NewUniversal Banker-Float First Horizon BankUniversal Banker-FloatRaleigh, NCHeadquartered 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. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Universal Banker (Capital Branch) Atlantic Union Bankshares CorpUniversal Banker (Capital Branch)Raleigh, NCPartner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management). Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking).
Universal Banker TowneBankUniversal BankerWilmington, NCThe Universal Banker is responsible for providing excellent service to customers through performing teller activities, which include receiving and paying out money and keeping records of money and negotiable instruments involved in a bank's various transactions. As a vital asset to Dogwood, our team members play a crucial role in delivering exceptional financial services through our branches and online offerings across the Carolinas and Tennessee.
Universal Banker II Mechanics & Farmers BankUniversal Banker IIRaleigh, NCThe Universal Banker II processes and initiates various financial transactions for the banks customers and assists the Branch Manager in the development of new business through referrals in efforts to increase profitability within the designated market area. The Universal Banker II provides high-quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account openings.
Floating Universal Banker - Wilmington Military Cutoff, NC South State BankFloating Universal Banker - Wilmington Military Cutoff, NCWilmington, NCFSR Duties: Opens new deposit accounts and understands the products and financial services offered by the bank. 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.
Universal Banker Mechanics & Farmers BankUniversal BankerCharlotte, NCProvides a complete range of customer services at the financial institution, including: Opening new accounts, explaining available financial institution products and services, and gathering customer information to process new and existing accounts. Provides high quality customer service by meeting the needs of customers in an efficient and friendly manner while both servicing transactions and handling needs assessment and new account openings.
Travel Universal Banker United Community Banks IncTravel Universal BankerFranklin, NCRemote$34,102ā$49,382 / yearPerform transactions of a paying and receiving teller such as receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement, cash checks and process withdrawals; ⢠Place holds on accounts for uncollected funds, daily balancing of cash drawer. ⢠Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers' needs while considering perspectives and priorities of different customers.
Universal Banker United Bank, Inc. (Inactive)Universal BankerWinterville, NCRESPONSIBILITIES: Service Area Responsibilities: Proactively greet customers by performing lobby management activities to connect with customers, assess reason for visiting the branch and assess customers accordingly: With a high level of accuracy, efficiency and professionalism, responsible for providing excellent customer service to clients by processing all branch related transactions. Proactively contacts customers to present pre-approved offers for financial products/services or to offer a general financial overview and schedules customer meeting to conduct a structured financial review to obtain understanding of their financial situation.
Travel Universal Banker United Community BankTravel Universal BankerBrevard, North CarolinaRemote$37,440ā$46,209 / yearPerform transactions of a paying and receiving teller such as receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement, cash checks and process withdrawals; Place holds on accounts for uncollected funds, daily balancing of cash drawer. Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customersā needs while considering perspectives and priorities of different customers.
Universal Banker - FLOAT - Winston Salem & High Point Truist BankUniversal Banker - FLOAT - Winston Salem & High PointWinston-Salem, North CarolinaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 3. Supports team by making client servicing calls, presenting client offers, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker I United Community Banks IncUniversal Banker IGarner, NCRemote$37,440ā$45,185 / yearMaintain a comprehensive understanding of retail banking products and services.⢠Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities.⢠Required Skills/Experience/Education: ⢠1+ years of previous banking, cash handling, or retail experience.⢠Demonstrated analytical, accuracy, and problem-solving skills.ā¢
Universal Banker FB Financial CorpUniversal BankerAsheville, NCSummary: The Universal Banker delivers FB Financial service excellence through accurate and efficient transaction processing, uncovering and meeting customer needs, and successfully selling bank products and services via the Bank's needs discovery process. Support Financial Center Manager or Retail Manager operations performing Teller or Teller Manager and Financial Service Representative duties as needed.
Universal Banker I United Community BankUniversal Banker ICashiers, North CarolinaRemote$37,400ā$45,185 / yearIdentify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customersā needs, while considering their unique perspectives and priorities. ⢠Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.
Senior Float Sales & Service Representative (Universal Banker) First Citizens BancShares IncSenior Float Sales & Service Representative (Universal Banker)Asheville, NCOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.
Senior Float Sales & Service Representative (Float Universal Banker) First Citizens BancShares IncSenior Float Sales & Service Representative (Float Universal Banker)Clemmons, NCOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.
