About this role
The Branch Specialist is an important role that that requires a dependable and flexible incumbent that is capable of travelling to all Tower community and sponsor branches and Member Service Center with ability to perform the tasks of each position relevant to and necessary to meet business needs. Cross-selling a full range of financial products and services and maintain individual sales and referral standards is integral to meeting company goals. Performs administrative duties, system data entry and information retrieval, ensures compliance with Federal and State regulatory statutes, as well as internal policies and procedures.