Personal banking officer vs escrow officer

Differences between personal banking officer and escrow officer duties and responsibilities

Personal banking officer example responsibilities.

• Work one-on-one with clients to gather requirements and identify cross-selling opportunities and leverage customer leads and referrals to identify new prospects.
• Refer customers to bankers regarding any new accounts, investments, loans, reordering new checks and ATM cards.
• Cultivate relations with company business partners to identify and maximize cross-sell opportunities.
• Develop customer base through cross-selling products and servicing existing clients, develop new business through interaction with internal and external resources.
• Advise clients on financial products and services using knowledge of tax and investment strategies, securities, insurance and pension plans.
• Perform market analysis and research to identify target markets and partners.

Escrow officer example responsibilities.

• Manage escrow department for title insurance company.
• Perform closing for a variety of real estate escrows types, including but not limit to REO resale and resale escrows.
• Operate multi-line phone system and perform basic office procedures.
• Prepare closing documents, close escrow, TRID CD, clear title.
• Order conveyance deeds and other pertinent documents from outside vendors.
• Prepare documents to be record with county and return to mortgage company for conveyance.
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