Personal service representative vs bank representative

Differences between personal service representative and bank representative duties and responsibilities

Personal service representative example responsibilities.

• Utilize federal and state Medicaid health guidelines to implement proper manage care according to departmental policies and procedures.
• Input and maintain ATM and debit cards within system.
• Comply with HIPAA standards in all patient documentation and interactions
• Handle complex inquires, resolve problems, gather information and troubleshoot problems.
• Assist customers with routine online bank relate requests such, as inquiries regarding ATM and debit card usage and limits.
• Assure all HIPAA guidelines are continuously being meet, while guaranteeing inquiries are being document according to government compliance standards.
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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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