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First Foundation Inc. · 4 hours ago

Financial Service Representative I

El Centro, CA

Full-time

Onsite

Entry Level

$40K/yr - $55K/yr

1+ years exp

First Foundation Inc. is focused on delivering superior client service and proactively selling bank products/services. The Financial Service Representative I is responsible for understanding client needs, opening new accounts, and providing financial transactions in a professional and efficient manner.

BankingFinancial ServicesWealth Management

No H1B

Responsibilities

Support the achievement of 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

Needs-Based Selling: Proactively promote, cross-sell, and refer products and services as appropriate to meet our 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. i.e., telemarketing, outside prospect client appointments, appointment follow-up, etc

Process routine to the complex client transaction. i.e., deposits, transfers, wires, check cashing, etc

Notary Commission - serve as one of the branch team Notaries

Regular and consistent attendance required

Perform other duties as assigned

Qualification

Financial service experienceBank products knowledgeCore banking softwareGeneral MathematicsAccounting knowledgeMicrosoft Office proficiencyEffective communicationDecision making

Required

High school diploma or equivalent required

A minimum of 1 to 2 years of financial service industry experience is required

Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community

Working knowledge and understanding of all bank products and services required

General Mathematics and Accounting

Must be able to assess any given situation, make decisions, and bring to a successful resolution

Must be experienced in the effective use of one or more core banking deposit and new account software

Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook, PowerPoint, etc