Community Banker: Personal Finance & Client Solutions

First Interstate Properties, Ltd.; Medford (OR); Vor Ort; USD 42.000 - 62.000; Vollzeit

Benefits dieser Stelle

PTO + holidays

Child care assistance

Exercise reimbursement

Community involvement

Zusammenfassung

First Interstate Bank in Medford, OR is seeking a Community Banker to deliver personalized client service, assess client needs, and provide appropriate financial solutions. The role emphasizes maintaining client relationships and adherence to service commitments.

The position involves opening and servicing consumer and small business accounts, handling teller duties, and identifying referral opportunities across Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth

Qualifikationen

• Demonstrates attention to detail and ability to follow verbal and written instructions.
• Maintains confidentiality at all times.
• Uses tact and diplomacy when interacting with clients and coworkers.
• Working knowledge of personal computers and Microsoft programs.
• Familiarity with CRM systems and digital platforms.
• Ability to read and write simple correspondence and present information clearly.
• Comfort with basic math and reporting tasks.

Aufgaben

• Delivers personalized client service in person and by phone, solving issues and offering solutions.
• Opens and maintains products including checking, savings, IRAs, CDs, and credit cards.
• Identifies client needs and provides appropriate financial solutions.
• Processes loan requests and discusses small business loan opportunities.
• Documents referrals and client activity in CRM and 360 View.
• Builds relationships through outbound outreach and proactive engagement.

Kenntnisse

Attention to detail

Confidentiality

Tact and diplomacy

Microsoft Office

CRM experience

10-key skills

Communication skills

Problem solving

Ausbildung

High School Diploma or GED

Tools

CRM systems

Microsoft programs

Jobbeschreibung

First Interstate Bank in Medford, OR is seeking a Community Banker to deliver personalized client service, assess client needs, and provide appropriate financial solutions. The role emphasizes maintaining client relationships and adherence to service commitments.

The position involves opening and servicing consumer and small business accounts, handling teller duties, and identifying referral opportunities across Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth