Collaborate with other departments to resolve customer issues and provide a seamless onboarding experience.
September 01, 2023
Process new account applications and ensure all required documentation is complete and accurate.
October 06, 2023
Open new accounts and input customer information into the system accurately.
October 10, 2023
Cross-sell additional products and services to new account holders.
October 10, 2023
Maintain knowledge of current banking regulations and compliance requirements.
October 13, 2023
Explain account terms and conditions, fees, and interest rates to customers.
October 14, 2023
Follow up with customers to ensure satisfaction and address any concerns or questions.
October 24, 2023
Assist customers in selecting the appropriate account type and provide information on account features and benefits.
October 25, 2023
Conduct credit checks and verify customer information to assess creditworthiness.
November 10, 2023
Meet sales targets and goals for new account acquisition.
November 29, 2023