Associate Community Banker

First Interstate Properties, Ltd.; Coeur d'Alene (ID); Presencial; USD 36.000 - 48.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO & holidays

Child Care Assistance

Exercise Reimbursement

Descripción de la vacante

First Interstate Bank in Hayden, Idaho is seeking an Associate Community Banker to deliver personalized client service, open and maintain consumer and business accounts, and handle teller transactions. You will explore loan opportunities and refer clients to Home Loans, Treasury Solutions, and Wealth Management, documenting activities in our CRM.

Strong attention to detail and adherence to policies are essential.

Formación

• Demonstrates attention to detail and ability to follow verbal and written instructions.
• Uses tact and diplomacy with clients and coworkers.
• Proficient with personal computers, Microsoft programs, and 10-key skills.
• Knowledge of digital platforms, CRM systems, and emerging technologies.
• Reads and writes simple instructions and correspondence.
• Able to present information in one-on-one and small-group settings.
• Able to perform basic arithmetic and interpret rates/percentages.
• Shows initiative and maintains professionalism and reliability.

Responsabilidades

• Delivers personalized client service in person or by phone and offers solutions.
• Opens and maintains a variety of accounts including checking, savings, and IRAs.
• Performs teller duties: deposits, withdrawals, and currency counting.
• Handles consumer loan conversations and processes loan requests as appropriate.
• Identifies referral opportunities to other business lines and documents activity.
• Builds client relationships through proactive outreach and follow-up.
• Maintains accuracy and compliance with bank policies and regulations.

Conocimientos

Attention to detail

Following instructions

Tact and diplomacy

MS Office / Microsoft programs

10-key skills

CRM systems

Digital platforms

Reading comprehension

Written communication

Oral presentation

Basic math / rates

Problem solving

Initiative

Educación

High School Diploma / GED

Herramientas

CRM systems

Microsoft Office

Descripción del empleo

This position is located at our Hayden, ID 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 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

The Associate Community Banker delivers personalized client service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible maintaining 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 client service in person and over the phone by answering questions, assisting with issues, and offering solutions.
• Opens and maintains a variety of products, including consumer and basic business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more.
• Performs Teller duties, conducting a variety of financial transactions such as check cashing, deposits, withdrawals, loan payments, and accurately counting currency and coin.
• May engage in conversations about and process new consumer loan requests.
• 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 - consistently utilizing 360 View to document referrals and other client activity.
• Builds client relationships through proactive outreach and follow-up.
• Completes work accurately with minimal errors.
• Participates in volunteer activities and financial education efforts.
• Stays current on regulatory changes and demonstrates compliance with all bank regulations, policies, and procedures related to assigned job functions; knowledge may be gained through coursework and on-the-job training.
• Performs other duties as assigned.

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

• Demonstrates strong attention to detail and the ability to follow verbal and written instructions while maintaining confidentiality.
• Uses tact and diplomacy effectively when interacting with clients and coworkers.
• Possesses working knowledge of personal computers, Microsoft programs, and strong 10-key skills.
• Maintains working knowledge of digital platforms, CRM systems, and emerging technologies.
• Able to read and comprehend simple instructions, short correspondence, and memos.
• Able to write simple correspondence.
• Able to effectively present information in one-on-one and small-group situations to clients and other employees of the organization.
• Able to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Able to compute rates and percentages and draw and interpret bar graphs.
• Able to apply common-sense understanding to carry out detailed but uncomplicated written or oral instructions.
• Able to solve problems involving a few concrete variables in standardized situations.
• Demonstrates timely completion of work and adjusts to workload demands to meet expected deadlines.
• Produces complete and accurate work, displaying pride and professionalism in all tasks.
• Takes personal initiative and serves as a positive example for others to follow.

Education And/Or Experience

• High School Diploma or General Education Degree (GED) required
• Banking or related experience required

LICENSES AND CERTIFICATIONS

• Registered Mortgage Loan Originator per the SAFE Act preferred

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
• Handling - Frequently
• Hearing - Frequently
• Lifting - Occasionally (up to 25 lbs)
• Sitting - Occasionally
• Standing - Frequently
• Talking - Frequently
• Walking - Occasionally
• Noise Level - Moderate
• Typical Work Hours - Vary based on scheduling and business need
• Regular and Predictable Attendance - Required
• Travel - as needed