Talent.com
Financial Services Representative II

Financial Services Representative II

First Interstate BankDenver, CO, US
30+ days ago
Job type
  • Full-time
Job description

Denver, CO Full Time Position

This position is located at our Denver, CO Lodo 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.
  • 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.

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

The Financial Services Representative II 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.
  • Performs Teller duties, as needed, 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, and consumer credit cards.
  • 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.

    Knowledge, Skills and Abilities

  • 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.
  • Adept at conversing with client about their needs and is able to originate all types of personal loans.
  • 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
  • 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.

    Compensation & Benefits

    We offer a competitive total compensation package including base salary and benefits. The pay range for this position is $21.09 to $29.52 per hour in CO and depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills and experience, education, and geographic location. Benefits include, but are not limited to, 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 which equates to approximately 18 days per year inclusive of paid sick time) and up to 11 paid Federal holidays. For more information regarding our benefits, please visit employee benefits.

    Create a job alert for this search

    Financial Service Representative • Denver, CO, US

    Related jobs
    • Promoted
    • New!
    Financial Services Representative III - Denver Tech Center

    Financial Services Representative III - Denver Tech Center

    SouthState BankEnglewood, CO, US
    Full-time
    SouthState Financial Relationship Specialist III.The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.Since our beg...Show moreLast updated: 15 hours ago
    • Promoted
    Financial Services Representative I

    Financial Services Representative I

    First Interstate BankLafayette, CO, US
    Full-time
    Financial Services Representative I.This position is located at our Lafayette, CO Northpark Dr.What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding...Show moreLast updated: 27 days ago
    • Promoted
    Financial Analyst II

    Financial Analyst II

    DishEnglewood, CO, United States
    Full-time
    EchoStar is reimagining the future of connectivity.Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans an...Show moreLast updated: 30+ days ago
    • Promoted
    Patient Services Representative I-II Department of Psychiatry

    Patient Services Representative I-II Department of Psychiatry

    Colorado AnschutzAurora, CO, US
    Full-time
    Patient Services Representative I-II Department of Psychiatry - 35857.University of Colorado Anschutz Medical Campus.Department : Community Practice. Job Title : Patient Services Representative ...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Physical Therapist

    Physical Therapist

    Delta CompaniesConifer, CO, United States
    Full-time
    Setting : Outpatient, Orthopedics .Compensation : $1,578 - $1,850 estimated weekly pay .Start : ASAP | open to 1-2 months out . Duration : 24 weeks | potential to extend .Benefits : Blue Cross Blu...Show moreLast updated: 17 hours ago
    • Promoted
    Patient Services Representative I-II Float Pool

    Patient Services Representative I-II Float Pool

    Colorado AnschutzDenver, CO, US
    Full-time
    Patient Services Representative I-II Float Pool.Attention customer service experts with a passion for team-centric care coordination in an outpatient setting. We need your caring and compassionate ...Show moreLast updated: 30+ days ago
    • Promoted
    Merchant Services Representative I

    Merchant Services Representative I

    SouthState BankEnglewood, CO, US
    Full-time
    Merchant Services Representative I.The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the...Show moreLast updated: 8 days ago
    • Promoted
    Financial Reporting Accountant II

    Financial Reporting Accountant II

    ModivcareDenver, CO, US
    Full-time
    Financial Reporting Specialist.Are you passionate about making a difference in people's lives? Do you enjoy working in a service-oriented industry? If so, this opportunity may be the right fit for ...Show moreLast updated: 30+ days ago
    • Promoted
    Regional Truck Driver Company - 6mo EXP Required - Flatbed - $1k - $1.7k per week

    Regional Truck Driver Company - 6mo EXP Required - Flatbed - $1k - $1.7k per week

    System TransportElbert, CO, US
    Full-time
    CDL A Regional Flatbed Truck Driver : $1,000.Looking for an exciting driving opportunity in the western region of America? System Transport is hiring experienced CDL-A flatbed truck drivers for regi...Show moreLast updated: 30+ days ago
    • Promoted
    CDL-A Company Driver - 6mo EXP Required - Regional - Flatbed - $1k - $1.7k per week

    CDL-A Company Driver - 6mo EXP Required - Regional - Flatbed - $1k - $1.7k per week

    System TransportElbert, CO, US
    Full-time
    CDL A Regional Flatbed Truck Driver : $1,000.Looking for an exciting driving opportunity in the western region of America? System Transport is hiring experienced CDL-A flatbed truck drivers for regi...Show moreLast updated: 30+ days ago
    • Promoted
    Program Financial Analyst II

    Program Financial Analyst II

    Clearance JobsLone Tree, CO, US
    Full-time
    As a Program Financial Analyst II, you will be using your skills and expertise to review, monitor, and control project data in support of our internal and external project reporting.You'll be respo...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Tax Expert - Local

    Tax Expert - Local

    IntuitGolden, CO, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 15 hours ago
    • Promoted
    Mental Health Therapist

    Mental Health Therapist

    SonderMind CareersElbert, CO, US
    Full-time
    SonderMind is a leading mental health care platform revolutionizing therapy services by empowering licensed mental health therapists to deliver exceptional care with cutting-edge, AI-powered tools....Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Professional Counselor (Therapist) - Elbert, CO

    Licensed Professional Counselor (Therapist) - Elbert, CO

    LifeStance HealthElbert, CO, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Tax Expert

    Tax Expert

    IntuitGolden, CO, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 15 hours ago
    • Promoted
    Financial Consultant, National Investor Center - Greenwood Village, CO

    Financial Consultant, National Investor Center - Greenwood Village, CO

    Fidelity InvestmentsEnglewood, CO, US
    Full-time
    Job Description : Phone Financial Consultant.Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environme...Show moreLast updated: 1 day ago
    • Promoted
    Financial Services Representative II - Denver Meridian

    Financial Services Representative II - Denver Meridian

    SouthState BankEnglewood, CO, US
    Full-time
    SouthState Financial Relationship Specialist II.The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.Since our begi...Show moreLast updated: 30+ days ago
    • Promoted
    Program Financial Analyst II

    Program Financial Analyst II

    Sierra Nevada CorporationLone Tree, CO, US
    Full-time
    As a Program Financial Analyst II, you will be using your skills and expertise to review, monitor, and control project data in support of our internal and external project reporting.You'll be respo...Show moreLast updated: 30+ days ago