Financial Services Representative I
1 week ago
As a Financial Services Representative I at First Interstate BancSystem, you will be responsible for delivering personalized customer service to clients and prospects. Your primary goal will be to determine clients' financial needs and provide appropriate solutions. You will also be responsible for maintaining client relationships and ensuring that all of their financial needs are met.
Key Responsibilities
- Deliver personalized customer service to clients and prospects, answering their questions and assisting with issues.
- Perform teller duties, including financial transactions such as check cashing, deposits, and withdrawals.
- Open and maintain various financial products, including checking and savings accounts, IRAs, and certificates of deposit.
- Hold financial conversations with clients and prospects to determine their needs and provide solutions.
- Identify referral opportunities for Home Loans, Treasury Solutions, and Wealth Management.
Requirements
- High school diploma or equivalent required.
- Two plus years of banking or comparable experience.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment and adapt to changing priorities.
Benefits
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Collaborative and dynamic work environment.
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