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Financial Service Representative
$48k-68k (estimate)
Full Time | Investment Management 2 Days Ago
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First Advantage Bank is Hiring a Financial Service Representative Near Greeley, CO

Who we are

We are a family-owned bank committed to providing exceptional service and innovative banking solutions while making a difference in the communities we serve. We take great pride in the relationships we built and the lives we impact. We offer the strength of a big bank combined with local decision-making and hometown involvement, setting our community bank apart from the rest.

Our mission

Our mission is to support the financial goals of individuals and businesses in the communities we call home by offering every person a better banking experience.

Our values

  • Passion: We have an unrelenting drive to be great. Quality service is our #1 priority.
  • Commitment: We do not shy away from accountability. We together as a team and embrace the spirit of service.
  • Leadership: We are competitive leaders in our markets and a go-to source for finance and lending.
  • Community: We’re proud to support each other and our local communities. We win when our customers win.

To learn more about us, visit www.firstnationalbanks.com

About the role

The Financial Services Representative is responsible for the growth and maintenance of the Bank’s consumer lending portfolio, approves consumer loans up to a defined limit, builds relationships with prospective clients, and offers solutions that match their needs. This role takes ownership of the Consumer Loan Portfolio, and is primarily responsible for driving growth in that area.

This position is located in our Greeley branch and is not a remote position

Salary Range

Annual Salary between $52,000-$62,000/year.

What you will do

  • Provides courteous attention to customers promoting satisfied and long-term financial relationships while contributing to the overall profitability of the bank.
  • Ensures customers receive timely and high-quality customer service. Greets and addresses customers with respect and by name.
  • Drives consumer loan growth through networking, officer calls, and assisting current clientele.
  • Opens and updates consumer deposit accounts.
  • Evaluates client/applicant’s credit to determine appropriate lending decisions based on company risk-tolerance levels.
  • Determines value or status of collateral as necessary during loan application process.
  • Develops an understanding of internal bank policies, as well as a strong understanding of banking regulations.
  • Possesses the ability to assist with bank duties related to supporting the commercial loan portfolio as necessary.
  • Performs other duties as assigned.

What you will need

  • Bachelor’s degree in Accounting, Finance, Business Administration, or related field of study preferred.
  • 2 years Banking experience preferred.
  • Understanding of banking regulations required, training provided.
  • Valid MLO certification a plus.

What we offer

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Paid Vacation, Sick, and Holiday time
  • A competitive 6% 401k match
  • And more!

Candidate must pass a pre-employment screening including credit history and criminal record check.

Our company provides equal employment opportunities (EEO) to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$48k-68k (estimate)

POST DATE

06/26/2024

EXPIRATION DATE

08/24/2024

WEBSITE

firstadvantagebanking.com

HEADQUARTERS

CLARKSVILLE, TN

SIZE

50 - 100

FOUNDED

1954

TYPE

Public

CEO

JAMES HALLRDURTON

REVENUE

$10M - $50M

INDUSTRY

Investment Management

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First Advantage Bank is a financial institution that offers personal and commercial banking products and services for individuals and businesses.

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The following is the career advancement route for Financial Service Representative positions, which can be used as a reference in future career path planning. As a Financial Service Representative, it can be promoted into senior positions as a Financial Retail Sales Assistant II - Registered that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Service Representative. You can explore the career advancement for a Financial Service Representative below and select your interested title to get hiring information.

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If you are interested in becoming a Financial Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Service Representative for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

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To acquire clients, the representative may need to make cold calls, knock on doors, or attend financial seminars.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Financial Service Representative jobs

Be very, very careful when selecting a financial services representative.

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Step 3: View the best colleges and universities for Financial Service Representative.

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