What are the responsibilities and job description for the Financial Services Representative position at First Interstate BancSystem?
First Interstate BancSystem is seeking a Financial Services Representative to join our team! As a key member of our banking team, you will be responsible for delivering exceptional customer service and developing strong relationships with clients. Your primary responsibility will be to perform daily teller transactions in both the lobby and drive-up locations of the branch.
Main Duties:
- Deliver top-notch customer service by addressing customer inquiries in person and/or on the telephone, ensuring that their needs are met with professionalism and courtesy.
- Manage customer account services such as receiving deposits and loan payments, cashing checks, issuing savings withdrawals, recording night and mail deposits, and selling cashier's checks, traveler's checks, and savings bonds.
- Log customer account transactions by recording cashier checks, traveler's checks, and other special services; prepare currency transaction reports as needed.
- Develop client relationships by cross-selling bank products, answering inquiries, informing customers of new services and product promotions, ascertaining customer needs, and guiding customers to a branch representative.
- Handle special customer requests by closing accounts, taking orders for checks, opening and closing Christmas and vacation clubs, exchanging foreign currencies, providing special statements, copies, and referrals, and completing safe-deposit box procedures.
Basic Requirements:
- A high school diploma or general education degree (GED) is mandatory; experience in a cash handling role is beneficial.
- Demonstrate strong mathematical abilities, effective communication skills, and interpersonal skills to interact with customers and colleagues.
- Display ability to manage confidential and sensitive information with care.
In order to succeed in this role, it is crucial to meet all the main duties and basic requirements outlined above. Accommodations can be made to support individuals with disabilities to carry out the key tasks of the job.
