Community Banker

First InterstateNorth Liberty, IA
3dOnsite

About The Position

The Community Banker delivers personalized client service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions. This position is responsible for maintaining client relationships, with emphasis on First Interstate Bank's Service Commitments and in accordance with our vision and values.

Requirements

  • Demonstrates strong attention to detail and the ability to follow verbal and written instructions.
  • Maintains confidentiality at all times.
  • Uses tact and diplomacy effectively when interacting with clients and coworkers.
  • Possesses working knowledge of personal computers, Microsoft programs, and strong 10‑key skills.
  • Maintains working knowledge of digital platforms, CRM systems, and emerging technologies.
  • Able to read and comprehend simple instructions, short correspondence, and memos.
  • Able to write simple correspondence.
  • Able to effectively present information in one‑on‑one and small‑group situations to clients and other employees of the organization.
  • Able to add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals.
  • Able to compute rates and percentages and draw and interpret bar graphs.
  • Able to apply common‑sense understanding to carry out detailed but uncomplicated written or oral instructions.
  • Able to solve problems involving a few concrete variables in standardized situations.
  • Demonstrates timely completion of work and adjusts to work demands to meet expected deadlines.
  • Produces complete and accurate work, displaying pride and professionalism in all tasks.
  • Takes personal initiative and serves as a positive example for others to emulate.
  • Demonstrates strong conversational ability with clients to understand their needs and originates all types of personal loans.
  • This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Employment is contingent upon meeting these requirements, including acceptable background investigation results.
  • High School Diploma or General Education Degree (GED) required
  • 1-3 years banking or related experience required

Responsibilities

  • Delivers personalized client service in person and over the phone by answering questions, assisting with issues, and offering solutions.
  • Opens and maintains a variety of products, including consumer and business checking and savings accounts, Individual Retirement Accounts, Certificates of Deposit, and consumer and small business credit cards.
  • Holds financial conversations with clients and prospects to determine needs and provide appropriate solutions.
  • Processes new consumer loan requests; may also engage in conversations or process new small business loan requests.
  • Identifies referral opportunities to other lines of business—including, but not limited to, Home Loans, Treasury Solutions, Merchant Services, Business Banking, and Wealth Management—and consistently utilizes 360 View to document referrals and other client activity.
  • Builds client relationships through outbound outreach and proactive engagement.
  • Performs Teller duties as needed, conducting financial transactions such as check cashing, deposits, withdrawals, loan payments, and accurately counting currency and coin.
  • Completes work accurately with minimal errors.
  • Participates in volunteer activities and financial education efforts.
  • Stays current on regulatory changes and demonstrates compliance with all bank regulations, policies, and procedures related to assigned job functions; knowledge may be gained through coursework and on‑the-job training.

Benefits

  • Generous Paid Time Off (PTO) in addition to paid federal holidays.
  • Child Care Assistance Program for eligible dependent(s).
  • Exercise reimbursement program for employees.
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