Takes ownership and responsibility for actions and outcomes, performance and results.
February 12, 2021
Works together in situations when actions are interdependent and a team is mutually responsible to produce a result.
February 25, 2021
Manage and maintain, as a single point of contact, new and existing customer relationships including client onboarding, KYC risk assessment and internal reviews.
March 06, 2021
Demonstrate a satisfactory understanding of your duties and responsibilities as it relates to the Bank Secrecy Act (BSA), Anti-Money Laundering Act (AML), Patriot Act, and Office of Foreign Assets Control Regulations (OFAC).
April 18, 2021
Act as a Senior Trust Officer in support of a portfolio of Agency & Trust NA Structured Finance transactions.
April 24, 2021
Assists in assigning, tracking, and reporting all aspects of compliance training to include the assignment of training for the department, tracking completions, and deadlines, sending reminder notices, and maintaining completion records and reports.
April 26, 2021
Demonstrates an understanding of the local insurance marketplace and effectively uses that knowledge to the Company's advantage.
April 28, 2021