First Volunteer Bank jobs in Chattanooga, TN - 22 jobs

Thank you for your interest in a career at Builtwell Bank (BWB). At BWB, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can expect additional opportunities to help them build a long and lasting career. If you are focused on results, dedicated to quality, strength and integrity, love working with people, and possess the drive to succeed, then we may be the bank for you. A Compliance Specialist in our Risk Management area is responsible for monitoring the bank's functions to determine its compliance with laws, regulations, and rules governing operations, products, and services. Job Duties and Primary Responsibilities * Monitors bank's functions for compliance. * Analyzes collected data and drafts compliance monitoring reports for the Compliance Officer. * Assists departments and individuals in complying with banking regulations and bank policies and procedures concerning regulatory compliance. * Monitors the HMDA collection and reporting process. * Monitors deposit compliance including Reg. D, Reg. E, Reg. CC, and Reg. DD. * Assists with the CRA collection and reporting process. * Apprises the Compliance Officer of any potential compliance problem areas and specific training needs within the Bank. * Assists the Compliance Officer in reviewing new products and services for compliance. * Assists in monitoring of consumer complaints and documenting their disposition including those complaints to which a response is deemed unnecessary. Desired Qualifications * Bachelor's degree and 2 years related experience preferred. * Knowledge of credit and deposit products and services. * Demonstrated analytical and technical skills regarding banking regulations and business operations. * Demonstrated proficiency in the use of various office technologies, including standard and specialized computer hardware and software packages such as Microsoft Office Suite. * Demonstrated verbal and written presentation skills as well as strong interpersonal skills.

Under the direction of the Bank Secrecy Act (BSA) Officer, the BSA Specialist assists in the implementation and administration of all aspects of the Bank Secrecy Act compliance program and assists with various assignments supporting the BSA Officer. This position performs various quality controls reviews and monitoring pertaining to the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Program, OFAC, and Customer Identification Program compliance using industry standard and regulatory guidance to ensure the Bank's compliance efforts are maintained on a daily basis. Advises the BSA Officer or other senior staff of emerging compliance issues and assists the Bank in the establishment of controls to mitigate risks. Assists the BSA Officer in ensuring department activities run smoothly and efficiently. Minimum Requirements * Bachelor degree preferred or one year of banking experience * BSA experience * Understanding of Legislative and Regulatory processes * Familiarity with all functional areas of banking * Excellent oral and written communication skills * Understanding BSA/AML Risks * Ability to proactively identify and assess potential concerns and risks * Ability to resolve issues, work independently, and meet deadlines Qualifications * Maintain current knowledge of all applicable federal and state laws and regulations, along with the Bank's policies and procedures. * Maintains current knowledge of the Bank Secrecy Act and all related anti-money laundering and OFAC regulations. * Assists in the development and implementation of bank forms, notices and procedures and monitoring processes for compliance with the Bank Secrecy Act, OFAC and relation regulations. * Assists in the compliance with 314(a) and 314(b) (PATRIOT Act) responsibilities. * Monitor compliance with all BSA related requirements and communicate with branch personnel to resolve deficiencies. * Review Currency Transactions Reports (CTRs) for accuracy and file timely. * Maintain CTR Exempt customers are reviewed and fully documented on at least an annual basis. * Maintain MSB and Check Cashing customers are reviewed and fully documented on at least an annual basis. * Maintain a working knowledge of the automated BSA/AML system. * Understand the correlation between the monthly worklists, task list and case management process in order to take a potential suspicious transaction all the way to SAR completion and filing. * Assists as backup to Loss Prevention Specialist and maintain working knowledge of automated Fraud system. * Assists in the preparation of the BSA Risk Assessment. * Assists in the research of regulatory issues to compliance questions from Bank personnel, using legal and regulatory reference materials, regulatory agencies, as appropriate. * Assist in preparation for regulatory and internal audit compliance examinations and development of appropriate responses to be sent to regulatory agencies and outside auditors/consultants. * Assist in the development of training programs, sessions, and seminars to educate bank personnel about Bank Secrecy Act related compliance requirements.

