Personal service representative vs personal banking representative

Differences between personal service representative and personal banking 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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Personal banking representative example responsibilities.

• Develop and maintain relationships with business partners to increase cross-sell opportunities and achieve sales goals.
• Open new bank accounts, order debit and ATM cards for new and existing customers.
• Coach associates in cross-selling of products, create work schedules and implement procedures to reduce expenses.
• Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
• Maintain customer relationships while continually assessing cross-selling opportunities.
• Advise patients of insurance/hospital information, prepare admission forms and enter patient data into the patient data accounting system.
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