Financial Services Representative

2 months ago


Bemidji, United States Bank Forward Full time
Job Overview

At Bank Forward, our greatest asset is our employees. Working for a widely respected company with a rich tradition, in an atmosphere of enthusiasm, positivity, with a culture grounded in teamwork focused on the future is what can be expected at Bank Forward...It's Simply the Forward Way

Key Responsibilities:

  • Generate new business opportunities and maintain customer relationships in current portfolio.
  • Support the bank's growth and maximize profitability through effective pricing of new business originations and fee income.
  • Determine business risk by conducting thorough interviews with clients to assess their needs, abilities, and financial situation.
  • Ensure all business transactions are in compliance with regulatory, legal, and bank requirements.
  • Monitor existing business portfolio to ensure proper risk ratings and early identification of potential problems.
  • Support the bank's relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge.
  • Make recommendations and assist in implementing programs that help the bank meet its goals; this includes making referrals as appropriate.
  • Stay up-to-date on economic and political factors that may impact business relationships.
  • Represent and promote the company to the public and provide leadership through community involvement.
  • Position requires a degree in business, accounting, finance, or banking or equivalent combination of education and lending experience.
  • Previous experience in outbound sales, prospecting, and referral development is preferred.


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