59 Banking jobs

SUMMARY Underwrite and evaluate primarily conventional residential mortgage loan applications to provide quality loans for First Interstate Bank and its secondary market investors.  Responsible for the credit risk on all loans.  The underwriter is responsible for the review and evaluation of loan files and will make decisions on the files consistent with First Interstate Bank lending policies and all appropriate program guidelines.  Must possess and use extensive industry, product, and Secondary Market knowledge to ensure compliance with regulatory and investor standards. ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.  Examine residential mortgage loan applications for accuracy and completeness Ensure that all agency, investor, and or private insurer’s guidelines and overlays are strictly enforced Review automated underwriting findings and loan files for adherence to requirements...

About the Role The Real Estate Lender position is responsible for originating residential mortgage loans and consumer loans. Specific focus will be on obtaining loan applications, business development, interviewing clients, analyzing financial and related data, determining appropriate pricing and loan structure, and making appropriate loan decisions.  Requires knowledge and exercises all regulatory and compliance guidelines. Must be team and sales oriented and have excellent communication and interpersonal skills. Requires self-direction, tact, diplomacy, and a clear, courteous, and professional manner when dealing with the public and other employees. Self-starter with the ability to adapt to change, work under pressure, and attention to detail. A position that requires great customer service skills, a positive attitude, and expressed enthusiasm. DUTIES AND RESPONSIBILITIES: Interviews loan applicants, analyze creditworthiness and reach accurate credit...

About the Role LOVE where you WORK and BANK.  Come join our already amazing team as a Teller and greet customers with a smile, assess and fill their needs in a professional manner.   Process all customer deposits, withdrawals, loan payments, and sell cashier checks and follow established procedures. The Teller demonstrates a high degree of accountability while delivering superb customer service. DUTIES AND RESPONSIBILITIES: Provide prompt and courteous service to all internal and external customers, exhibiting professional phone and customer relations skills; maintaining a high level of information security while supporting the goals and mission of the bank. Accurately handle all aspects of Teller duties to include but not limited to DDA and savings account transactions, cash handling/balancing, sale of gift and travel cards, the redemption of savings bonds, and processing loan payments. Promote the bank’s services and cross-sell bank...

About the Role Jumpstart your career and come join our already amazing team as a Teller and greet customers with a smile, assess and fill their needs in a professional manner.   Process all customer deposits, withdrawals, loan payments, and sell cashier checks and follow established procedures. The Teller demonstrates a high degree of accountability while delivering superb customer service.  This position must be available to work at all Bozeman and Belgrade locations, may occasionally be required to work at the Three Forks and Big Sky branches; and requires a valid drivers' license. DUTIES AND RESPONSIBILITIES: Travel to branch locations to perform teller duties as needed. Provide prompt and courteous service to all internal and external customers, exhibiting professional phone and customer relations skills; maintaining a high level of information security while supporting the goals and mission of the bank. Accurately handle all aspects of...

About the Role The Tellers will greet customers with a smile, assess and fill their needs in a professional manner.  This person must have the ability to communicate effectively while working quickly and with accuracy.  The employee will have extensive contact with customers, vendors, the general public, and bank staff and will interact in a professional and courteous manner, and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank. Essential Functions Processes Deposits, Withdrawals, Cashes Checks (Customer & Non-Customer), Buys & Sells Cash, Change Orders, Cash Advances, Loan Payments, Cashier's Checks, GL Credit/Debit, Advice of Credit/Debits, Canadian Exchanges, telephone transfers, Print Statements and cashes Savings Bonds Properly fills out Fraud & Non-Fraud Debit Card Disputes and ATM Disputes Successfully uses Haberfeld brochure to select the right...

About the Role The Assistant Operations Supervisor will support the Operations Supervisor with supervision and leadership for Tellers.  This person must have the ability to communicate effectively while working quickly and accurately. The employee will have extensive contact with customers, vendors, the general public, and bank staff and will interact in a professional and courteous manner, and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank. Essential Functions Provide assistance to Operations Supervisor to include, but not limited to, duties such as a daily recap of the teller balance sheet, balance Cash General Ledger, verify teller cash on a monthly basis, perform monthly general ledger account balance verification, assist in opening new accounts, assist in Safe Deposit box transactions, schedule staff, find teller offices, work with Supervisor in employee evaluations, provide...

