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Sales Service Representative Iii Universal Banker - (Hartland, WI)

Sales Service Representative Iii Universal Banker - 1st Citizens Bank & Trust Company Position summary: Perform customer outreach to expand existing banking relationships; open deposit accounts; deliver consumer and business products and services; loan products sold are credit card, checkline reserve and consumer non-real estate loans; identify referralsfor branch and specialty partner sales; complex service and maintenance; backs up teller line as needed. 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 Hartland, WI, Accounting & Finance
From American Listed - 1 month ago