Relationship Banker First Horizon BankRelationship BankerWoodstock, GAHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
Commercial Banking Client Specialist First Horizon BankCommercial Banking Client SpecialistAtlanta, GAHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients.
NewBusiness Banker First Citizens BancShares IncBusiness BankerDuluth, GABenefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals.
Business Banker Pinnacle Financial CorpBusiness BankerCovington, GAThe Business Banker I is responsible for: • increasing bank assets by developing quality commercial loans and deposit accounts • cross selling bank products and services to customers through telephone contacts and personal visits • building long-term customer relationships • maintaining a positive service mentality • ensuring superior quality service in completing all customer transactions • matching the financial needs that achieve those customer goals with product and service solutions • demonstrating an accurate knowledge of the banks products and services. Prior Experience: More than five years prior work experience in the same or related position, a working knowledge of credit evaluation, cash flow analysis, collateral values and lien perfection preferred.
Business Banker (LO) Wells Fargo & CoBusiness Banker (LO)CANTON, GAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
Business Banker (LO) Peach Tree Center Wells Fargo & CoBusiness Banker (LO) Peach Tree CenterAtlanta, GAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
Business Banker (LO) Augusta, GA Wells Fargo & CoBusiness Banker (LO) Augusta, GAAugusta, GAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role, you will: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
NewBusiness Banker First Citizens BankBusiness BankerDuluth, GeorgiaFull timeBenefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals.
Senior Small Business Relationship Banker - Dalton Main Branch Regions Financial CorpSenior Small Business Relationship Banker - Dalton Main BranchDalton, GAThis role will provide services to all customers but will focus on small business customers with revenues up to $5MM -- acquiring new customers, and deepening existing customer relationships through checking acquisition, check card, money movement, credit card, merchant services, and lending. Job Description: At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals.
Business Relationship Banker First Volunteer BankBusiness Relationship BankerCalhoun, GAPrimary responsibility will be to build a portfolio comprised primarily of family owned, community minded, and multi-generational businesses generating revenues between $500,000 and $1,500,000 annually and exhibit the strong desire for a banker to serve as a financial adviser. The Business Relationship Banker works closely with Commercial Relationship Managers on referral opportunities with businesses needing in excess of $1,500,000 of commercial debt and/or those businesses which require a high level of servicing.
Commercial Banker I Pinnacle Financial CorpCommercial Banker IStatesboro, GAGenerate new deposit business by actively participating in outside business development efforts using various outside calling methods (including contacting existing and prospective customers, which includes individuals, professional and civic groups, and local area businesses) to present bank products and services, develop new business and promote good will and positive public relations. Generate new loan business by actively participating in outside business development efforts using various outside calling methods (including contacting existing and prospective customers, which includes individuals, professional and civic groups, and local area businesses) to present bank products and services, develop new business and promote good will and positive public relations.
Financial Specialist/Relationship Banker or Sr - Jonesboro Rd, McDonough - Banking experience required Synovus Financial CorpFinancial Specialist/Relationship Banker or Sr - Jonesboro Rd, McDonough - Banking experience requiredMcDonough, GAAssists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate. Pursues new business using sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients or centers of influence.
Financial Specialist/Relationship Banker or Sr - Albany/Leesburg - Banking experience required Synovus Financial CorpFinancial Specialist/Relationship Banker or Sr - Albany/Leesburg - Banking experience requiredGAAssists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate. Pursues new business using sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients or centers of influence.
Financial Specialist/Relationship Banker - N Greenwood, LaGrange - Banking experience required Synovus Financial CorpFinancial Specialist/Relationship Banker - N Greenwood, LaGrange - Banking experience requiredGAAssists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate. Pursues new business using sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients or centers of influence.
Financial Specialist/Relationship Banker or Sr - Rome - Banking experience required Synovus Financial CorpFinancial Specialist/Relationship Banker or Sr - Rome - Banking experience requiredRome, GARequired Knowledge, Skills, & Abilities: Knowledge of bank services and products Aptitude for consultative selling Ability to establish, maintain and deepen customer relationships Knowledge of state and federal banking compliance regulations Strong interpersonal and communication skills Strong customer service skills Strong listening skills and a positive communicator Proficiency using Microsoft Office software products Preferred Knowledge, Skills, & Abilities: * Bachelor''s degree. Assists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate.
