Promote and service all the deposit products available at the bank and open all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes.
September 20, 2022
Demonstrated ability to conduct basic and complex loan document needs assessments, identify problems, and exercise sound judgment.
November 09, 2022
Assists in the development and implementation of marketing plans to foster awareness and continued growth of accounts per member at minimal levels as defined by management.
December 03, 2022
Provide sales support to PRMs including preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirement.
December 19, 2022
Developing and enhancing in-depth client knowledge and sharing it with the client coverage team for both new business development and management of client risk.
December 23, 2022
Understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JP Morgan Treasury Services via appropriate solution(s).
February 11, 2023
Performs all applicable job functions in accordance with established Credit Union BSA/AML/OFAC policies and procedures and completes required training on an annual basis.
February 16, 2023
Works within an aligned Services Team committed to overall excellence in servicing and mitigating risk in all aspects of the client relationship, including loan and deposit accounts.
February 25, 2023
Acts in a cooperative and joint fashion with all Credit Union business units including Suncoast Trust and Investments, Service Centers, and Credit Union subsidiaries to increase accounts per member, loans, deposits, and fee income.
March 18, 2023
Support PRMs to manage client contact and service, including, in the absence of PRMs, answering client calls, resolving client enquiries on transactional needs and facilitating a smooth hand-off to the correct channels where appropriate, and managing key event reminders to maintain active client contact.
May 20, 2023