Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process.
March 25, 2020
Demonstrates analytical insight and thorough knowledge of transaction and interchange level details pertaining to their accounts and understands the impacts on both the client's and Fiserv business.
April 13, 2020
Maintains professional community relations, including leadership roles, to increase the bank's visibility and new business opportunities, and to further personal development.
April 15, 2020
Assist banker with action plans for clients that are out of compliance of covenants, showing operating losses or having floorplan audit performance issues.
April 20, 2020
Monitors and manages existing credit relationships which includes note renewals, reviewing and detailed analysis of current financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.
April 24, 2020
Participates and provides leadership in Bank and community activities including business, charitable, civic and social organizations, increasing Bank's visibility and enhancing new business opportunities.
April 25, 2020
Actively calling on prospects and existing clients, keeping abreast of clients/prospects needs in order to maintain and grow relationships and develop a pipeline.
May 22, 2020