Community Banking Specialist—Client Solutions

First Interstate Bank; Bozeman (MT); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Generous PTO

Child Care Assistance

Exercise reimbursement

Job summary

First Interstate Bank in Bozeman, MT is seeking an Associate Community Banker to deliver personalized client service by discussing financial needs with clients and prospects and offering solutions. The role emphasizes maintaining client relationships and alignment with the bank's service commitments.

The position involves opening and maintaining accounts, performing teller duties, and exploring loan opportunities while referring customers to Home Loans, Treasury Solutions, Wealth Management, and

Qualifications

• High School Diploma or GED required.
• Banking or related experience required.
• Requires compliance with the SAFE Mortgage Licensing Act of 2008.

Responsibilities

• Delivers personalized client service in person and over the phone.
• Opens and maintains consumer and basic business accounts, IRAs, CDs, and more.
• Performs Teller duties and a variety of financial transactions.
• May engage in conversations about and process new consumer loan requests.
• Holds financial conversations with clients and prospects to determine needs and provide solutions.
• Identifies referral opportunities to other lines of business and documents activity.
• Builds client relationships through proactive outreach and follow-up.
• Completes work accurately with minimal errors.
• Participates in volunteer activities and financial education efforts.

Skills

Attention to detail

Tact & diplomacy

PC skills

CRM systems

Reading comprehension

Written communication

Verbal presentation

Numerical skills

Problem solving

Time management

Education

High School Diploma or GED

Tools

Microsoft Office

CRM systems

Digital platforms

Job description

First Interstate Bank in Bozeman, MT is seeking an Associate Community Banker to deliver personalized client service by discussing financial needs with clients and prospects and offering solutions. The role emphasizes maintaining client relationships and alignment with the bank's service commitments.

The position involves opening and maintaining accounts, performing teller duties, and exploring loan opportunities while referring customers to Home Loans, Treasury Solutions, Wealth Management, and