Financial Service Representative I

3 weeks ago

San Diego, United States First Foundation Bank Full time
Job DescriptionJob Description

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 professionally, efficiently, friendly, and accurately.

Salary Range: The salary range budgeted for this position is $40,600/yr to $54,300/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 401K 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:

  • Support achieving 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 client’s 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 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; and 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.


  • Financial Service Representative I

    4 days ago

    San Diego, California, United States First Foundation Bank Full time

    Job SummaryWe are seeking a highly motivated and experienced Client Service Specialist to join our team at First Foundation Bank. As a key member of our branch team, you will be responsible for delivering exceptional client service and proactively selling bank products and services to meet the needs of our customers.Key ResponsibilitiesSales and Client...

  • Financial Services Representative

    6 days ago

    San Antonio, Texas, United States EA Financial Full time

    Job Opportunity at EA FinancialAbout the Role:EA Financial is seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a Financial Services Representative, you will play a key role in empowering individuals and businesses to achieve financial well-being.Key Responsibilities:Assist and educate clients with...

  • Customer Service Representative

    4 weeks ago

    San Antonio, United States Customer Service Representative Full time

    Seeking aCustomer Service Representative for a direct hire opportunity in San Antonio, TX for our client a Global Logistics Company that offers sophisticated logistical solutions backed by the world's largest global logistics network. Essential Duties and Responsibilities: Entering Shipment Orders intoproprietary Transportation Management System. Check...

  • Client Services Representative

    2 months ago

    San Diego, United States Cetera Financial Group Full time

    This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prep Client Service, Representative, Financial Advisor, Registered, Customer Service, Client Relations, Retail

  • Patient Financial Services Representative I

    1 week ago

    San Diego, California, United States Rady Children's Hospital-San Diego Full time

    JOB SUMMARY: Under the supervision of the Manager of Professional Billing & Coding, the Billing & Collections Specialist I is tasked with reviewing and processing charges through our Electronic Medical Record (EMR) system. This role involves handling paper charge tickets received for services rendered at various locations. Utilizing relevant reports, the...

  • Client Services Representative

    3 weeks ago

    San Diego, United States Cetera Financial Group Full time

    Job DescriptionThis person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Client Services Representative

    2 months ago

    San Diego, United States Cetera Financial Group Full time

    Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Financial Services Representative

    4 days ago

    San Diego, California, United States Northgate Markets Full time

    **Job Summary:**The Financial Services Representative II position at Northgate Markets is a dynamic role that requires excellent sales techniques to promote all financial services while maintaining exceptional customer service and processing financial transactions accurately.**Key Responsibilities:**• Promote all financial services and provide accurate...

  • Client Services Representative

    2 days ago

    San Diego, California, United States Cetera Financial Group Full time

    About the RoleCetera Financial Group is seeking a highly skilled and detail-oriented Client Services Representative to join our team. As a Client Services Representative, you will play a critical role in supporting our Financial Advisors with their day-to-day operations, enhancing the customer service level, and experience.Key Responsibilities:Act as a...

  • Financial Services

    4 weeks ago

    San Diego, United States Global Financial Impact - Marco Esquivel Full time

    Job DescriptionJob DescriptionFinancial Professional - RepresentativeA financial professional who helps clients and business achieve their financial goals by providing advice and solutions. They act as a liaison between clients and financial institutions and have a thorough understanding of financial products and services such as, insurance and retirement...

  • Financial Services Representative I

    1 week ago

    San Diego, California, United States California Coast Credit Full time

    Position OverviewCalifornia Coast Credit Union is committed to delivering outstanding service to its members while promoting a healthy work/life balance for its staff. We emphasize the importance of community relationships and cherish a welcoming and collaborative workplace culture.ROLE OBJECTIVE:Deliver superior service and promote financial products and...

  • Financial Services Representative

    6 days ago

    San Diego, California, United States New York Life - San Diego Full time

    Job DescriptionAs a New York Life Financial Professional in San Diego, you will have the opportunity to build a successful career in the insurance and financial services industry.We are seeking motivated and self-starting individuals who are looking for a challenging and rewarding career opportunity.Key Responsibilities:Develop and implement business and...

  • Financial Services Representative

    2 months ago

    San Diego, United States Endeavor Bank Full time

    Job DescriptionJob DescriptionPosition / Title: Financial Service Representative Type: Non-Exempt positionKey Responsibilities:The Financial Services Representative is responsible for the servicing of new and existing clients within the branch with a primary focus on New Accounts. Full adherence to BSA, AML and compliance procedures is paramount to this...

  • Financial Services Representative

    4 days ago

    San Diego, California, United States North Island Credit Union Full time

    Job SummaryWe are seeking a highly skilled Financial Services Representative to join our team at North Island Credit Union. As a key member of our branch team, you will be responsible for providing exceptional service to our members, identifying their financial needs, and promoting our credit union products and services.Key ResponsibilitiesMember Experience:...

  • Financial Services Representative

    4 days ago

    San Diego, California, United States Mission Federal Credit Union Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Representative to join our team at Mission Federal Credit Union. As a key member of our branch operations team, you will be responsible for providing exceptional service to our members, building relationships, and driving sales of our financial products and services.Key...

  • Financial Services Representative

    2 weeks ago

    San Diego, California, United States First Foundation Bank Full time

    Job SummaryThis position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services.Key ResponsibilitiesRisk...

  • Financial Services Representative

    3 days ago

    San Diego, California, United States First Foundation Bank Full time

    Job SummaryThis position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services.Key ResponsibilitiesRisk...

  • Farmers Financial Services Representative

    4 days ago

    San Diego, California, United States Phil Levi-District Office Full time

    Job OpportunityWe are excited to offer a unique business opportunity for entrepreneurs who want to develop their own life insurance and financial services business. As a Farmers Financial Services Agent, you will have the chance to build lasting relationships with our customers and help them achieve their financial goals.Key Responsibilities:Develop and...

  • Client Services Representative I

    3 months ago

    San Antonio, United States Capital Group Companies Full time

    I can succeed as a Client Services Representative at Capital GroupAs a Client Services Representative, youll take high-volume inbound phone calls from shareholders, financial professionals, and internal colleagues. Youll help callers feel comforta Client Service, Representative, Retail, Client

  • Universal Service Representative I

    1 month ago

    San Diego, United States Wheelhouse Credit Union Full time

    Job DescriptionJob DescriptionDescription:Summary:The position of Universal Service Representative I is responsible for procuring business for the branch by maintaining member relationships and referring members to the appropriate products and services. This role opens new accounts, processes, and funds all consumer loans, and routinely performs teller and...