Personal Financial Associate

Recruiter
First Niagara Financial Group
Location
Hamden
Salary
Competitive
Posted
Oct 15, 2016
Closes
Oct 19, 2016
Role
Marketing
Employer Type
Direct Employer
Employment Type
Permanent
Hours
Full Time
**Required Skills:**

* High School Diploma or G.E.D. required
* Proven sales track record with bank products, including success with outbound calling efforts
* 2 years proven sales experience with investment and insurance products
* Must successfully register and maintain registration annually with The National Mortgage Licensing System and Registry in compliance with the Secure and Fair Enforcement for Mortgage Licensing (S.A.F.E.) Act
* 2 years customer service experience
* Resident State Life License and FINRA Series 6 and 63 or 66 required. Resident State Health License Preferred. FINRA Series 9, 10, 24 and 65 not required.
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**Overview:**


The Personal Financial Advisor is expected to be a customer experience champion, a trusted financial advisor as well as primary "asset" gatherer. The Personal Financial Advisor is a retail investment sales leader and relationship builder. This position requires the individual to adhere to and support First Niagara Bank's Statement of Values.

** ****Key Responsibilities:**

SALES EXPECTATIONS

* Bucket every client to manage, retain and grow a portfolio of high value retail clients to reach both retail branch and investment goals
* Identify and convert service to sales opportunities
* Engage in Relationship Building discussions to uncover and anticipate Client's needs over the phone and in person to drive deposit growth and investment sales
* Ask existing clients & business partners for prospect referrals & develop COIs

SERVICE EXPECTATIONS

* Actively seek opportunities to provide outstanding client experience to every client you serve, every time
* Do what's best for the client by promoting referrals to the most appropriate branch team members and cross-functional business partners as appropriate
* Get to know your clients, help them to achieve their financial dreams and anticipate their financial needs
* Own client's servicing issue until it is resolved to the client's satisfaction
* Transact client business in an accurate and timely fashion

PEOPLE EXPECTATIONS

* Treat internal partners as you would your Best Clients! Include expressing appreciation
* Be an effective team player by doing what needs to be done and helping others on the team achieve success
* Participate and give your ideas to support the greater good of the team
* Provide quick, informal coaching on observed sales and service behaviors to support the branches efforts

ADMINISTRATIVE/OPERATIONAL EXPECTATIONS

* Perform client sales and servicing transactions with operational proficiency
* Support branch security procedures and handlings while maintaining operational proficiencies
* Transact business in accordance to Bank Policies and regulations
* Stay informed and become knowledgeable in understanding operational changes, as they occur
* Must adhere to pertinent laws, regulations, First Niagara's Compliance Policy and external compliance requirements

EEO/AA Minority/Female/Disability/Veteran
*Requisition Number:* 11977


*Job Title:* Personal Financial Associate


*Area of Interest:* Branches


*Department:* Hamden Branch - 712


*Location:* Hamden Branch


*Position Type:* Full Time


*State:* Connecticut


*City:* Hamden fcb09ef4a0b04b8fb59a580d834fe786