Branch Operations & Development Representative

GENERAL DESCRIPTION OF POSITION

The Branch Operations and Development Representative processes a wide range of financial transactions for customers, sells negotiable instruments, cross-sells Bank products, and suggests possible services. This position answers questions, builds relationships with customers, and handles all preparations for customers to begin receiving services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Provides services to consumers and business accounts, including assessing customer needs and cross-sells appropriate products and services. This duty is performed daily.

2. Opens accounts including checking, savings, CDs, IRAs, and other products offered by the bank. This duty is performed daily.

3. Prepares new loan requests to submit to loan processing. This duty is performed daily.

4. Orders supporting documentation and ensures its arrival. This duty is performed daily.

5. Processes draw ...