Community Banker: Personal Finance Partner

First Interstate Bank

Lincoln (NE)

On-site

USD 42,000 - 52,000

Full time

5 days ago
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Benefits offered by this job

PTO
Child care assistance
Exercise reimbursement

Job summary

First Interstate Bank is seeking an Associate Community Banker in the Lincoln, NE area. The role centers on delivering personalized client service, handling a range of banking products, and maintaining client relationships.

You will engage with clients to determine needs, offer suitable solutions, and refer opportunities toHome Loans, Treasury Solutions, Merchant Services, and Wealth Management while documenting activity in the CRM system.

Qualifications

  • Demonstrates strong attention to detail and confidentiality.
  • Diplomacy and tact in client interactions.
  • Proficient with PCs, Microsoft Office, and 10-key arithmetic.
  • Familiar with digital platforms and CRM systems.
  • Able to read and write simple correspondence.
  • Able to present information clearly in small groups.
  • Strong numerical and basic math abilities.

Responsibilities

  • Deliver personalized client service in person and by phone.
  • Open and maintain checking, savings, CDs, and basic banking products.
  • Perform teller transactions, deposits, withdrawals, and loan payments.
  • Discuss loan or product needs with clients and process requests.
  • Identify cross-sell opportunities and document referrals in the 360 View system.
  • Build client relationships through proactive outreach and follow-up.
  • Maintain accuracy with minimal errors and adhere to regulations.

Skills

Attention to detail
Diplomacy
MS Office
10-key skills
CRM systems
Reading comprehension
Writing ability
Presentation skills
Numerical ability
Problem solving

Education

High School Diploma or GED
Banking experience

Tools

CRM systems
Microsoft Office

Job description

First Interstate Bank is seeking an Associate Community Banker in the Lincoln, NE area. The role centers on delivering personalized client service, handling a range of banking products, and maintaining client relationships.

You will engage with clients to determine needs, offer suitable solutions, and refer opportunities toHome Loans, Treasury Solutions, Merchant Services, and Wealth Management while documenting activity in the CRM system.

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