Community & Business Banker

First Interstate Properties, Ltd.; Bend (OR); Sur place; USD 55 000 - 85 000; Plein temps

Avantages offerts par ce poste

Generous PTO and holidays

Child Care Assistance Program

Exercise reimbursement

Résumé du poste

First Interstate Bank in Bend, OR is seeking a Community & Business Banker to deliver personalized client service and build lasting relationships. You will engage clients in financial conversations, open and manage checking and loan products, and drive referrals across Home Loans, Treasury Solutions, Merchant Services, and Wealth Management.

Responsibilities include handling Teller duties as needed, maintaining accuracy, and contributing to community education initiatives while adhering to

Qualifications

• Maintains confidentiality at all times.
• Demonstrates strong attention to detail and follows instructions.
• Proficient with CRM systems and digital platforms.
• Able to communicate clearly and professionally with clients.

Responsabilités

• Delivers personalized client service in person and over the phone, answering questions and offering solutions.
• Opens and maintains products including checking, savings, CDs, and consumer/ small business loans.
• Processes new consumer and small business loan requests.
• Holds financial conversations to determine client needs and provide solutions.
• Identifies referrals to Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management.
• Builds client relationships through outbound engagement and proactive outreach.
• Performs Teller duties, including deposits, withdrawals, and loan payments.
• Completes work accurately with minimal errors.
• Participates in volunteer activities and financial education efforts.

Connaissances

Attention to detail

Customer service

Communication

Microsoft Office

CRM systems

10-key skills

Problem solving

Regulatory compliance

Formation

High School Diploma or GED

Associate's degree preferred

Banking experience 1-3 years

Outils

Microsoft Office Suite

CRM software

Description du poste

This position is located at our Bend, OR West 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

The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

• 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