Summary: The Sr. Managing Director is a strategic business partner responsible for driving growth by selling First Foundation Wealth Management's investment services to a high-net-worth clientele through networking and direct prospecting. operational excellence, and organizational performance across a diverse portfolio of wealth management and investment initiatives. This role provides oversight of key business lines, ensures delivery of superior...
This position reports on-site. . Summary. This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships...
This position reports on-site. . Summary. This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships...
This position reports on-site. Summary. Understands, communicates, and works to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. Requires a thorough understanding of various client needs, and transactions, effective communication skills, and the ability to sell/cross-sell/refer all bank ...
This position reports on-site. Summary. Understands, communicates, and works to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. Requires a thorough understanding of various client needs, and transactions, effective communication skills, and the ability to sell/cross-sell/refer all bank ...
This position reports on-site. Summary. This position is responsible for providing exceptional service to all bank clients, whether in person, over the phone, or via written correspondence. The position requires a thorough understanding of all client transactions, effective communication, and the ability to sell/cross-sell/refer all bank products and services. Universal Bankers are responsible for risk management, establishing new relationships, ...
This position reports on-site. Summary. Understands, communicates, and works to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. Requires a thorough understanding of various client needs, and transactions, effective communication skills, and the ability to sell/cross-sell/refer all bank ...
This position reports on-site. Summary. Understands, communicates, and works to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. Requires a thorough understanding of various client needs, and transactions, effective communication skills, and the ability to sell/cross-sell/refer all bank ...
This is a remote position. Summary. This position is responsible for assessing various situations and identifying risks to related to fraud to the bank and its clients. The investigator works closely with various retail banking and operations teams to assist with fraud investigation and deterrence against First Foundation Bank. This role requires the ability to triage work assigned. conduct research utilizing various methods and provide clear and...
This position reports on-site. Summary. This position is responsible for learning and understanding for commercial loan administration and exceptional client service in partnership with department team members. Duties and Responsibilities. Understand and comply with requirements of all laws and regulations applicable to position. Incumbent will work with team members and management to learn and understand related terminology, as well as the Bank’...
This position reports on-site. Summary. This position is responsible for all daily client service/sales efforts within the branch. Serve as the “lobby leader” overseeing and consistently delivering superior client service. As the branch’s primary risk management leader, the CSM maintains the integrity of all branch operations. Performs complex client service duties and ensures a high level of efficiency. Leads/Manages assigned branch staff. Under...