Develop and maintain relationships with, and provide timely guidance and advice to, the executive Major Accounts management teams.
November 26, 2022
Provide assistance to customers, employees and visitors in a courteous and professional manner.
November 28, 2022
Demonstrates an understanding of the local insurance marketplace and effectively uses that knowledge to the Company's advantage.
December 02, 2022
Works together in situations when actions are interdependent and a team is mutually responsible to produce a result.
January 13, 2023
Act as a Senior Trust Officer in support of a portfolio of Agency & Trust NA Structured Finance transactions.
February 22, 2023
Takes ownership and responsibility for actions and outcomes, performance and results.
March 05, 2023
Manage and maintain, as a single point of contact, new and existing customer relationships including client onboarding, KYC risk assessment and internal reviews.
March 10, 2023
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).
March 13, 2023
Develops agency sales/business plan and frequently partners with Managing Director to develop region/group sales plan.
May 17, 2023
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.
May 20, 2023