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Personal Financial Associate

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POST DATE 8/25/2016
END DATE 12/29/2016

First Niagara Oakmont, PA

Oakmont, PA
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Mid-Career (2 - 15 years)
High School Diploma or GED


Job Description

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.



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

EEO/AA Minority/Female/Disability/Veteran

583 Alleghany Ave., Oakmont, Pennsylvania 15139

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled