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Personal Banker / Financial Services Representative
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- The Financial Service Representative (FSR) is based in a branch.
- Opens basic Business accounts, Fiduciary, Trust Accounts, IRAs and HSA. Completes all tasks required to establish and service the accounts.
- Cross-sells consumer loan protection products and services.
- Reviews documentation and forwards to Consumer Lending for review and approval on loans that are not system-approved.
- Communicates the loan disposition to member (approved, counter-offer, denied).
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