…+ Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of

…+ Accountable for the operational soundness of the branch and team, specifically the maintenance of security procedures, ensuring audit controls are followed and the

…+ Greet and prepare patients for provider examination by obtaining patient history, chief complaint, current medications, medical history, allergies, surgical

…This position may require extensive travel, including significant overnight travel. Successful completion of a criminal background investigation is a condition of

…+ Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. + Maintain