Thank you for your interest in a career at Builtwell Bank. At Builwell Bank, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can expect additional opportunities to help them build a long and lasting career. If you are focused on results, dedicated to quality, strength and integrity, love working with people, and possess the drive to succeed, then we may be the bank for you. Summary Underwrite Consumer loan requests that are typically for borrowers with an aggregate loan exposure with FVB of less than $500,000. Job Roles * Underwrite and decision Consumer loan applications and ensures the satisfactory and prompt delivery of all loan underwriting decisions. * Analyzes financial statements including but not limited to personal and business tax returns, personal financial statements, etc. * Conducts consumer credit investigations. * Communicates loan decisions to lending staff and upper level/executive management team. * Identifies and communicates other pre-approved products and services to lending staff. * May conduct loan training for Retail lending staff. * Product knowledge including loan terms, loan policy, product matrices, policy exceptions and workflow * Participates in new Consumer product development and implementation. * Excellent written and verbal communication skills * Excellent analytical skills * Ability to handle several tasks at once (multi-tasker) * Ability to work in a fast paced, team oriented environment * Sense of urgency is necessary * Working knowledge of both personal and business financial statements, tax returns and personal credit reports * Working knowledge of real estate appraisals/property evaluations * Working knowledge of regulatory policies & procedures Qualifications * Bachelor degree or equivalent work experience * 1-3 years of Consumer Lending and/or Underwriting experience preferred. * Working knowledge of Microsoft Excel & Word preferred

As a Builtwell Financial Sales Representative, you will be the first building block with our customers that helps them achieve their financial goals by having conversations with them where you listen for clues that help you understand how to meet their financial needs. You will have the opportunity to meet with customers and prospects both in person and by phone to determine financial goals and needs, and meet those needs by proactively offering appropriate products, services, and trusted financial advice. Job Duties and Primary Responsibilities: FSR responsibilities include, but are not limited to the following: * Represent Builtwell Bank with integrity inside the branch and in the community and ethically work within established policies and procedures while delivering world class, second to none customer service. * Actively participate as a dynamic team member to help branch personnel achieve target goals by identifying customer needs and providing trusted financial advice about Builtwell solutions. * Execute required number of outbound calls and customer conversations based on the branch's needs to acquire new customer relationships and deepen and enhance existing customer relationships. * Educate customers and prospects on emerging bank technology and digital solutions such as mobile banking, online banking, ATM solutions, and mobile deposit in order to make life better and easier for Builtwell Bank Customers. * Possess the mindset that "Every customer is my customer," and take ownership and resolution of customer issues. * Deliver "Warm Transfer" referrals to an internal team of experts when additional financial goals and needs are uncovered. Required Qualifications * High school diploma or GED Skills and Competencies * Basic computer skills * Excellent communication skills (critical thinking and listening skills) * Stellar customer service skills * Demonstrated successful sales performance. * Ability to learn and follow financial center operation and security procedures.

As a Builtwell CSR, you will be the first face in relationship building for our valued customers. As you interact with the majority of our customers entering our Financial Centers, you will warmly welcome each one of them with an inviting smile while serving their transaction needs and having meaningful conversations to identify any additional opportunities to fulfill their full financial needs. Job Duties and Primary Responsibilities: CSR responsibilities include, but are not limited to the following: * Represent Builtwell Bank with integrity inside the branch and in the community, and ethically work within established policies and procedures while delivering world class, second to none customer service. * Run an inside or drive-through teller window by providing paying and receiving transaction services to customers with accuracy, efficiency, professionalism , and personality in a fast paced environment. * Demonstrate knowledge of available products and services in order to answer customer inquiries. * Balance cash items, teller over/short report, and other negotiable financial items while adhering to all branch cash control policies and procedures. * Answer the telephone in a friendly and professional manner with a positive attitude of helping the customer. * Demonstrate exceptional teamwork to ensure branch team goals and individual goals are exceeded. Required Qualifications * High school diploma or GED Skills and Competencies * Basic computer skills * Excellent communication skills * Stellar customer service skills * Ability to work with money transactions with high degree of accuracy * Ability to stand for extended periods of time and lift up to 25 pounds in coin or currency * Ability to learn and follow financial center operation and security procedures.

The purpose of this position is to develop, grow, and maintain a portfolio of commercial accounts. Our target market is family-owned businesses located in the communities we serve who are community and civic minded. Generally, these businesses are generating annual revenues between $1,000,000 to $20,000,000. Essential Functions * Engage in active and disciplined calling program to generate new relationships for the Bank. The goal of our calling program IS NOT to sell but rather to find those customers which acknowledge pain in their existing relationship and desire to remove the pain. * Lend financial analysis expertise to prospects to help determine best options available for removing acknowledged pain. * 15 - 20 Face to Face calls per week with the results of each call being input into our advanced CRM (Customer Relationship Management) system. * Work with portfolio management staff (credit analysis) in analyzing credits to determine areas of risk and ways to mitigate evidenced risk. * Develop those around you by sharing knowledge and helping them to improve their skill sets. * Regular and predictable attendance. * Serve as a trusted financial advisor to our customers primarily by having frequent financial checkups. These meetings consist of communicating the results of internal analysis of financial trends using industry comparison. The goal of these meetings is to help set strategy with regard to possible areas of improvement. Qualifications * 10 + years' experience and enjoy working in strong sales environment.

Open House - Tuesday, May 16 from 5:00 pm to 7:00 pm ET 728 Broad Street, Chattanooga, TN 37402 (Parking is available) Various positions are available throughout the Chattanooga and North Georgia area (see job postings for details, ******************* Please apply to this requisition if you are planning to attend. Managers will be in attendance for interviews.

Responsibilities: * Design and execution of annual report. * Manage day-to-day operations of Paid Search campaigns, including keyword development, campaign optimization, display, Google Analytics, Knowledge of Adwords * Monitor SEO best practices and strategy compliance * Analyze & optimize Paid Media campaigns from the keyword to the landing page, identifying opportunities for improvement throughout the customer journey * Excellent time management skills & self-motivated * Monitor competitive landscape and emerging social trends * Research and propose the implementation of new technologies, services, and opportunities to enhance social strategy * Prepare quarterly Digital Marketing Report to present to IT Steering Committee * Oversee photography/videography needs for marketing purposes. * Assist in implementing high-quality, engaging messaging and content for website campaigns Qualifications * Strong graphic design background * Comprehensive understanding of web content management systems and Adobe Creative Suite programs * 2 years social media and/or marketing experience * Experience in digital marketing and social media content management * Experience managing successful social media campaigns * Ability to work under pressure and manage multiple projects across multiple lines of business

Responsible for assisting with assessing hardship workout requests and granting alternative financing options within guidelines that meet the requirements of the bank as applicable. * Identify past due accounts that meet criteria for contact. * Review file information and bank records to determine overall customer profile * Establish written, verbal or personal contact with customers in order to resolve delinquency * Use effective skip trace techniques to locate missing customers and collateral. * Review proper approach to adjust delinquent condition through direct collections collateral recovery and disposition, loan extensions, or restructuring of loan terms. Qualifications: High School diploma or equivalent work experience. Some collection experience preferred.

Primary responsibility will be to build a portfolio comprised primarily of family owned, community minded, and multi-generational businesses generating revenues between $500,000 and $1,500,000 annually and exhibit the strong desire for a banker to serve as a financial adviser. * The Business Relationship Banker works closely with retail bank leaders in serving as small business adviser. To this end, the Business Relationship Banker is required to understand and communicate appropriate structure, terms, and conditions to the business owner. In addition, the Business Relationship Banker must develop or have several selected industries where they have intelligence and can build a niche. * The Business Relationship Banker is expected to complete fifteen face to face meetings with business decision makers weekly. * The Business Relationship Banker develops strong working relationships with the Retail Bank Market Leaders. Ideally, this relationship will lead to deeper relationships and higher share of wallet, including both commercial and consumer needs. * By Friday each week, the Business Relationship Bankers reports summarily through the CRM system on results of marketing efforts. * This position requires the Business Relationship Banker to have a high level of confidence in their advisory capacity with business owners. This is in line with one of our core strategies…Being the Trust Financial Adviser. * The Business Relationship Banker works closely with Commercial Relationship Managers on referral opportunities with businesses needing in excess of $1,500,000 of commercial debt and/or those businesses which require a high level of servicing. * The Business Relationship Banker develops strong working relationships with centralized small business lending unit and will accurately and fully document credit request packages. Secondary Activities And Responsibilities * Commitment to the BWB Vision, Behavioral Standards, and Ground Rules. * Serve as a leader in our culture building efforts. * Commitment to execute our Profit Rich Sales process and help coach others on it. * Involvement in community via civic groups and intentional efforts to aid our education of our clients and the community. * Develop strong referral relationships with Bank's insurance agency, mortgage lending department, and other ancillary vendors.

