Personal Banking & Solutions Specialist

First Interstate Bank; Osceola (IA); On-site; USD 36,000 - 48,000; Full time

Job summary

First Interstate Bank seeks an Associate Community Banker to deliver personalized client service, discuss financial needs, and provide suitable solutions in a branch setting. The role emphasizes maintaining relationships and executing the bank's service commitments in line with our values.

The position involves opening and servicing consumer and basic business accounts, IRAs, CDs, and loans while handling teller transactions accurately.

Qualifications

• High School Diploma or GED required.
• Banking or related experience required.

Responsibilities

• Delivers personalized client service in person and over the phone by answering questions, assisting with issues, and offering solutions.
• Opens and maintains a variety of products, including consumer and basic business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more.
• Performs Teller duties, conducting a variety of financial transactions such as check cashing, deposits, withdrawals, loan payments, and accurately counting currency and coin.
• May engage in conversations about and process new consumer 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—consistently utilizing 360 View to document referrals and other client activity.
• Builds client relationships through proactive outreach and follow-up.
• 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; knowledge may be gained through coursework and on-the-job training.
• Performs other duties as assigned.

Skills

Attention to detail

Customer service

Communication

Problem solving

Digital literacy

Education

High School Diploma or GED

Tools

CRM systems

Microsoft Office

Digital platforms

Job description

First Interstate Bank seeks an Associate Community Banker to deliver personalized client service, discuss financial needs, and provide suitable solutions in a branch setting. The role emphasizes maintaining relationships and executing the bank's service commitments in line with our values.

The position involves opening and servicing consumer and basic business accounts, IRAs, CDs, and loans while handling teller transactions accurately.