Community Banker: Personal Finance Advisor

First Interstate Properties, Ltd.

Jackson (WY)

On-site

USD 42,000 - 64,000

Full time

43 hours ago
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Benefits offered by this job

Generous PTO and holidays
Child Care Assistance Program
Exercise reimbursement program
Community involvement opportunities

Job summary

First Interstate Bank in Jackson, WY seeks a Community Banker to deliver personalized client service, hold financial conversations, and determine client needs to provide appropriate solutions. This role emphasizes assisting with checking, savings, IRAs, CDs, and small business cards while building relationships through outbound outreach and referrals.

You will stay compliant with regulations, perform teller duties when needed, and participate in community initiatives aligned with our Service

Qualifications

  • High School Diploma or GED required.
  • 1-3 years banking or related experience preferred.
  • Registered Mortgage Loan Originator per the SAFE Act within 30 days.

Responsibilities

  • Delivers personalized client service in person and over the phone, assisting with issues and offering solutions.
  • Opens and maintains products including checking, savings, IRAs, CDs, and credit cards.
  • Holds financial conversations with clients to determine needs and provide appropriate solutions.
  • Processes loan requests and engages in conversations to process small business loans when needed.
  • Identifies referral opportunities and documents activity using 360 View.
  • Performs teller duties as needed and ensures accurate cash handling.

Skills

Attention to detail
Confidentiality
Communication
10-key skills
CRM systems
Digital platforms

Education

HS Diploma or GED
Mortgage Loan Originator license (SAFE Act)

Tools

CRM systems
Microsoft Office
10-key

Job description

First Interstate Bank in Jackson, WY seeks a Community Banker to deliver personalized client service, hold financial conversations, and determine client needs to provide appropriate solutions. This role emphasizes assisting with checking, savings, IRAs, CDs, and small business cards while building relationships through outbound outreach and referrals.

You will stay compliant with regulations, perform teller duties when needed, and participate in community initiatives aligned with our Service

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