Financial Service Representative II

First Foundation Inc.; Pasadena (CA); On-site; USD 55,000 - 65,000; Full time

Job summary

First Foundation Inc. is seeking a Financial Service Representative II to deliver superior client service and proactively sell bank products. The role requires a strong understanding of client needs, effective communication skills, and experience in the financial services industry. This position offers a salary range of $55,000 to $65,000 per year, along with various benefits including medical, dental, vision, and a 401(K) match.

Benefits

Medical benefits

Dental benefits

Vision benefits

401(K) match

Annual performance-based bonuses

Wellness days

Qualifications

• 3 to 5 years of financial service industry experience required.
• Ability to assess situations and make decisions.
• Must be able to communicate effectively with all levels within the organization.

Responsibilities

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

Skills

Excellent communication skills

Working knowledge of bank products

General Mathematics and Accounting

Education

High School Diploma or equivalent

Associate/Bachelor’s Degree preferred

Tools

Banking software

Microsoft Office Suite

Job description

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Summary: This position is responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. The position 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 $55,000/yr to $65,000/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
• Working knowledge and understanding of all bank products and services
• 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 promotes, cross-sells, and refers products and services as appropriate to meet our client’s financial needs
• Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients
• Refers client opportunities to internal and external sales partners to meet client financial needs
• Provides ongoing relationship servicing with existing clients
• Exceeds client expectations in terms of accuracy, efficiency, courtesy, and professionalism
• Responds to clients’ inquiries and requests regarding accounts
• Works 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 complex client transactions. 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
• Minimum of 3 to 5 years of financial service industry experience required
  
  

Skills / Qualifications

• 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 deposits 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

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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