Financial Services Representative I

First Interstate BancSystem • Bozeman, MT • 13h ago

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at our Bozeman, MT West branch. What's Important to You 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.- Generous Paid Time Off (PTO) in addition to paid federal holidays.- Child Care Assistance Program for eligible dependent(s).- Exercise reimbursement program for employees.- 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. SUMMARY The Financial Services Representative I delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is 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 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, consumer credit cards, and more.- 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 To 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 functions. 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 co

Similar Jobs

Budget Analyst III

Montana State University • Bozeman, MT • 1w ago

Finance, Accounting & Banking

Position Details Position Information Announcement Number STAFF - VA - 26079 For questions regarding this position, please contact: MacKenzie Seeley (406) 994-2990 mackenzie.seeley@montana.edu Classification Title Budget...

1w ago

Go to Apply

Account Manager - Insurance Solutions Group

HUB International • Bozeman, MT • 1w ago

Finance, Accounting & Banking

Are you a "people person"? Are you motivated by helping others? Do you thrive in a busy, ever-changing environment? ...Then keep reading, this might be the perfect opportunity for you! WHO IS HUB? At HUB International, w...

1w ago

Go to Apply

Budget/Fiscal Manager

Montana State University • Bozeman, MT • 2w ago

Finance, Accounting & Banking

Position Details Position Information Announcement Number STAFF - VA - 26058 For questions regarding this position, please contact: MacKenzie Seeley (406) 994-2990 mackenzie.seeley@montana.edu Classification Title Budget...

2w ago

Go to Apply

Accounting Associate IV

Montana State University • Bozeman, MT • 3w ago

Finance, Accounting & Banking

Position Details Position Information Announcement Number STAFF - VA - 26061 For questions regarding this position, please contact: Jennifer von Sehlen jennifer.vonsehlen@montana.edu (%20jennifer.vonsehlen@montana.edu) (...

3w ago

Go to Apply

Director of Accounts Payable

Montana State University • Bozeman, MT • 3w ago

Finance, Accounting & Banking

Position Details Position Information Announcement Number STAFF - VA - 26050 For questions regarding this position, please contact: Kristy Colling 406-994-4311 (tel:406-994-4311) kristy.colling@montana.edu Classification...

3w ago

Go to Apply

Account Executive - HVAC Service Sales

LONG Building Technologies, Inc. • Bozeman, MT • 3h ago

Management & Administrative

LONG Building Technologies LONG Building Technologies, Inc. is an Equal Opportunity Employer. Position PurposeYou will be developing new business by marketing and selling Scheduled Service Agreements to property managers...

3h ago

Go to Apply

PCD Technician I

Mesa Labs • Bozeman, MT • 13h ago

IT & Engineering

DescriptionAre you looking for an opportunity to make a difference? At Mesa Labs we're passionate about protecting the vulnerable by enabling scientific breakthroughs, ensuring product integrity, increasing patient and w...

13h ago

Go to Apply

Calibration Technician I/II

Mesa Labs • Bozeman, MT • 13h ago

IT & Engineering

13h ago

Go to Apply

Production Technician - MIST

Mesa Labs • Bozeman, MT • 13h ago

IT & Engineering

13h ago

Go to Apply

Part Time Shift Supervisor in Costco

CLUB DEMONSTRATION SERVICES INC • Bozeman, MT • 13h ago

We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives. Joining Advantage Solutions means joining a netwo...

13h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.