First Western Bank is currently looking for a full-time Insurance Commercial Account Executive at either our Minot or Bismarck locations..
First Western Bank & Trust cares about and invests in our employees. We offer eligible employees and their dependents comprehensive health benefits and programs, which may include insurance for medical, vision, dental, and more, to help you take care of yourself and your family. Other benefits for eligible employees include 401k with company match, company contribution to Health Savings Account, banking benefits, short-term disability, life and long-term disability, bonding leave, holidays, sick leave, and vacation.
Insurance Commercial Account Executive Overview
Responsible for retention and service of an assigned book of Small Business Commercial Lines accounts; manage client relationships on a day-to-day basis, acting as a trusted advisor to clients; and ensure a smooth renewal, making sure coverage needs are met and delivered to clients in a timely manner.
• Manage the day-to-day needs of an assigned book of small business accounts, including policy changes, invoicing and coverage review• Write and deliver insurance and bond products
• Obtain all information needed for rating and issuance of proposals
• Maintain appropriate coverage for business clients by identifying any gaps and offering solutions
• Provide prompt, accurate feedback to client inquiries
• Understand clients’ operations and provide coverage advice and solutions for changing needs
• Facilitate the renewal process by gathering information, securing renewals, and providing terms to the clients in advance of the effective date
• Make sales in accordance with agency goals and direction
• Marketing to include online rating and/or completing and submitting applications
• Build strong, positive working relationships with clients, carriers and co-workers
• Contribute to the agency’s growth through cross-selling and upselling within the existing book of business
• Follow established workflows and maintain accurate records
Insurance Commercial Account Executive Qualifications
• Minimum 2 years commercial insurance experience
• Property & Casualty license required
• Demonstrated knowledge of commercial underwriting and coverage
• Knowledge of carrier rating systems
Insurance Commercial Account Executive Competencies
• Building Relationships – able to grow and maintain strong long-term customer relationships.
• Communication – excellent written and verbal communication skills to clearly convey information to diverse audiences.
• Customer Focus – able to understand customer needs and promote the value of the bank’s products and services.
• Detail Oriented – able to complete assigned work thoroughly and accurately.
• Emotional Intelligence – can navigate difficult situations with empathy and understanding, fostering positive relationships.
• Interpersonal Skills – can communicate and interact with others in a way that promotes mutual respect and trust.
• Teamwork – proven ability to work collaboratively in a team environment to achieve common goals.
• Willingness to Learn – open to new ideas, seeks opportunities to expand knowledge and skills, actively participates in training programs, and seeks feedback to enhance performance.
• Technology - skilled in Microsoft Office (Publisher, Power Point, Word, Excel, Outlook), and social media platforms.
First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin or veteran status.
Read LessFirst Western Bank is currently looking for a full-time Insurance Commercial Account Executive at either our Minot or Bismarck locations..
First Western Bank & Trust cares about and invests in our employees. We offer eligible employees and their dependents comprehensive health benefits and programs, which may include insurance for medical, vision, dental, and more, to help you take care of yourself and your family. Other benefits for eligible employees include 401k with company match, company contribution to Health Savings Account, banking benefits, short-term disability, life and long-term disability, bonding leave, holidays, sick leave, and vacation.
Insurance Commercial Account Executive Overview
Responsible for retention and service of an assigned book of Small Business Commercial Lines accounts; manage client relationships on a day-to-day basis, acting as a trusted advisor to clients; and ensure a smooth renewal, making sure coverage needs are met and delivered to clients in a timely manner.
