Maintains an in- depth knowledge of products and services as well as knowledge of competitors and competitive products. Impacts district referral pipeline via established internal and external centers of influence.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check.
Providing financial advice to customers, identifying and successfully capitalizing on opportunities to deepen existing relationships which may include making referrals to other lines of business as appropriate for the customer.