Financial Service Representative II
Company: FIRST FOUNDATION BANK
Location: Naples
Posted on: January 23, 2023
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Job Description:
Summary: This position is responsible for delivering superior
client service and proactively selling bank products/services that
meet prospect/client needs. The position 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 in a professional, efficient, friendly, and
accurate manner.
Duties and Responsibilities:
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:
Skills / Qualifications:
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 of time; use hands to operate
controls on a computer; reach with hands and arms for phone and
computer work; to 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.
Keywords: FIRST FOUNDATION BANK, Cape Coral , Financial Service Representative II, Other , Naples, Florida
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