Carter Bankshares
Raleigh, NC
SUMMARY : Provide administrative support for the Commercial banking team within the region to ensure a consistent level of customer service for banking clients. Develop client relationships, acting as a resource for commercial customers, to open accounts as needed, provide information about bank products and services, and assist with loan documentation. Follow compliance guidelines for Business accounts to minimize risk. Serve as a liaison between Commercial banking customers, Loan Operations and other areas of the bank, as needed. ESSENTIAL JOB FUNCTIONS : Interact with customers to open accounts, completing required paperwork and security checks. Must be familiar with the different sources of primary and secondary identification, and with acceptable and unacceptable forms of identification. Follow guidelines for opening and maintaining Business accounts, and ensure that the proper documents are completed/gathered (such as the Certificate of Beneficial...