Premier Financial Advisor

4 days ago

New York, New York, United States FLUSHING FINANCIAL CORP Full time
About the Role

**Job Summary:**

We are seeking a highly skilled and experienced Premier Financial Advisor to join our team at Flushing Financial Corp. As a Premier Financial Advisor, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.

Key Responsibilities
  • Meet or exceed all financial objectives, including investment and insurance revenue goals, as well as expectations for Premier Checking growth.
  • Engage with customers to establish new relationships, retain and deepen existing relationships, and provide highest customer service standards.
  • Utilize a consultative selling approach to understand customer needs and financial goals, offer appropriate solutions, and refer to business partners when necessary.
  • Manage a portfolio of clients, with expectations of retaining and deepening their relationship and establishing a vibrant referral network.
  • Leverage licenses and investment knowledge to recommend investment and insurance solutions.
  • Proactively and professionally greet customers, determine the best way to manage their experience, and engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals.
  • Handle servicing of customer accounts, resolve issues efficiently and effectively, and adhere to compliance and operations risk controls.
  • Establish proficiency of the Bank's systems needed to effectively service customers and ensure compliance with all regulations, policies, and procedures.
Requirements
  • Bachelor's Degree in Business, Finance, or related field, or comparable education and/or experience.
  • 5+ years of experience in a financial institution or comparable experience in a selling environment.
  • Strong interpersonal and effective communication skills leading to strong client service and sales skills.
  • A track record of working effectively in a team environment and building relationships with colleagues.
  • Knowledge of financial institution operations and procedures.
  • Ability to apply strong analytical skills in reviewing data received from business partners.
  • Ability to work independently and collaboratively with internal business partners.
  • Effective communication skills, including oral and written skills.
  • Working knowledge of Windows, Microsoft Word, and Excel, and multiple computer and software systems.

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