Talent.com
Financial Services Representative I
Financial Services Representative IFirst Interstate Bank • Emmett, ID, US
Financial Services Representative I

Financial Services Representative I

First Interstate Bank • Emmett, ID, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Financial Services Representative I

This position is located at our Emmett, ID branch. What's Important to You We 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.

  • Generous Paid Time Off (PTO) in addition to paid federal holidays.
  • Child Care Assistance Program for eligible dependent(s).
  • Exercise reimbursement program for employees.
  • 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 #TeamFirstInterstate. SUMMARY The Financial Services Representative I delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible for the maintenance of client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Delivers personalized customer service in person and over the phone, answering client questions, assisting with issues, and offering solutions.
  • Performs Teller duties including a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments, and counting currency and coin accurately.
  • Opens and maintain a variety of products including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, consumer credit cards, and more.
  • Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions; 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 activity.
  • Builds client relationships through outbound and proactive measures including First 15.

    • QUALIFICATIONS 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 co-workers.
  • 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 to customers, clients, and other employees of the organization.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Ability to compute rate and percent and to draw and interpret bar graphs.
  • Ability to apply common sense understanding to carry out detailed but uninvolved 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 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 training.
  • Takes personal initiative and is a positive example for other to emulate.
  • This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting all such requirements, including acceptable background investigation results.

    • EDUCATION AND / OR EXPERIENCE High School Diploma or General Education Degree (GED) required 1-3 years banking or related experience required

    PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

  • 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 - M-F (8-5)
  • Regular and Predictable Attendance - Required
    • [job_alerts.create_a_job]

    Financial Representative • Emmett, ID, US

    [internal_linking.similar_jobs]
    Remote Financial Services Representative - Full Training | 100% Commission

    Remote Financial Services Representative - Full Training | 100% Commission

    ANDERSON JOHNSON AGENCY LLC • Boise, ID, US
    [filters.remote]
    [job_card.full_time]
    Join a rapidly growing agency helping families across the U.Whether you’re licensed or just starting out, we’ll provide the mentorship, training, and tools to help you thrive.Work remot...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Patient Financial Services Representative

    Patient Financial Services Representative

    FMS Inc. • Boise, ID, US
    [job_card.full_time]
    THIS POSITION REQUIRES 3-4 MONTHS OF ON-SITE TRAINING BEFORE BEING GIVEN THE OPPORTUNITY TO WORK REMOTELY FROM HOME • •.The Patient Financial Services Representative is responsible for managing patie...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wisconsin Licensed Financial Representative

    Wisconsin Licensed Financial Representative

    VirtualVocations • Boise, Idaho, United States
    [job_card.full_time]
    A company is looking for a Member Financial Representative.Key Responsibilities Engage members in financial review conversations and provide personalized recommendations Assist members through v...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Field Support Representative I, II, III

    Field Support Representative I, II, III

    Indiana Staffing • Meridian, ID, US
    [job_card.full_time]
    Under direct supervision, the Field Support Representative (FSR) is assigned to a temporary in-house talent pool which provides replacement and / or short-term administrative services in place of Off...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Services Analyst, Financial Services Sales Assistant

    Financial Services Analyst, Financial Services Sales Assistant

    Nationwide Mutual Insurance • Boise, Idaho, USA
    [job_card.full_time]
    Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement If so then Nationwide Financial could be t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    CDL-A Truck Driver - Earn $49,256-$79,179 / Year - 4 Months Exp Required

    CDL-A Truck Driver - Earn $49,256-$79,179 / Year - 4 Months Exp Required

    TWT Refrigerated Service • Emmett, ID, US
    [job_card.full_time]
    TWT Refrigerated Service is Now Hiring Experienced CDL-A Truck Drivers!.Earn $49,256 - $79,179 per Year - Full Benefits.Earn $947 - $1,522 per week depending on experience, routes, regular attendan...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Manager, O2C Financial Systems (Zuora)

    Manager, O2C Financial Systems (Zuora)

