What are the responsibilities and job description for the Personal Banking Consultant position at First Interstate BancSystem?
About First Interstate BancSystem
We are a leading banking institution committed to providing exceptional customer service and innovative financial solutions. Our dedicated team strives to build long-lasting relationships with clients, empowering them to achieve their financial goals.
Job Description
The Financial Services Representative I role involves delivering personalized customer service by engaging in financial conversations with clients and prospects to understand their needs and provide tailored solutions. This position requires maintaining client relationships, upholding First Interstate Bank's Service Commitments, and adhering to our vision and values.
Main Responsibilities:
- Deliver exceptional customer service, answering client questions, resolving issues, and offering suitable solutions.
- Perform a variety of financial transactions, including check cashing, deposits, withdrawals, loan payments, and counting currency and coin accurately.
- Open and manage various products, such as consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, and consumer credit cards.
- Engage in financial conversations with clients and prospects to determine needs and provide appropriate solutions, recognizing referral opportunities to other lines of business.
Key Requirements:
- A high school diploma or General Education Degree (GED) is required.
- 1-3 years of banking or related experience is necessary.
Essential Skills and Qualifications
Candidates must possess:
- Strong analytical and problem-solving skills.
- Maintain confidentiality and handle sensitive information with discretion.
- Effective use of tact and diplomacy when interacting with clients and colleagues.
- A working knowledge of personal computers, Microsoft programs, and strong 10-key skills.
- Ability to read and comprehend complex instructions, correspondence, and memos.
- Ability to write clear and concise correspondence.
Benefits
We prioritize employee well-being, offering:
- Generous Paid Time Off (PTO) in addition to paid federal holidays.
- Child Care Assistance Program for eligible dependents.
- Exercise reimbursement program for employees.
