About the role
Essential Duties and Responsibilities: Initial point of contact for FAs regarding PCB lending and cash solutions for assigned territory. Consistently conduct/complete branch visits, branch/FA profiles, FA book reviews and call reports. Partner with FAs to provide sound financial advice regarding PCB products to clients. Build PCB product awareness and understanding among FAs and Sales Assistants (SAs), with emphasis on the high opportunity FA teams. Build, promote, market and maintain an a…