Financial Services Representative III

Financial Services Representative Iii

This position is located at our Casper, WY East branch. 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 dependents. Exercise reimbursement program for employees.

The financial services representative iii delivers personalized customer service by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. This position will be 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.
• Opens and maintains a variety of products including consumer and business checking and savings accounts, individual retirement accounts, certificates of deposit, consumer credit cards, and is proficient in originating all types of personal loans.
• Originates small business loans if necessary.
• 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.

Management responsibilities :

Qualifications :

Education and / or experience :

Physical demands and working environment :

Our company is an equal opportunity employer. Employment here is based solely upon an individual's merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition, or any other characteristics protected by law. We make all reasonable accommodations to meet the obligations set forth under the americans with disabilities act (ada) and state disability laws.