Talent.com
Financial Services Representative I - Float
Financial Services Representative I - FloatFirst Interstate Bank • Salem, OR, US
Financial Services Representative I - Float

Financial Services Representative I - Float

First Interstate Bank • Salem, OR, US
2 days ago
Job type
  • Full-time
Job description

Financial Services Representative I

This position will support our branches in Eugene, Springfield, Salem, and Roseburg, OR. 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.
  • Child Care Assistance Program for eligible dependent(s).
  • Exercise reimbursement program for employees.
  • 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. 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 maintain 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. 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 the essential functions.

  • 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.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Ability to compute rate and percent and to draw and interpret bar graphs.
  • Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions.
  • Ability to deal with problems involving a few concrete variables in standardized situations.
  • Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
  • Delivers complete and accurate work and displays pride and professionalism in work.
  • Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies, and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job training.
  • Takes personal initiative and is a positive example for other to emulate.
  • This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results.
  • Education and / or Experience

  • High School Diploma or General Education Degree (GED) required
  • 1-3 years banking or related experience required
  • Physical Demands and Working Environment The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

  • Dexterity of hands / fingers to operate computer keyboard and mouse - Frequently
  • Lifting - Occasionally (up to 10 lbs)
  • Sitting - Frequently
  • Overtime - Subject to business need
  • Noise Level - Moderate
  • Typical Work Hours - M-F (8-5)
  • Regular and Predictable Attendance - Required
  • Create a job alert for this search

    Financial Representative • Salem, OR, US

    Related jobs
    Manager Patient Financial Services

    Manager Patient Financial Services

    VirtualVocations • Salem, Oregon, United States
    Full-time
    A company is looking for a Manager of Patient Financial Services.Key Responsibilities Oversee daily operations of billing, follow-up, denial management, and collections Coordinate with facilitie...Show more
    Last updated: 2 days ago • Promoted
    Service Executive II

    Service Executive II

    VirtualVocations • Salem, Oregon, United States
    Full-time
    A company is looking for a Service Executive II responsible for managing client relationships and operational initiatives. Key Responsibilities Oversee client servicing and advocate for client nee...Show more
    Last updated: 2 days ago • Promoted
    Client Services Representative

    Client Services Representative

    VirtualVocations • Salem, Oregon, United States
    Full-time
    A company is looking for a Client Services Representative to support their lab operations.Key Responsibilities Act as a liaison between the company, customers, and patients Investigate and resol...Show more
    Last updated: 30+ days ago • Promoted
    Logistics Support Associate (STAYTON)

    Logistics Support Associate (STAYTON)

    United Parcel Service • STAYTON, Oregon, US
    Part-time +1
    As a driver helper youll ride along with a package delivery driver in our iconic brown trucks and help deliver packages to businesses and homes in your community. During your shift, youll be in and ...Show more
    Last updated: 10 hours ago • Promoted • New!
    Pediatrics

    Pediatrics

    CompHealth • Stayton, Oregon, US
    Full-time
    Pediatrics physician job in Oregon : Stayton, OR, is an excellent place for a physician to practice and live, offering a balance of small-town charm and professional opportunity in a friendly, supp...Show more
    Last updated: 30+ days ago • Promoted
    State Licensed Financial Consultant

    State Licensed Financial Consultant

    VirtualVocations • Aloha, Oregon, United States
    Full-time
    A company is looking for a Financial Consultant I to join their Retirement and Income Solutions team.Key Responsibilities Provide benefit event education and retention solutions to customers Edu...Show more
    Last updated: 4 days ago • Promoted
    Payroll Specialist II

    Payroll Specialist II

    Pacific Seafood • Clackamas, OR, US
    Full-time
    At Pacific Seafood, we do more than just provide the world with the healthiest proteins on the planet.We are an excellence-driven organization committed to being the brand of choice in the marketpl...Show more
    Last updated: 15 hours ago • Promoted • New!
    Physician Assistant (PA) - Pediatrics - General / Other in Stayton, OR

    Physician Assistant (PA) - Pediatrics - General / Other in Stayton, OR

    LocumJobsOnline • Stayton, OR, US
    Full-time +1
    LocumJobsOnline is working with CompHealth to find a qualified Pediatrics PA in Stayton, Oregon, 97383!.Excellent opportunity for a Pediatric Physician Assistant / Associate.Join a growing Pediatric ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Applications Specialist

    Financial Applications Specialist

    VirtualVocations • Aloha, Oregon, United States
    Full-time
    A company is looking for a Financial Applications Specialist II.Key Responsibilities Analyze complex business problems and deliver innovative solutions through applications, integrations, and aut...Show more
    Last updated: 1 day ago • Promoted
    Patient Solutions Representative II

    Patient Solutions Representative II

    VirtualVocations • Salem, Oregon, United States
    Full-time
    A company is looking for a Representative, Patient Solutions II.Key Responsibilities Deliver a high-quality patient experience through inbound and outbound call resolution Manage inquiries via m...Show more
    Last updated: 3 days ago • Promoted
    FINRA Licensed Financial Consultant

    FINRA Licensed Financial Consultant

    VirtualVocations • Aloha, Oregon, United States
    Full-time
    A company is looking for a Financial Consultant to join their Retirement Plan Advisory Team (RPAT).Key Responsibilities Provide over-the-phone guidance to customers regarding their employer-spons...Show more
    Last updated: 30+ days ago • Promoted
    Financial Accountant III

    Financial Accountant III

    VirtualVocations • Aloha, Oregon, United States
    Full-time
    A company is looking for a Financial Accountant III.Key Responsibilities Perform revenue recognition in compliance with ASC 606 Manage assigned financial cycles and ensure accuracy in accounting...Show more
    Last updated: 1 day ago • Promoted
    Member Services Representative

    Member Services Representative

    VirtualVocations • Aloha, Oregon, United States
    Full-time
    A company is looking for a Member Services Representative to provide exceptional service to its members.Key Responsibilities Build and maintain professional relationships with members and colleag...Show more
    Last updated: 30+ days ago • Promoted
    Refund Specialist III

    Refund Specialist III

    VirtualVocations • Salem, Oregon, United States
    Full-time
    A company is looking for a Refund Specialist III - Remote.Key Responsibilities Validates and tracks credits due to insurance companies, patients, and other payers Analyzes account activity to de...Show more
    Last updated: 30+ days ago • Promoted
    Eligibility Specialist II

    Eligibility Specialist II

    VirtualVocations • Salem, Oregon, United States
    Full-time
    A company is looking for an Eligibility Specialist 2.Key Responsibilities Conduct advanced eligibility screening and provide guidance on financial assistance programs Facilitate application proc...Show more
    Last updated: 30+ days ago • Promoted
    Affiliate Manager for Financial Services

    Affiliate Manager for Financial Services

    VirtualVocations • Salem, Oregon, United States
    Full-time
    A company is looking for an Affiliate Manager with financial services experience.Key Responsibilities Develop proactive affiliate marketing strategies and manage day-to-day operations of multiple...Show more
    Last updated: 7 hours ago • Promoted • New!
    Financial Analyst II

    Financial Analyst II

    VirtualVocations • Salem, Oregon, United States
    Full-time
    A company is looking for a Financial Analyst II to conduct financial research and reporting.Key Responsibilities Conduct economic and financial research to assess investment trends and conditions...Show more
    Last updated: 30+ days ago • Promoted
    Telemedicine Physician

    Telemedicine Physician

    QuickMD • Sublimity, OR, US
    Full-time
    QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essential medical trea...Show more
    Last updated: 30+ days ago • Promoted