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Wealth Management Banking Officer
2 months ago
**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .
This role is integral to our banking operations.
What Matters Most to You
We understand that your career is just one facet of a fulfilling and multifaceted life. That’s why we have crafted our compensation and benefits package to offer employees and their families a wide range of options.
Comprehensive Paid Time Off (PTO) alongside paid federal holidays. Employer-supported student debt repayment program. 401(k) retirement plan featuring a 6% match. The well-being of our communities is a priority for us. Discover more about our community initiatives and why we want YOU to join our mission.We encourage you to consider this opportunity. Share your aspirations and demonstrate how your dedication and eagerness to learn align with our values at #TeamFirstInterstate.
POSITION OVERVIEW
Engages, cultivates, and manages a diverse portfolio of professional banking clients, with a focus on high net worth individuals and their associated enterprises. Offers comprehensive banking services including lending, deposits, and cash management solutions. Responsibilities encompass credit extension (primarily consumer with some commercial), providing deposit services, delivering financial advice, and ensuring clients are informed about available services.
KEY RESPONSIBILITIES include, but are not limited to:
Directly oversee a designated group of clients, enhancing customer satisfaction. Maintain and service existing accounts in line with departmental profitability and credit quality goals. Analyze client assets and collaborate with our Wealth Management Group to offer tailored investment advice. Participate in community engagement initiatives. Establish and negotiate terms with borrowers. Approve or decline loan applications. Prepare and present loan proposals exceeding lending limits to senior management or loan committees. Ensure adherence to relevant regulations and stay updated on changes in federal lending requirements. Monitor loan repayments and initiate appropriate collection actions. Actively engage in business development initiatives. Generate and pursue new business leads. Promote additional bank products.REQUIRED QUALIFICATIONS
To excel in this position, candidates must effectively perform each essential duty. The qualifications outlined below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made for individuals with disabilities to perform essential functions.
EDUCATION and/or EXPERIENCE
A Bachelor’s degree (B.A.) from an accredited four-year institution; or one to two years of relevant experience and/or training; or a combination of education and experience. Proficiency in Windows XP, MS Word, and MS Excel is required. Lending experience is preferred.
LANGUAGE PROFICIENCY
Ability to read and interpret documents such as safety guidelines, operational instructions, and procedural manuals. Ability to compose routine reports and correspondence. Ability to communicate effectively before groups of clients or employees.
MATHEMATICAL ABILITY
Ability to perform calculations and conduct spreadsheet analyses.
REASONING SKILLS
Ability to apply common sense understanding to execute instructions provided in written, oral, or diagrammatic form. Ability to address issues involving multiple concrete variables in standardized situations.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this role. Reasonable accommodations may be made for individuals with disabilities to perform essential functions.
While fulfilling the responsibilities of this position, the employee is regularly required to sit; use hands to manipulate objects; and communicate verbally. The employee frequently is required to reach with hands and arms. The employee may occasionally need to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required for this role include close vision, distance vision, depth perception, and the ability to adjust focus.
WORK ENVIRONMENT
The characteristics of the work environment described here are representative of those an employee may encounter while performing the essential functions of this role. Reasonable accommodations may be made for individuals with disabilities to perform essential functions.
The noise level in the work environment is typically moderate.
**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .
