may advance his career by obtaining certifications and building up more and more accounts.

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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

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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 Service Representative jobs

Be very, very careful when selecting a financial services representative.

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

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