Associate Community Banker

First Interstate

Hamilton (MT)

On-site

USD 36,000 - 60,000

Full time

14 days+

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Benefits offered by this job

PTO
Child care assistance
Exercise reimbursement
Community involvement

Job summary

First Interstate Bank in Hamilton, MT is seeking an Associate Community Banker to deliver personalized client service, assess needs, and provide appropriate financial solutions at the branch. You will build lasting relationships with clients and prospects in line with our Service Commitments and values.

Responsibilities include opening and maintaining accounts, processing teller transactions, and identifying referral opportunities to other lines of business.

Qualifications

  • High School Diploma or GED required.
  • Banking or related experience required.

Responsibilities

  • Delivers personalized client service in person and over the phone, answering questions and offering solutions.
  • Opens and maintains products including checking, savings, IRAs, CDs, and more.
  • Performs Teller duties: deposits, withdrawals, loans payments, and currency handling.
  • Engages in conversations about and processes new consumer loan requests.
  • Identifies referral opportunities to Home Loans, Treasury Solutions, Merchant Services, Business Banking and Wealth Management.

Skills

Attention to detail
Confidentiality
Effective communication
Customer service
CRM systems
10-key skills
Digital platforms
Problem solving

Education

High School Diploma or GED
Banking experience preferred

Tools

Microsoft Office
CRM software

Job description

This position is located at our Hamilton, MT branch.

What's Important To You
  • 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.

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
  • 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
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