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Financial Services Representative Ii Platform Sales Licensed Personal Banker in - (Charlottesville, VA)

Financial Services Representative Ii Platform Sales Licensed Personal Banker - 1st Citizens Bank Position overview: Open deposit accounts; deliver consumer and business products and services; loan products sold are consumer loans and unsecured business loans within Business Central Underwriting parameters; identify referrals for branch and specialty partner sales; complexservice and maintenance. Aligned with an Financial Sales Manager II or Financial Sales Manager III. Principal Accountabilities: Operations and Administration: ?Associates in roles defined to take deposits are accountable to accuracy, efficiency, and workload results as defined by the Operational Scorecard. The results may include a requirement for individual contribution as well as team performance. ?Adheres to all regulations, compliance and Bank policies, procedures and delegated authorities. ?Manages risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions.


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Posted in Charlottesville, VA, Accounting & Finance
From American Listed - 1 month ago