Finance representative vs phone banker

Differences between finance representative and phone banker duties and responsibilities

Finance representative example responsibilities.

• Work in QuickBooks to process payroll, submit payroll taxes, manage accounts payable and record income.
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Manage financial statements and work independently to produce accurate records for petty cash, bank reconciliations, and data inventory.
• Educate clients and provide financial and retirement solutions utilizing life insurance and annuities.
• Demonstrate ability to continually learn and apply that knowledge and execute necessary details involve with the risk management and securities industry.
• Facilitate timely customer service by opening new accounts and cross-selling products enabling co-workers to maintain focus on their primary job duties.
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Phone banker example responsibilities.

• Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
• Process treasury tax and loan payments.
• Service customers with commercial and treasury management accounts and make appropriate product recommendations.
• Secure and obtain accurate patients demographics, financial information, and maintain confidentiality on all patient records.
• Interact with commercial business, insurance, business development and investment partners to identify cross-selling opportunities, while meeting customer needs.
• Provide notary service upon request.