Financial Service Representative I

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Job description

Summary: Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs

Duties and Responsibilities:

* Generate new business to assist 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
* Responds to clients inquires and requests regard 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 transaction.i.e. deposits, transfers, wires, check cashing, etc.
* Serves as one of the branch team Notaries

Job Requirements: 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 the essential functions.

Education and/or Experience:

* High School Diploma or equivalent required; Associate/Bachelor's Degree preferred
* Minimum of 1 to 3 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
* General Mathematics and Accounting
* Must be able to assess any given situation, make decisions and bring to a successful resolution
* Must be experienced in effective use of one or more core banking deposit and new account software
* Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook

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 disability, sexual orientation, gender identity or any other characteristic protected by law.