Financial Service Representative I

First Foundation Inc.•Palos Verdes Estates, CA

39d•Onsite

About The Position

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.

Requirements

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
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.

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