Jobs · Finance · Idaho

Community Banker

First Interstate · Boise, ID · 2 wk ago
FinanceFull-time

About the role

The Financial Services Representative II position is located at our Boise, ID Overland Rd. branch. This role is open to current FIB employees who can apply through the Career Worklet in the Employee Portal.

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 maintains 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, fully embracing and utilizing 360 View for documenting referrals and other client activity.
  • Builds client relationships through outbound and proactive measures including First 15.

Qualifications

  • 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.
  • Adds, subtracts, multiplies, and divides in all units of measure, using whole numbers, common fractions, and decimals.
  • Applies common sense understanding to carry out detailed but uninvolved written or oral instructions.
  • 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.

Benefits

  • Generous Paid Time Off (PTO) in addition to paid federal holidays.
  • Student debt employer repayment program.
  • 401(k) retirement plan with a 6% match.

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