Responsible for building long-term relationships with clients in-person and by phone. Work to understand client's financial needs and consultatively address by making appropriate product recommendations or referring the client to a financial partner. Manage relationships within the branch and deliver superior quality service in-person or by phone such that client needs are met on a consistent, positive basis. Support all daily operations of the branch, including timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned.
Employer/Hiring Agency: BBT. For a complete job description, please visit the employer's CAREERS page referencing this position (link included here).