Financial Services Representative II

Financial Services Representative II

First Interstate – Sioux City, IA branch

If you are a current First Interstate Bank employee, please apply through the Career Worklet in the Employee Portal.

The 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 values.

• Accrue and use paid time off immediately—no waiting period—and receive paid federal holidays in addition to PTO.
• Child Care Assistance Program: up to $1,500 per eligible dependent, with a maximum of $4,500 annually.
• Wellness benefit: $25 per month (or $300 per year) toward a fitness club membership or exercise-related classes.

• Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
• Performs teller duties, as needed, including various financial transactions such as check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
• Opens and maintains a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, and consumer credit cards.
• Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions.
• Identifies referral opportunities to other lines of business—Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management—fully embracing and utilizing 360 View for documenting referrals and other client activity.
• Builds client relationships through outbound and proactive measures including First 15.

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.

• Attention to detail, including verbal and written instructions.
• Maintains confidentiality.
• Effective use of tact and diplomacy as it relates to clients and coworkers.
• Working knowledge and use of a personal computer, Microsoft programs, and strong 10‑key skills.
• Ability to read and comprehend simple instructions, short correspondence, and memos.
• Ability to write simple correspondence.
• Ability to effectively present information in one‑on‑one and small group situations.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to compute rates and percentages and to draw and interpret bar graphs.
• Ability to apply common‑sense understanding to carry out detailed but uncomplicated written or oral instructions.
• Ability to deal with problems involving a few concrete variables in standardized situations.
• Demonstrates timely completion of work while being able to adjust to work demands to meet expected timetables.
• Delivers complete and accurate work and displays pride and professionalism.
• Stays up to date on regulation changes and demonstrates compliance with all bank regulations, policies, and procedures for assigned job function.
• Takes personal initiative and is a positive example for others to emulate.
• Adept at conversing with clients about their needs and is able to originate all types of personal loans.
• Complies with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results.

• High School Diploma or General Education Degree (GED) required.
• 1–3 years of banking or related experience required.

• Dexterity of hands/fingers to operate computer keyboard and mouse – frequently.
• Lifting – occasionally (up to 10 lbs).
• Sitting – frequently.
• Overtime – subject to business need.
• Noise level – moderate.
• Typical work hours – Monday–Friday, 8 a.m. to 5 p.m.
• Regular and predictable attendance – required.

Entry level

Full‑time