Provide banker with suggestions on potential sales opportunities based on perceived client needs, utilizing cash management, large balance and un-invested cash reports, upcoming maturity reports, etc.
March 23, 2020
Actively support Sales Team in delivering consistently high quality banking, credit, trust, fiduciary, and investment services to Private Bank clients.
May 16, 2020
Handle a portfolio of clients with expatriates stationed worldwide.
May 19, 2020
Resolve overdrafts, errors, loss reporting in conjunction with Director or Trust Officers.
July 11, 2020
Respond to all client requests which includes direct contact with clients and with accountants, attorneys and other client centers of influence.
July 17, 2020
Participate in Client Management Process (CMP) activities.
August 04, 2020
Assist the Director of Client Services and the New Business team with prospect lists, potentially obtaining customer credit information and other miscellaneous requirements as needed.
August 15, 2020
Manage and execute client transactions with respect to business and individual banking, credit, and investment products (may be performed by service center at CSSO request based on transaction type).
August 30, 2020
Demonstrated fluency in written and spoken English with the sophistication necessary to effectively communicate technical details to both technical and non-technical individuals.
August 30, 2020
Completes the account opening process for all new clients, which can be done simultaneously to the CRF process being completed by the RO.
October 18, 2020