A Paralender in our Commercial Banking area is responsible for assisting Commercial Banking Advisers with processing and maintaining a large commercial loan book of business with special emphasis on real estate and commercial construction lending. Job Duties and Primary Responsibilities * Assists with customer contact and resolution of customer problems. * Orders appraisals and title work. * Prepares instructions for document processing. * Ensures preparation of documents and closings are completed as approved. * Orders construction inspections and prepares construction draws. Desired Qualifications * Experience with commercial loans from request, through approval, appraisal, title work, and documentation through closing and post-closing. * Experience with loan advances through the inspection for percentage of completion process. * Experience in portfolio maintenance such as clearing of technical and financial exceptions, collection of past dues, renewal of matured loans, and updating inventory.

As a Builtwell Financial Sales Representative, you will be the first building block with our customers that helps them achieve their financial goals by having conversations with them where you listen for clues that help you understand how to meet their financial needs. You will have the opportunity to meet with customers and prospects both in person and by phone to determine financial goals and needs, and meet those needs by proactively offering appropriate products, services, and trusted financial advice. Job Duties and Primary Responsibilities: FSR responsibilities include, but are not limited to the following: * Represent Builtwell Bank with integrity inside the branch and in the community and ethically work within established policies and procedures while delivering world class, second to none customer service. * Actively participate as a dynamic team member to help branch personnel achieve target goals by identifying customer needs and providing trusted financial advice about Builtwell solutions. * Execute required number of outbound calls and customer conversations based on the branch's needs to acquire new customer relationships and deepen and enhance existing customer relationships. * Educate customers and prospects on emerging bank technology and digital solutions such as mobile banking, online banking, ATM solutions, and mobile deposit in order to make life better and easier for Builtwell Bank Customers. * Possess the mindset that "Every customer is my customer," and take ownership and resolution of customer issues. * Deliver "Warm Transfer" referrals to an internal team of experts when additional financial goals and needs are uncovered. Required Qualifications * High school diploma or GED Skills and Competencies * Basic computer skills * Excellent communication skills (critical thinking and listening skills) * Stellar customer service skills * Demonstrated successful sales performance. * Ability to learn and follow financial center operation and security procedures.

As a Builtwell CSR, you will be the first face in relationship building for our valued customers. As you interact with the majority of our customers entering our Financial Centers, you will warmly welcome each one of them with an inviting smile while serving their transaction needs and having meaningful conversations to identify any additional opportunities to fulfill their full financial needs. Job Duties and Primary Responsibilities: CSR responsibilities include, but are not limited to the following: * Represent Builtwell Bank with integrity inside the branch and in the community, and ethically work within established policies and procedures while delivering world class, second to none customer service. * Run an inside or drive-through teller window by providing paying and receiving transaction services to customers with accuracy, efficiency, professionalism , and personality in a fast paced environment. * Demonstrate knowledge of available products and services in order to answer customer inquiries. * Balance cash items, teller over/short report, and other negotiable financial items while adhering to all branch cash control policies and procedures. * Answer the telephone in a friendly and professional manner with a positive attitude of helping the customer. * Demonstrate exceptional teamwork to ensure branch team goals and individual goals are exceeded. Required Qualifications * High school diploma or GED Skills and Competencies * Basic computer skills * Excellent communication skills * Stellar customer service skills * Ability to work with money transactions with high degree of accuracy * Ability to stand for extended periods of time and lift up to 25 pounds in coin or currency * Ability to learn and follow financial center operation and security procedures.

A Commercial Underwriter with our growing bank is responsible for working with Credit Officers and Commercial Banking Advisers to underwrite and document approvals for new and existing credit requests as well as work with the loan monitoring of commercial credit relationships. Role and Responsibilities * Prepares careful, detailed credit memos complete with a detailed analysis of repayment sources, collateral analysis and well-supported risk rating recommendation. * Prepares financial statement spreads using designated software products and templates after receipt of a financial package and initial loan request. Works in a team setting and fosters a cooperative and harmonious working climate conducive to maximizing employee morale and productivity. * Maintains full knowledge of loan policies and procedures and uses this knowledge in the preparation of credit analysis packages. * Participates in and contributes to discussions on terms, structure and viability of various loan requests with the underwriting team. * Performs periodic servicing on the material and problem relationships that are assigned. * Manages various reports involving loan portfolio segments, concentrations or areas of interest. * Participates in workgroups or teams involved in evaluation of lending software or systems. Qualifications * 3 years of solid experience in financial analysis, structuring and underwriting. Demonstrated understanding of commercial C&I and commercial real estate loan products, loan terms, and repayment plans. * Must be attentive to detail and possess excellent verbal and written communication and organizational skills. * Familiarity with Loan Vantage as a software application is helpful.

