New accounts specialist vs personal banking assistant

Differences between new accounts specialist and personal banking assistant duties and responsibilities

New accounts specialist example responsibilities.

• Manage a Salesforce database comprise of customer information, leads and potential sales opportunities.
• Order ATM and debit cards, assist consumers with on-line banking program and update rate information on bank website.
• Assist in daily oversight for central branch vault, teller drawer, and ATM.
• Process distributions including checks, account transfers, fed fund wires, ACH and journal requests within require SLA.
• Review daily ACH transactions report for accuracy and document transaction errors.
• Perform office cost analyses with surgical patients base on individual insurance for schedule procedure in accordance with government policies and guidelines.
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Personal banking assistant example responsibilities.

• Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
• Maintain and collect fees for safe deposit boxes and perform daily transaction/currency functions for area ATM's.
• Reconcile ATM and audit non-monetary documents.
• Comply with federal and international compliance regulations and procedures, along with completion of NMLS origination licensing.
• Direct, develop and coordinate origination, structuring and administration of all credit, capital markets and syndicate credit/agency activities.