Financial Services Representative I

First Interstate
Bozeman, MT
Category Finance
Job Description
Delivers personalized customer service by holding financial conversations with clients and prospects to determine their needs and provide appropriate solutions.

Requirements

  • 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;

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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