Talent.com
Financial Services Representative I
Financial Services Representative IFirst Interstate BancSystem, Inc. • Meridian, ID, United States
Financial Services Representative I

Financial Services Representative I

First Interstate BancSystem, Inc. • Meridian, ID, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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

This position is located at our Meridian, ID Silverstone 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.

    KNOWLEDGE, SKILLS AND ABILITIES

  • 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

    • If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

    serp_jobs.job_alerts.create_a_job

    Financial Representative • Meridian, ID, United States

    Job_description.internal_linking.related_jobs
    Sr. Advisor, Financial Systems

    Sr. Advisor, Financial Systems

    Cardinal Health • Boise, ID, United States
    serp_jobs.job_card.full_time
    What Financial Operating Systems (FOS) contributes to Cardinal Health.Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal contro...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor - Horizon Credit Union

    Financial Advisor - Horizon Credit Union

    LPL Financial Holdings, Inc. • Boise, ID, United States
    serp_jobs.job_card.full_time
    Your career path should lead to real opportunity.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Hori...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Pharmacy Representative

    Pharmacy Representative

    Molina Healthcare • Boise, ID, United States
    serp_jobs.job_card.full_time
    JOB DESCRIPTION Job SummaryProvides customer service support for inbound / outbound pharmacy calls from members, providers, and pharmacies. Contributes to overarching pharmacy strategy for optimizatio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Services Analyst, Financial Services - Sales Assistant

    Financial Services Analyst, Financial Services - Sales Assistant

    Nationwide • Boise, ID, United States
    serp_jobs.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...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Field Support Representative I, II, III

    Field Support Representative I, II, III

    Indiana Staffing • Meridian, ID, US
    serp_jobs.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...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    US Experienced Financial Advisor

    US Experienced Financial Advisor

    Edward Jones • Boise, ID, United States
    serp_jobs.job_card.full_time
    We're bullish about your future here.Your experience is valuable to us - and we know you have options.But we offer something the competition simply can't : our unique branch-team business model.One ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Analyst - REMOTE

    Financial Analyst - REMOTE

    Ryder • Boise, ID, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Job Seekers can review the Job Applicant Privacy Policy by clicking here ().The Financial Analyst will provide financial and analytical support to Senior Financial Management, Group Logistics Manag...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Finance Analyst - Remote West Coast (WA, CA, OR)

    Finance Analyst - Remote West Coast (WA, CA, OR)

    CBRE • Boise, ID, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Finance Analyst - Remote West Coast (WA, CA, OR).Remote - US - Remote - US - United States of America, Seattle - Washington - United States of America. CBRE Global Workplace Solutions (GWS) works wi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor - Boise / Southern Idaho and surrounding areas

    Financial Advisor - Boise / Southern Idaho and surrounding areas

    Thrivent Financial • Boise, ID, United States
    serp_jobs.job_card.full_time
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    First Tech Federal Credit Union • Eagle, ID, United States
    serp_jobs.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...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Inside Sales Representative

    Inside Sales Representative

    BrightSpring Health Services • Boise, ID, United States
    serp_jobs.job_card.full_time
    US-ID-BOISE | US-UT-SALT LAKE CITY.Rehab Without Walls Neuro Rehabilitation.Rehab Without Walls Neuro Rehabilitation.Do you have a passion for establishing partnerships and strategies in achieving ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Client Services Agent

    Client Services Agent

    Acumen Fiscal Agent • Boise, ID, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign.Acumen Fiscal Agent ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days
    Senior Associate, Income Franchise Tax - Financial Services

    Senior Associate, Income Franchise Tax - Financial Services

    KPMG • Boise, ID, United States
    serp_jobs.job_card.full_time
    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms.Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive ne...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor II -Labor Benchmarking - Texas

    Financial Advisor II -Labor Benchmarking - Texas

    Baylor Scott & White Health • Boise, ID, United States
    serp_jobs.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...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    UI TAX REPRESENTATIVE-Statewide

    UI TAX REPRESENTATIVE-Statewide

    Idaho Division of Human Resources • Boise, ID, United States
    serp_jobs.job_card.full_time
    UI TAX REPRESENTATIVE-Statewide.Posting Begin Date : 2025 / 11 / 26.Location : Statewide, ID, United States.Applications will be accepted through 4 : 59 PM MST on the posting end date.The UI Compliance Bur...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Cash Services Representative Jobs - Hiring Immediately

    Cash Services Representative Jobs - Hiring Immediately

    MyJobResource • Boise, ID, United States
    serp_jobs.job_card.full_time +1
    We are currently looking for individuals to fulfill Part-Time and Full-Time Cash Services Representative Jobs.No experience is required to apply for the position. Training is provided through former...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Consultant Sr- Remote

    Financial Consultant Sr- Remote

    Prime Therapeutics • Boise, ID, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    We help people get the medicine they need to feel better and live well.It fuels our passion and drives every decision we make. Financial Consultant Sr- Remote.The Senior Financial Consultant provide...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Commercial Banker II

    Commercial Banker II

    Idaho First Bank • Boise, ID, United States
    serp_jobs.job_card.full_time
    The Commercial Banker II is responsible for soliciting, negotiating, underwriting and coordinating the closing of difficult commercial purpose loans, including but not limited to equipment, SBA, co...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted