Treasury agent vs finance service representative

Differences between treasury agent and finance service representative duties and responsibilities

Treasury agent example responsibilities.

• Schedule and meet individuals\groups for assign or self-generate leads, assist and enroll eligible individuals in suitable Medicare product.
• Process credit card sales for deposit to FEC bank accounts.
• Serve as the FEC customer's contact.
• Process 10,000 plus incoming account receivables as a CRT operator.
• Perform critical problem solving analysis and resolution of conflicts in reservations, billing, operation and citations issue during rentals.
• Review life insurance, annuities, investment, and international banking documentation for operational and regulatory compliance.

Finance service representative example responsibilities.

• Manage correspondent services including but not limit to wire processing, coin and currency, ACH support and international payments.
• Gain excellent customer service skills and achieve award for completing voluntary MSR exams.1
• Manage client relationship by presenting solutions for customers state and unstate needs while cross-selling company products.
• Maintain cleanliness and presentation of member service area and marketing information.
• Originate and develop new business through effective profiling, relationship building, consultative customer service in a retail banking environment.
• Count upon for accuracy and math skills.
Show more