Primary responsibility will be to build a portfolio comprised primarily of family owned, community minded, and multi-generational businesses generating revenues between $500,000 and $1,500,000 annually and exhibit the strong desire for a banker to serve as a financial adviser. * The Business Relationship Banker works closely with retail bank leaders in serving as small business adviser. To this end, the Business Relationship Banker is required to understand and communicate appropriate structure, terms, and conditions to the business owner. In addition, the Business Relationship Banker must develop or have several selected industries where they have intelligence and can build a niche. * The Business Relationship Banker is expected to complete fifteen face to face meetings with business decision makers weekly. * The Business Relationship Banker develops strong working relationships with the Retail Bank Market Leaders. Ideally, this relationship will lead to deeper relationships and higher share of wallet, including both commercial and consumer needs. * By Friday each week, the Business Relationship Bankers reports summarily through the CRM system on results of marketing efforts. * This position requires the Business Relationship Banker to have a high level of confidence in their advisory capacity with business owners. This is in line with one of our core strategies…Being the Trust Financial Adviser. * The Business Relationship Banker works closely with Commercial Relationship Managers on referral opportunities with businesses needing in excess of $1,500,000 of commercial debt and/or those businesses which require a high level of servicing. * The Business Relationship Banker develops strong working relationships with centralized small business lending unit and will accurately and fully document credit request packages. Secondary Activities And Responsibilities * Commitment to the BWB Vision, Behavioral Standards, and Ground Rules. * Serve as a leader in our culture building efforts. * Commitment to execute our Profit Rich Sales process and help coach others on it. * Involvement in community via civic groups and intentional efforts to aid our education of our clients and the community. * Develop strong referral relationships with Bank's insurance agency, mortgage lending department, and other ancillary vendors.

The primary responsibility for this position is to manage the underwriting and exercise individual loan authority within limits, of business purpose and commercial real estate loan requests within the bank's Small Business Lending unit. Responsibilities: * Work both independently and with the bank's small business underwriting unit, to underwrite and approve small business and commercial real estate loan requests. While making sure that loan quality standards are maintained position also ensures that the loan requests moves through the underwriting process smoothly and as quickly as prudence allows. * Will be actively involved in evolving the Small Business Lending Unit to include adding staff and enhancing loan servicing as the unit grows. * Maintains the Bank's lending and risk policies and standards, along with regulatory compliance guidelines, in all lending decisions. * Actively seeks to find loan structure alternatives to requests that are not workable in order to meet the Customer's and Bank's needs, while remaining within the Bank's risk tolerances. * Is ultimately responsible for the quality and accuracy of all written documentation of loan decisions and underwriting that is used to support credit decisions. * Is active in servicing existing loan portfolios that are assigned and is responsible that periodic servicing has been performed * Performs all additional duties and activities as directed by the Underwriting Manager and or Chief Credit Officer Qualifications: * Bachelor degree preferred or equivalent work experience * Three years of small business and commercial real estate underwriting experience * Strong understanding of personal and business financial statements and tax returns * Strong analytical skills * Strong verbal and written communication skills * Ability and desire to make loan decisions and exercise individual loan authority * Ability to work within and lead an underwriting team * Ability to work with customers across our footprint * Knowledge of regulatory compliance. * Working knowledge of real estate appraisals/property evaluations.

