Community & Business Banker

About the role

This position is located at the Bend, OR East Forum branch. The Community & Business Banker delivers personalized client service by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. The role focuses on maintaining client relationships, adhering to First Interstate Bank's Service Commitments and vision and values.

Responsibilities

• Delivers personalized client service in person and over the phone by answering client questions, assisting with issues, and offering solutions.
• Opens and maintains a variety of products, including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer and small business credit cards, and is proficient in originating all types of personal loans.
• Processes new consumer and new small business loan requests.
• Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions.
• Identifies referral opportunities to other lines of business—including Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management—fully embracing and utilizing 360 View to document referrals and other client activity.
• Builds client relationships through outbound engagement and proactive measures.
• Performs Teller duties as needed, conducting a variety of financial transactions such as check cashing, deposits, withdrawals, processing loan payments, and accurately counting currency and coin.
• Completes work accurately with minimal errors.
• Participates in volunteer activities and financial education efforts.
• Stays current on regulatory changes and demonstrates compliance with all bank regulations, policies, and procedures related to assigned job functions, applying standards appropriately; knowledge may be gained through coursework and on‑the‑job training.
• Performs other duties as assigned.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Knowledge, Skills and Abilities

• Demonstrates strong attention to detail and the ability to follow verbal and written instructions.
• Maintains confidentiality at all times.
• Uses tact and diplomacy effectively when interacting with clients and coworkers.
• Possesses working knowledge of personal computers, Microsoft software programs, and strong 10‑key skills.
• Maintains working knowledge of digital platforms, CRM systems, and emerging technologies.
• Able to read and comprehend simple instructions, short correspondence, and memos.
• Able to write simple correspondence.
• Able to effectively present information in one‑on‑one and small‑group situations to clients and other employees of the organization.
• Able to add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals.
• Able to compute rates and percentages and draw and interpret bar graphs.
• Able to apply common‑sense understanding to carry out detailed but uncomplicated written or oral instructions.
• Able to solve problems involving a few concrete variables in standardized situations.
• Demonstrates timely completion of work and adjusts to workload demands to meet expected deadlines.
• Produces complete and accurate work, displaying pride and professionalism in all tasks.
• Takes personal initiative and serves as a positive example for others to emulate.

Education and Experience

• High School Diploma or General Education Degree (GED) required
• Associate's Degree preferred
• 1-3 years banking or related experience required
• Registered Mortgage Loan Originator per the SAFE Act within 30 Days required

Physical Demands and Working Environment

Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently; Handling - Frequently; Hearing - Frequently; Lifting - Occasionally (up to 25 lbs); Sitting - Occasionally; Standing - Frequently; Talking - Frequently; Walking - Occasionally; Noise Level - Moderate; Typical Work Hours - Vary based on scheduling and business need; Regular and Predictable Attendance - Required; Travel - as needed.

Benefits

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Child Care Assistance Program for eligible dependent(s).
• Exercise reimbursement program for employees.