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Financial Service Representative

Company: Oregon Employment Department
Location: Redmond
Posted on: November 18, 2021

Job Description:

Application Deadline: 12/21/2021 Job Location: Redmond Date Posted: 09/23/2021 Hours Worked Per Week: 40 Shift: Day Shift Duration of Job: Full Time, more than 6 months You may contact this employer directly. (Obtain the contact information to print or add to your jobs.) Having difficulty using this button? Job Summary: **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at ourRedmond branch. SUMMARY Responsible for the delivery of personalized customer service, by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identify referral opportunities to ensure all of the client's financial needs are met. 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 & RESPONSIBILITIES include the following: other duties may be assigned. Deliver personalized customer service, in person and over the phone, answering client questions, assisting with issues, and offering solutions. Open and maintain a variety of products including consumer and business checking and savings accounts, IRAs & Certificates of Deposit, consumer credit cards, and is proficient in originating all types of personal loans. May be responsible for originating small business loans. Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions. Identify referral opportunities for Home Loans, Treasury Solutions, and Wealth Management, fully embracing and utilizing 360 View for documenting referrals, and other client activity. Build client relationships through outbound and proactive measures including First 15. Demonstrate 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. Keep 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. May be a department lead and may be responsible for training the FSR team. SUPERVISORY RESPONSIBILITIES This position may have supervisory responsibilities in retail branches. 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. EDUCATION & /or EXPERIENCE High School diploma or general education degree (GED) required and three plus (3+) years of... For full info follow application link. Our company is an equal opportunity employer. Employment here is based solely upon an individual's merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition, or any other characteristics protected by law. We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws. Job Classification: Securities, Commodities, and Financial Services Sales Agents Access our statewide or regional occupation report for more information about wages, employment outlooks, skills, training programs, related occupations, and more. Compensation Salary: Depending on Experience Job Requirements Experience Required: At least 3 years Education Required: High School Diploma/GED Minimum Age: N/A Gender: N/A

Keywords: Oregon Employment Department, Bend , Financial Service Representative, Sales , Redmond, Oregon

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