Senior Sales & Service Representative (Universal Banker) First Citizens BancShares IncSenior Sales & Service Representative (Universal Banker)Winston-Salem, NCOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
Senior Sales & Service Representative - Apex (Universal Banker) First Citizens BancShares IncSenior Sales & Service Representative - Apex (Universal Banker)Apex, NCOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. When appropriate, represents the Bank in the community by attending and participating in civic and community events for the purpose of generating additional business and identifying potential CRA opportunities for the Bank.
Float Bank Senior Sales and Service Representative (Universal Banker) First Citizens BancShares IncFloat Bank Senior Sales and Service Representative (Universal Banker)Spring Hope, NCOperations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. High School Diploma or GED and 1 years of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program.
Universal Banker - Guilford College Truist Financial CorpUniversal Banker - Guilford CollegeGreensboro, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 hours - Ponderosa Truist Financial CorpPart Time Universal Banker - 20 hours - PonderosaFayetteville, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 hours - Kinston Plaza Truist Financial CorpPart Time Universal Banker - 20 hours - Kinston PlazaKinston, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Sneads Ferry Truist Financial CorpUniversal Banker - Sneads FerrySneads Ferry, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 hours - Kinston Main Truist Financial CorpPart Time Universal Banker - 20 hours - Kinston MainKinston, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 hours - Apex Truist Financial CorpPart Time Universal Banker - 20 hours - ApexApex, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Rivergate Truist Financial CorpUniversal Banker - RivergateCharlotte, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Calabash Truist Financial CorpUniversal Banker - CalabashCalabash, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker- Hillsborough Truist Financial CorpUniversal Banker- HillsboroughHillsborough, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Cornelius Truist Financial CorpUniversal Banker - CorneliusCornelius, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 Hours - Friendly Center Truist Financial CorpPart Time Universal Banker - 20 Hours - Friendly CenterGreensboro, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Highway 17 South Truist Financial CorpUniversal Banker - Highway 17 SouthNew Bern, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Westchester Drive Truist Financial CorpUniversal Banker - Westchester DriveHigh Point, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - New Bern Downtown Truist Financial CorpUniversal Banker - New Bern DowntownNew Bern, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Hope Mills Truist Financial CorpUniversal Banker - Hope MillsHope Mills, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 hours - Rowan Street Truist Financial CorpPart Time Universal Banker - 20 hours - Rowan StreetFayetteville, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 hours - Capital Boulevard Truist Financial CorpPart Time Universal Banker - 20 hours - Capital BoulevardRaleigh, NCGeneral understanding of bank operations, policies and procedures\n \nGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. \nRegular or Temporary:\n \nRegular\n \nLanguage Fluency: English (Required)\n \nWork Shift:\n \n1st shift (United States of America)\n \nPlease review the following job description:\n \nProvide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Part Time Universal Banker - 20 hours - Heritage Truist Financial CorpPart Time Universal Banker - 20 hours - HeritageWake Forest, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 Hours - Denver Truist Financial CorpPart Time Universal Banker - 20 Hours - DenverDenver, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Oak Island Truist Financial CorpUniversal Banker - Oak IslandOak Island, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 Hours - Williamson Road Truist Financial CorpPart Time Universal Banker - 20 Hours - Williamson RoadMooresville, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker- 20 hours - North Ridge Truist Financial CorpPart Time Universal Banker- 20 hours - North RidgeRaleigh, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Ayden Truist Financial CorpUniversal Banker - AydenAyden, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 hours - Evans Street Truist Financial CorpPart Time Universal Banker - 20 hours - Evans StreetGreenville, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Randleman Road Truist Financial CorpUniversal Banker - Randleman RoadGreensboro, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 hours - Hillsborough Truist Financial CorpPart Time Universal Banker - 20 hours - HillsboroughHillsborough, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Westridge Truist Financial CorpUniversal Banker - WestridgeGreensboro, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 hours - Oxford Truist Financial CorpPart Time Universal Banker - 20 hours - OxfordOxford, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Universal Banker - Mocksville Truist Financial CorpUniversal Banker - MocksvilleMocksville, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 hours - Methodist University Truist Financial CorpPart Time Universal Banker - 20 hours - Methodist UniversityFayetteville, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.
Part Time Universal Banker - 20 Hours - Winston Salem Main Truist Financial CorpPart Time Universal Banker - 20 Hours - Winston Salem MainWinston-Salem, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.