Personal Financial Associate
First Niagara Financial Group 30 reviews - Syracuse, NY

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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.

Job Description:

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:

  • 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
  • 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
  • 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
  • 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
New York


About this company
30 reviews
First Niagara Financial Group, Inc. provides a range of retail and commercial banking, as well as other financial services through its...