Job Description
**Major Responsibilities:**
Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a “hybrid” position is authorized.
Account Representative Duties:
Works toward achieving specific individual sales and service goals through the following activities:
+ Opens deposit accounts
+ Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.)
+ Closes loans for customers for applicable business lines (i.e. consumer lending)
+ Makes referrals to other bank business lines and third-party partners
+ Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio
+ Responsible for operational compliance and adherence to policy
+ Handles daily account maintenance and other service issues as necessary
+ Understands and provides suppor...
Simultaneously performs the duties of a traditional branch customer service representative and teller, primarily in specific traditional branch locations where such a “hybrid” position is authorized.
Account Representative Duties:
Works toward achieving specific individual sales and service goals through the following activities:
+ Opens deposit accounts
+ Prepares and processes loan applications for various lending units (mortgage, consumer, small business, etc.)
+ Closes loans for customers for applicable business lines (i.e. consumer lending)
+ Makes referrals to other bank business lines and third-party partners
+ Proactively reaches out, by phone and in person, to high-value customers in efforts to retain and grow the portfolio
+ Responsible for operational compliance and adherence to policy
+ Handles daily account maintenance and other service issues as necessary
+ Understands and provides suppor...