Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Financial Services Representative III

Expired Job

First Interstate Bancsystem, Inc. Lynnwood , WA 98087

Posted 2 months ago


Incumbents in this position believe that customer service begins with exceeding customer expectations. You listen for little clues while asking open ended questions about your customers financial needs, major life events, or simple daily activities that allow you to fulfill the client's needs before they realize they even have the need. You embrace change as an essential function of growth and the opportunity to learn excites you. You understand the First Interstate Bank's Service Commitments and know how to implement the guiding principles in all interactions with clients and coworkers.

ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.

  • Deliver personalized customer service.

  • Perform a variety of financial transactions ranging from check cashing, deposits, withdrawals, processing loan payments and counting currency and coin accurately.

  • Hold financial conversations with clients and prospects to determine needs and provide appropriate solutions.

  • Open and maintain a variety of products including: consumer and business checking and savings accounts including Individual Retirement Accounts, Health Savings Accounts, consumer and business credit cards, and much more.

  • Originate Balance Plus and personal loans including Home Equity Loans and Lines of Credit.

  • Identify referral opportunities for Home Loans and Wealth Management (proactively use 360View to plan and document.)

  • Build client relationships through outbound and proactive measures including First 15.

  • Answer customer questions with a can-do attitude, no matter how complex or technical.

  • Comply with First Interstate's policies and procedures ensuring bank regulations are followed.

  • Keep up to date on regulation changes; follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

  • Demonstrate compliance with all bank regulations 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.


This position may have supervisory responsibilities in retail branches.


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.


High School diploma or general education degree (GED) required and three plus (3+) years of banking or comparable experience that includes cash handling, opening and maintaining consumer and business deposit accounts, originate personal loans including Home Equity Loans and Lines of Credit; track record of outstanding customer service.


Attention to detail including verbal and written instructions; maintain confidentiality; effective use of tact and diplomacy as it relates to clients and co-workers; working knowledge and use of a personal computer, Word/Excel software programs and strong 10-key skills preferred.


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.


While performing the duties of this job, the employee is regularly required to talk, hear, stand, walk & use hands to finger, handle, or feel. The employee frequently is required to sit. The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds.


The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
EDL Licensing Services Representative 12 Lynnwood

