Financial Services Representative

About the role

Are you seeking a fun, collaborative and dynamic environment where your contributions as a Financial Representative will be recognized? If the answer is yes, apply to become a member of Mission Valley Bank's valued, talented and proven team, dedicated to service excellence.

Responsibilities

• Maintain current awareness and understanding of, and fully comply with, the bank's "Code of Ethics and Conduct."
• Embrace MVB's core values: ACCEPT, show respect for cultural differences; promote working environment free of harassment of any type; support a diverse workforce and affirmative action.
• Follow all Bank policies and procedures to ensure compliance with all laws and regulations.
• Understand and adhere to regulatory guidelines including but not limited to FCRA, BSA, GLBA, etc. as the regulations pertain to the employee's job function.
• Work with MVB's Team to foster superior client service and efficient bank operations.
• Bring any suspicious activity to the attention of a supervisor, or the Bank Secrecy Act Officer.
• Ensure compliance with CRA and CDFI outreach programs.
• Proactive Core Deposit Generation via new Client Relationship Acquisition, Client Relationship Retention and Client Relationship Expansion.
• Works closely with the Branch Manager in the daily proactive sales efforts of the branch, including telemarketing, outside prospect client appointments, appointment follow-up, etc.
• Support the achievement of branch sales goals and objectives (deposits, loans, referrals, etc.).
• Proactively promotes, cross-sells, and refers products and services as appropriate to meet our client's financial needs.
• Proactive partners, and works, with internal sales partners - and with all internal co-workers.
• Refers client opportunities to internal and external sales partners to meet client financial needs.
• Prepares and compiles new account applications and required information.
• Builds long-term relationships to cross-sell products and services by suggesting bank products and to open new accounts for both business and consumer prospects/clients.

Qualifications

• Provides proactive relationship service with existing clients.
• Responds to clients' inquiries and requests regarding accounts.
• Processes routine to complex client transactions, such as new accounts, deposits, transfers, wires, check cashing, etc.
• Exceeds client expectations in terms of accuracy, efficiency, courtesy and professionalism.
• Maintains client confidentiality at all times.
• Maintains a clean and organized office and work environment.
• Maintains up to date knowledge and may train others on products, services, departmental systems, and related technology, policies and procedures.
• Assists with branch Audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.
• Secures and maintains Notary Commission.
• Assists with branch audits to ensure ongoing adherence with compliance procedures.