First Interstate
Financial Services Representative I
First Interstate, Lafayette, Colorado, United States, 80026
Overview
This 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. This position is located at our Lafayette, CO Northpark Dr. 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. Community-focused initiatives and a commitment to the places we call home. 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 First Interstate. 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 such as 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, 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 Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, using 360 View for documenting referrals and 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. Mathematical ability including basic arithmetic and interpretation of rates and percentages. 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 and the ability to adjust to work demands to meet expected timetables. Stays up to date on regulatory changes and demonstrates compliance with all bank regulations, policies, and procedures for the assigned job function. Knowledge may be gained through coursework and on-the-job training. Takes personal initiative and is a positive example for others to emulate. 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
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages prospective and current employees to discuss potential accommodations with the employer. 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 Compensation & Benefits
We offer a competitive total compensation package including base salary and benefits. The pay range for this position is $19.61 to $27.46 per hour in CO and depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills and experience, education, and geographic location. Benefits include medical, dental, vision, short- term and long-term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off, and up to 11 paid Federal holidays. For more information regarding our benefits, please visit the employer benefits page. Current employees: If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
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This 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. This position is located at our Lafayette, CO Northpark Dr. 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. Community-focused initiatives and a commitment to the places we call home. 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 First Interstate. 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 such as 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, 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 Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management, using 360 View for documenting referrals and 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. Mathematical ability including basic arithmetic and interpretation of rates and percentages. 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 and the ability to adjust to work demands to meet expected timetables. Stays up to date on regulatory changes and demonstrates compliance with all bank regulations, policies, and procedures for the assigned job function. Knowledge may be gained through coursework and on-the-job training. Takes personal initiative and is a positive example for others to emulate. 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
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages prospective and current employees to discuss potential accommodations with the employer. 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 Compensation & Benefits
We offer a competitive total compensation package including base salary and benefits. The pay range for this position is $19.61 to $27.46 per hour in CO and depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills and experience, education, and geographic location. Benefits include medical, dental, vision, short- term and long-term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off, and up to 11 paid Federal holidays. For more information regarding our benefits, please visit the employer benefits page. Current employees: If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
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