Private Banking Officer I

1 month ago

Jackson, United States First Interstate Bank Full time

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .

This position is located at our Jackson, WY Main 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. Student debt employer repayment program. 401(k) retirement plan with a 6% match. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve, and why we want YOU to be a part of it.

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.

SUMMARY

Solicits, develops, and services a wide variety of professional banking customers, with particular emphasis on serving high net worth individuals and their related businesses. Provides full-service banking including loans, deposits, and cash management. Scope of duties includes extending credit (primarily consumer with some commercial), providing deposit related services, offering financial and bank advice and maintaining customer awareness of services.

ESSENTIAL DUTIES & RESPONSIBILITIES include the following: other duties may be assigned.

Directly manage an assigned group of customers, maximizing customer satisfaction. Maintains and services existing accounts consistent with departmental objectives or profitability and credit quality. Reviews and analyzes the assets of the customers and works closely with our Wealth Management Group to provide customized and expert investment guidance. Performs community involvement activities. Establishes and negotiates terms and conditions with borrower. Approves or rejects loans. Prepares and presents loan requests over lending limit to senior management or loan committee. Ensures compliance to applicable regulations and keeps up to date with changes in federal regulations and lending requirements. Monitors loan repayment and takes appropriate collection action. Actively participates in new business development programs. Originates and follows through on new business contacts. Cross sells other bank products.

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 essential functions.

EDUCATION and/or EXPERIENCE

Bachelor's degree (B. A.) from a four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience. Experience with Windows XP, MS Word & MS Excel required. Lending experience preferred.

LANGUAGE SKILLS

Ability to read and interpret documents such as safety rules, operating and maintenance Instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organizations.

MATHEMATICAL SKILLS

Ability to calculate figures, and perform spreadsheet analysis.

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; and talk or hear. The employee frequently is required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, and the ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate



**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .

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