Financial services representative i (personal banker) - (Lenoir, NC)
Position overview: 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 referrals for branch and specialty partner sales; complex service and maintenance.Aligned with an Financial Sales Manager when there is enough branch sales opportunity to support another full time sales ociate. 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. ?Performs general office management duties as igned.
ADVERTISEMENT
From ListedBuy - 1 month ago