Financial Services Representative Ii Platform Sales Licensed Personal Banker - - (Chapel Hill, NC)
Financial Services Representative Ii Platform Sales Licensed Personal Banker - 1st Citizens Bank Job overview: Perform customer outreach to expand existing banking relationships. Open deposit accounts; deliver consumer and business products and services; loan products sold are consumer loans and limited unsecured business loans; identify referrals for branch and specialty partner sales; complex service and maintenance. This role supports the fulfillment of certain consumer investment needs. 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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From American Listed - 1 month ago