Personal Banker - Augusta, KS Equity BankPersonal Banker - Augusta, KSAugusta, GeorgiaWith a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
Universal Banker Renasant CorpUniversal BankerJohns Creek, GADrive an exceptional customer experience in a branch environment through the execution of the bank's customer engagement model by deepening relationships, educating customers on the bank's products and services, offering appropriate financial solutions and guidance, opening accounts, performing teller transactions and proactively addressing emerging customer needs without the need to transfer the customer to another retail area of the branch. Work closely with line of business partners, the Retail Experience Administration, Learning and Development to maintain a working knowledge of all bank products, services, policies, processes, procedures and systems to effectively and knowledgeably engage customers, deliver financial solutions with urgency and accuracy, and perform branch operations.
Financial Specialist/Personal Banker II or Sr - Hamilton Mill, Dacula - Banking experience highly preferred Synovus Financial CorpFinancial Specialist/Personal Banker II or Sr - Hamilton Mill, Dacula - Banking experience highly preferredDacula, GACertifications or Licenses: This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus.
Financial Specialist/Personal Travel Banker - Buford - Banking experience required Synovus Financial CorpFinancial Specialist/Personal Travel Banker - Buford - Banking experience requiredBuford, GACertifications or Licenses: This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus.
Branch Manager - Universal Banker Pinnacle Financial CorpBranch Manager - Universal BankerGray, GAGenerate new deposit business by actively participating in outside business development efforts using various outside calling methods (including: contacting existing and prospective customers, which includes individuals, professional and civic groups, and local area businesses) to present bank products and services, develop new business and promote good will and positive public relations. Branch Manager will ensure that all branch employees are able to conduct an effective sales presentation and will organize regular sales meetings to reinforce this behavior as well as customer service and cross-selling.
Commercial Banker - Macon, MO Equity BankCommercial Banker - Macon, MOMacon, GeorgiaEquity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere. With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service.
Financial Specialist/Relationship Banker or Sr - Barnett Shoals Synovus Financial CorpFinancial Specialist/Relationship Banker or Sr - Barnett ShoalsAthens, GAAssists the branch RMM with developing and maintaining a quality, diversified loan portfolio, including various types of loan programs such as consumer, small business and real estate. Pursues new business using sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients or centers of influence.
Universal Banker Pinnacle Financial CorpUniversal BankerStatesboro, GAThe Universal Banker is responsible for: demonstrating exceptional customer interaction while efficiently and accurately completing customer transactions in both the Teller and Personal Banker job responsibilities. The employee is responsible for accurately completing the following tasks related to cash management: Balancing and maintaining assigned cash-drawer and limits following bank guidelines.
SBA Banker Renasant CorpSBA BankerAtlanta, GAThe SBA Banker works with management, underwriting, closing and portfolio management staff to balance the highest levels of client service, SBA and regulatory compliance and the Bank''s growth and income goals. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear.
Mortgage Banker Assistant-2 South State BankMortgage Banker Assistant-2Atlanta, GAThis position assists the Mortgage Banker as a point of contact for customers, builders, and realtors during the application process and supports the Mortgage Banker in their effort to increase production volume for the area as directed by the MOL. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence.
Mortgage Banker Assistant South State BankMortgage Banker AssistantAtlanta, GASUMMARY/OBJECTIVES This position assists the Mortgage Banker as a point of contact for customers, builders, and realtors during the application process and supports the Mortgage Banker in their effort to increase production volume for the area as directed by the MOL. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence.
Commercial Banker III Seacoast National BankCommercial Banker IIIAtlanta, GAThe position makes sales calls and visits to business customers, high net worth individuals and prospects to understand the client needs, customize solutions that will benefit the customer and meet loan, deposit, and service needs. EDUCATION and/or EXPERIENCE: 4-year college degree, BA in Business Administration, Economics, Finance or related major, required or 6 years of comparable experience (this would be in addition to any years of experience required separately).
