Financial Services Representative II
Listed on 2026-03-01
-
Finance & Banking
Bank Customer Service
This position is located at our Sisters, OR branch.
What’s Important to YoWe 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
- .Accrue and use your paid time off (PTO) immediately – no waiting period – plus paid federal holidays in addition to PTO
- .Child Care Assistance Program for eligible dependent(s)
- .We prioritize wellness by offering eligible employees a monthly stipend, toward a fitness club membership or exercise-related classes
- .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
.We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #Team First Interstate
Financial Services Representative II OverviewThe Financial Services Representative II delivers personalized customer service by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. This position will be responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and value
Essential Duties and Responsibilities- IESDelivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutio ns.
Performs Teller duties, as needed, including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurate ly.
Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, and consumer credit car ds.
Holds financial conversations with clients and prospects to determine needs and provide appropriate solutio ns.
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 for documenting referrals and other client activi ty.
Builds client relationships through outbound and proactive measures including First
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 functi ons.
- Attention to detail, including verbal and written instruct lity.
Effective use of tact and diplomacy as it relates to clients and co-wor kers.
Working knowledge and use of a personal computer, Microsoft programs, and strong 10-key sk ills.
Ability to read and comprehend simple instructions, short correspondence and m emos.
Ability to write simple correspond ness. - Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organi tion.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and deci mals.
Ability to compute rate and percent and to draw and interpret bar gr aphs.
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instruct ions.
Ability to deal with problems involving a few concrete variables in standardized situat ions.
Demonstrates timely completion of work while being able to adjust to work demands to meet expected timeta bles.
Delivers complete and accurate work and displays pride and professionalism in work.
Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies and procedures for assigned job function and apply to designated job responsibilities - knowledge may be gained though coursework and on-the-job trai ning.
Takes personal initiative and is a positive example for other to emu…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).