Financial Services Representative

Mission Valley Bank • Santa Clarita, CA

1d • Onsite

About The Position

Our Financial Services Representative position is responsible for delivering remarkable client service and proactively selling bank products/services that meet prospect/client needs.

Requirements

• Humility, vulnerability, transparency, a performance-driven attitude, and a team-player approach.
• Associate degree preferred or related work experience required
• FSR I: Minimum 1-3 years of experience in commercial banking/financial services
• FSR II: Minimum of 3-5 years of experience in commercial banking/financial services
• Experience in new commercial accounts and client service required

Responsibilities

• Maintain current awareness and understanding of, and to fully comply with, the bank's "Code of Ethics and Conduct"
• Embrace MVB's core values ACCEPT, show respect for cultural differences; promote working environment free of harassment of any type; support a diverse workforce and affirmative action
• Follow all Bank policies and procedures to ensure compliance with all laws and regulations
• Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function.
• Work with MVB's Team to foster superior client service and efficient bank operations
• Bring any suspicious activity to the attention of a supervisor, or the Bank Secrecy Act Officer
• Ensure compliance with CRA and CDFI outreach programs
• Proactive Core Deposit Generation via new Client Relationship Acquisition, Client Relationship Retention and Client Relationship Expansion
• Works closely with the Branch Manager in the daily proactive sales efforts of the branch. e.g., telemarketing, outside prospect client appointments, appointment follow-up, etc.
• Working knowledge and understanding of all bank products and services
• Support the achievement of branch sales goals and objectives. (deposits, loans, referrals, etc.)
• Generate new business to assist in meeting established production and profitability goals of the branch
• Proactively promotes, cross-sells, and refers products and services as appropriate to meet our client's financial needs
• Proactive partners, and works, with internal sales partners - and with all internal co-workers
• Refers client opportunities to internal and external sales partners to meet client financial needs
• Prepare and compile new account applications and required information
• Build long-term relationships to cross-sell products and services by suggesting bank products and to open new accounts for both business and consumer prospects/clients
• Maintain up to date knowledge and may train others on products, services, departmental systems, and related technology, policies and procedures.
• Provides proactive relationship service with existing clients
• Responds to clients' inquiries and requests regarding accounts
• Process routine to complex client transactions. e.g. new accounts, deposits, transfers, wires, check cashing, etc.
• Exceeds client expectations in terms of accuracy, efficiency, courtesy and professionalism
• Performs teller functions in accordance with policies & procedures
• Maintain client confidentiality at all times
• Maintain a clean and organized office and work environment
• Assist with branch Audits to ensure ongoing adherence with compliance procedures
• Secure and maintain Notary Commission

Benefits

• Medical, dental, vision and life insurance eligibly the first day of the month following employment.
• Several discount programs, Employee Assistant Program (EAP), several voluntary plans, Flexible Spending, Health Savings Account and more.
• 401(k) pre-tax with matching contribution and Roth 401(k).
• Free checking and savings accounts.
• Monthly stipend for cell phone expenses.
• Flexible work schedule .
• Beyond holidays, vacation and sick pay.
• Adoption assistance and leave options for medical, personal or family reasons including jury duty and military leave.
• Recognition programs, monetary rewards for new team members and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree
• Number of Employees: 11-50 employees