Personal Banking & Loans Solutions Advisor

First Interstate Properties, Ltd.; Bend (OR); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

PTO

Child Care Assistance

Exercise reimbursement

Job summary

First Interstate Bank is seeking a Community Banker to deliver personalized client service, grow customer relationships, and process a range of banking products at our Bend, OR branch. You’ll engage clients via in‑person and phone conversations, document referrals, and support both consumer and small business needs while upholding regulatory standards.

Ideal applicants have 1–3 years banking experience, strong communication skills, and proficiency with CRM systems and Microsoft Office.

Qualifications

• High School Diploma or GED required.
• 1-3 years banking or related experience preferred.

Responsibilities

• Delivers personalized client service in person and over the phone by answering questions, assisting with issues, and offering solutions.
• Opens and maintains products including checking, savings, IRAs, CDs, and credit cards.
• Holds financial conversations to determine needs and provide appropriate solutions.
• Processes loan requests and may handle small business loan conversations.
• Identifies referral opportunities and documents activity using 360 View.
• Builds client relationships through outbound outreach and proactive engagement.
• Performs Teller duties and handles cash transactions as needed.
• Ensures compliance with regulations and bank policies.

Skills

Client service

CRM systems

Microsoft Office

10-key skills

Communication

Referral skills

Education

High School Diploma or GED

Tools

CRM systems

Microsoft Office

Job description

First Interstate Bank is seeking a Community Banker to deliver personalized client service, grow customer relationships, and process a range of banking products at our Bend, OR branch. You’ll engage clients via in‑person and phone conversations, document referrals, and support both consumer and small business needs while upholding regulatory standards.

Ideal applicants have 1–3 years banking experience, strong communication skills, and proficiency with CRM systems and Microsoft Office.