SUMMARY. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products. Participate in the bank’s referral p...
SUMMARY. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products. Participate in the bank’s referral p...
Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products. Participate in the bank’s referral program an...
SUMMARY. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES AND RESPONSIBILITIES. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank products. Participate in the bank’s referral p...
SUMMARY. Provide administrative assistance for one to three financial advisors in a specific geographic area. Routinely schedules appointments and meetings. Answers client questions and provides account information upon request. ESSENTIAL DUTIES AND RESPONSIBILITIES. Provide sales assistance for Investment Executive/Sr. Investment Executive in an assigned office. Send daily wires out of customer funds to the office manager. Assist in the administ...
SUMMARY. Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or assistance of other bank employees or departments, to consistently deliver a superior level of customer service. ESSENTIAL DUTIES and RESPONSIBILITIES. include, but are not limited to the following. Strong knowledge of bank products and services, with the ability to recognize customer needs, and cross-sell bank...
SUMMARY. Wire Associate is responsible for performing operational support duties of the Wire department. Primary responsibility will be processing incoming and outgoing wires in a high volume, time sensitive environment. Wire Associate will be responsible for utilizing automated wire transfer system to ensure all wires are processed in an accurate, timely and compliant manner. ESSENTIAL DUTIES AND RESPONSIBILITIES. Processes and verifies incoming...
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral...
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral...
Responsible for providing superior customer service to clients by processing transactions, recognizing client needs and recommending the appropriate product and/or service. Open, maintain and close all types of transactions and deposit accounts in an efficient manner. Direct the daily work of all tellers within the office and ensure orderly operations of teller staff and the vault. Generate referrals as well as coach tellers on sales and referral...
