Maintains compliance with established internal operational standards and Federal and State regulations to protect the interest of the Bank and customers.
January 16, 2023
Building relationships with customers through proactive outreach and follow up, asking questions and learning about their financial needs.
January 24, 2023
Actively managing their banking relationship through an advice-based approach and ensuring each client receives the best products, services for his or her needs.
March 06, 2023
Utilizes contact management system by notating what was learned both financially and personally and will continue to build on customer relationships through follow-up.
March 16, 2023
Operates within established risk parameters/tolerances, and meets internal/external risk and compliance obligations, including completion of required training.
March 28, 2023
Participates with immediate supervisor and training department representative in development of a personal job training schedule, with consideration given to education and previous work background.
May 07, 2023