Financial Services Representative II

This position is located at our Sisters, OR branch.

What’s Important to Yo

uWe 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

.

SUMMA

RYThe 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 value

s.

ESSENTIAL DUTIES AND RESPONSIBILIT

• IESDelivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutio
• ns.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 accurate
• ly.Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, and consumer credit car
• ds.Holds financial conversations with clients and prospects to determine needs and provide appropriate solutio
• ns.Identifies referral opportunities to other lines of business, including but not limited to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals and other client activi
• ty.Builds client relationships through outbound and proactive measures including First

15.

QUALIFICAT

IONSTo 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 functi

ons.

KNOWLEDGE, SKILLS AND ABIL

• ITIESAttention to detail, including verbal and written instruct
• ions.Maintains confidentia
• lity.Effective use of tact and diplomacy as it relates to clients and co-wor
• kers.Working knowledge and use of a personal computer, Microsoft programs, and strong 10-key sk
• ills.Ability to read and comprehend simple instructions, short correspondence and m
• emos.Ability to write simple correspond
• ence.Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organiza
• tion.Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and deci
• mals.Ability to compute rate and percent and to draw and interpret bar gr
• aphs.Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instruct
• ions.Ability to deal with problems involving a few concrete variables in standardized situat
• ions.Demonstrates timely completion of work while being able to adjust to work demands to meet expected timeta
• bles.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 and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job trai
• ning.Takes personal initiative and is a positive example for other to emu
• late.Adept at conversing with client about their needs and is able to originate all types of personal l
• oans.This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation res

ults.

EDUCATION AND/OR EXPE

• RIENCEHigh School Diploma or General Education Degree (GED) re
• quired1-3 years Banking or related experience re

quired

PHYSICAL DEMANDS AND WORKING ENVI

RONMENTThe physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the em

• ployer.Dexterity of hands/fingers to operate computer keyboard and mouse - Fre
• quentlyLifting - Occasionally (up to
• 10 lbs)Sitting - Fre
• quentlyOvertime - Subject to busine
• ss needNoise Level - M
• oderateTypical Work Hours - M-
• F (8-5)Regular and Predictable Attendance - R

equired