Personal Banker Renasant CorpPersonal BankerSavannah, GAPersonal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear.
Personal Banker Floating Renasant CorpPersonal Banker FloatingCanton, GAWhile performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. Personal Bankers should be self-motivated to achieve consistent and balanced performance in customer experience, deposits, acquisition and retention of accounts, and partner referrals to drive income for the branch.
U.S. Private Bank - Private Banker - Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - AssociateAtlanta, GAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice PresidentAtlanta, GAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Financial Specialist/Personal Banker I or II - Dunwoody - Banking experience required Synovus Financial CorpFinancial Specialist/Personal Banker I or II - Dunwoody - Banking experience requiredDunwoody, GAProcesses transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction.
Financial Specialist/Personal Banker I - Jefferson St, Newnan - Banking experience highly preferred Synovus Financial CorpFinancial Specialist/Personal Banker I - Jefferson St, Newnan - Banking experience highly preferredNewnan, GAProcesses transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction.
Financial Specialist/Personal Banker I - Wheeler Rd, Augusta - Banking experience highly preferred Synovus Financial CorpFinancial Specialist/Personal Banker I - Wheeler Rd, Augusta - Banking experience highly preferredAugusta, GAProcesses transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction.
Financial Specialist/Personal Banker I or II - LaFayette Pkwy, LaGrange - Banking experience highly prefered Synovus Financial CorpFinancial Specialist/Personal Banker I or II - LaFayette Pkwy, LaGrange - Banking experience highly preferedGAProcesses transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction.
Financial Specialist/Personal Banker I - Newton Plaza, Covington - Banking experience highly preferred Synovus Financial CorpFinancial Specialist/Personal Banker I - Newton Plaza, Covington - Banking experience highly preferredCovington, GAProcesses transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction.
Financial Specialist/Personal Banker I or II - Statesboro Mall - Banking experience highly preferred Synovus Financial CorpFinancial Specialist/Personal Banker I or II - Statesboro Mall - Banking experience highly preferredStatesboro, GAProcesses transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction.
Banking Relationship Specialist (Senior Relationship Banker) Bank OZKBanking Relationship Specialist (Senior Relationship Banker)Woodstock, GAResponsible for providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Knowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc.
Consumer Banking Relationship Specialist (Relationship Banker) Bank OZKConsumer Banking Relationship Specialist (Relationship Banker)Ellijay, GAResponsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. 1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required.
Private Client Banker (New Build) - Georgia South - Bonaire, GA JPMorgan Chase & CoPrivate Client Banker (New Build) - Georgia South - Bonaire, GAGABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Senior Consumer Relationship Banker - Westside Village Branch Regions Financial CorpSenior Consumer Relationship Banker - Westside Village BranchGAJob Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. This role will focus on acquiring and deepening existing customer relationships with a focus on Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations.
Relationship Banker II Regions Financial CorpRelationship Banker IIDuluth, GAJob Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.
Relationship Banker II - Morrow Branch Regions Financial CorpRelationship Banker II - Morrow BranchMorrow, GAJob Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.
Personal Banker - Pardo The PNC Financial Services Group IncPersonal Banker - PardoAtlanta, GADrives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Relationship Banker II (Fort Oglethorpe Branch) Regions Financial CorpRelationship Banker II (Fort Oglethorpe Branch)Fort Oglethorpe, GAJob Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.
Personal Banker - Peachtree Parkway The PNC Financial Services Group IncPersonal Banker - Peachtree ParkwaySuwanee, GADrives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Personal Banker The PNC Financial Services Group IncPersonal BankerStockbridge, GADrives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Personal Banker - Alpharetta Commons The PNC Financial Services Group IncPersonal Banker - Alpharetta CommonsAlpharetta, GADrives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Personal Banker - Browns Bridge Rd The PNC Financial Services Group IncPersonal Banker - Browns Bridge RdCumming, GADrives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Relationship Banker II (Sugar Hill Branch) Regions Financial CorpRelationship Banker II (Sugar Hill Branch)Sugar Hill, GAJob Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.