First Foundation Bank - Naples, FL
posted 2 months ago
Full-time - Entry Level
Naples, FL
Credit Intermediation and Related Activities
About the position
The Financial Service Representative II is responsible for delivering exceptional client service while proactively selling bank products and services that align with client needs. This role requires a comprehensive understanding of various banking products, effective communication skills, and the ability to manage client relationships while ensuring accurate and efficient financial transactions.
Responsibilities
- Deliver superior client service and proactively sell bank products/services.
- Support the achievement of branch sales goals and objectives.
- Generate new business to meet established production and profitability goals.
- Promote, cross-sell, and refer products and services to meet client financial needs.
- Prepare and compile new account applications for business and consumer clients.
- Refer client opportunities to internal and external sales partners.
- Provide ongoing relationship servicing with existing clients.
- Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism.
- Respond to client inquiries and requests regarding accounts.
- Work closely with the branch manager in proactive sales efforts.
- Process routine to complex client transactions such as deposits and transfers.
- Serve as one of the branch team Notaries.
Requirements
- High School Diploma or equivalent required; Associate/Bachelor's Degree preferred.
- Minimum of 3 to 5 years of financial service industry experience required.
- Excellent command of the English language, both written and verbal.
- Working knowledge of all bank products and services required.
- General Mathematics and Accounting skills.
- Ability to assess situations, make decisions, and resolve issues effectively.
- Experience with core banking deposits and new account software.
- Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