• Manage the day-to-day needs of an assigned book of small business accounts, including policy changes, invoicing and coverage review• Write and deliver insurance and bond products
• Obtain all information needed for rating and issuance of proposals
• Maintain appropriate coverage for business clients by identifying any gaps and offering solutions
• Provide prompt, accurate feedback to client inquiries
• Understand clients’ operations and provide coverage advice and solutions for changing needs
• Facilitate the renewal process by gathering information, securing renewals, and providing terms to the clients in advance of the effective date
• Make sales in accordance with agency goals and direction
• Marketing to include online rating and/or completing and submitting applications
• Build strong, positive working relationships with clients, carriers and co-workers
• Contribute to the agency’s growth through cross-selling and upselling within the existing book of business
• Follow established workflows and maintain accurate records
Insurance Commercial Account Executive Qualifications
• Minimum 2 years commercial insurance experience
• Property & Casualty license required
• Demonstrated knowledge of commercial underwriting and coverage
• Knowledge of carrier rating systems
Insurance Commercial Account Executive Competencies
• Building Relationships – able to grow and maintain strong long-term customer relationships.
• Communication – excellent written and verbal communication skills to clearly convey information to diverse audiences.
• Customer Focus – able to understand customer needs and promote the value of the bank’s products and services.
• Detail Oriented – able to complete assigned work thoroughly and accurately.
• Emotional Intelligence – can navigate difficult situations with empathy and understanding, fostering positive relationships.
• Interpersonal Skills – can communicate and interact with others in a way that promotes mutual respect and trust.
• Teamwork – proven ability to work collaboratively in a team environment to achieve common goals.
• Willingness to Learn – open to new ideas, seeks opportunities to expand knowledge and skills, actively participates in training programs, and seeks feedback to enhance performance.
• Technology - skilled in Microsoft Office (Publisher, Power Point, Word, Excel, Outlook), and social media platforms.
First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin or veteran status.
Read LessFirst Western Bank has a full-time opening for a Personal Lines Account Executive I at either our Bismarck or Minot locations.
PERSONAL LINES ACCOUNT EXECUTIVE I POSITION OVERVIEW:
Responsible for processing personal lines and claims policy work while developing a positive and professional relationship with insureds.
Assist personal lines agent with processing and servicing assigned customer accounts, including, but not limited to, endorsements, renewals, insurance verification, billing questions, and paymentsAssist claims administrator with proper handling of insurance claim documentation between insured, claimant, and insurance companyUpdate insured’s file with accurate information in the agency management systemScan policy information into transactional activity filesMaintain knowledge of company manual resources and company websitesMaintain positive and professional working relationships to develop future sales potential and retain current insuredsEnsure compliance with related laws and regulations, including Bank Secrecy ActMaintain continuing education related to regulatory standardsPERSONAL LINES ACCOUNT EXECUTIVE I EDUCATION AND/OR EXPERIENCE:
Property/Casualty Insurance Experience preferredProperty/Casualty Insurance License preferredMinimum 2 years’ experience in office/clerical workHigh School Diploma or GED RequiredPERSONAL LINES ACCOUNT EXECUTIVE I SKILLS/ABILITIES:
Building Relationships – able to grow and maintain strong long-term customer relationships.Communication – excellent written and verbal communication skills to clearly convey information to diverse audiences.Customer Focus – able to understand customer needs and promote the value of the bank’s products and services.Detail Oriented – able to complete assigned work thoroughly and accurately.Emotional Intelligence – can navigate difficult situations with empathy and understanding, fostering positive relationships.Interpersonal Skills – can communicate and interact with others in a way that promotes mutual respect and trust.Teamwork – proven ability to work collaboratively in a team environment to achieve common goals.Willingness to Learn – open to new ideas, seeks opportunities to expand knowledge and skills, actively participates in training programs, and seeks feedback to enhance performance.Technology - skilled in Microsoft Office (Publisher, Power Point, Word, Excel, Outlook), and social media platforms.First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.
Read LessFirst Western Bank has a full-time opening for a Personal Lines Account Executive I at either our Bismarck or Minot locations.
PERSONAL LINES ACCOUNT EXECUTIVE I POSITION OVERVIEW:
Responsible for processing personal lines and claims policy work while developing a positive and professional relationship with insureds.
