Our Most Valuable Asset?  Our People.

Dollars and cents aren't our only focus.  At First Bank, we're about people.  The type of people who are talented, responsible and seek rewarding careers.  We encourage our employees to help us build a productive atmosphere of both personal and corporate growth.  The result?  Outstanding career paths for our employees; the best possible service for our customers; and a strong financial institution that represents trust, dignity and integrity.

Why First Bank?

·      We’re not for sale!  We’ve been First Bank since 1910 and we’re going to stay that way

·      We trust our employees to achieve great things and we will work with you to develop your professional career

·     We empower employees, fostering an entrepreneurial spirit that embraces self-responsibility without the pitfalls of micro-management

Although we're one of the fastest growing and diverse banks in the nation, over $9.9 billion in total assets, we’d like to be better known as your friendly bank down the street. The First Bank team is made up of the people who make up our community.  Become a part of our dynamic company and make an impact in the following role:

OPERATIONS TRADE SUPPORT SPECIALIST

Be part of an entrepreneurial environment! Your primary responsibilities will be:

• Analyzes paperwork for mutual funds, fixed and variable annuities, and brokerage new business and ensures broker has recommended appropriate products for the client based on the client’s investment objectives.  Works with the broker to resolve any issues.

• For retirement accounts, reviews for accuracy, obtains beneficiary information if needed.  Copies information for national office.

• Once an account is established, places individual securities trades via our clearing agent at the request of a customer or broker.  Verifies identify prior to trade.

• Maintains client database and files. 

• Provides operational support to our Financial Consultants, Licensed Bankers and Registered Licensed Bankers in the form of research on customer accounts.  Run Anti-Money Laundering search and Customer Indentification Protection searches on all customer accounts.

• Provides timely research and resolution of client’s inquiries. 

• Tracks outstanding and recurring issues.

• Provides general account service and maintenance.

• Makes bank deposits.

We are seeking talented individuals with the following qualifications: 

• Associate’s degree (A.A.) or equivalent from a two-year college or technical school preferred; and a minimum of three years experience and/or training in the brokerage industry required;

• Series 7 licensed, Series 24 a plus or the ability to obtain the Series 24 within 6 months of employment;

• Familiar with numerous investment/insurance company applications and brokerage account paperwork.  Strong paperwork skills a MUST;

• Strong commitment and dedication to client service;

• Must be extremely organized and detail-oriented with the ability to balance and prioritize many tasks;

• General understanding of brokerage operations and basic industry knowledge.

Join the First Bank team.  We are growing and invite you to become part of our exciting growth!   Apply today!

EOE M/F/D/V