    Relativity • Boise, ID, United States
    [job_card.full_time]
    This role will be the end-to-end process subject matter expert, own Zuora platform operations, and lead project teams supporting our Billing / Collections and Revenue Accounting teams' initiatives.Th...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Services Analyst, Financial Services - Sales Assistant

    Financial Services Analyst, Financial Services - Sales Assistant

    Nationwide • Boise, ID, US
    [job_card.full_time]
    Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Restaurant Delivery - Receive 100% of Customer Tips

    Restaurant Delivery - Receive 100% of Customer Tips

    DoorDash • Emmett, ID, United States
    [job_card.full_time] +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    First Tech Federal Credit Union • Eagle, ID, United States
    [job_card.full_time]
    The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, discusses members' financial goals and identifies suitable non-deposit products and services based on the memb...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Representative

    Client Services Representative

    Paylocity • Meridian, ID, US
    [job_card.full_time]
    Paylocity is an award-winning provider of cloud-based HR and payroll software solutions, offering the most complete platform for the modern workforce. The company has become one of the fastest-growi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Physician (MD / DO) - Pediatrics - General / Other - $210,000 to $250,000 per year in Emmett, ID

    Physician (MD / DO) - Pediatrics - General / Other - $210,000 to $250,000 per year in Emmett, ID

    LocumJobsOnline • Emmett, ID, US
    [job_card.full_time]
    Doctor of Medicine | Pediatrics - General / Other.LocumJobsOnline is working with Curative to find a qualified Pediatrics MD in Emmett, Idaho, 83617!. Pediatrician Opportunity near Boise, Idaho.A grow...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor II -Labor Benchmarking - Texas

    Financial Advisor II -Labor Benchmarking - Texas

    Baylor Scott & White Health • Boise, ID, United States
    [job_card.full_time]
    The Financial Analyst II Labor Benchmarking is a position that requires you to live in Texas.Serves as the key financial resource for the Labor Benchmarking Team. Provides financial research require...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Regional Truck Driver Company - 6mo EXP Required - Flatbed - $93.68k - $172.13k per week

    Regional Truck Driver Company - 6mo EXP Required - Flatbed - $93.68k - $172.13k per week

    System Transport • Emmett, ID, US
    [job_card.full_time]
    K Hiring Bonus! Flatbed CDL A Driver, Regional Route : $936.Receive a $5K Hiring Bonus • when you join System Transport's Division 295 now!. Looking for an exciting driving opportunity in the west...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel CT Tech - $2,455 per week in Emmett, ID

    Travel CT Tech - $2,455 per week in Emmett, ID

    AlliedTravelCareers • Emmett, ID, US
    [job_card.full_time]
    AlliedTravelCareers is working with CrossMed Healthcare Staffing to find a qualified CT Tech in Emmett, Idaho, 83617!.At CrossMed Healthcare Staffing, we aim to create lasting impressions wherever ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Patient Service Center Representative II - Remote / Spanish Bilingual Required

    Patient Service Center Representative II - Remote / Spanish Bilingual Required

    Phenom People • Boise, ID, US
    [filters.remote]
    [job_card.full_time]
    Patient Service Center Representative II.As a part of the Tenet and Catholic Health Initiatives family, Conifer Health brings 30 years of healthcare industry expertise to clients in more than 135 l...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Services Representative - State Farm Agent Team Member

    Financial Services Representative - State Farm Agent Team Member

    Monte Folsom - State Farm Agent • Boise, ID, US
    [job_card.full_time]
    As a Financial Services Representative - State Farm Agent Team Member with Monte Folsom - State Farm Agent, you will successfully market the financial products that manage everyday risks.Your profi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Washington Trust Bank • Meridian, ID, United States
    [job_card.full_time]
    Washington Trust brings more than 100 years of investment management, estate settlement and trust administrative expertise to individuals, families, companies and organizations throughout the Pacif...[show_more]
    [last_updated.last_updated_30] • [promoted]