Assist personal lines agent with processing and servicing assigned customer accounts, including, but not limited to, endorsements, renewals, insurance verification, billing questions, and paymentsAssist claims administrator with proper handling of insurance claim documentation between insured, claimant, and insurance companyUpdate insured’s file with accurate information in the agency management systemScan policy information into transactional activity filesMaintain knowledge of company manual resources and company websitesMaintain positive and professional working relationships to develop future sales potential and retain current insuredsEnsure compliance with related laws and regulations, including Bank Secrecy ActMaintain continuing education related to regulatory standardsPERSONAL LINES ACCOUNT EXECUTIVE I EDUCATION AND/OR EXPERIENCE:
Property/Casualty Insurance Experience preferredProperty/Casualty Insurance License preferredMinimum 2 years’ experience in office/clerical workHigh School Diploma or GED RequiredPERSONAL LINES ACCOUNT EXECUTIVE I SKILLS/ABILITIES:
Building Relationships – able to grow and maintain strong long-term customer relationships.Communication – excellent written and verbal communication skills to clearly convey information to diverse audiences.Customer Focus – able to understand customer needs and promote the value of the bank’s products and services.Detail Oriented – able to complete assigned work thoroughly and accurately.Emotional Intelligence – can navigate difficult situations with empathy and understanding, fostering positive relationships.Interpersonal Skills – can communicate and interact with others in a way that promotes mutual respect and trust.Teamwork – proven ability to work collaboratively in a team environment to achieve common goals.Willingness to Learn – open to new ideas, seeks opportunities to expand knowledge and skills, actively participates in training programs, and seeks feedback to enhance performance.Technology - skilled in Microsoft Office (Publisher, Power Point, Word, Excel, Outlook), and social media platforms.First Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.
Read LessFirst Western Bank & Trust has an opening for an ON-SITE Administrative Assistant at our Bismarck Downtown Bank.
Administrative Assistant Benefits Include:
Paid Vacation, Sick Leave and HolidaysHealth InsuranceDental InsuranceVision Insurance401k with matching contributionsVolunteer Paid Time OffBanking BenefitsAnd More!ADMINISTRATIVE ASSISTANT POSITION OVERVIEW:
Responsible for providing high-level administrative, project, and communication support to the Market President and business bankers through a variety of tasks; some which may be advanced and confidential in nature. Position provides support to internal and external customers by conducting research, preparing reports, and handling confidential information for both internal and external projects. Also responsible for completing other administrative duties such as managing the ordering and inventory of company supplies, arranging corporate events, greeting customers/visitors/vendors, answering and directing incoming calls, sorting and distributing mail, coordinating and arranging meetings, and assembling correspondence and other printed material. Incumbent must possess a mastery of office skills, the ability to assume responsibility without direct supervision, exercise initiative, make decisions within defined parameters to relieve Market President and business bankers of administrative details pertinent to their position, and utilize independent judgment to plan, prioritize and organize a diversified workload.
