FB Financial

6 months ago

Financial Services Representative

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Deliver FirstBank service excellence by processing transactions accurately, identifying customer needs, and cross-selling bank products. Build relationships with community clients, participate in outside sales programs, and support loan applications while following bank policies and risk controls.

Location: Manchester

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Achieve personal and Financial Center targets and goals by identifying customer needs and providing appropriate guidance and perspective when recommending and explaining bank products and services; make referrals to the appropriate bank partners as customer needs dictate.
•Answer customers’ questions regarding products and services; research and resolve customer issues according to established guidelines, brand model and service standards; encourage retention of bank customers as well as increase product usage by recognizing and closing cross-sell opportunities.
•Maintain knowledge of FirstBank products, bank partners, loan process, policies and procedures, etc., articulating knowledge and educating others as needed.
•Build relationships with community businesses and personal clients, represent the Bank during community events and activities; participate in outside sales opportunities such as the Bank At Work Program.
•Accept consumer loan applications and submit to underwriting; close consumer loans as appropriate.

Key Requirements

•High school diploma or the equivalent required
•Minimum of two years. Banking or sales environment experience is required
•National Mortgage Lending Service (NMLS) certification and Notary preferred
•Must be bonded within first six months of employment
•Knowledge of FirstBank products, bank partners, loan process, policies and procedures

Experience:2+ yearsBankingSalesFinancial services

Education:High School

Skills:CommunicationCustomer serviceProblem-solvingCross-sellingRelationship-building

Licenses:Notary

Certifications:NMLS

Languages:English

Company Brief

FB Financial

FB Financial (FirstBank) is a regional bank offering consumer and commercial banking services, including deposits, lending, mortgage, and wealth management solutions to individuals and businesses across its branch footprint.

Industry: Banking

Growth: Established Company

Headquarters: Nashville, United States

Website

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FB Financial

6 months ago

Financial Services Representative

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 23 hours agoStatus: Live

Job Summary

Location: Manchester

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

•Achieve personal and Financial Center targets and goals by identifying customer needs and providing appropriate guidance and perspective when recommending and explaining bank products and services; make referrals to the appropriate bank partners as customer needs dictate.
•Answer customers’ questions regarding products and services; research and resolve customer issues according to established guidelines, brand model and service standards; encourage retention of bank customers as well as increase product usage by recognizing and closing cross-sell opportunities.
•Maintain knowledge of FirstBank products, bank partners, loan process, policies and procedures, etc., articulating knowledge and educating others as needed.
•Build relationships with community businesses and personal clients, represent the Bank during community events and activities; participate in outside sales opportunities such as the Bank At Work Program.
•Accept consumer loan applications and submit to underwriting; close consumer loans as appropriate.

Key Requirements

•High school diploma or the equivalent required
•Minimum of two years. Banking or sales environment experience is required
•National Mortgage Lending Service (NMLS) certification and Notary preferred
•Must be bonded within first six months of employment
•Knowledge of FirstBank products, bank partners, loan process, policies and procedures

Experience:2+ yearsBankingSalesFinancial services

Education:High School

Skills:CommunicationCustomer serviceProblem-solvingCross-sellingRelationship-building

Licenses:Notary

Certifications:NMLS

Languages:English

Company Brief

FB Financial

Industry: Banking

Growth: Established Company

Headquarters: Nashville, United States

Website