Financial Service Representative I

First Foundation Inc.; California; On-site; USD 48,000 - 56,000; Full time

Job summary

First Foundation Inc. is seeking a Financial Service Representative I to deliver exceptional client service while promoting bank products and services. This entry-level role requires effective communication and sales skills, aiming to meet client financial needs in a rapidly growing organization. The position offers a competitive salary, benefits, and opportunities for growth in a professional environment.

Benefits

Medical, dental, and vision benefits

401(K) match

Performance-based bonuses

Wellness days

Qualifications

• 1-2 years of financial service industry experience required.
• High school diploma or equivalent required; Associate/Bachelor’s Degree preferred.
• Excellent command of the English language, both written and verbal.

Responsibilities

• Deliver superior client service and proactively sell bank products/services.
• Generate new business to meet established production and profitability goals.
• Provide ongoing relationship servicing with existing clients.

Skills

Communication

Sales Skills

Mathematics

Client Service

Education

High school diploma or equivalent

Associate/Bachelor’s Degree preferred

Tools

Core banking software

Word

Excel

Outlook

PowerPoint

Job description

Join to apply for the Financial Service Representative I role at First Foundation Inc.

2 weeks ago Be among the first 25 applicants

Join to apply for the Financial Service Representative I role at First Foundation Inc.

Get AI-powered advice on this job and more exclusive features.

Summary: Understands, communicates, and works to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. Requires a thorough understanding of various client needs, and transactions, effective communication skills, and the ability to sell/cross-sell/refer all bank products and services. Responsible for risk management, establishing new relationships, opening new accounts, and providing financial transactions in a professional, efficient, friendly, and accurate manner.

Salary Range: The salary range budgeted for this position is $48,300/yr to $56,000/yr and represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.

The Company also offers various benefits, including medical, dental, vision, and a 401(K) match. Other rewards may include annual performance-based bonuses and wellness days.

Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.

Duties And Responsibilities

• Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
• Employee is responsible for understanding their duties and responsibilities as it relates to the Bank Secrecy Act, (“BSA”), Anti-Money Laundering Act (“AML”), and Office of Foreign Assets Control Regulations (“OFAC”). This includes understanding any responsibilities outlined under the Bank’s BSA/ OFAC Program, participating in any required training, and promptly complying with all reporting requirements
• 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
  
  

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 essential functions.

Education And/or Experience

• High school diploma or equivalent required; Associate/Bachelor’s Degree preferred
• A minimum of 1 to 2 years of financial service industry experience is required
  
  

Skills

• 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.
  
  

Approximate Time Allocation:

25% = Risk Management, Operations, Compliance, Training, Meetings, etc.

75% = Sales/Client Service, Lobby Management

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.

First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at First Foundation Inc. by 2x

Seal Beach, CA $45,000.00-$75,000.00 3 days ago

Seal Beach, CA $156,789.00-$246,943.00 2 weeks ago

Huntington Beach, CA $23.00-$25.00 2 weeks ago

Personal Banker SAFE Act- Hermosa Beach Branch

Hermosa Beach, CA $58,190.00-$81,210.00 3 days ago

Santa Monica, CA $58,190.00-$81,210.00 15 hours ago

Business Center Manager - Culver City, CA

Culver City, CA $130,000.00-$161,000.00 1 day ago

Relationship Management Director (Southern, CA)

Relationship Manager - Banca & Affinity

Long Beach - Relationship Manager 2 - Full Time - Onsite (So.Cal)

Banker Associate, Mid-Corporate Banking - Associate

Client Relationship Consultant 4 (Banker) - Gardena, CA

Los Angeles, CA $80,000.00-$100,000.00 1 month ago

Financial Advisor Trainee - PCG-Beverly Hills, CA

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.