Financial Services Representative II

1 week ago


Louisville, Kentucky, United States First Interstate Bank Full time

About the Role

We are seeking a highly skilled and customer-focused individual to join our team as a Financial Services Representative II at First Interstate Bank. As a key member of our team, you will be responsible for delivering exceptional customer service, building strong relationships with clients, and providing personalized financial solutions to meet their needs.

Key Responsibilities

  • Deliver personalized customer service, in person and over the phone, answering client questions, assisting with issues, and offering solutions.
  • Perform a variety of financial transactions, including check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
  • Open and maintain a variety of products, including consumer and business checking and savings accounts, IRAs, and Certificates of Deposit.
  • Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions.
  • Identify referral opportunities for Home Loans, Treasury Solutions, and Wealth Management.
  • Build client relationships through outbound and proactive measures, including First 15.
  • Stay up-to-date on regulatory changes and demonstrate compliance with all bank regulations, policies, and procedures.

Requirements

  • High School diploma or general education degree (GED) required and two plus (2+) years of banking or comparable experience.
  • Attention to detail, including verbal and written instructions; maintain confidentiality; effective use of tact and diplomacy as it relates to clients and co-workers.
  • Working knowledge and use of a personal computer, Word/Excel software programs, and strong 10-key skills preferred.

What We Offer

  • Competitive total compensation package, including base salary and benefits.
  • 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 (new hires accrue at.069 per hours worked), and up to 11 paid Federal holidays.

Language

English (en-US)



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