Provides administrative support for the Market President including, but not limited to, word processing correspondence, drafting and writing letters, memos, and reports, gathering information, and preparing spreadsheetsServes as liaison between the Market President, business bankers and internal/external clients Maintains confidentiality in day-to-day handling of proprietary and business critical information Arranges meetings and appointments and provides reminders regarding upcoming commitments and responsibilities; includes preparing agendas, arranging refreshments, and reserving and preparing facilities Assists with creating, editing, formatting, and assembling executive presentations/correspondence and other printed materials Compiles data for and prepares a variety of records and reportsMay attend meetings; transcribes minutes of meeting for distribution to applicable individualsGreets customers, visitors and vendors in a professional manner, determines their needs and notifies the appropriate personnel or directs them to the appropriate areaAnswers and directs incoming calls in a professional and service-oriented manner. Accepts complete and accurate messages and refers them to appropriate staff in a timely mannerAssists in the organizing of special and promotional events (such as charitable events, trade shows, company events, and employee appreciation events)Assists employees and/or departments by relieving them of minor administrative details associated with the responsibilities of their positions. This includes, but is not limited to, typing correspondence, scheduling, gathering information and various clerical duties Sorts and distributes mail; prepares outgoing mail Maintains supplies inventory by checking stock to determine inventory level; anticipates needed supplies; places and expedites orders for supplies; verifies receipt of supplies; researches advantageous deals or suppliers Ensures operation of equipment (i.e. copiers, fax, postage, etc) by completing preventive maintenance requirements; calls for repairs; maintains equipment inventories; evaluates new equipment and techniquesPerforms special assignments and project work as neededPrompt and timely attendance Actively participates in necessary training sessionsComplies with applicable banking and insurance laws and regulations Building liaison for visitors and clients.ADMINISTRATIVE ASSISTANT QUALIFICATIONS:
Position requires a two year degree in Business Administration or related field or the equivalent in related work experience Minimum two years of previous experience working in a corporate environment reporting directly to senior management requiredADMINISTRATIVE ASSISTANT COMPETENCIES:
Communication – excellent written and verbal communication skills to clearly convey information to diverse audiencesDetail Oriented – able to complete assigned work thoroughly and accurately.Interpersonal Skills – can communicate and interact with others in a way that promotes mutual respect and trustProblem-Solving – skilled in identifying and resolving complex problems using analytical and critical thinking skillsResearch – able to locate and gather accurate information from various credible sourcesTeamwork – proven ability to work collaboratively in a team environment to achieve common goals.Time Management – highly organized and efficient, with a proven ability to manage multiple projects and meet deadlinesWillingness to Learn – open to new ideas, seeks opportunities to expand knowledge and skills, actively participates in training programs, and seeks feedback to enhance performanceTechnology - skilled in Microsoft Office (Publisher, Power Point, Word, Excel, Outlook), and social media platformsFirst Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.
Read LessFirst Western Bank & Trust has a full-time opening for a Teller in our Baxter region.
The pay range for this position is $16.00 to $19.00 per hour. Pay is based on several factors which vary according to position. Factors may include: educational and professional background, work experience, and overall qualifications. First Western Bank & Trust cares about and invests in our employees. We offer eligible employees and their dependents comprehensive health benefits and programs, which may include insurance for medical, vision, dental, and more, to help you take care of yourself and your family. Other benefits for eligible employees include 401k with company match, company contribution to Health Savings Account, banking benefits, short-term disability, life and long-term disability, bonding leave, holidays, sick leave, and vacation.
Bonus: This position may also be eligible to participate in an annual bonus program. A bonus award, if any, depends on various factors including individual and organizational performance.
With all the benefits listed above, this is a great opportunity for the right candidate!
TELLER OVERVIEW:
Provide prompt, courteous, efficient, and accurate service while handling customer banking matters in support of First Western Bank & Trust’s sales and service objectives while adhering to the bank’s culture of customer service excellence.
Perform teller opening and closing procedures to ensure teller stations and bank access areas are readied each day Provide excellent customer service by greeting customers in person or on the phone in a timely, courteous, and professional mannerProperly identify each customer in accordance with bank policy and uphold confidentiality of customer and proprietary informationMaintain responsibility for cash drawer and follow proper balancing proceduresHandle a wide variety of customer banking matters accurately and efficiently; includes cashing checks; making checking and savings account deposits and withdrawals; processing credit card, loan and ACH payments; calculating loan payoffs; redeeming savings bonds; processing coin and currency orders; ordering new and issuing temporary checks; selling and issuing gift cards and travel cards; and wire transfers Assist customers with debit card maintenance and account maintenance; includes name changes, address changes, deposit product changes, and CD renewalsTELLER QUALIFICATIONS
High School diploma or general education degree (GED) requiredOne year of banking experience preferredKnowledge of customer service principles and practicesKnowledge of administrative and clerical proceduresTELLER SKILLS/ABILITIES
Must be a team player with excellent interpersonal skills, strong written and oral communication skills, active listening skills, and proven customer service skills Must be detail oriented, able to work under minimal supervision, stay poised under pressure, manage multiple tasks at one time, and interact with co-workers and customers in a professional mannerMust have proficient spoken and written English language skillsMust have cash handling, general math, and computer skillsFirst Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.
Read LessFirst Western Bank & Trust has a full-time opening for a Teller in our Baxter region.
The pay range for this position is $16.00 to $19.00 per hour. Pay is based on several factors which vary according to position. Factors may include: educational and professional background, work experience, and overall qualifications. First Western Bank & Trust cares about and invests in our employees. We offer eligible employees and their dependents comprehensive health benefits and programs, which may include insurance for medical, vision, dental, and more, to help you take care of yourself and your family. Other benefits for eligible employees include 401k with company match, company contribution to Health Savings Account, banking benefits, short-term disability, life and long-term disability, bonding leave, holidays, sick leave, and vacation.
Bonus: This position may also be eligible to participate in an annual bonus program. A bonus award, if any, depends on various factors including individual and organizational performance.
With all the benefits listed above, this is a great opportunity for the right candidate!
TELLER OVERVIEW:
Provide prompt, courteous, efficient, and accurate service while handling customer banking matters in support of First Western Bank & Trust’s sales and service objectives while adhering to the bank’s culture of customer service excellence.
Perform teller opening and closing procedures to ensure teller stations and bank access areas are readied each day Provide excellent customer service by greeting customers in person or on the phone in a timely, courteous, and professional mannerProperly identify each customer in accordance with bank policy and uphold confidentiality of customer and proprietary informationMaintain responsibility for cash drawer and follow proper balancing proceduresHandle a wide variety of customer banking matters accurately and efficiently; includes cashing checks; making checking and savings account deposits and withdrawals; processing credit card, loan and ACH payments; calculating loan payoffs; redeeming savings bonds; processing coin and currency orders; ordering new and issuing temporary checks; selling and issuing gift cards and travel cards; and wire transfers Assist customers with debit card maintenance and account maintenance; includes name changes, address changes, deposit product changes, and CD renewalsTELLER QUALIFICATIONS
High School diploma or general education degree (GED) requiredOne year of banking experience preferredKnowledge of customer service principles and practicesKnowledge of administrative and clerical proceduresTELLER SKILLS/ABILITIES
Must be a team player with excellent interpersonal skills, strong written and oral communication skills, active listening skills, and proven customer service skills Must be detail oriented, able to work under minimal supervision, stay poised under pressure, manage multiple tasks at one time, and interact with co-workers and customers in a professional mannerMust have proficient spoken and written English language skillsMust have cash handling, general math, and computer skillsFirst Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.
Read LessFirst Western Bank & Trust has a full-time opening for a Teller in our Baxter region.
The pay range for this position is $16.00 to $19.00 per hour. Pay is based on several factors which vary according to position. Factors may include: educational and professional background, work experience, and overall qualifications. First Western Bank & Trust cares about and invests in our employees. We offer eligible employees and their dependents comprehensive health benefits and programs, which may include insurance for medical, vision, dental, and more, to help you take care of yourself and your family. Other benefits for eligible employees include 401k with company match, company contribution to Health Savings Account, banking benefits, short-term disability, life and long-term disability, bonding leave, holidays, sick leave, and vacation.
Bonus: This position may also be eligible to participate in an annual bonus program. A bonus award, if any, depends on various factors including individual and organizational performance.
With all the benefits listed above, this is a great opportunity for the right candidate!
TELLER OVERVIEW:
Provide prompt, courteous, efficient, and accurate service while handling customer banking matters in support of First Western Bank & Trust’s sales and service objectives while adhering to the bank’s culture of customer service excellence.
Perform teller opening and closing procedures to ensure teller stations and bank access areas are readied each day Provide excellent customer service by greeting customers in person or on the phone in a timely, courteous, and professional mannerProperly identify each customer in accordance with bank policy and uphold confidentiality of customer and proprietary informationMaintain responsibility for cash drawer and follow proper balancing proceduresHandle a wide variety of customer banking matters accurately and efficiently; includes cashing checks; making checking and savings account deposits and withdrawals; processing credit card, loan and ACH payments; calculating loan payoffs; redeeming savings bonds; processing coin and currency orders; ordering new and issuing temporary checks; selling and issuing gift cards and travel cards; and wire transfers Assist customers with debit card maintenance and account maintenance; includes name changes, address changes, deposit product changes, and CD renewalsTELLER QUALIFICATIONS
High School diploma or general education degree (GED) requiredOne year of banking experience preferredKnowledge of customer service principles and practicesKnowledge of administrative and clerical proceduresTELLER SKILLS/ABILITIES
Must be a team player with excellent interpersonal skills, strong written and oral communication skills, active listening skills, and proven customer service skills Must be detail oriented, able to work under minimal supervision, stay poised under pressure, manage multiple tasks at one time, and interact with co-workers and customers in a professional mannerMust have proficient spoken and written English language skillsMust have cash handling, general math, and computer skillsFirst Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.
Read LessFirst Western Bank is currently looking for a full-time Universal Banker I to rotate between our West Fargo and Bison Block bank locations.
The schedule for this position is Monday through Friday.
Universal Banker I Benefits
First Western Bank cares about and invests in our employees. We offer eligible employees and their dependents comprehensive health benefits and programs, which may include insurance for medical, vision, dental, and more, to help you take care of yourself and your family. Other benefits for eligible employees include 401k with company match, company contribution to Health Savings Account, banking benefits, short-term disability, life and long-term disability, bonding leave, holidays, sick leave, and vacation.
Universal Banker I Position Overview
Provide prompt, courteous, efficient, and accurate service while handling customer banking matters in support of First Western Bank’s sales and service objectives while adhering to the bank’s culture of customer service excellence; establish and develop relationships with new consumer and business bank customers.
Universal Banker I Qualifications
High School diploma or general education degree (GED) requiredOne year of banking experience preferredKnowledge of customer service principles and practicesKnowledge of administrative and clerical proceduresUniversal Banker I Skills/Abilities
Must be a team player with excellent interpersonal skills, strong written and oral communication skills, active listening skills, and proven customer service skills Must be detail oriented, able to work under minimal supervision, stay poised under pressure, manage multiple tasks at one time, and interact with co-workers and customers in a professional mannerMust have proficient spoken and written English language skillsMust have cash handling, general math, and computer skillsFirst Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.
Read LessFirst Western Bank is currently looking for a full-time Universal Banker I to rotate between our West Fargo and Bison Block bank locations.
The schedule for this position is Monday through Friday.
Universal Banker I Benefits
First Western Bank cares about and invests in our employees. We offer eligible employees and their dependents comprehensive health benefits and programs, which may include insurance for medical, vision, dental, and more, to help you take care of yourself and your family. Other benefits for eligible employees include 401k with company match, company contribution to Health Savings Account, banking benefits, short-term disability, life and long-term disability, bonding leave, holidays, sick leave, and vacation.
Universal Banker I Position Overview
Provide prompt, courteous, efficient, and accurate service while handling customer banking matters in support of First Western Bank’s sales and service objectives while adhering to the bank’s culture of customer service excellence; establish and develop relationships with new consumer and business bank customers.
Universal Banker I Qualifications
High School diploma or general education degree (GED) requiredOne year of banking experience preferredKnowledge of customer service principles and practicesKnowledge of administrative and clerical proceduresUniversal Banker I Skills/Abilities
Must be a team player with excellent interpersonal skills, strong written and oral communication skills, active listening skills, and proven customer service skills Must be detail oriented, able to work under minimal supervision, stay poised under pressure, manage multiple tasks at one time, and interact with co-workers and customers in a professional mannerMust have proficient spoken and written English language skillsMust have cash handling, general math, and computer skillsFirst Western Bank & Trust is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, or veteran status.
Read Less