What are the responsibilities and job description for the Financial Solutions Specialist position at First Interstate BancSystem?
Role Overview
The Financial Services Representative I at First Interstate BancSystem is responsible for developing and maintaining client relationships, understanding their financial needs, and providing tailored solutions. This role requires excellent communication and interpersonal skills, as well as a deep understanding of our bank's products and services.
Main Responsibilities:
- Deliver exceptional customer service, responding to client inquiries, resolving issues, and offering suitable solutions.
- Perform a variety of financial transactions, including check cashing, deposits, withdrawals, loan payments, and counting currency and coin accurately.
- Open and manage various products, such as consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, and consumer credit cards.
- Engage in financial conversations with clients and prospects to determine needs and provide appropriate solutions, recognizing referral opportunities to other lines of business.
Qualifications:
- A high school diploma or General Education Degree (GED) is required.
- 1-3 years of banking or related experience is necessary.
Essential Skills and Abilities
Candidates must possess:
- Strong analytical and problem-solving skills.
- Maintain confidentiality and handle sensitive information with discretion.
- Effective use of tact and diplomacy when interacting with clients and colleagues.
- A working knowledge of personal computers, Microsoft programs, and strong 10-key skills.
- Ability to read and comprehend complex instructions, correspondence, and memos.
- Ability to write clear and concise correspondence.
Compensation and Benefits
We offer a competitive salary and a comprehensive benefits package, including:
- Generous Paid Time Off (PTO) in addition to paid federal holidays.
- Child Care Assistance Program for eligible dependents.
- Exercise reimbursement program for employees.