Associate Community Banker

First Interstate; Jackson (WY); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Generous PTO and paid holidays

Child Care Assistance Program

Exercise reimbursement

Job summary

First Interstate Bank in Jackson, WY seeks an Associate Community Banker to deliver personalized client service and develop client relationships through in-person and phone conversations. You will open and maintain a range of banking products, process transactions, and explore referral opportunities across multiple lines of business.

You’ll work to meet client needs in line with our Service Commitments and company values, staying compliant with regulations while supporting community initiatives.

Qualifications

• Attention to detail and ability to follow verbal and written instructions while maintaining confidentiality.
• Tact and diplomacy when interacting with clients and coworkers.
• Working knowledge of personal computers and Microsoft programs.
• Familiarity with digital platforms and CRM systems.
• Able to read and write simple correspondence and present information clearly.
• Strong numerical ability for rates and percentages and basic math.
• Timely completion of work and meeting deadlines.

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 checking and savings accounts, IRAs, CDs and more.
• Performs teller duties and financial transactions with accuracy.
• Engages in conversations about and processes loan requests.
• Identifies referral opportunities and documents client activity in CRM/Digital platforms.
• Builds client relationships through proactive outreach and follow-up.
• Performs other duties as assigned.

Skills

Attention to detail

Verbal & written instructions

Tact & diplomacy

CRM systems

Microsoft Office

10-key skills

Digital platforms

Problem solving

Time management

Tools

CRM systems

Microsoft Office

Job description

This position is located at our Jackson Main, WY 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.

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.