Client Service Frequent direct communication with clients email and phone communication Receive direct and indirect client requests Resolve client service issue Complaint resolution Documentation requirements Coordinate with Middle Office on Account Opening , Cash transactions , and Asset transfers Sales and Service Activity Actively participate in Life 360 and CRM to ens

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

Reconcile assigned accounts according to established procedures daily, weekly, monthly, etc. Work with other bank departments to identify and clear outstanding items in accounts. Perform necessary research to assist other departments in resolving issues. Establish reconciliations for new companies to insure that accounts are properly monitored. Identify and obtain appropr

Customer Experience Deepen relationships and treat customers with genuine care by listening to their specific needs, asking questions to gain deeper understanding, and seamlessly guide them to where their financial needs can be met Provide follow up to customer questions and find solutions to address issues Be responsive and timely with correspondence to keep lines of com

Promote good customer experience by consistently providing best in class customer satisfaction by adhering to and applying customer experience key behaviors in a friendly demeanor, exemplifying a can do attitude, and portraying a willingness to help at all times. Have a developed rapport with the customer base and have knowledge of account ownership. Act with confidence b

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Achieving sales goals while serving the clients' best interests. Plan and conduct individual and group coaching sessions with retail bank employees. Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. Handle daily client needs and problems and prioritize and delegate tasks to resolve. Post appoint

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o

Accurately maintains complex accounting records and performs all related accounting functions. Oversees preparation of daily entries and monitoring of accounts. Maintains account balances. Prepares complex accounting journal entries and monthly financial statements where applicable. Maintains current accounting policies and practices. Ensures compliance with Generally Acc

An individual contributor who participates in group and/or individual projects performing reviews of various processes, identifying regulatory compliance risk, and testing controls to ensure they adequately mitigate risk. Design and document testing performed by establishing and maintaining comprehensive workpapers that clearly describes the testing methodology and displa

Handles customer interactions in a professional, courteous manner. Provides accurate information to the customer. Explains products and policies so the customer can understand. Handles Premier and Core client interactions. Serving as the main point of contact for this segment of clients. Directs Treasury Management product and service requests to the CSC Implementations S

Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs. Maintain an in depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing tools to proactively reach o