Delivers Wealth Management and Bank solutions for asset protection, asset management, retirement/IRA, and banking.
Designs, implements, updates, and monitors client comprehensive financial plans.
Ensures retention of high-valued client relationships through customer service that meets Wealth Management and First Interstate’s standard for service and retention evolving in First Interstate serving as the client’s “Trusted Advisor”.
Acts as the leader for sales activities, client relationship management, problem resolution, and other account related issues for their Team.
Performs all duties and responsibilities consistent with First Interstate, Wealth Management, Broker/Dealer, SEC, FINRA, State Insurance, State Banking, and federal rules, regulations, policies, and procedures.
Participates in bank officer, staff, call meetings, sales training, and professional education and development as determined appropriate by supervisor.
Participates in assigned committees and teams for the Wealth Management and First Interstate Bank.
Participates in community organizations that enhance the individual’s and bank’s visibility within the community, state, and nation.
Performs other duties as assigned.
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
Possess excellent interpersonal and communication skills.
Possess extensive understanding of banking and wealth management products and services.
Possess excellent leadership and management skills.
Possess excellent analytical skills.
Team orientated.
Ability to prioritize workload and remain adaptable under pressure.
Proficient with Microsoft Word, Excel, and PowerPoint.
Ability to read, analyze, and comprehend complex issues.
Ability to apply policies and procedures.
Ability to effectively present information in one-on-one or large group situations to customers, clients, and other employees of the organization.
Ability to effectively communicate with supervisor.
Ability to review, analyze, and resolve complex problems.
Ability to apply common sense understanding to carry out day-to-day issues.
Ability to deal with problems involving several variables.
EDUCATION AND/OR EXPERIENCE
Bachelor's Degree required
Master's Degree preferred
10+ years experience in financial planning, trust, investment, and/or equivalent combination of education and experience required
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
Sitting - Frequently
Standing - Occasionally
Noise Level - Moderate
Typical Work hours - M-F (8-5)
Regular and Predictable Attendance - Required
Travel in-state and out-of-state - as needed
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
