What are the responsibilities and job description for the Financial Services Representative position at First Interstate?
Company Description
First Interstate is a community bank that delivers best-in-class banking and Wealth Management services throughout Arizona, Colorado, Idaho, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, North Dakota, Oregon, South Dakota, Washington, and Wyoming. Headquartered in Billings, Montana, First Interstate is driven by strong values, with a focus on supporting the communities we serve through the financial services we provide as well as through volunteerism and philanthropy.
Role Description
This is a full-time on-site role for a Financial Services Representative II located in Lafayette, CO. The Financial Services Representative II will be responsible for delivering excellent customer service to clients while effectively promoting and selling the company's financial products and services. They will assist with the processing and maintenance of loans, accounts, and other related banking matters, and will actively participate in cross-selling bank products and services to new and existing customers.
Qualifications
- Bachelor's degree in Business, Finance, or a related field, or equivalent work experience in banking, financial services, or a related field
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and coworkers
- Ability to work independently and as part of a team in a fast-paced environment
- Strong time management and organizational skills, with the ability to multitask and prioritize effectively
- Proficient computer skills and familiarity with Microsoft Office Suite and other banking-related software
- Understanding of banking regulations and compliance requirements
- Series 6 and 63 Securities licenses preferred, or the ability to obtain within six months of hire
First Interstate is an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, veteran status, disability, or any other protected class.
If you are interested in joining a dynamic team dedicated to providing excellent customer service and financial services to our communities, please apply today!
First Interstate also takes affirmative action to employ and advance in employment qualified minorities, women, protected veterans and individuals with disabilities.
