This position reports on-site. Summary. The Wealth Advisor will be responsible for working with one or more Managing Directors to support business development initiatives, manage the client’s portfolio, maintain periodic contact with existing clients to help build and further the client relationship, and act as a liaison between the client and the rest of the organization for cross-selling relationship improvement opportunities to existing client...
This position reports on-site. Summary. The Wealth Advisor will be responsible for working with one or more Managing Directors to support business development initiatives, manage the client’s portfolio, maintain periodic contact with existing clients to help build and further the client relationship, and act as a liaison between the client and the rest of the organization for cross-selling relationship improvement opportunities to existing client...
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. 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. The Special Assets Officer is responsible for managing a portfolio of problem and high-risk commercial and consumer loans. This role focuses on minimizing credit losses through proactive workout strategies, restructuring, collections, collateral management, and, when necessary, legal action. The Special Assets Officer works closely with borrowers, legal counsel, and internal stakeholders to develop and exec...
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, but can report on-site (Irvine, CA). Summary. The BSA Analyst II is responsible for the preliminary monitoring of the Bank Secrecy Act (BSA) and the Anti-Money Laundering (AML) compliance program designed to ensure that the Bank achieves optimum compliance with applicable laws and regulations including, but not limited to, the Bank Secrecy Act (BSA), USA PATRIOT Act, and Office of Foreign Assets Control (OFAC). Duties a...
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. Responsible for independently representing First Foundation Bank in its fiduciary capacity as Trustee, Executor, or Agent under various forms of agreement. Will serve as Senior Trust Officer with responsibility for selling trust and estate services and administering accounts. Provides coordination and oversight for related services on the Company’s platform, including investment management and banking. Trus...
This position reports on-site. Summary. This position is responsible for a variety of job functions relating to the servicing of Residential, Multifamily, Commercial Real Estate, and Business Commercial Loans. Perform routine loan servicing duties in support of the department, i.e., respond to customer loan inquiries, process loan payments and payoffs, and board loans. Effectively communicate with related business units, including Branch offices,...
