Personal banking assistant vs bank representative

Differences between personal banking assistant and bank representative duties and responsibilities

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.

Bank representative example responsibilities.

• Used CRM software for KYC purposes, managing and analyzing customer data throughout life cycle.
• Open new accounts for existing and/or new clients, including money market savings, CDs, and IRA accounts.
• Complete maintenance request including address changes, check orders, stop payments, warnings, account closings and ATM card captures.
• Originate and sign internal debit and credit documents.
• Complete customer account paperwork for loans, fraudulent activity, unauthorize activity and weekly ATM balancing reports.
• Advise patients of insurance/hospital information, prepare admission forms and enter patient data into the patient data accounting system.
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