Community & Business Banker

First Interstate Bank; Bend (OR); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

PTO

Child Care Assistance

Exercise reimbursement

Job summary

The Community & Business Banker at First Interstate Bank delivers personalized client service by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions in Bend, OR.

You will build relationships, open and manage accounts and loans, and identify referral opportunities to other lines of business while upholding our service commitments and regulatory requirements.

Qualifications

• High School Diploma or GED required
• Associate's Degree preferred
• 1-3 years banking or related experience required
• Registered Mortgage Loan Originator per the SAFE Act within 30 Days required

Responsibilities

• Delivers personalized client service in person and over the phone by answering client questions, assisting with issues, and offering solutions.
• Opens and maintains a variety of products, including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer and small business credit cards, and is proficient in originating all types of personal loans.
• Processes new consumer and new small business 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 Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management—fully embracing and utilizing 360 View to document referrals and other client activity.
• Builds client relationships through outbound engagement and proactive measures.
• Performs Teller duties as needed, conducting a variety of financial transactions such as check cashing, deposits, withdrawals, processing loan payments, and accurately counting currency and coin.
• 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.

Skills

Attention to detail

Confidentiality

Tact and diplomacy

Communication skills

Microsoft Office

CRM systems

10-key skills

Education

High School Diploma or GED

Associate's Degree preferred

Mortgage Loan Originator License (SAFE Act)

Tools

CRM systems

Microsoft Office

Job description

This position is located at our Bend, OR East Forum 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 Community & Business Banker delivers personalized client service by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. This position will be responsible for maintaining client relationships, with an 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 client questions, assisting with issues, and offering solutions.
• Opens and maintains a variety of products, including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer and small business credit cards, and is proficient in originating all types of personal loans.
• Processes new consumer and new small business 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—fully embracing and utilizing 360 View to document referrals and other client activity.
• Builds client relationships through outbound engagement and proactive measures.
• Performs Teller duties as needed, conducting a variety of financial transactions such as check cashing, deposits, withdrawals, processing loan payments, and accurately counting currency and coin.
• 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, applying standards appropriately; 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.
• Maintains confidentiality at all times.
• Uses tact and diplomacy effectively when interacting with clients and coworkers.
• Possesses working knowledge of personal computers, Microsoft software 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.
• Produces complete and accurate work, displaying pride and professionalism in all tasks.
• Takes personal initiative and serves as a positive example for others to emulate.

EDUCATION AND/OR EXPERIENCE

• High School Diploma or General Education Degree (GED) required.
• Associate's Degree preferred.
• 1-3 years banking or related experience required.

LICENSES AND CERTIFICATIONS

• Registered Mortgage Loan Originator per the SAFE Act within 30 Days required.

PHYSICAL DEMANDS AND WORKING ENVIRONMENT

• Dexterity of hands/fingers to operate computer keyboard and mouse.
• Frequently Handling.
• Frequently Hearing.
• Frequently Lifting.
• Occasionally (up to 25 lbs).
• Sitting.
• Occasionally Standing.
• Frequently Talking.
• Frequently Walking.
• Occasionally Noise Level - Moderate.
• Typical Work Hours - Vary based on scheduling and business need.
• Regular and Predictable Attendance - Required Travel - as needed.

First Interstate Bank is an equal opportunity employer committed to a diverse workforce and a barrier‑free employment process. Employment is based solely on an individual's merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition, or any other characteristics protected by law. We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws. If an individual requires accommodation in the job application process for a posted position may contact us Monday through Friday, 8 am to 5 pm MST at [e-mail].

All applicants must pass pre-employment screenings including a background check.

First Interstate BancSystem participates in E‑Verify which will require new employees to verify their identity and employment eligibility through the internet‑based system operated by the Social Security Administration (SSA) and the Department of Homeland Security (DHS).

E‑Verify Notice English or Spanish Right to Work Notice English or Spanish