Treasury agent vs personal banker

Differences between treasury agent and personal banker 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.

Personal banker example responsibilities.

• Manage customer s portfolio while identifying cross-sell opportunities to increase acquisition of customer s financial and credit services.
• Work one-on-one with clients to gather requirements and identify cross-selling opportunities and leverage customer leads and referrals to identify new prospects.
• Certify as a public notary and international wire transfers.
• Process consumer loan applications following approve guidelines, NMLS certify.
• Identify and maximize new account sales and cross-sell opportunities, utilizing customer profiling to develop book of business.
• Identify cross-sell opportunities, including opportunities to refer customers to other sales representatives through proper customer profiling and needs-base selling.
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