Reports, Monetary Sales Logs, and Suspicious Activity Reports as necessary to comply with the Bank Secrecy Act. Obtains.... Recognizes and identifies cross-selling opportunities and refers customers to the appropriate area of the Bank for additional...
accounting and auto leasing accounting department. Conduct relationships and activities consistent with established Bank policies..., procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations...
and retain customer relationships. Identifies potential customer banking needs and cross-sells other bank products and services.... Analyzes tax returns and financial statements. Participates in branch or bank wide campaigns. Actively cross-sells and refers...
customer needs and cross-sell bank products/services ensuring recommendations are customer centric to meet the needs of the... participate in the branch sales program and goal achievement. Perform teller functions in accordance with established bank...
Job Description: Answer incoming calls from customers needing assistance in a variety of areas Fulfill customer service functions Answer questions, give explanation, and solve problems for customers Complete special projects as assigne...
to engage in daily discussions and interactions. Must be able to read and understand bank-related documents. Must be able...
. Participates in branch or bank wide campaigns. Actively cross-sells and refers customers to the appropriate business partners... work experience may substitute for the degree requirement. Experience: 3+ years of branch/bank operations experience...
limits. Prepare necessary forms for proper completion of Bank Secrecy Act (BSA) requirement, including obtaining... service areas (e.g., Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, etc.) evidenced by appropriate application of these...
Job Description: Provide accurate, friendly, and professional service to Bank customers through their daily... and interpret customer needs and suggests appropriate bank services to assist in meeting its sales goals;actively participate...
(s). Maintains full knowledge of bank’s sales, service and operations. Acts as teller, customer service representative... all while providing Legendary Service to customers and employees. Sales management and training for cross selling bank products...