LifeStore Bank & Insurance

Creates the optimum experience in all customer and consumer interactions. Consults with customers, recommending products and services to meet immediate needs and long-term goals. Solicits new business and proactively provides or refers financial products and services. Actively participates and interacts with other team members.

Creates the optimum experience in all customer and consumer interactions. Consults with customers, recommending products and services to meet immediate needs and long-term goals. Solicits new business and proactively provides or refers financial products and services. Actively participates and interacts with other team members.

The Commercial Relationship Manager provides assistance to customers and prospects in all areas of financial services, concentrating on commercial loans and related products and services.  This individual acts as a gatekeeper for these relationships directing customers to other appropriate product and service specialists throughout the company.

Processes accounts payable and prepares numerous general ledger reconciliations for LifeStore Financial Group and its subsidiaries. Reviews and verifies invoices for accuracy, prepares payments and manages related correspondence and vendor communications in a timely and efficient manner. Researches and resolves all open payable problems and maintains all payable records. Responsible for maintaining accurate financial records while ensuring compliance with accounting principles, internal controls and all regulatory requirements.