State Of Washington

Posted 3 days ago

VIEW JOBS 11/10/2018 12:00:00 AM 2019-02-08T00:00 Description Enhanced Driver Licensing Services Representative 1-2 Lynnwood Licensing Office located at 18023 Highway 99 N, Suite E Fulltime – Permanent Bring your customer service experience, friendly and helpful attitude, reliable work ethic, and equity, diversity, and inclusion values to the world of driver licensing! As the face of the Department of Licensing, your service will have a direct impact on the members of the community as well as public safety across Washington State! In this position, you will receive extensive training to confidently issue driver licenses, enhanced driver licenses, and identification cards to the public. You will also have the opportunity to work with a dynamic and diverse team, providing world-class customer service to every customer, every time! Please Note This position includes an in-training plan and will be filled at the LSR 1 level (Starting salary is $2707/monthly Salary Range 37). Upon successful completion of 6 months of employment with the Department of Licensing, you will receive a 5% salary increase. Upon successful completion of the training plan, you will be placed at the LSR 2 level ($2972 - $3871/monthly Salary Range 41). Upon completing training and certification, you will be eligible to issue Enhanced Drivers Licenses (EDL), which will result in a 10% pay increase. What our Enhanced Driver Licensing Services Representatives 1-2 do In support of our agency mission, vision, and customer service promise to be friendly and helpful – every time, this position: * Provides world-class customer service to the public with enthusiasm and a smile. * Verifies and evaluates information to issue licenses, instruction permits and identification in compliance with laws, regulations, and procedures. * Collects and accounts for licensing fees. * Assesses customer qualifications (physical, medical and visual) for licensing eligibility. * Conducts driving skill tests. May need to assume full operation of motor vehicle. * Authenticates identity documents through online verification. * Performs final review of enhanced driver license or identity card applications and portfolios to determine applicant eligibility. * Conducts face-to-face interview with applicants to validate their identity. * Denotes U.S. citizenship of applicants. * Approve or denies Enhanced Driver Licensing applications. * Issues federally-approved Enhanced Driver Licenses or ID cards to eligible applicants. * Consistently provide friendly and helpful customer service. Required Qualifications Applicants who possess the following qualifications may be referred: * U.S. Citizenship. * Five years of licensed driving experience (please note, time with a learners permit does not count towards your licensed driving experience). * Valid Washington State Driver license with no restrictions other than corrective lenses (or the ability to obtain one upon hire). * Two years of experience providing customer service to the public. * Typing speed of 30 words per minute (please note, proof is required upon applying). * One year experience using word processing software to create, format, edit, and save documents. * Demonstrated consistently progressive career development. * Acceptable or clear finger-print based criminal history background check. Preferred Qualifications Applicants who also possess the following may receive additional consideration: * Experience working in a licensing services office (any state). * Experience handling cash including receiving cash, making change, and counting down tills. Ideal Candidate Competencies * Ability to consistently provide friendly and helpful customer service. * Ability to handle stressful or adverse situations, making good decisions, working calmly and accurately, and helping to calm others. * Ability to adapt easily to changing business needs, conditions, and working responsibilities. * Ability to adapt approach, goals, and methods to achieve successful solutions and results in dynamic situations. * Ability to use data and information to assess and understand issues, evaluate options, form conclusions and make decisions. Working Conditions You must be willing and able to do/meet the following: * Work a Tuesday through Saturday schedule. * Verified reliability and malfeasance check for previous five years of employment. Why work at DOL? We impact more citizens directly than any other state agency and have a strong mission, vision, values, goals and agency culture. We are focused on our commitment to great service, advancing public safety and consumer protection through licensing, regulation and education and collecting revenue that supports our state's transportation system. We are a diverse organization that values integrity, inclusion, respect, results and service excellence. And we have a positive agency culture where employees are engaged, empowered, and appreciated. Find out what our own employees have to say about DOL's Culture and Diversity! We also value wellness and promote a family-friendly culture where a healthy work life balance is supported. And, in addition to our State's excellent benefits package, we offer an outstanding tuition assistance program! Union Inclusion This position is included in a bargaining unit represented by the Professional and Technical Employees Local 17 (PTE Local 17). For membership questions, contact the local Union Representative. How to Apply To be considered for this position, complete the four required steps below. Only applicants who demonstrate they are able to follow directions and submit a complete application packet will be considered. This includes attaching all three required documents: Cover Letter, Resume, and Typing test results (proof of typing speed). Incomplete applications will not be considered. * Step 1: Select the large Apply button at the top of this job announcement. If you haven't already done so, you will need to create an applicant profile. * Step 2: Ensure the work history section of your applicant profile is current and thorough, clearly shows how you meet the qualifications and competencies of this specific position. * Step 3: Upload and attach your cover letter specific to this position and your current resume to your application. Please note, your materials must also include three professional references with name, title, and current contact information. References may be listed on your application, included on your resume, or uploaded as a separate attachment. Additional references are accepted. * Step 4: Proof of your typing speed is required for this recruitment. Complete an online typing test of your choice such as those found on and use any method (save, print and scan, screenshot, snipping tool, take a picture on your phone, etc.) to upload and attach your typing test results to your application. You are welcome to include the name and pronoun you would like to be referred to in your materials and we will honor this as you interact with our award-winning diverse and inclusive organization. If you have any questions or need assistance completing the application process, contact the recruiter listed below prior to when this job posting closes AND before you submit your application. Veteran's Preference Notice To take advantage of veteran's preference, please do the following: * Email a copy of your DD214 (Member 4 copy), NGB 22 or USDVA signed verification of service letter to * Use a subject line of "VET for EDL LSR Lynnwood 18-283" * Include your name as it appears on your application in Prior to a new hire, a background check including criminal record history will be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant's suitability and competence to perform in the position. In addition, an acceptable finger-print based criminal history background check is also required for this position, as a condition of employment. The candidate pool certified from this recruitment may be used to fill future similar vacancies for up to six months. The Washington State Department of Licensing is an equal opportunity employer and does not discriminate on the basis of age, sex (including gender identity), marital status, sexual orientation, race, creed, color, national origin, honorably discharged veteran or military status, or the presence of any sensory, mental, or physical disability or the use of a trained dog guide or service animal by a person with a disability. Persons requiring accommodation in the application process, during the recruitment process, or who need this job announcement in an alternative format, may contact the Human Resources Office at 360-902-4000 or may email Applicants who are deaf or hard of hearing may call our ASL interpreter via Video Phone at 360.339.7344. Contact us For inquiries about this position, please contact Kimberleigh Amarige at 360-902-4003 or email us at Please reference recruitment number EDL LSR Lynnwood 18-283. State Of Washington Lynnwood WA

Financial Services Representative III

Expired Job

First Interstate Bancsystem, Inc.