Job Details

Financial Services Representative Ii

This position is located at our Sioux City, IA branch.

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.
• Through our Child Care Assistance Program, First Interstate will contribute up to $1,500 per eligible dependent, with a max of $4,500 annually.
• We prioritize wellness by offering eligible employees $25 per month, or $300 per year, toward a fitness club membership or exercise-related classes.

We encourage you to apply, even if you are not sure your skills or experience check every box. Reach for what you want, and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.

Summary

The 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 values.

Essential Duties And 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 maintain 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.

Knowledge, Skills And Abilities

• Attention to detail, including verbal and written instructions.
• 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.
• 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.
• 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.
• 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.
• Demonstrates 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.
• 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 training.
• Takes personal initiative and is a positive example for other to emulate.
• Adept at conversing with client about their needs and is able to originate all types of personal loans.
• 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 results.

Education And/Or Experience

• High School Diploma or General Education Degree (GED) required
• 1-3 years Banking or related experience required

Physical Demands And Working Environment

• Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
• Lifting - Occasionally (up to 10 lbs)
• Sitting - Frequently
• Overtime - Subject to business need
• Noise Level - Moderate
• Typical Work Hours - M-F (8-5)
• Regular and Predictable Attendance - Required