As a Builtwell CSR, you will be the first face in relationship building for our valued customers. As you interact with the majority of our customers entering our Financial Centers, you will warmly welcome each one of them with an inviting smile while serving their transaction needs and having meaningful conversations to identify any additional opportunities to fulfill their full financial needs. Job Duties and Primary Responsibilities: CSR responsibilities include, but are not limited to the following: * Represent Builtwell Bank with integrity inside the branch and in the community, and ethically work within established policies and procedures while delivering world class, second to none customer service. * Run an inside or drive-through teller window by providing paying and receiving transaction services to customers with accuracy, efficiency, professionalism , and personality in a fast paced environment. * Demonstrate knowledge of available products and services in order to answer customer inquiries. * Balance cash items, teller over/short report, and other negotiable financial items while adhering to all branch cash control policies and procedures. * Answer the telephone in a friendly and professional manner with a positive attitude of helping the customer. * Demonstrate exceptional teamwork to ensure branch team goals and individual goals are exceeded. Required Qualifications * High school diploma or GED Skills and Competencies * Basic computer skills * Excellent communication skills * Stellar customer service skills * Ability to work with money transactions with high degree of accuracy * Ability to stand for extended periods of time and lift up to 25 pounds in coin or currency * Ability to learn and follow financial center operation and security procedures.

Primary responsibility will be to build a portfolio comprised primarily of family owned, community minded, and multi-generational businesses generating revenues between $500,000 and $1,500,000 annually and exhibit the strong desire for a banker to serve as a financial adviser. * The Business Relationship Banker works closely with retail bank leaders in serving as small business adviser. To this end, the Business Relationship Banker is required to understand and communicate appropriate structure, terms, and conditions to the business owner. In addition, the Business Relationship Banker must develop or have several selected industries where they have intelligence and can build a niche. * The Business Relationship Banker is expected to complete fifteen face to face meetings with business decision makers weekly. * The Business Relationship Banker develops strong working relationships with the Retail Bank Market Leaders. Ideally, this relationship will lead to deeper relationships and higher share of wallet, including both commercial and consumer needs. * By Friday each week, the Business Relationship Bankers reports summarily through the CRM system on results of marketing efforts. * This position requires the Business Relationship Banker to have a high level of confidence in their advisory capacity with business owners. This is in line with one of our core strategies…Being the Trust Financial Adviser. * The Business Relationship Banker works closely with Commercial Relationship Managers on referral opportunities with businesses needing in excess of $1,500,000 of commercial debt and/or those businesses which require a high level of servicing. * The Business Relationship Banker develops strong working relationships with centralized small business lending unit and will accurately and fully document credit request packages. Secondary Activities And Responsibilities * Commitment to the BWB Vision, Behavioral Standards, and Ground Rules. * Serve as a leader in our culture building efforts. * Commitment to execute our Profit Rich Sales process and help coach others on it. * Involvement in community via civic groups and intentional efforts to aid our education of our clients and the community. * Develop strong referral relationships with Bank's insurance agency, mortgage lending department, and other ancillary vendors.

Primary responsibility will be to build a portfolio comprised primarily of family owned, community minded, and multi-generational businesses generating revenues between $500,000 and $1,500,000 annually and exhibit the strong desire for a banker to serve as a financial adviser. * The Business Relationship Banker works closely with retail bank leaders in serving as small business adviser. To this end, the Business Relationship Banker is required to understand and communicate appropriate structure, terms, and conditions to the business owner. In addition, the Business Relationship Banker must develop or have several selected industries where they have intelligence and can build a niche. * The Business Relationship Banker is expected to complete fifteen face to face meetings with business decision makers weekly. * The Business Relationship Banker develops strong working relationships with the Retail Bank Market Leaders. Ideally, this relationship will lead to deeper relationships and higher share of wallet, including both commercial and consumer needs. * By Friday each week, the Business Relationship Bankers reports summarily through the CRM system on results of marketing efforts. * This position requires the Business Relationship Banker to have a high level of confidence in their advisory capacity with business owners. This is in line with one of our core strategies…Being the Trust Financial Adviser. * The Business Relationship Banker works closely with Commercial Relationship Managers on referral opportunities with businesses needing in excess of $1,500,000 of commercial debt and/or those businesses which require a high level of servicing. * The Business Relationship Banker develops strong working relationships with centralized small business lending unit and will accurately and fully document credit request packages. Secondary Activities And Responsibilities * Commitment to the BWB Vision, Behavioral Standards, and Ground Rules. * Serve as a leader in our culture building efforts. * Commitment to execute our Profit Rich Sales process and help coach others on it. * Involvement in community via civic groups and intentional efforts to aid our education of our clients and the community. * Develop strong referral relationships with Bank's insurance agency, mortgage lending department, and other ancillary vendors.