About the Role The New Accounts Representative will greet customers with a smile, assess and fill their needs in a professional manner.  This person must have the ability to communicate effectively while working quickly and accurately.  The employee will have extensive contact with customers, vendors, the general public, and bank staff and will interact in a professional and courteous manner, and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank. Essential Functions Opens Basic New Account Types - Single Party, Multiple Party, POD, POA, Minor, and Foreign Individual Accounts Opens Advanced New Account Types - CD's, Safe Deposit Box, Health Savings, Medical Savings, Trusts, Estates, Conservatorships, Rep Payee, and VA Benefit Accounts Opens Business New Account Types - Sole Proprietorship, LLC, Corporations, Partnerships, Org/Lodge/Associations, IOLTA, Girl Scout Accounts, CD...

About the Role The Call Center Supervisor is responsible for the daily supervision of the bank's Call Center staff.  The employee will have extensive contact with customers, vendors, the general public, and bank staff and will interact in a professional and courteous manner, and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank. Essential Functions Effectively supervises call center staff in maintaining open lines of communication, supporting company policy and procedures, and accomplishing their key responsibility areas. Initiates, develops, recommends, and administers department policies, practices, and procedures. Provides staff with additional assistance regarding complex research for Visa Debit Cards, Netteller, Item Processing, and any other issues that arise. This can include opening JHA support cases as needed. Handles customer inquiries/complaints of a more complex...

About the Role Tellers provide outstanding service to customers while accurately performing account transactions. Position uses knowledge of bank products and services to effectively cross-sell online banking services and to refer customers to other bank products. Promotes increased customer use of bank products and services to enhance customer satisfaction. Position complies with all banking laws and regulations.  POSITION DETAILS: Two full-time (40 hours/week) positions are available; Missoula branch location to be determined.  Must be available to work M-F between hours of 6:30 a.m. - 6:30 p.m.  DUTIES AND RESPONSIBILITIES: Processing Transactions:  Complete customer transactions in a timely and accurate manner, while exhibiting patience, attention to detail, and in accordance with guidelines and procedures. Perform other duties related to handling money/transactions including, but not limited to, processing deposits, withdrawals, and money...

About the Role This  Part Time (30 hours per week)  Teller will greet customers with a smile, assess and fill their needs in a professional manner.  This person must have the ability to communicate effectively while working quickly and with accuracy.  The employee will have extensive contact with customers, vendors, the general public, and bank staff and will interact in a professional and courteous manner, and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank. Come join an amazing team that finds satisfaction in serving our customers and community! Essential Functions Processes Deposits, Withdrawals, Cashes Checks (Customer & Non-Customer), Buys & Sells Cash, Change Orders, Cash Advances, Loan Payments, Cashier's Checks, GL Credit/Debit, Advice of Credit/Debits, Canadian Exchanges, telephone transfers, Print Statements and cashes Savings Bonds Properly...

About the Role The Commercial Loan Assistant position requires knowledge of commercial loans and documentation, as well as, the ability to review and prepare commercial loan closings, effectively communicate with customers, vendors, lenders, and co-workers to provide a variety of administrative duties.  Carry out basic accounting functions. The employee will have extensive contact with customers, vendors, the general public, and bank staff and will interact in a professional and courteous manner, and conduct him/herself in such relationships in a manner that will enhance the overall efficiency and image of the bank. ESSENTIAL FUNCTIONS: Assist commercial loan officer with new loan applicants, to include interviewing clients when needed.  Gathering initial documentation necessary to make loan decisions, i.e. credit bureau reports, OFAC, lien searches, tax notices, order appraisals, title commitments, etc. Assist account officer in the...

About the Role Responsible for general operational support, and support for Bank Secrecy Act at the Division. Also supports the accounting operations and wire transfer areas of the bank.  Single incumbent position performing multiple tasks and reporting directly to the EVP/CFO. BANK SECRECY ACT (BSA) - Is designated as the Division Backup for the BSA program. Supports the Bank BSA Co-Ordinator in this role. Division BSA Co-Ordinator role attached. - Responsible for new account review as it pertains to BSA. Following up to make sure the data on the core system has all the required data. - Responsible for verifying the Account Due Diligence and Customer Due Diligence to assure that the data is collected properly as needed for regulatory compliance. - Supports the Division BSA Co-Ordinator in any additional ways needed to support the BSA program.     OPERATIONAL SUPPORT         ...

