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Financial Services Representative II

Job in Colorado Springs, El Paso County, Colorado, 80509, USA
Listing for: First Interstate Bank
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 21.09 - 29.52 USD Hourly USD 21.09 29.52 HOUR
Job Description & How to Apply Below
Financial Services Representative II page is loaded## Financial Services Representative II locations:
Colorado Springs, COtime type:
Full time posted on:
Posted Todayjob requisition :
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*** If you are a current FIB employee, please apply through the Career Worklet in the*** ***.
*** This position is located at our Colorado Springs, CO Academy Blvd. 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  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 **#Team First Interstate .*
* ** SUMMARY
* * The Financial Services Representative II delivers personalized customer service by holding financial conversations with clients and prospects to determine needs and provide appropriate solutions. This position will be 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, 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.
* 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,…
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