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First Interstate · 1 day ago

Financial Services Representative III

Polson, MT

Full-time

Onsite

Entry, Mid Level

1+ years exp

First Interstate is a financial services company seeking a Financial Services Representative III to deliver personalized customer service. The role involves holding financial conversations with clients, maintaining client relationships, and providing appropriate financial solutions according to the company's service commitments.

BankingCredit CardsFinancial ServicesWealth Management

Responsibilities

Delivers personalized customer service in person and over the phone, 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 credit cards, and is proficient in originating all types of personal loans

Originates small business loans if necessary

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

Performs supervisory responsibilities in retail branches if necessary

Qualification

Customer serviceFinancial conversationsBanking regulations knowledgeMicrosoft software proficiencyTactDiplomacyAttention to detailConfidentialityProblem-solvingInitiative

Required

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 software 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

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

High School Diploma or General Education Degree (GED) required

1-3 years banking or related experience required