Financial Services Representative - Delano
Company: Bank of the Sierra
Posted on: January 15, 2022
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Other duties may be assigned.Interviews customers to obtain
information and explain available financial and deposit services,
consumer and mortgage services, and "E" banking services. Also
refers prospects and customers to other areas of the bank for
additional services.Rents safe deposit boxes.Prepares loan work
sheets under the direction of the loan officers and forwards the
documents to LOC.Answers customer questions and investigates and
assists customers in resolution of problems.Maintains customer
branch files.Helps customers complete loan applications and enters
application information into the mortgage line system. Forwards
consumer applications and compliance documentation of CCA.Obtains
credit records from credit reporting agency.Admits customers to
safe deposit vault.Executes wire transfer of funds.
Keywords: Bank of the Sierra, Delano , Financial Services Representative - Delano, Sales , Delano, California
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