First Interstate
Financial Services Representative I
First Interstate, Madison, South Dakota, United States, 57042
Join to apply for the Financial Services Representative I role at First Interstate.
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
This position is located at our Madison, SD branch.
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.
Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
Application 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.
Job 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 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 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. 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 skills: addition, subtraction, multiplication and division of whole numbers, common fractions, and decimals.
Ability to compute rate and percent and to draw and interpret bar graphs.
Apply common sense to carry out detailed but uninvolved written or oral instructions.
Problem solving in standardized situations.
Demonstrates timely completion of work while adjusting to work demands to meet expected timetables.
Delivers complete and accurate work and displays pride and professionalism.
Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function.
Takes personal initiative and is a positive example for others to emulate.
Compliance with S.A.F.E. Mortgage Licensing Act of 2008 and related regulations; employment contingent upon meeting all such requirements, including acceptable background investigation results.
Education and 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 – Frequent.
Lifting – Occasionally (up to 10 lbs).
Sitting – Frequent.
Overtime – Subject to business need.
Noise Level – Moderate.
Typical Work Hours – M‑F (8‑5).
Regular and predictable attendance – Required.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Industries Banking
Referrals increase your chances of interviewing at First Interstate by 2x.
Get notified about new Financial Services Representative jobs in Madison, SD.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
This position is located at our Madison, SD branch.
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.
Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
Application 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.
Job 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 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 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. 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 skills: addition, subtraction, multiplication and division of whole numbers, common fractions, and decimals.
Ability to compute rate and percent and to draw and interpret bar graphs.
Apply common sense to carry out detailed but uninvolved written or oral instructions.
Problem solving in standardized situations.
Demonstrates timely completion of work while adjusting to work demands to meet expected timetables.
Delivers complete and accurate work and displays pride and professionalism.
Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function.
Takes personal initiative and is a positive example for others to emulate.
Compliance with S.A.F.E. Mortgage Licensing Act of 2008 and related regulations; employment contingent upon meeting all such requirements, including acceptable background investigation results.
Education and 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 – Frequent.
Lifting – Occasionally (up to 10 lbs).
Sitting – Frequent.
Overtime – Subject to business need.
Noise Level – Moderate.
Typical Work Hours – M‑F (8‑5).
Regular and predictable attendance – Required.
Seniority Level Entry level
Employment Type Full‑time
Job Function Finance and Sales
Industries Banking
Referrals increase your chances of interviewing at First Interstate by 2x.
Get notified about new Financial Services Representative jobs in Madison, SD.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr