Financial Service Representative I
First Foundation - San Diego, CA
posted 4 days ago
About the position
The position involves understanding, communicating, and working to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. The individual will be responsible for delivering superior client service and proactively selling bank products and services that meet the needs of prospects and clients. This role requires a thorough understanding of various client needs and transactions, effective communication skills, and the ability to sell, cross-sell, and refer all bank products and services. Responsibilities also include risk management, establishing new relationships, opening new accounts, and providing financial transactions in a professional, efficient, friendly, and accurate manner.
Responsibilities
- Support achieving branch sales goals and objectives (i.e., deposits, loans, referrals, etc.)
- Generate new business to assist in meeting established production and profitability goals of the branch
- Proactively promote, cross-sell, and refer products and services as appropriate to meet clients' financial needs
- Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients
- Refer client opportunities to internal and external sales partners to meet client financial needs
- Provide ongoing relationship servicing with existing clients
- Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism
- Respond to clients' inquiries and requests regarding accounts
- Work closely with the branch manager in the proactive sales efforts of the branch, including telemarketing and outside prospect client appointments
- Process routine to complex client transactions, including deposits, transfers, wires, and check cashing
- Serve as one of the branch team Notaries
- Regular and consistent attendance is required
- Perform other duties as assigned
Requirements
- High school diploma or equivalent required; Associate/Bachelor's Degree preferred
- A minimum of 1 to 2 years of financial service industry experience required
- Excellent command of the English language, both written and verbal
- Working knowledge and understanding of all bank products and services
- General Mathematics and Accounting skills
- Ability to assess situations, make decisions, and bring them to a successful resolution
- Experience in the effective use of one or more core banking deposit and new account software
- Proficiency with Word, Excel, Outlook, PowerPoint, etc.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401K match
- Annual performance-based bonuses
- Wellness days
