Financial Services Representative II
First InterstateSioux City, Iowa, United States
Posted November 5, 2025
Full Time
About the Company
First Interstate is a community bank that delivers best-in-class banking and Wealth Management services throughout Arizona, Colorado, Idaho, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, North Dakota, Oregon, South Dakota, Washington, and Wyoming. Headquartered in Billings, Montana, First Interstate is driven by strong values, with a focus on supporting the communities we serve through the financial services we provide as well as through volunteerism and philanthropy.
Job Description
The Financial Services Representative II delivers personalized customer service by holding financial conversations with clients and prospects to determine 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, as needed, 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, and consumer credit cards.
- 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.
Benefits
- Paid Time Off (PTO)
- Paid federal holidays
- Child Care Assistance Program
- Fitness club membership or exercise-related classes