SUMMARY This role serves as the account executive for new and existing complex clients and will be responsible for managing a portfolio with Average Loans Outstanding from $20MM to $50MM.  Establishes and maintains a “trusted advisor” relationship with clients based on knowledgeable advice that is aligned to the clients’ business objectives and lifecycle.  Develops and grows the new business and builds/maintains strong relationships with prospects.  Drives financial performance through profitable revenue and growth, and quality credit. ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned. Achieves individual annual production and growth goals for loans, deposits, and fees to ensure the bank meets its overall financial targets and conforms to credit terms. Uses the Dashboard to track performance. Initiates and develops new business through outside business development...

SUMMARY You believe customer service begins with exceeding customer expectations and are committed to the First Interstate Bank’s Service Commitments.  You embrace change as an essential function of growth and the opportunity to learn excites you.  ESSENTIAL DUTIES & RESPONSIBILITIES include the following: other duties may be assigned. Process a variety of routine financial transactions including check cashing, withdrawals, deposits, credit card and loan payments; and, balance a cash drawer or vault. Answers questions and/or resolves complex technical problems on customer accounts. Actively learns, demonstrates, and fosters First Interstate Bank corporate culture in all actions and words. Take personal initiative and are a positive example for others to emulate. Demonstrates compliance with all bank regulations for assigned job function.  Knowledge may be gained through coursework and on-the-job...

SUMMARY Originates permanent residential mortgage loans and participates in related business development activities. Incumbents have a thorough knowledge of FHA, VA, RD, state Bond Programs as well as conventional real estate regulations. They have more than three years of experience in residential mortgage lending and are capable of handling all but the most complex loans. ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned. Handle inquiries and pre-qualify customers by learning the applicants housing goals and time frame Setting proper expectations with all affected parties that are realistic Loan application process: recommend to the customer the loan options Convert the lead to the full application: if borrower pre-qualified, turn into a full application, provide proper documentation to the processor Follow Ability To Repay guidelines as set by FIB and the investor Credit report:...

SUMMARY The Loan Collector is responsible for the daily collection of payment on assigned delinquent accounts by reviewing documentation, system information, contacting the customer by telephone and/or written correspondence, and arranging repayment schedules in order to minimize loss to the bank.  ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned. Works assigned queues to collect delinquent accounts by phone or mail Negotiates arrangements with the customer to bring accounts current Documents Collector activity and maintains records/notes/comments within the Collection system Produces appropriate delinquent/collection letters per established guidelines Works closely with the customer on repayment programs Responds to customer inquiries, requests, and problems Payment processing Skip Tracing as required to locate the customer contact information...

SUMMARY The Loan File Maintenance Specialist is responsible for reviewing, verifying, and ensuring that the Loan Servicing File Maintenance requests are processed in a timely and quality fashion. Requests types may include, but are not limited to EIM, ACH returns, monetary and non-monetary loan servicing requests, fee waivers, loan accounting system code changes, and general updates to fields contained within the customer record on the bank's Loan Accounting System. The File Maintenance Specialist is responsible for maintaining Consumer, Commercial, and Specialty loan products that include simple to complex transactions in accordance with the loan maintenance request document.  The File Maintenance Specialists will be responsible for meeting completeness, turn time, and accuracy requirements per established service level agreements. This position supports the servicing of Consumer, Commercial, and Specialty Lending for First Interstate Bank. ESSENTIAL DUTIES &...

SUMMARY Responsible for the development, relationship management, and retention of qualified retirement plan clients.  Conducts sponsor reviews and participant meetings and engages Wealth Advisors and Investment Specialists Financial Consultants in providing comprehensive financial planning to plan participants. This position can be based in any market within the state of Montana.  ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Service the assigned territory which will require approximately 40% of travel under normal working conditions.  Lead the development of retirement plan opportunities among the high-valued businesses of the Bank and Wealth Management who have or are interested in establishing a retirement plan solution. Actively pursue the development of prospects and internal and external referral sources for retirement plan prospects.  Partner with retirement plan wholesalers and DCIO contacts to...

SUMMARY This position works within a broad Wealth Management team environment in support of a differentiated experience for retirement plan client relationships. The role requires strong teamwork, relationship building, and communication skills. This position is responsible for overseeing retirement plan administration and recordkeeping, ensuring compliance with legal documents, reporting requirements and government regulations, and policies. The position will require effective communication of plan benefits to sponsors and participants alike. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:  Other duties as assigned. Oversee day-to-day experience for retirement plan clients, including problem resolution, client service standards, interaction with recordkeeping, and/or TPA partners.  Provide proactive client service to include plan design consultation, research and analysis of plan structure, and service utilization to meet...